Sinotrans (598) Aandelenoverzicht
Sinotrans Limited levert geïntegreerde logistieke diensten, voornamelijk in de Volksrepubliek China. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 3/6 |
| Toekomstige groei | 0/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 6/6 |
| Dividenden | 5/6 |
Beloningen
Risicoanalyse
598 Community Fair Values
Create NarrativeSee what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Sinotrans Limited Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | HK$4.02 |
| 52 Week Hoogtepunt | HK$5.51 |
| 52 Week Laag | HK$3.80 |
| Bèta | 1.14 |
| 1 maand verandering | -10.67% |
| 3 maanden verandering | -21.02% |
| 1 Jaar Verandering | -3.83% |
| 3 jaar verandering | 45.65% |
| 5 jaar verandering | 24.46% |
| Verandering sinds IPO | 78.67% |
Recent nieuws en updates
Narratiefupdate • Jul 09
598: Upcoming Dividend And Q1 Board Review Will Support Upside Potential
Analysts have slightly lowered their HK$ fair value estimate for Sinotrans, with the price target moving from about HK$6.49 to around HK$6.17. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E assumptions.Narratiefupdate • Jun 25
598: Upcoming Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for Sinotrans slightly to HK$6.49 from HK$6.55, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that marginally adjust the valuation outlook. What's in the News Sinotrans has scheduled a board meeting on 28 April 2026 to consider and approve the unaudited results of the company and its subsidiaries for the first quarter ended 31 March 2026, according to a key developments filing.
Narratiefupdate • Jun 11
598: Higher Dividend Expectations Will Limit Future Share Price Upside
Analysts have adjusted their HK$ price target on Sinotrans slightly higher, reflecting updated assumptions that include a modestly different fair value estimate, discount rate, revenue growth outlook, profit margin profile and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans Limited's annual results for the year ended December 31, 2025, consider a final dividend recommendation, and handle other matters.Narratiefupdate • May 28
598: Upcoming Dividend And Board Decisions Will Support Future Upside Potential
Analysts have raised their price target for Sinotrans to HK$6.55 from about HK$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).Recent updates
Narratiefupdate • Jul 09
598: Upcoming Dividend And Q1 Board Review Will Support Upside Potential
Analysts have slightly lowered their HK$ fair value estimate for Sinotrans, with the price target moving from about HK$6.49 to around HK$6.17. This reflects updated views on its discount rate, revenue growth, profit margin and future P/E assumptions.Narratiefupdate • Jun 25
598: Upcoming Dividend Will Support Future Upside Potential
Analysts have trimmed their price target for Sinotrans slightly to HK$6.49 from HK$6.55, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that marginally adjust the valuation outlook. What's in the News Sinotrans has scheduled a board meeting on 28 April 2026 to consider and approve the unaudited results of the company and its subsidiaries for the first quarter ended 31 March 2026, according to a key developments filing.Narratiefupdate • Jun 11
598: Higher Dividend Expectations Will Limit Future Share Price Upside
Analysts have adjusted their HK$ price target on Sinotrans slightly higher, reflecting updated assumptions that include a modestly different fair value estimate, discount rate, revenue growth outlook, profit margin profile and future P/E expectations. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans Limited's annual results for the year ended December 31, 2025, consider a final dividend recommendation, and handle other matters.Narratiefupdate • May 28
598: Upcoming Dividend And Board Decisions Will Support Future Upside Potential
Analysts have raised their price target for Sinotrans to HK$6.55 from about HK$6.50, reflecting updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News Board meeting on March 30, 2026, to review and approve the audited annual results for the year ended December 31, 2025, and to consider a final dividend recommendation, along with other matters (Key Developments).Narratiefupdate • May 13
598: Upcoming Dividend Decision Will Support Future Upside Potential
Analysts have increased their HK$ fair value estimate for Sinotrans from HK$6.44 to HK$6.50, reflecting updated assumptions on discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans' annual results for the year ended December 31, 2025, and to consider a final dividend recommendation and other matters (Key Developments).Narratiefupdate • Apr 29
598: Lower Growth Assumptions And Reduced P/E Will Limit Future Upside Potential
Analysts have slightly adjusted their price target on Sinotrans, with their fair value estimate moving to HK$3.20 as they factor in updated views on discount rates, revenue growth, profit margins, and future P/E assumptions. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve Sinotrans' annual results for the year ended December 31, 2025 and to consider a final dividend recommendation, if any (Key Developments).
Narratiefupdate • Apr 14
598: Revised Fair Value And Dividend Outlook Will Guide Future Returns
Analysts have revised their fair value estimate for Sinotrans from HK$4.89 to HK$5.06, citing updated assumptions related to discount rates, revenue growth, profit margins, and future P/E levels. What's in the News A board meeting is scheduled for March 30, 2026, to review and approve Sinotrans' annual results for the year ended December 31, 2025, and to consider a recommendation on a final dividend, if any, along with other matters (Key Developments).Narratiefupdate • Mar 30
598: Upcoming Board Meeting And Dividend Decision Will Support Future Upside
Analysts have adjusted their price target for Sinotrans to HK$6.44, citing updated assumptions on the discount rate, revenue growth, profit margin and future P/E that together point to a slightly revised view of the company’s valuation profile. What's in the News A board meeting is scheduled for March 30, 2026 to review and approve the annual results for the year ended December 31, 2025 for Sinotrans and its subsidiaries (Key Developments).Narratiefupdate • Mar 16
598: Capital Reduction And Revised Articles Will Support Future Upside
Analysts have reduced their HK$ price target for Sinotrans by approximately HK$0.01, reflecting slightly adjusted views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Extraordinary General Meeting held on 29 December 2025 approved a reduction of Sinotrans Limited's registered capital, signaling a change in the company's capital structure (Key Developments).Narratiefupdate • Mar 02
598: Capital Changes And Share Incentives Will Support Future Upside
Analysts have raised their HK$ fair value estimate for Sinotrans from HK$6.37 to about HK$6.45, reflecting updated assumptions on revenue growth, profit margins and forward P/E multiples within their models. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming earlier proposals put to shareholders (Key Developments).Narratiefupdate • Feb 16
598: Capital Changes And Share Incentives Will Support Future Rerating
Analysts have made a slight upward adjustment to their HK$ price target for Sinotrans, reflecting small changes in fair value, discount rate, revenue growth, profit margin assumptions, and a marginally higher future P/E multiple. What's in the News The extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association, confirming previously proposed changes to the company bylaws (Key Developments).Analyseartikel • Feb 10
Sinotrans (HKG:598) Has A Pretty Healthy Balance Sheet
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narratiefupdate • Feb 02
598: Future Capital Reduction And Buybacks Will Signal Limited Upside Potential
Analysts have lifted their price target on Sinotrans from about $3.01 to around $3.20, citing updated assumptions that combine a higher discount rate and future P/E expectations with revised views on revenue growth and profit margins. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association (Key Developments).Analyseartikel • Jan 26
Why Investors Shouldn't Be Surprised By Sinotrans Limited's (HKG:598) Low P/E
Sinotrans Limited's ( HKG:598 ) price-to-earnings (or "P/E") ratio of 8.5x might make it look like a buy right now...Narratiefupdate • Jan 19
598: Capital Reduction And Share Buyback Will Support Future Rerating
Analysts have raised their price target on Sinotrans to US$6.33 from US$5.52, citing adjustments to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin forecasts, and future P/E inputs. What's in the News An extraordinary general meeting on 29 December 2025 approved a reduction of registered capital and amendments to the Articles of Association.Narratiefupdate • Jan 05
598: Capital Restructuring And Share Buybacks Will Guide Future Returns Outlook
Analysts have raised their price target on Sinotrans slightly to reflect modestly higher long term discount rate assumptions and a marginally lower future price to earnings multiple, while keeping fair value estimates broadly unchanged. What's in the News Shareholders approved a reduction of registered capital and amendments to the Articles of Association at the 29 December 2025 extraordinary general meeting, formalizing earlier proposals on capital structure changes (Key Developments).Analyseartikel • Dec 30
Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 95% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sinotrans fair value estimate is HK$9.37 Sinotrans is...Narratiefupdate • Dec 20
598: Governance Reforms And Share Buybacks Will Shape Future Capital Allocation Outcomes
Analysts have nudged their price target on Sinotrans slightly higher to reflect modestly stronger long term cash flow assumptions and a marginally lower anticipated future valuation multiple, despite only minor adjustments to the discount rate and growth inputs. What's in the News Sinotrans will hold a board meeting on December 11, 2025 to consider amendments to its articles of association and board meeting rules to increase the number of board seats (company filing).Analyseartikel • Dec 12
Why Sinotrans Limited (HKG:598) Could Be Worth Watching
Sinotrans Limited ( HKG:598 ), might not be a large cap stock, but it saw a double-digit share price rise of over 10...Narratiefupdate • Dec 06
598: Continued Buybacks And Governance Changes Will Shape Future Shareholder Outcomes
Narrative Update on Sinotrans Analyst Price Target Analysts have nudged their price target on Sinotrans slightly higher to approximately $4.89, citing marginal improvements in the company’s discount rate assumptions along with sustained expectations for steady revenue growth and profit margins. What's in the News Sinotrans has called a special shareholders meeting for December 29, 2025 in Beijing to vote on key corporate matters, including capital changes and governance structure (company announcement).Narratiefupdate • Nov 22
598: Continued Buybacks And Board Restructuring Will Influence Shareholder Outcomes Ahead
Analysts have slightly raised their price target for Sinotrans, reflecting updated discount rate assumptions as well as stable projections for growth and profitability. What's in the News From July 1, 2025 to September 30, 2025, Sinotrans repurchased 4,309,534 shares for CNY 26.17 million.Narratiefupdate • Nov 07
598: Ongoing Buybacks And Governance Changes Will Shape Shareholder Value Ahead
Analysts have raised their price target for Sinotrans from $4.55 to $4.89. This reflects increased expectations for revenue growth, tempered slightly by a higher discount rate and a slight reduction in projected profit margin.Narratiefupdate • Oct 24
New Financial Moves And Board Decisions Will Drive Global Logistics Expansion
Narrative Update: Sinotrans Analyst Price Target Adjustment Analysts have made a slight upward revision to their price target for Sinotrans, adjusting it from $4.55 to $4.55. This reflects stable expectations in fair value while noting minor shifts in forecast assumptions.Narratiefupdate • Oct 10
New Hubs In Europe And Asia Will Unlock Global Digital Trade
Analysts have revised their price target for Sinotrans downward from $4.75 to $4.55, citing moderated revenue growth projections and a slightly higher discount rate in their updated outlook. What's in the News Sinotrans Limited shareholders approved amendments to the Articles of Association and abolished the supervisory committee at the EGM held on September 29, 2025 (Key Developments).Analyseartikel • Oct 06
Sinotrans Limited's (HKG:598) Shares Lagging The Market But So Is The Business
When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") above 13x, you may consider...Narratiefupdate • Sep 26
New Hubs In Europe And Asia Will Unlock Global Digital Trade
Despite a notable reduction in consensus revenue growth forecasts, Sinotrans’ rising future P/E suggests higher investor confidence or expectations of margin improvement, supporting the increase in the consensus analyst price target from HK$4.55 to HK$4.75. What's in the News Completed share buyback of 88,254,536 shares (1.22% of share capital) for CNY 448.34 million under the program announced in October 2024.Narratiefupdate • Sep 11
New Hubs In Europe And Asia Will Unlock Global Digital Trade
The consensus analyst price target for Sinotrans has increased to HK$4.55, primarily reflecting improved revenue growth forecasts and higher expected future earnings multiples. What's in the News Board meeting to consider proposed amendments to the articles of association.Analyseartikel • Aug 29
Sinotrans' (HKG:598) Dividend Will Be CN¥0.1592
Sinotrans Limited's ( HKG:598 ) investors are due to receive a payment of CN¥0.1592 per share on 20th of October. This...Narratiefupdate • Aug 27
Expanding Asia, Europe And Latin America Will Redefine Global Logistics
The upward revision in Sinotrans' analyst price target is primarily driven by higher revenue growth forecasts and an expansion in the expected future P/E, resulting in a modest increase in fair value from HK$4.04 to HK$4.15. What's in the News Board meeting to consider and approve unaudited interim results for the six months ended 30 June 2025, a potential interim dividend, and other issues.Analyseartikel • Jul 31
The Return Trends At Sinotrans (HKG:598) Look Promising
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Nieuw narratief • Feb 09
Accelerating Digital Transformation To 45% Online Will Drive Future Efficiency
Focus on digital transformation and operational reforms aims to enhance efficiency, stability, and profitability, potentially improving net margins.Rendement voor aandeelhouders
| 598 | HK Logistics | HK Markt | |
|---|---|---|---|
| 7D | 0.2% | 0.8% | 1.3% |
| 1Y | -3.8% | -6.5% | -2.4% |
Rendement versus industrie: 598 overtrof de Hong Kong Logistics industrie, die het afgelopen jaar een rendement -6.5 % opleverde.
Rendement versus markt: 598 presteerde slechter dan Hong Kong Market, dat het afgelopen jaar een rendement van -2.4 % opleverde.
Prijsvolatiliteit
| 598 volatility | |
|---|---|
| 598 Average Weekly Movement | 3.7% |
| Logistics Industry Average Movement | 6.5% |
| Market Average Movement | 7.5% |
| 10% most volatile stocks in HK Market | 16.4% |
| 10% least volatile stocks in HK Market | 3.6% |
Stabiele aandelenkoers: 598 heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de Hong Kong markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 4% ) van 598 is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2002 | 31,953 | Xiang Gao | www.sinotrans.com |
Sinotrans Limited levert geïntegreerde logistieke diensten, voornamelijk in de Volksrepubliek China. Het bedrijf is actief in drie segmenten: Agentschap en aanverwante activiteiten, Professionele logistiek en E-commerce. Het biedt zeevrachtexpeditie aan, zoals het boeken van ruimte, het regelen van transport, containerlevering en -lading, opslag, havenconcentratie en -verzending, douaneaangifte en -inspectie, distributie en levering; luchtvrachtexpeditie, inclusief ophalen en verzenden, opslag, verpakking, boeking en afhandeling, luchtvrachtexpeditie en transitdiensten voor vrachtwagens; spoorvrachtexpeditie; scheepsagentuurdiensten, inclusief aankomst en vertrek in de haven, documentatie, scheepsbenodigdheden en andere scheepsgerelateerde diensten in havens; en opslag- en werfdiensten, zoals opslag, containerconsolidatie en -devanning, laden en lossen van vracht, verzending en distributie, enz.
Sinotrans Limited Samenvatting
| 598 fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | HK$39.63b |
| Inkomsten(TTM) | HK$4.69b |
| Inkomsten(TTM) | HK$109.37b |
6.1x
Koers/Winstverhouding0.3x
P/S-verhoudingIs 598 overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| 598 resultatenrekening (TTM) | |
|---|---|
| Inkomsten | CN¥94.59b |
| Kosten van inkomsten | CN¥89.13b |
| Brutowinst | CN¥5.45b |
| Overige uitgaven | CN¥1.39b |
| Inkomsten | CN¥4.06b |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
Aug 26, 2026
| Winst per aandeel (EPS) | 0.57 |
| Brutomarge | 5.76% |
| Nettowinstmarge | 4.29% |
| Schuld/Eigen Vermogen Verhouding | 19.0% |
Hoe presteerde 598 op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
8.9%
Huidig dividendrendement53%
UitbetalingsratioBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/10 17:52 |
| Aandelenkoers aan het einde van de dag | 2026/07/10 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Sinotrans Limited wordt gevolgd door 19 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Karl Choi | BofA Global Research |
| Fan Tso | BofA Global Research |
| Andrew John Orchard | CGS International |