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Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedNov 27, 2022
DataAggregated Company Financials
Companies592
  • 7D-2.2%
  • 3M-8.4%
  • 1Y-20.7%
  • YTD-22.0%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.2%, driven by a pullback from China Tourism Group Duty Free of 6.4%. Meanwhile, Ccoop Group actually outperformed within the industry, gaining 28% in the last week. Overall the industry is down 21% in 12 months. Earnings are forecast to grow by 34% annually.

Sector Valuation and Performance

Has the Chinese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022CN„5.6tCN„5.8tCN„152.8b32.1x36.9x1x
Tue, 25 Oct 2022CN„5.5tCN„5.7tCN„153.6b31.3x35.7x1x
Thu, 22 Sep 2022CN„5.9tCN„5.7tCN„151.5b33.7x38.7x1x
Sat, 20 Aug 2022CN„6.2tCN„5.8tCN„172.5b36.7x36x1.1x
Mon, 18 Jul 2022CN„6.2tCN„5.9tCN„173.1b34.8x35.8x1.1x
Wed, 15 Jun 2022CN„6.1tCN„5.9tCN„174.0b33.7x34.9x1x
Fri, 13 May 2022CN„5.5tCN„5.9tCN„171.3b30.6x32.2x0.9x
Sun, 10 Apr 2022CN„5.7tCN„6.0tCN„220.7b28.1x25.7x0.9x
Tue, 08 Mar 2022CN„6.2tCN„6.0tCN„230.8b29.7x26.8x1x
Thu, 03 Feb 2022CN„6.6tCN„5.9tCN„228.5b30.8x29.1x1.1x
Sat, 01 Jan 2022CN„7.2tCN„5.9tCN„230.2b33.8x31.2x1.2x
Mon, 29 Nov 2021CN„7.1tCN„5.9tCN„229.1b33x30.8x1.2x
Wed, 27 Oct 2021CN„6.9tCN„5.9tCN„244.4b28.2x28.3x1.2x
Fri, 24 Sep 2021CN„6.7tCN„5.9tCN„244.3b29.3x27.4x1.1x
Sun, 22 Aug 2021CN„6.8tCN„5.8tCN„240.7b29.6x28.1x1.2x
Fri, 09 Jul 2021CN„7.3tCN„5.8tCN„240.2b29.8x30.4x1.3x
Thu, 01 Apr 2021CN„6.9tCN„5.6tCN„225.0b28.5x30.5x1.2x
Sun, 03 Jan 2021CN„6.8tCN„5.1tCN„171.7b36.5x39.7x1.3x
Wed, 07 Oct 2020CN„5.9tCN„4.9tCN„147.0b34.3x40x1.2x
Tue, 30 Jun 2020CN„5.1tCN„4.8tCN„138.3b33x36.8x1.1x
Fri, 03 Apr 2020CN„4.3tCN„4.9tCN„149.3b31x29.1x0.9x
Mon, 06 Jan 2020CN„4.8tCN„5.2tCN„181.4b28.6x26.5x0.9x
Price to Earnings Ratio

22.9x


Total Market Cap: CN„4.4tTotal Earnings: CN„190.5bTotal Revenue: CN„5.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Discretionary Sector Price to Earnings3Y Average 33.2x202020212022
Current Industry PE
  • Investors are optimistic on the Chinese Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 36.9x which is higher than its 3-year average PE of 33.2x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.98x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 7.1% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.5% 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 Discretionary sector?

CN Market-1.52%
Consumer Discretionary-2.22%
General Merchanise and Department Stores1.08%
Retail Distributors0.31%
Consumer Durables-1.37%
Auto-1.45%
Leisure-1.52%
Luxury-2.02%
Auto Components-2.55%
Specialty Stores-4.48%
Hospitality-4.83%
Consumer Services-6.23%
Online Retail and Ecommerce-7.13%
Industry PE
  • Investors are most optimistic about the Online Retail and Ecommerce industry which is trading above its 3-year average PE ratio of 8.8x.
    • Analysts are expecting annual earnings growth of 36.1%, which is higher than its past year's earnings decline of 17.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 79% over the next 5 years.
  • This is better than its past earnings decline of 40% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 7.5% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
564 Ccoop GroupCN„2.0327.7%
+CN„8.4b
46.5%PS28x
600104 SAIC MotorCN„14.651.7%
+CN„2.8b
-27.3%PE10x
600690 Haier Smart HomeCN„24.200.7%
+CN„1.9b
-12.3%PE15.2x
927 China Railway MaterialsCN„2.9911.2%
+CN„1.8b
-23.9%PE21.8x
603130 Zhejiang YunzhongmaCN„38.5035.6%
+CN„1.4b
n/aPE46.4x
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