Stock 598 SINOTRANS LIMITED
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Financials Sinotrans Limited

Equities

598

CNE1000004F1

Air Freight & Logistics

Market Closed - Hong Kong S.E.
Other stock markets
 04:08:20 2024-04-26 am EDT 		5-day change 1st Jan Change
4.28 HKD -1.61% Intraday chart for Sinotrans Limited +6.20% +30.89%
Mar. 25 Transcript : Sinotrans Limited, 2023 Earnings Call, Mar 25, 2024
Mar. 22 Sinotrans Limited Proposes Final Dividend for the Year Ended 31 December 2023, Payable on 31 July 2024 CI

Valuation

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 27,463 28,206 27,920 24,561 33,377 41,167 - -
Enterprise Value (EV) 1 26,636 29,847 26,768 21,406 29,588 32,520 32,544 32,514
P/E ratio 6.23 x 6.41 x 4.07 x - 5.1 x 6.67 x 6.25 x 5.9 x
Yield 5.07% 5.06% 8.84% - 4.88% 7.15% 7.05% 7.99%
Capitalization / Revenue 0.35 x 0.33 x 0.22 x 0.23 x 0.33 x 0.37 x 0.37 x 0.35 x
EV / Revenue 0.34 x 0.35 x 0.22 x 0.2 x 0.29 x 0.29 x 0.29 x 0.27 x
EV / EBITDA 5.1 x 5.46 x 3.8 x 2.85 x 4.17 x 4.88 x 4.64 x 4.22 x
EV / FCF 19 x 13.1 x 9.1 x - - 10.9 x 11 x 10.2 x
FCF Yield 5.25% 7.63% 11% - - 9.21% 9.1% 9.76%
Price to Book 0.62 x 0.58 x 0.46 x - 0.57 x 0.72 x 0.68 x 0.64 x
Nbr of stocks (in thousands) 7,400,804 7,400,804 7,400,804 7,256,523 7,244,937 7,265,954 - -
Reference price 2 2.368 2.373 2.037 2.243 2.972 3.962 3.962 3.962
Announcement Date 3/31/20 3/30/21 3/29/22 3/27/23 3/22/24 - - -
1CNY in Million2CNY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 77,650 84,537 124,346 108,817 101,705 111,191 112,311 118,592
EBITDA 1 5,218 5,464 7,041 7,514 7,096 6,663 7,010 7,702
EBIT 1 3,372 3,379 4,867 5,204 5,473 3,388 4,863 5,217
Operating Margin 4.34% 4% 3.91% 4.78% 5.38% 3.05% 4.33% 4.4%
Earnings before Tax (EBT) 1 3,326 3,536 4,732 5,198 5,510 5,890 6,059 6,524
Net income 1 2,803 2,754 3,713 4,068 4,222 4,410 4,701 5,042
Net margin 3.61% 3.26% 2.99% 3.74% 4.15% 3.97% 4.19% 4.25%
EPS 2 0.3800 0.3700 0.5000 - 0.5822 0.5941 0.6342 0.6710
Free Cash Flow 1 1,399 2,277 2,943 - - 2,994 2,960 3,173
FCF margin 1.8% 2.69% 2.37% - - 2.69% 2.64% 2.68%
FCF Conversion (EBITDA) 26.82% 41.67% 41.79% - - 44.93% 42.23% 41.2%
FCF Conversion (Net income) 49.91% 82.68% 79.24% - - 67.89% 62.96% 62.94%
Dividend per Share 2 0.1200 0.1200 0.1800 - 0.1450 0.2834 0.2794 0.3166
Announcement Date 3/31/20 3/30/21 3/29/22 3/27/23 3/22/24 - - -
1CNY in Million2CNY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: December 2019 S2 2020 S1 2020 S2 2021 Q3 2021 Q4 2021 S2 2022 Q1 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 Q3 2024 Q4
Net sales 1 39,930 39,691 44,843 36,139 26,530 62,669 - 55,191 25,202 28,424 53,625 22,361 47,837 24,936 28,932 53,868 25,715 27,082 26,520 30,769
EBITDA 1 - - - - - - - - 1,218 - - 1,243 - - - - 1,304 1,418 1,456 1,593
EBIT 1 - - - 1,228 939.1 2,167 - 2,758 1,457 1,276 710.6 1,217 - 1,285 1,378 1,378 705.6 819.3 857 994.3
Operating Margin - - - 3.4% 3.54% 3.46% - 5% 5.78% 4.49% 1.33% 5.44% - 5.15% 4.76% 2.56% 2.74% 3.03% 3.23% 3.23%
Earnings before Tax (EBT) - - - - - - - - - - - - - - - - - - - -
Net income - 1,215 - - 634.2 1,551 982.5 - - - - 960.9 - - - - - - - -
Net margin - 3.06% - - 2.39% 2.47% - - - - - 4.3% - - - - - - - -
EPS - - - - - - - - - - - - - - - - - - - -
Dividend per Share - - - - - - - - - - - - - - - - - - - -
Announcement Date 3/31/20 8/27/20 3/30/21 10/27/21 3/29/22 3/29/22 4/27/22 8/25/22 10/26/22 3/27/23 3/27/23 4/28/23 9/7/23 10/27/23 3/22/24 3/22/24 - - - -
1CNY in Million
Estimates

Balance Sheet Analysis

Fiscal Period: December 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - 1,641 - - - - - -
Net Cash position 1 827 - 1,152 3,154 3,788 8,646 8,622 8,653
Leverage (Debt/EBITDA) - 0.3003 x - - - - - -
Free Cash Flow 1 1,399 2,277 2,943 - - 2,994 2,960 3,173
ROE (net income / shareholders' equity) 10.9% 9.35% 11.7% 11.9% 11.6% 11.1% 11.3% 11.2%
ROA (Net income/ Total Assets) 4.54% 4.31% 5.3% - 5.47% 5.77% 5.74% 5.8%
Assets 1 61,690 63,863 70,060 - 77,194 76,496 81,903 86,998
Book Value Per Share 2 3.840 4.110 4.470 - 5.180 5.510 5.860 6.200
Cash Flow per Share 2 0.4500 0.5300 0.5600 - 0.5300 0.9100 0.7600 1.070
Capex 1 1,921 1,679 1,222 1,283 1,223 1,718 1,621 1,464
Capex / Sales 2.47% 1.99% 0.98% 1.18% 1.2% 1.55% 1.44% 1.23%
Announcement Date 3/31/20 3/30/21 3/29/22 3/27/23 3/22/24 - - -
1CNY in Million2CNY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Sinotrans Limited

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
8
Last Close Price
3.962 CNY
Average target price
3.949 CNY
Spread / Average Target
-0.33%
Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

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