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Chinese (SSE) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies573
  • 7D-0.5%
  • 3M1.5%
  • 1Y-4.7%
  • YTD-5.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Haier Smart Home gained 4.2%. As for the longer term, the industry has declined 4.7% in the last year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sat, 04 Dec 2021CN¥7.1tCN¥5.9tCN¥228.9b33.6x
Mon, 01 Nov 2021CN¥6.9tCN¥5.9tCN¥233.6b28.8x
Wed, 29 Sep 2021CN¥6.7tCN¥5.9tCN¥244.6b28.4x
Fri, 27 Aug 2021CN¥6.8tCN¥5.8tCN¥240.7b30.5x
Sat, 03 Jul 2021CN¥7.3tCN¥5.8tCN¥240.2b29.8x
Tue, 06 Apr 2021CN¥6.9tCN¥5.6tCN¥225.0b28.5x
Fri, 08 Jan 2021CN¥6.8tCN¥5.1tCN¥171.7b36.5x
Thu, 01 Oct 2020CN¥5.9tCN¥4.9tCN¥147.0b34.3x
Sun, 05 Jul 2020CN¥5.1tCN¥4.8tCN¥138.3b33x
Wed, 08 Apr 2020CN¥4.3tCN¥4.9tCN¥149.3b31x
Tue, 31 Dec 2019CN¥4.8tCN¥5.2tCN¥181.4b28.6x
Fri, 04 Oct 2019CN¥4.3tCN¥5.0tCN¥189.1b24.7x
Mon, 08 Jul 2019CN¥4.4tCN¥5.0tCN¥182.8b26.4x
Sun, 31 Mar 2019CN¥4.7tCN¥5.0tCN¥192.0b30.4x
Wed, 02 Jan 2019CN¥3.7tCN¥5.0tCN¥201.3b24.5x
PE Ratio

24.5x

Total Market Cap: CN¥3.7tTotal Earnings: CN¥201.3bTotal Revenue: CN¥5.0t0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 30.3x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have grown 4.4% per year over the last three years, and revenues for these companies have grown 5.8% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Chinese Consumer Discretionary sector?

Auto Components2.33%
Auto0.45%
Retail Distributors-0.65%
Luxury-1.09%
Consumer Durables-1.30%
General Merchanise and Department Stores-1.34%
Consumer Services-1.94%
Hospitality-2.59%
Leisure-2.65%
Online Retail and Ecommerce-3.36%
Specialty Stores-3.52%

Industry PE: Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 39.4x. This is likely because analysts are expecting annual earnings growth of 52%, which is higher than its past year's earnings growth of 36% per year. Meanwhile, investors are most pessimistic about the Luxury industry, which is trading below its 3-year average of 27.0x.

Forecasted Growth: Analysts are most optimistic on the Consumer Services industry, expecting annual earnings growth of 83% over the next 5 years. This is better than it's past earnings growth rate of 68% per year. Meanwhile, the Retail Distributors industry is expected to see its earnings grow by 8.5% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
600690 Haier Smart Home4.2%+CN¥10.8b5.6%PE21.4x
300390 Suzhou TA&A Ultra Clean TechnologyLTD15.2%+CN¥8.7b554.8%PE108.5x
601127 Chongqing Sokon Industry Group StockLtd9.5%+CN¥8.6b290.4%PS6x
2920 Huizhou Desay SV Automotive9.3%+CN¥6.6b92.1%PE112.3x
600418 Anhui Jianghuai Automobile GroupLtd13.0%+CN¥4.2b81.6%PE122.7x
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