Loading...
598 logo

Sinotrans LimitedSEHK:598 Stock Report

Market Cap HK$45.8b
Share Price
HK$5.10
HK$5.06
0.8% overvalued intrinsic discount
1Y53.2%
7D-1.4%
Portfolio Value
View

Sinotrans Limited

SEHK:598 Stock Report

Market Cap: HK$45.8b

598 Community Fair Values

Create Narrative

See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Sinotrans Limited Competitors

Price History & Performance

Summary of share price highs, lows and changes for Sinotrans
Historical stock prices
Current Share PriceHK$5.10
52 Week HighHK$5.51
52 Week LowHK$3.29
Beta1.2
1 Month Change4.29%
3 Month Change-1.54%
1 Year Change53.15%
3 Year Change83.45%
5 Year Change40.11%
Change since IPO126.67%

Recent News & Updates

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).

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).

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).

Recent updates

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).

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).

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).

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).

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).

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).

Sinotrans (HKG:598) Has A Pretty Healthy Balance Sheet

Feb 10
Sinotrans (HKG:598) Has A Pretty Healthy Balance Sheet

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).

Why Investors Shouldn't Be Surprised By Sinotrans Limited's (HKG:598) Low P/E

Jan 26
Why Investors Shouldn't Be Surprised By Sinotrans Limited's (HKG:598) Low P/E

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.

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).

Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 95% Above Its Share Price

Dec 30
Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 95% Above Its Share Price

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).

Why Sinotrans Limited (HKG:598) Could Be Worth Watching

Dec 12
Why Sinotrans Limited (HKG:598) Could Be Worth Watching

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).

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.

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.

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.

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).

Sinotrans Limited's (HKG:598) Shares Lagging The Market But So Is The Business

Oct 06
Sinotrans Limited's (HKG:598) Shares Lagging The Market But So Is The Business

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.

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.

Sinotrans' (HKG:598) Dividend Will Be CN¥0.1592

Aug 29
Sinotrans' (HKG:598) Dividend Will Be CN¥0.1592

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.

The Return Trends At Sinotrans (HKG:598) Look Promising

Jul 31
The Return Trends At Sinotrans (HKG:598) Look Promising

Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 85% Above Its Share Price

Jun 25
Sinotrans Limited's (HKG:598) Intrinsic Value Is Potentially 85% Above Its Share Price

Sinotrans (HKG:598) Has Affirmed Its Dividend Of CN¥0.157

May 16
Sinotrans (HKG:598) Has Affirmed Its Dividend Of CN¥0.157

We Think That There Are More Issues For Sinotrans (HKG:598) Than Just Sluggish Earnings

May 07
We Think That There Are More Issues For Sinotrans (HKG:598) Than Just Sluggish Earnings
User avatar

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.

Shareholder Returns

598HK LogisticsHK Market
7D-1.4%-2.5%-0.8%
1Y53.2%36.5%20.2%

Return vs Industry: 598 exceeded the Hong Kong Logistics industry which returned 36.8% over the past year.

Return vs Market: 598 exceeded the Hong Kong Market which returned 21.7% over the past year.

Price Volatility

Is 598's price volatile compared to industry and market?
598 volatility
598 Average Weekly Movement4.4%
Logistics Industry Average Movement7.1%
Market Average Movement7.1%
10% most volatile stocks in HK Market14.9%
10% least volatile stocks in HK Market3.5%

Stable Share Price: 598 has not had significant price volatility in the past 3 months compared to the Hong Kong market.

Volatility Over Time: 598's weekly volatility (4%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
200231,953Xiang Gaowww.sinotrans.com

Sinotrans Limited provides integrated logistics services primarily in the People’s Republic of China. It operates through three segments: Agency and Related Business, Professional Logistics, and E-commerce. The company offers sea freight, air freight, rail freight, shipping agency, terminals and containers, yards, feeder/barges, logistics information systems, and supply chain security.

Sinotrans Limited Fundamentals Summary

How do Sinotrans's earnings and revenue compare to its market cap?
598 fundamental statistics
Market capHK$45.79b
Earnings (TTM)HK$4.66b
Revenue (TTM)HK$108.54b
7.9x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
598 income statement (TTM)
RevenueCN¥94.59b
Cost of RevenueCN¥89.13b
Gross ProfitCN¥5.45b
Other ExpensesCN¥1.39b
EarningsCN¥4.06b

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

May 08, 2026

Earnings per share (EPS)0.57
Gross Margin5.76%
Net Profit Margin4.29%
Debt/Equity Ratio17.0%

How did 598 perform over the long term?

See historical performance and comparison

Dividends

7.0%
Current Dividend Yield
53%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/01 07:47
End of Day Share Price 2026/04/30 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Sinotrans Limited is covered by 19 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Karl ChoiBofA Global Research
Andrew John OrchardCGS International
Ka Kit PoChina Galaxy International Securities (Hong Kong)