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601156.SS
STRONG BUYREMOVEEastern Air Logistics Co., Ltd. · Industrials · China · $3.9B · Avg Vol: $25M/d
Eastern Air Logistics is a Chinese air freight operator. The business is highly vulnerable to structural headwinds from supply chain localization (which reduces long-haul transcontinental volumes) and rising jet fuel costs driven by geopolitical energy risks.
COMPANY DESCRIPTION
Eastern Air Logistics Co., Ltd. provides comprehensive air cargo transportation, ground terminal handling, and integrated logistics services. As the logistics arm of China Eastern Airlines, the company controls prime cargo terminal operations at Shanghai Pudong and Hongqiao airports, China's premier aviation hubs. Its competitive moat is secured by its exclusive access to belly-hold capacity of China Eastern's passenger fleet and its dominant market share in Shanghai's air freight handling.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.5B | 3.0B | 3.6B | 3.6B | 1.1% |
| EPS | 0.34 | 0.23 | 0.25 | 0.25 | -9.6% |
| Shares | 1.6B | 1.6B | 1.6B | 1.6B | 0.0% |
| Debt | 1.2B | 1.2B | 597.9M | 881.8M | -10.8% |
| Equity | 2.0B | 2.3B | 2.6B | 2.9B | 13.5% |
| Op CF | 801.2M | 774.0M | 548.8M | 916.5M | 4.6% |
| Inv CF | -184.8M | -85.9M | -396.1M | -278.8M | — |
| Fin CF | -612.3M | -723.8M | -506.1M | -439.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of 601156.SS are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 601156.SS | Eastern Air Logistics Co., Ltd.(you) | $3.9B | 91 | STRONG BUY |
| 603565.SS | Shanghai Zhonggu Logistics Co., Ltd. | $3.2B | 88 | STRONG BUY |
| 0598.HK | Sinotrans Limited | $3.7B | 81 | STRONG BUY |
| 600179.SS | Antong Holdings Co., Ltd. | $3.0B | 74 | BUY |
| 603871.SS | Jiayou International Logistics Co.,Ltd | $2.3B | 76 | BUY |
| 002120.SZ | Yunda Holding Group Co., Ltd. | $2.7B | 72 | BUY |
| 002468.SZ | STO Express Co.,Ltd | $3.0B | 68 | BUY |
| 2618.HK | JD Logistics, Inc. | $9.5B | 80 | STRONG BUY |
| 2057.HK | ZTO Express (Cayman) Inc. | $16.8B | 92 | STRONG BUY |
| 600233.SS | YTO Express Group Co.,Ltd. | $8.1B | 71 | BUY |
Peer medians: ROE 6.0% · P/E 34.2x · Gross margin 22.9%