Is Henan Shuanghui Investment & Development Co.,Ltd. (SZSE:000895) Worth CN¥26.7 Based On Its Intrinsic Value?
May 12
Chinese (SSE) Food Industry Analysis
UpdatedMay 17, 2024
DataAggregated Company Financials
Companies163
- 7D-1.1%
- 3M7.9%
- 1Y-12.1%
- YTD-0.5%
The Food is pretty flat in the last 7 days, but Wens Foodstuff Group has stood out, gaining 3.4%. As for the longer term, the industry has declined 13% in the last year. Earnings are forecast to grow by 32% annually.
Industry Valuation and Performance
Has the Chinese Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 17 May 2024 | CN¥2.3t | CN¥1.8t | CN¥47.4b | 29.4x | 47.8x | 1.3x |
| Sun, 14 Apr 2024 | CN¥2.1t | CN¥1.7t | CN¥47.4b | 28.4x | 44.4x | 1.2x |
| Tue, 12 Mar 2024 | CN¥2.1t | CN¥1.7t | CN¥46.1b | 27.8x | 46.5x | 1.2x |
| Thu, 08 Feb 2024 | CN¥2.0t | CN¥1.7t | CN¥52.8b | 25x | 38.7x | 1.2x |
| Sat, 06 Jan 2024 | CN¥2.2t | CN¥1.7t | CN¥52.8b | 32.5x | 41.4x | 1.3x |
| Mon, 04 Dec 2023 | CN¥2.3t | CN¥1.7t | CN¥52.9b | 33x | 43x | 1.3x |
| Wed, 01 Nov 2023 | CN¥2.3t | CN¥1.7t | CN¥54.4b | 32x | 41.9x | 1.3x |
| Fri, 29 Sep 2023 | CN¥2.3t | CN¥1.7t | CN¥68.5b | 34.1x | 33.1x | 1.3x |
| Sun, 27 Aug 2023 | CN¥2.3t | CN¥1.7t | CN¥77.9b | 36x | 29.7x | 1.3x |
| Tue, 25 Jul 2023 | CN¥2.4t | CN¥1.7t | CN¥79.7b | 38.2x | 30.4x | 1.4x |
| Thu, 22 Jun 2023 | CN¥2.4t | CN¥1.7t | CN¥79.6b | 37.7x | 30.6x | 1.4x |
| Sat, 20 May 2023 | CN¥2.5t | CN¥1.7t | CN¥79.3b | 39.9x | 32.1x | 1.5x |
| Mon, 17 Apr 2023 | CN¥2.7t | CN¥1.6t | CN¥46.0b | 39.8x | 58.5x | 1.6x |
| Wed, 15 Mar 2023 | CN¥2.8t | CN¥1.6t | CN¥33.1b | 43.5x | 83.8x | 1.7x |
| Fri, 10 Feb 2023 | CN¥3.0t | CN¥1.7t | CN¥57.3b | 41x | 52.4x | 1.8x |
| Sun, 08 Jan 2023 | CN¥2.9t | CN¥1.7t | CN¥57.3b | 40.9x | 51.5x | 1.7x |
| Tue, 06 Dec 2022 | CN¥2.9t | CN¥1.7t | CN¥57.3b | 41.4x | 51.4x | 1.7x |
| Thu, 03 Nov 2022 | CN¥2.7t | CN¥1.7t | CN¥57.3b | 35.6x | 48x | 1.6x |
| Sat, 01 Oct 2022 | CN¥2.9t | CN¥1.6t | CN¥16.8b | 37.5x | 174.1x | 1.8x |
| Mon, 29 Aug 2022 | CN¥3.2t | CN¥1.6t | CN¥17.3b | 40x | 182.7x | 2x |
| Wed, 27 Jul 2022 | CN¥3.1t | CN¥1.6t | CN¥8.0b | 40.4x | 390.9x | 2x |
| Fri, 24 Jun 2022 | CN¥3.1t | CN¥1.5t | CN¥7.1b | 39.8x | 438.6x | 2x |
| Sun, 22 May 2022 | CN¥2.9t | CN¥1.5t | CN¥7.8b | 37.5x | 369x | 1.9x |
| Tue, 19 Apr 2022 | CN¥3.1t | CN¥1.6t | CN¥45.6b | 38.6x | 67.9x | 2x |
| Thu, 17 Mar 2022 | CN¥2.9t | CN¥1.6t | CN¥44.7b | 34.7x | 64.7x | 1.9x |
| Sat, 12 Feb 2022 | CN¥3.2t | CN¥1.5t | CN¥47.2b | 37.7x | 67.6x | 2.1x |
| Mon, 10 Jan 2022 | CN¥3.4t | CN¥1.5t | CN¥48.1b | 42x | 70.5x | 2.2x |
| Wed, 08 Dec 2021 | CN¥3.2t | CN¥1.5t | CN¥48.1b | 38.6x | 67x | 2.1x |
| Fri, 05 Nov 2021 | CN¥3.5t | CN¥1.5t | CN¥48.1b | 41x | 73x | 2.3x |
| Sun, 03 Oct 2021 | CN¥3.2t | CN¥1.5t | CN¥95.5b | 37.7x | 33.7x | 2.2x |
| Tue, 31 Aug 2021 | CN¥3.0t | CN¥1.5t | CN¥95.7b | 36.2x | 31.3x | 2x |
| Wed, 07 Jul 2021 | CN¥3.5t | CN¥1.5t | CN¥95.7b | 41.9x | 36.8x | 2.4x |
Price to Earnings Ratio
30.9x
Current Industry PE
- Investors are pessimistic on the Chinese Food 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 48.0x which is lower than its 3-year average PE of 86.6x.
- The 3-year average PS ratio of 1.7x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 27% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.0% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Staples industry?
| CN Market | -1.53% | |
| Consumer Staples | -1.81% | |
| Food | -1.11% | |
| Agricultural Products | -0.45% | |
| Packaged Foods and Meats | -1.19% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry even though it's trading below its 3-year average PE ratio of 70.6x.
- Analysts are expecting annual earnings growth of 28.5%, which is higher than its past year's earnings growth of 0.9% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 59% over the next 5 years.
- This is better than its past earnings growth rate of 4.4% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 29% 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 | |
|---|---|---|---|---|---|
| 300498 Wens Foodstuff Group | CN¥21.35 | 2.5% +CN¥3.5b | 18.2% | PS1.5x | |
| 876 New Hope LiuheLtd | CN¥9.93 | 5.6% +CN¥2.4b | -17.8% | PE86009.5x | |
| 2714 Muyuan Foods | CN¥47.69 | 0.8% +CN¥2.2b | 11.6% | PS1.2x | |
| 300175 Lontrue | CN¥13.18 | 52.4% +CN¥2.1b | 277.7% | PS24.2x | |
| 600887 Inner Mongolia Yili Industrial Group | CN¥28.11 | 0.6% +CN¥1.0b | -5.8% | PE14x |
