Narrative Update • Jun 04

Over the last 7 days, the Transportation industry has remained flat, although notably CaoCao declined by 3.2%. As for the the longer term, the industry is up 13% over the past 12 months. In the next few years, earnings are forecast to decline by 4.6% annually.
Has the Hong Kong Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 08 Jun 2026 | HK$237.3b | HK$113.9b | HK$16.9b | 13x | 14.1x | 2.1x |
| Wed, 06 May 2026 | HK$255.0b | HK$112.9b | HK$16.7b | 13.8x | 15.2x | 2.3x |
| Fri, 03 Apr 2026 | HK$245.5b | HK$112.4b | HK$16.8b | 13.8x | 14.6x | 2.2x |
| Sun, 01 Mar 2026 | HK$275.2b | HK$112.0b | HK$19.4b | 19.1x | 14.2x | 2.5x |
| Tue, 27 Jan 2026 | HK$269.1b | HK$124.7b | HK$20.3b | 16.4x | 13.3x | 2.2x |
| Thu, 25 Dec 2025 | HK$260.7b | HK$124.1b | HK$20.2b | 16.1x | 12.9x | 2.1x |
| Sat, 22 Nov 2025 | HK$260.4b | HK$123.2b | HK$20.1b | 16x | 12.9x | 2.1x |
| Mon, 20 Oct 2025 | HK$236.0b | HK$122.8b | HK$20.1b | 15.4x | 11.8x | 1.9x |
| Wed, 17 Sep 2025 | HK$225.9b | HK$123.0b | HK$20.1b | 14.6x | 11.2x | 1.8x |
| Fri, 15 Aug 2025 | HK$228.9b | HK$123.2b | HK$18.8b | 13.1x | 12.2x | 1.9x |
| Sun, 13 Jul 2025 | HK$222.1b | HK$123.3b | HK$18.8b | 13.1x | 11.8x | 1.8x |
| Tue, 10 Jun 2025 | HK$222.8b | HK$123.0b | HK$18.7b | 13.7x | 11.9x | 1.8x |
| Thu, 08 May 2025 | HK$217.6b | HK$121.9b | HK$18.6b | 14.9x | 11.7x | 1.8x |
| Sat, 05 Apr 2025 | HK$210.1b | HK$121.2b | HK$18.7b | 16.3x | 11.2x | 1.7x |
| Mon, 03 Mar 2025 | HK$203.8b | HK$116.9b | HK$14.0b | 16.4x | 14.6x | 1.7x |
| Wed, 29 Jan 2025 | HK$199.5b | HK$117.2b | HK$14.0b | 15.7x | 14.2x | 1.7x |
| Fri, 27 Dec 2024 | HK$220.0b | HK$116.7b | HK$14.0b | 13.5x | 15.8x | 1.9x |
| Sun, 24 Nov 2024 | HK$216.6b | HK$116.9b | HK$14.0b | 13.2x | 15.5x | 1.9x |
| Tue, 22 Oct 2024 | HK$231.6b | HK$116.8b | HK$14.1b | 13.8x | 16.5x | 2x |
| Thu, 19 Sep 2024 | HK$216.6b | HK$117.0b | HK$14.2b | 13x | 15.2x | 1.9x |
| Sat, 17 Aug 2024 | HK$216.4b | HK$115.6b | HK$12.5b | 15.2x | 17.4x | 1.9x |
| Mon, 15 Jul 2024 | HK$208.2b | HK$112.7b | HK$10.5b | 17.5x | 19.8x | 1.8x |
| Wed, 12 Jun 2024 | HK$205.6b | HK$110.9b | HK$10.3b | 12.6x | 19.9x | 1.9x |
| Fri, 10 May 2024 | HK$211.8b | HK$110.6b | HK$10.0b | 15.2x | 21.1x | 1.9x |
| Sun, 07 Apr 2024 | HK$196.2b | HK$110.2b | HK$9.9b | 12.8x | 19.8x | 1.8x |
| Tue, 05 Mar 2024 | HK$195.7b | HK$102.3b | HK$9.6b | 21.3x | 20.4x | 1.9x |
| Thu, 01 Feb 2024 | HK$198.8b | HK$102.8b | HK$9.6b | 21.6x | 20.7x | 1.9x |
| Sat, 30 Dec 2023 | HK$231.7b | HK$102.8b | HK$9.6b | 23.8x | 24.1x | 2.3x |
| Mon, 27 Nov 2023 | HK$228.9b | HK$102.1b | HK$9.6b | 20.1x | 23.8x | 2.2x |
| Wed, 25 Oct 2023 | HK$233.7b | HK$100.2b | HK$9.0b | 20.1x | 26x | 2.3x |
| Fri, 22 Sep 2023 | HK$237.9b | HK$100.3b | HK$9.0b | 19.5x | 26.5x | 2.4x |
| Sun, 20 Aug 2023 | HK$252.1b | HK$98.0b | HK$7.9b | 18.8x | 31.8x | 2.6x |
| Tue, 18 Jul 2023 | HK$267.5b | HK$93.2b | HK$8.4b | 20x | 31.7x | 2.9x |
| Thu, 15 Jun 2023 | HK$277.7b | HK$93.2b | HK$8.4b | 27.6x | 32.9x | 3x |
32.9x
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | -0.88% | |
| Industrials | -0.93% | |
| Transportation | -0.16% | |
| Trucking | -0.14% | |
| Railroads | -0.14% | |
| Cargo Ground Transportation | -0.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 66 MTR | HK$31.64 | 0.6% +HK$1.2b | 14.6% | PE13.4x | |
| 2418 Deewin Tianxia | HK$2.61 | 4.4% +HK$236.8m | 45.0% | PE71x | |
| 77 AMS Public Transport Holdings | HK$0.43 | 1.2% +HK$1.4m | 10.1% | PE177.3x |