C&N Holdings Limited's (HKG:8430) Shares Lagging The Industry But So Is The Business
Jan 16
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Hong Kong (HSI) Transportation Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies13
- 7D0.5%
- 3M-14.6%
- 1Y-2.5%
- YTD-8.0%
The Transportation is pretty flat in the last 7 days, but ANE (Cayman) has stood out, gaining 3.9%. In line with that, the industry has also been flat over the past 12 months. As for the next few years, earnings are expected to grow by 8.7% per annum.
Industry Valuation and Performance
Has the Hong Kong Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | HK$196.9b | HK$116.7b | HK$14.0b | 14.2x | 14.1x | 1.7x |
| Thu, 19 Dec 2024 | HK$220.8b | HK$116.8b | HK$14.0b | 13.8x | 15.8x | 1.9x |
| Sat, 16 Nov 2024 | HK$216.8b | HK$116.5b | HK$13.9b | 13.2x | 15.5x | 1.9x |
| Mon, 14 Oct 2024 | HK$234.9b | HK$117.1b | HK$14.1b | 14.5x | 16.7x | 2x |
| Wed, 11 Sep 2024 | HK$210.9b | HK$116.9b | HK$14.2b | 13x | 14.8x | 1.8x |
| Fri, 09 Aug 2024 | HK$207.3b | HK$113.1b | HK$10.5b | 17.6x | 19.7x | 1.8x |
| Sun, 07 Jul 2024 | HK$201.1b | HK$112.6b | HK$10.5b | 17.1x | 19.2x | 1.8x |
| Tue, 04 Jun 2024 | HK$207.5b | HK$111.0b | HK$10.3b | 12.4x | 20.1x | 1.9x |
| Thu, 02 May 2024 | HK$201.4b | HK$110.6b | HK$10.0b | 14.4x | 20.1x | 1.8x |
| Sat, 30 Mar 2024 | HK$198.9b | HK$109.9b | HK$10.0b | 12.3x | 19.9x | 1.8x |
| Mon, 26 Feb 2024 | HK$202.6b | HK$102.3b | HK$9.6b | 21.8x | 21.1x | 2x |
| Wed, 24 Jan 2024 | HK$202.7b | HK$102.4b | HK$9.6b | 22.4x | 21.1x | 2x |
| Fri, 22 Dec 2023 | HK$225.3b | HK$102.5b | HK$9.6b | 23.6x | 23.4x | 2.2x |
| Sun, 19 Nov 2023 | HK$231.0b | HK$101.8b | HK$9.6b | 20x | 24x | 2.3x |
| Tue, 17 Oct 2023 | HK$236.4b | HK$100.3b | HK$9.0b | 19.1x | 26.3x | 2.4x |
| Thu, 14 Sep 2023 | HK$241.2b | HK$100.5b | HK$9.0b | 19.2x | 26.9x | 2.4x |
| Sat, 12 Aug 2023 | HK$265.2b | HK$97.3b | HK$7.9b | 19.3x | 33.6x | 2.7x |
| Mon, 10 Jul 2023 | HK$265.5b | HK$92.9b | HK$8.4b | 19.3x | 31.5x | 2.9x |
| Wed, 07 Jun 2023 | HK$269.7b | HK$93.4b | HK$8.4b | 27.3x | 32x | 2.9x |
| Fri, 05 May 2023 | HK$285.2b | HK$94.6b | HK$8.4b | 28.8x | 34x | 3x |
| Sun, 02 Apr 2023 | HK$273.5b | HK$101.4b | HK$7.8b | 29x | 35.1x | 2.7x |
| Tue, 28 Feb 2023 | HK$279.3b | HK$93.7b | HK$10.6b | 21.2x | 26.3x | 3x |
| Thu, 26 Jan 2023 | HK$297.3b | HK$94.6b | HK$10.6b | 22.7x | 28.1x | 3.1x |
| Sat, 24 Dec 2022 | HK$286.2b | HK$93.3b | HK$10.6b | 21.8x | 26.9x | 3.1x |
| Mon, 21 Nov 2022 | HK$259.8b | HK$92.7b | HK$10.6b | 13.1x | 24.6x | 2.8x |
| Wed, 19 Oct 2022 | HK$241.8b | HK$91.9b | HK$10.5b | 13.1x | 22.9x | 2.6x |
| Fri, 16 Sep 2022 | HK$278.0b | HK$93.0b | HK$10.5b | 15x | 26.5x | 3x |
| Sun, 14 Aug 2022 | HK$291.2b | HK$96.5b | HK$8.4b | 18.2x | 34.8x | 3x |
| Tue, 12 Jul 2022 | HK$283.5b | HK$92.5b | HK$5.9b | 19.4x | 48.4x | 3.1x |
| Thu, 09 Jun 2022 | HK$293.3b | HK$92.6b | HK$5.9b | 23.2x | 49.3x | 3.2x |
| Sat, 07 May 2022 | HK$294.3b | HK$92.6b | HK$6.0b | 22.1x | 49.4x | 3.2x |
| Mon, 04 Apr 2022 | HK$293.5b | HK$93.5b | HK$6.2b | 22.8x | 47.6x | 3.1x |
| Wed, 02 Mar 2022 | HK$277.3b | HK$76.6b | HK$587.6m | 8.8x | 471.9x | 3.6x |
| Fri, 28 Jan 2022 | HK$291.7b | HK$76.4b | HK$585.0m | 9.5x | 498.5x | 3.8x |
Price to Earnings Ratio
498.5x
Current Industry PE
- Investors are pessimistic on the Hong Kong Transportation industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 14.1x which is lower than its 3-year average PE of 48.1x.
- The 3-year average PS ratio of 2.5x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 188% per year over the last three years.
- Revenues for these companies have grown 15% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Industrials industry?
| HK Market | 3.38% | |
| Industrials | 3.01% | |
| Transportation | 0.49% | |
| Cargo Ground Transportation | 2.55% | |
| Trucking | 0.47% | |
| Railroads | 0.36% | |
Industry PE
- Investors are most optimistic about the Railroads industry, which is trading close to its 3-year average PE ratio of 14.8x.
- Analysts are expecting annual earnings growth of 7.8%, which is higher than its past year's earnings growth of 4.1% per year.
- Investors are most pessimistic about the Trucking industry, which is trading below its 3-year average of 34.9x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 4.5% per year.
- In contrast, the Railroads industry is expected to see its earnings grow by 7.8% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9956 ANE (Cayman) | HK$7.00 | 3.9% +HK$301.2m | 60.9% | PE11.4x | |
| 2505 EDA Group Holdings | HK$2.44 | 6.1% +HK$62.0m | n/a | PE14.3x | |
| 2559 Dida | HK$1.44 | 2.1% +HK$29.8m | n/a | PE0.9x | |
| 254 National United Resources Holdings | HK$0.03 | 15.4% +HK$17.6m | -63.0% | PS1.6x | |
| 62 Transport International Holdings | HK$8.18 | 0.2% +HK$10.2m | -10.8% | PE10.7x |
