Japanese (NIKKEI) Air Freight and Logistics Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies26
- 7D3.5%
- 3M-1.6%
- 1Y18.0%
- YTD14.2%
The Air Freight and Logistics is pretty flat in the last 7 days, but SG HoldingsLtd has stood out, gaining 9.8%. The past year has been better, since the industry has gained 15% in that time. Earnings are forecast to grow by 3.4% annually.
Industry Valuation and Performance
Has the Japanese Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | JP¥5.3t | JP¥11.1t | JP¥379.6b | 12.2x | 14.1x | 0.5x |
| Wed, 27 Sep 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.4x | 13.6x | 0.5x |
| Fri, 25 Aug 2023 | JP¥5.4t | JP¥11.1t | JP¥394.8b | 12.3x | 13.7x | 0.5x |
| Sun, 23 Jul 2023 | JP¥5.4t | JP¥11.3t | JP¥467.2b | 11x | 11.7x | 0.5x |
| Tue, 20 Jun 2023 | JP¥5.4t | JP¥11.3t | JP¥467.3b | 10.8x | 11.5x | 0.5x |
| Thu, 18 May 2023 | JP¥5.5t | JP¥11.3t | JP¥467.0b | 10.8x | 11.7x | 0.5x |
| Sat, 15 Apr 2023 | JP¥5.1t | JP¥11.4t | JP¥489.4b | 10.6x | 10.5x | 0.4x |
| Mon, 13 Mar 2023 | JP¥5.2t | JP¥11.4t | JP¥491.0b | 10.6x | 10.5x | 0.5x |
| Wed, 08 Feb 2023 | JP¥5.2t | JP¥11.0t | JP¥441.9b | 10.1x | 11.9x | 0.5x |
| Fri, 06 Jan 2023 | JP¥4.2t | JP¥9.1t | JP¥359.2b | 9.9x | 11.7x | 0.5x |
| Sun, 04 Dec 2022 | JP¥4.5t | JP¥9.1t | JP¥359.2b | 11.1x | 12.6x | 0.5x |
| Tue, 01 Nov 2022 | JP¥4.4t | JP¥9.1t | JP¥348.5b | 10.8x | 12.6x | 0.5x |
| Thu, 29 Sep 2022 | JP¥4.4t | JP¥9.0t | JP¥334.8b | 11.7x | 13x | 0.5x |
| Sat, 27 Aug 2022 | JP¥4.7t | JP¥9.0t | JP¥334.8b | 12.6x | 14x | 0.5x |
| Mon, 25 Jul 2022 | JP¥3.4t | JP¥5.9t | JP¥262.5b | 10.1x | 13x | 0.6x |
| Wed, 22 Jun 2022 | JP¥3.0t | JP¥5.9t | JP¥262.3b | 9.6x | 11.5x | 0.5x |
| Fri, 20 May 2022 | JP¥3.2t | JP¥5.9t | JP¥262.3b | 10.1x | 12.1x | 0.5x |
| Sun, 17 Apr 2022 | JP¥3.0t | JP¥5.6t | JP¥229.1b | 12.2x | 13.2x | 0.5x |
| Tue, 15 Mar 2022 | JP¥2.9t | JP¥5.6t | JP¥229.2b | 12x | 12.8x | 0.5x |
| Thu, 10 Feb 2022 | JP¥3.2t | JP¥5.4t | JP¥229.7b | 11.8x | 14.1x | 0.6x |
| Sat, 08 Jan 2022 | JP¥3.5t | JP¥5.3t | JP¥213.7b | 13.1x | 16.4x | 0.7x |
| Mon, 06 Dec 2021 | JP¥3.4t | JP¥5.3t | JP¥213.7b | 12.7x | 15.9x | 0.6x |
| Wed, 03 Nov 2021 | JP¥3.7t | JP¥5.1t | JP¥214.5b | 14.4x | 17.3x | 0.7x |
| Fri, 01 Oct 2021 | JP¥3.9t | JP¥5.1t | JP¥215.2b | 15.2x | 18.3x | 0.8x |
| Sun, 29 Aug 2021 | JP¥3.7t | JP¥5.1t | JP¥215.2b | 14.3x | 17.1x | 0.7x |
| Mon, 05 Jul 2021 | JP¥3.8t | JP¥5.1t | JP¥215.2b | 14x | 17.7x | 0.8x |
| Thu, 08 Apr 2021 | JP¥3.6t | JP¥4.9t | JP¥192.7b | 18.4x | 18.5x | 0.7x |
| Sun, 10 Jan 2021 | JP¥3.6t | JP¥4.7t | JP¥168.3b | 16.9x | 21.3x | 0.8x |
Price to Earnings Ratio
23.1x
Current Industry PE
- Investors are pessimistic on the Japanese Air Freight and Logistics 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 13.2x which is lower than its 3-year average PE of 15.2x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Air Freight and Logistics industry have grown 39% per year over the last three years.
- Revenues for these companies have grown 35% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Japanese Air Freight and Logistics compare with similar industries?
| JP Market | 0.03% | |
| Industrials | -0.053% | |
| Logistics | 3.47% | |
| Air Freight and Logistics | 3.47% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9143 SG HoldingsLtd | JP¥2.15k | 13.3% +JP¥157.9b | 9.2% | PE13.5x | |
| 9064 Yamato Holdings | JP¥2.49k | 4.7% +JP¥39.9b | 12.8% | PE19.5x | |
| 2384 SBS Holdings | JP¥2.66k | 2.7% +JP¥2.8b | -8.2% | PE5.9x | |
| 9302 MITSUI-SOKO HOLDINGS | JP¥4.25k | 2.7% +JP¥2.7b | 36.9% | PE7.2x | |
| 9025 Konoike TransportLtd | JP¥1.94k | 2.6% +JP¥2.6b | 23.8% | PE12.1x |