Chinese (SSE) Transportation Industry Analysis
UpdatedOct 30, 2023
DataAggregated Company Financials
Companies18
- 7D3.7%
- 3M-5.2%
- 1Y11.3%
- YTD4.2%
The Transportation industry is up 3.7% in the last week, with Beijing-Shanghai High-Speed RailwayLtd up 5.0%. During this same period, the Shanghai TianchenLtd underperformed, falling 20%. In the last 12 months, the industry was up 11%. Earnings are forecast to grow by 20% annually.
Industry Valuation and Performance
Has the Chinese Transportation Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 30 Oct 2023 | CN¥446.7b | CN¥154.4b | CN¥17.9b | 36.6x | 25x | 2.9x |
| Wed, 27 Sep 2023 | CN¥452.0b | CN¥153.8b | CN¥17.5b | 49.7x | 25.8x | 2.9x |
| Fri, 25 Aug 2023 | CN¥453.1b | CN¥144.4b | CN¥13.6b | 68.5x | 33.4x | 3.1x |
| Sun, 23 Jul 2023 | CN¥469.7b | CN¥144.9b | CN¥13.6b | 68.2x | 34.5x | 3.2x |
| Tue, 20 Jun 2023 | CN¥465.2b | CN¥144.9b | CN¥13.6b | 64.6x | 34.1x | 3.2x |
| Thu, 18 May 2023 | CN¥482.4b | CN¥144.9b | CN¥13.6b | 68.1x | 35.4x | 3.3x |
| Sat, 15 Apr 2023 | CN¥456.3b | CN¥146.0b | CN¥12.9b | 51.3x | 35.4x | 3.1x |
| Mon, 13 Mar 2023 | CN¥444.7b | CN¥147.1b | CN¥12.7b | 46.2x | 35x | 3x |
| Wed, 08 Feb 2023 | CN¥424.6b | CN¥147.0b | CN¥12.7b | 48.7x | 33.4x | 2.9x |
| Fri, 06 Jan 2023 | CN¥448.4b | CN¥154.3b | CN¥13.5b | 50.8x | 33.3x | 2.9x |
| Sun, 04 Dec 2022 | CN¥459.0b | CN¥154.3b | CN¥13.5b | 45.8x | 34.1x | 3x |
| Tue, 01 Nov 2022 | CN¥415.4b | CN¥154.4b | CN¥13.5b | 35.3x | 30.7x | 2.7x |
| Thu, 29 Sep 2022 | CN¥431.4b | CN¥154.9b | CN¥13.6b | 45x | 31.8x | 2.8x |
| Sat, 27 Aug 2022 | CN¥436.1b | CN¥162.2b | CN¥16.9b | 45.1x | 25.8x | 2.7x |
| Mon, 25 Jul 2022 | CN¥451.1b | CN¥174.1b | CN¥17.7b | 48.8x | 25.5x | 2.6x |
| Wed, 22 Jun 2022 | CN¥462.4b | CN¥174.1b | CN¥17.7b | 47.9x | 26.1x | 2.7x |
| Fri, 20 May 2022 | CN¥432.9b | CN¥174.6b | CN¥17.7b | 39.5x | 24.5x | 2.5x |
| Sun, 17 Apr 2022 | CN¥460.3b | CN¥174.2b | CN¥18.1b | 42.8x | 25.4x | 2.6x |
| Tue, 15 Mar 2022 | CN¥456.9b | CN¥171.1b | CN¥18.5b | 30.8x | 24.8x | 2.7x |
| Thu, 10 Feb 2022 | CN¥471.9b | CN¥161.4b | CN¥18.8b | 35.6x | 25.1x | 2.9x |
| Sat, 08 Jan 2022 | CN¥453.4b | CN¥161.4b | CN¥18.8b | 34.8x | 24.1x | 2.8x |
| Mon, 06 Dec 2021 | CN¥422.2b | CN¥161.6b | CN¥18.9b | 32.6x | 22.3x | 2.6x |
| Wed, 03 Nov 2021 | CN¥430.5b | CN¥170.7b | CN¥19.3b | 30.5x | 22.3x | 2.5x |
| Fri, 01 Oct 2021 | CN¥443.7b | CN¥164.7b | CN¥19.4b | 27.6x | 22.9x | 2.7x |
| Sun, 29 Aug 2021 | CN¥401.6b | CN¥155.1b | CN¥19.1b | 21.9x | 21x | 2.6x |
| Mon, 05 Jul 2021 | CN¥439.6b | CN¥155.1b | CN¥19.1b | 21.5x | 23x | 2.8x |
| Thu, 08 Apr 2021 | CN¥469.1b | CN¥150.6b | CN¥15.9b | 21.2x | 29.5x | 3.1x |
| Sun, 10 Jan 2021 | CN¥454.2b | CN¥144.8b | CN¥14.3b | 28x | 31.8x | 3.1x |
Price to Earnings Ratio
27.3x
Current Industry PE
- Investors are pessimistic on the Chinese 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 25.1x which is lower than its 3-year average PE of 28.6x.
- The industry is trading close to its 3-year average PS ratio of 2.9x.
Past Earnings Growth
- The earnings for companies in the Transportation industry have grown 2.6% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Chinese Industrials industry?
| CN Market | 2.25% | |
| Industrials | 2.41% | |
| Transportation | 3.65% | |
| Cargo Ground Transportation | 11.70% | |
| Railroads | 3.83% | |
| Trucking | -2.60% | |
Industry PE
- Investors are most optimistic about the Cargo Ground Transportation industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 50.0%, which is lower than the prior year's growth of 59.6% per year.
- Investors are most pessimistic about the Railroads industry, which is trading below its 3-year average of 25.9x.
Forecasted Growth
- Analysts are most optimistic on the Cargo Ground Transportation industry, expecting annual earnings growth of 50% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Railroads industry is expected to see its earnings grow by 20% 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 | |
|---|---|---|---|---|---|
| 601816 Beijing-Shanghai High-Speed RailwayLtd | CN¥5.01 | 4.2% +CN¥9.8b | 12.3% | PE44x | |
| 2682 Longzhou Group | CN¥8.20 | 61.4% +CN¥1.8b | 103.5% | PS1.1x | |
| 1213 China Railway Special Cargo Logistics | CN¥4.18 | 5.0% +CN¥888.9m | -2.1% | PE35.9x | |
| 601006 Daqin Railway | CN¥7.15 | 0.7% +CN¥768.6m | 11.5% | PE9.6x | |
| 557 Ningxia Western Venture IndustrialLtd | CN¥4.42 | 8.6% +CN¥510.4m | -11.8% | PE31.1x |