Narrative Update • Jun 04

The Transportation industry has stayed flat over the last week. As for the the longer term, the industry is up 11% over the past 12 months. As for the next few years, earnings are forecast to decline by 4.7% per annum.
Has the Hong Kong Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 16 Jun 2026 | HK$240.1b | HK$113.9b | HK$16.9b | 13.1x | 14.2x | 2.1x |
| Thu, 14 May 2026 | HK$253.3b | HK$113.7b | HK$16.9b | 14.1x | 15x | 2.2x |
| Sat, 11 Apr 2026 | HK$250.0b | HK$112.9b | HK$16.7b | 14.3x | 14.9x | 2.2x |
| Mon, 09 Mar 2026 | HK$262.8b | HK$111.7b | HK$19.4b | 18.2x | 13.5x | 2.4x |
| Wed, 04 Feb 2026 | HK$279.6b | HK$124.9b | HK$20.3b | 16.3x | 13.8x | 2.2x |
| Fri, 02 Jan 2026 | HK$258.2b | HK$124.3b | HK$20.2b | 16.1x | 12.8x | 2.1x |
| Sun, 30 Nov 2025 | HK$265.7b | HK$123.7b | HK$20.2b | 17.9x | 13.1x | 2.1x |
| Tue, 28 Oct 2025 | HK$239.5b | HK$123.0b | HK$20.1b | 14.9x | 11.9x | 1.9x |
| Thu, 25 Sep 2025 | HK$223.4b | HK$122.9b | HK$20.1b | 14.3x | 11.1x | 1.8x |
| Sat, 23 Aug 2025 | HK$222.8b | HK$121.4b | HK$20.6b | 13.1x | 10.8x | 1.8x |
| Mon, 21 Jul 2025 | HK$222.1b | HK$123.2b | HK$18.8b | 13.1x | 11.8x | 1.8x |
| Wed, 18 Jun 2025 | HK$224.3b | HK$123.0b | HK$18.7b | 14.7x | 12x | 1.8x |
| Fri, 16 May 2025 | HK$222.9b | HK$122.3b | HK$18.7b | 15.1x | 12x | 1.8x |
| Sun, 13 Apr 2025 | HK$203.3b | HK$121.1b | HK$18.7b | 16x | 10.9x | 1.7x |
| Tue, 11 Mar 2025 | HK$211.6b | HK$118.3b | HK$20.1b | 11.4x | 10.5x | 1.8x |
| Thu, 06 Feb 2025 | HK$198.6b | HK$117.0b | HK$14.0b | 14.5x | 14.2x | 1.7x |
| Sat, 04 Jan 2025 | HK$212.3b | HK$116.6b | HK$14.0b | 13.8x | 15.2x | 1.8x |
| Mon, 02 Dec 2024 | HK$217.5b | HK$117.1b | HK$14.0b | 13.5x | 15.5x | 1.9x |
| Wed, 30 Oct 2024 | HK$228.2b | HK$116.6b | HK$14.0b | 14.6x | 16.3x | 2x |
| Fri, 27 Sep 2024 | HK$228.2b | HK$117.5b | HK$14.3b | 12.6x | 16x | 1.9x |
| Sun, 25 Aug 2024 | HK$216.8b | HK$116.1b | HK$12.5b | 12.1x | 17.4x | 1.9x |
| Tue, 23 Jul 2024 | HK$208.2b | HK$112.5b | HK$10.5b | 17.5x | 19.8x | 1.8x |
| Thu, 20 Jun 2024 | HK$201.0b | HK$112.1b | HK$10.4b | 12.3x | 19.3x | 1.8x |
| Sat, 18 May 2024 | HK$224.0b | HK$110.6b | HK$10.0b | 16.6x | 22.3x | 2x |
| Mon, 15 Apr 2024 | HK$195.5b | HK$110.2b | HK$9.9b | 13.3x | 19.8x | 1.8x |
| Wed, 13 Mar 2024 | HK$202.1b | HK$107.0b | HK$8.1b | 23.5x | 24.9x | 1.9x |
| Fri, 09 Feb 2024 | HK$198.2b | HK$102.7b | HK$9.6b | 21.6x | 20.6x | 1.9x |
| Sun, 07 Jan 2024 | HK$218.3b | HK$102.6b | HK$9.6b | 22.8x | 22.7x | 2.1x |
| Tue, 05 Dec 2023 | HK$218.2b | HK$102.6b | HK$9.6b | 23.5x | 22.7x | 2.1x |
| Thu, 02 Nov 2023 | HK$230.0b | HK$101.3b | HK$9.6b | 20.4x | 24x | 2.3x |
| Sat, 30 Sep 2023 | HK$241.1b | HK$100.3b | HK$9.0b | 19.3x | 26.8x | 2.4x |
| Mon, 28 Aug 2023 | HK$246.2b | HK$98.0b | HK$7.9b | 19.3x | 31x | 2.5x |
| Wed, 26 Jul 2023 | HK$268.2b | HK$93.2b | HK$8.4b | 20.1x | 31.8x | 2.9x |
| Fri, 23 Jun 2023 | HK$272.0b | HK$93.0b | HK$8.4b | 27.8x | 32.2x | 2.9x |
32.2x
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 1.53% | |
| Industrials | 0.56% | |
| Transportation | 0.98% | |
| Cargo Ground Transportation | 13.36% | |
| Trucking | 3.80% | |
| Railroads | 0.51% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 66 MTR | HK$31.74 | 1.5% +HK$2.9b | 14.4% | PE13.5x | |
| 2643 CaoCao | HK$34.50 | 8.5% +HK$1.6b | n/a | PS0.9x | |
| 2418 Deewin Tianxia | HK$2.91 | 11.5% +HK$645.7m | 56.5% | PE79.1x | |
| 2559 Dida | HK$1.38 | 29.0% +HK$315.7m | 14.0% | PE9.3x | |
| 254 National United Resources Holdings | HK$1.05 | 20.7% +HK$101.5m | 150.0% | PS7.2x |