Narrative Update • Jun 22
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Hong Kong (HSI) Transportation Industry Analysis
UpdatedJul 06, 2026
DataAggregated Company Financials
Companies13
- 7D3.0%
- 3M-2.9%
- 1Y9.1%
- YTD-3.4%
Over the last 7 days, the Transportation industry has risen 3.0%, driven by gains from MTR of 2.3%. In the same time, CaoCao was down 11%. In the last 12 months, the industry was up 9.1%. In the next few years, earnings are forecast to decline by 4.9% annually.
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 |
|---|---|---|---|---|---|---|
| Mon, 06 Jul 2026 | HK$238.3b | HK$113.8b | HK$16.9b | 13.3x | 14.1x | 2.1x |
| Wed, 03 Jun 2026 | HK$239.1b | HK$113.9b | HK$16.9b | 13.1x | 14.2x | 2.1x |
| Fri, 01 May 2026 | HK$251.3b | HK$112.9b | HK$16.7b | 13.9x | 15x | 2.2x |
| Sun, 29 Mar 2026 | HK$242.4b | HK$109.0b | HK$16.7b | 14x | 14.5x | 2.2x |
| Tue, 24 Feb 2026 | HK$272.3b | HK$111.7b | HK$19.4b | 18.6x | 14x | 2.4x |
| Thu, 22 Jan 2026 | HK$260.8b | HK$124.6b | HK$20.3b | 16.4x | 12.9x | 2.1x |
| Sat, 20 Dec 2025 | HK$260.1b | HK$123.9b | HK$20.2b | 16.1x | 12.9x | 2.1x |
| Mon, 17 Nov 2025 | HK$261.5b | HK$123.2b | HK$20.1b | 16x | 13x | 2.1x |
| Wed, 15 Oct 2025 | HK$236.1b | HK$122.8b | HK$20.1b | 16x | 11.8x | 1.9x |
| Fri, 12 Sep 2025 | HK$225.9b | HK$123.0b | HK$20.1b | 14.6x | 11.2x | 1.8x |
| Sun, 10 Aug 2025 | HK$227.7b | HK$123.2b | HK$18.8b | 13.3x | 12.1x | 1.8x |
| Tue, 08 Jul 2025 | HK$228.4b | HK$123.3b | HK$18.8b | 12.8x | 12.1x | 1.9x |
| Thu, 05 Jun 2025 | HK$221.2b | HK$122.9b | HK$18.7b | 14x | 11.8x | 1.8x |
| Sat, 03 May 2025 | HK$218.0b | HK$121.5b | HK$18.6b | 14.4x | 11.7x | 1.8x |
| Mon, 31 Mar 2025 | HK$213.5b | HK$121.4b | HK$18.7b | 16.9x | 11.4x | 1.8x |
| Wed, 26 Feb 2025 | HK$205.6b | HK$117.0b | HK$14.0b | 16.5x | 14.7x | 1.8x |
| Fri, 24 Jan 2025 | HK$195.6b | HK$116.9b | HK$14.0b | 14.8x | 14x | 1.7x |
| Sun, 22 Dec 2024 | HK$215.0b | HK$116.7b | HK$14.0b | 13.5x | 15.4x | 1.8x |
| Tue, 19 Nov 2024 | HK$219.1b | HK$117.0b | HK$14.0b | 13x | 15.7x | 1.9x |
| Thu, 17 Oct 2024 | HK$232.4b | HK$116.8b | HK$14.1b | 13.8x | 16.5x | 2x |
| Sat, 14 Sep 2024 | HK$212.4b | HK$117.1b | HK$14.2b | 12.9x | 14.9x | 1.8x |
| Mon, 12 Aug 2024 | HK$208.2b | HK$113.2b | HK$10.5b | 17.5x | 19.8x | 1.8x |
| Wed, 10 Jul 2024 | HK$201.1b | HK$112.6b | HK$10.5b | 17.1x | 19.2x | 1.8x |
| Fri, 07 Jun 2024 | HK$206.3b | HK$110.9b | HK$10.3b | 12.3x | 20x | 1.9x |
| Sun, 05 May 2024 | HK$206.2b | HK$110.5b | HK$10.0b | 14.5x | 20.5x | 1.9x |
| Tue, 02 Apr 2024 | HK$198.9b | HK$109.9b | HK$10.0b | 12.3x | 20x | 1.8x |
| Thu, 29 Feb 2024 | HK$204.3b | HK$102.3b | HK$9.6b | 21.9x | 21.2x | 2x |
| Sat, 27 Jan 2024 | HK$204.0b | HK$102.6b | HK$9.6b | 22x | 21.2x | 2x |
| Mon, 25 Dec 2023 | HK$226.4b | HK$102.6b | HK$9.6b | 23.6x | 23.5x | 2.2x |
| Wed, 22 Nov 2023 | HK$232.5b | HK$102.2b | HK$9.6b | 20.1x | 24.2x | 2.3x |
| Fri, 20 Oct 2023 | HK$234.2b | HK$100.2b | HK$9.0b | 19.6x | 26.1x | 2.3x |
| Sun, 17 Sep 2023 | HK$240.4b | HK$100.5b | HK$9.0b | 19.2x | 26.8x | 2.4x |
| Tue, 15 Aug 2023 | HK$261.7b | HK$97.2b | HK$7.9b | 19.2x | 33.1x | 2.7x |
| Thu, 13 Jul 2023 | HK$262.3b | HK$93.0b | HK$8.4b | 19.6x | 31.1x | 2.8x |
Price to Earnings Ratio
31.1x
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 17.3x.
- The industry is trading close to its 3-year average PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 26% per year over the last three years.
- Revenues for these companies have grown 7.0% 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 | 1.13% | |
| Industrials | 1.09% | |
| Transportation | 2.95% | |
| Trucking | 17.18% | |
| Railroads | 2.50% | |
| Cargo Ground Transportation | -1.26% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio of 57.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Railroads industry, which is trading below its 3-year average of 17.1x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Railroads industry since they expect its earnings to decline by only 4.9% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 2.5% per year.
- In contrast, the Railroads industry is expected to see its earnings decline by 4.9% 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 | |
|---|---|---|---|---|---|
| 66 MTR | HK$31.86 | 2.4% +HK$4.7b | 11.8% | PE13.5x | |
| 2559 Dida | HK$2.39 | 88.2% +HK$1.1b | 97.5% | PE16.2x | |
| 525 Guangshen Railway | HK$2.17 | 6.4% +HK$920.9m | 11.3% | PE8.7x | |
| 62 Transport International Holdings | HK$9.81 | 2.7% +HK$139.1m | 11.5% | PE13.2x | |
| 77 AMS Public Transport Holdings | HK$0.49 | 10.1% +HK$12.2m | 24.1% | PE7.4x |