Slammed 28% Dong Yi Ri Sheng Home Decoration Group Co.,Ltd. (SZSE:002713) Screens Well Here But There Might Be A Catch
Apr 16
Chinese (SSE) Consumer Services Industry Analysis
UpdatedApr 18, 2024
DataAggregated Company Financials
Companies17
- 7D-3.6%
- 3M-18.0%
- 1Y-25.5%
- YTD-21.9%
Over the last 7 days, the Consumer Services industry has dropped 13%, driven by a pullback from Offcn Education Technology of 6.8%. On the other hand Shanghai Action Education TechnologyLTD is actually up 12%. Overall the industry is down 32% in 12 months. Earnings are forecast to grow by 65% annually.
Industry Valuation and Performance
Has the Chinese Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 19 Apr 2024 | CN¥66.4b | CN¥33.3b | -CN¥17,251,751.00 | 34.7x | -3848.9x | 2x |
| Sun, 17 Mar 2024 | CN¥75.6b | CN¥33.3b | -CN¥19,360,391.00 | 42x | -3904.8x | 2.3x |
| Tue, 13 Feb 2024 | CN¥65.5b | CN¥33.3b | -CN¥8,919,750.00 | 31.5x | -7339.7x | 2x |
| Thu, 11 Jan 2024 | CN¥82.1b | CN¥33.3b | -CN¥8,919,750.00 | 41.7x | -9208.7x | 2.5x |
| Sat, 09 Dec 2023 | CN¥92.7b | CN¥33.3b | -CN¥8,919,750.00 | 43x | -10392x | 2.8x |
| Mon, 06 Nov 2023 | CN¥82.3b | CN¥33.3b | -CN¥9,098,537.00 | 36.6x | -9047.5x | 2.5x |
| Wed, 04 Oct 2023 | CN¥82.7b | CN¥33.4b | -CN¥65,563,299.00 | 35.4x | -1261.4x | 2.5x |
| Fri, 01 Sep 2023 | CN¥86.0b | CN¥33.4b | -CN¥63,839,556.00 | 33.6x | -1347.9x | 2.6x |
| Sun, 30 Jul 2023 | CN¥90.6b | CN¥32.3b | -CN¥711,490,987.00 | 39x | -127.3x | 2.8x |
| Tue, 27 Jun 2023 | CN¥90.6b | CN¥32.3b | -CN¥711,490,987.00 | 39x | -127.3x | 2.8x |
| Thu, 25 May 2023 | CN¥84.0b | CN¥31.8b | -CN¥847,928,007.00 | 38.3x | -99.1x | 2.6x |
| Sat, 22 Apr 2023 | CN¥82.0b | CN¥32.2b | -CN¥4,117,004,343.00 | 50.5x | -19.9x | 2.6x |
| Mon, 20 Mar 2023 | CN¥87.1b | CN¥31.9b | -CN¥4,226,942,151.00 | 64.1x | -20.6x | 2.7x |
| Wed, 15 Feb 2023 | CN¥97.6b | CN¥31.9b | -CN¥4,226,942,151.00 | 64.1x | -23.1x | 3.1x |
| Fri, 13 Jan 2023 | CN¥83.1b | CN¥31.9b | -CN¥4,226,942,151.00 | 56.3x | -19.7x | 2.6x |
| Sun, 11 Dec 2022 | CN¥88.1b | CN¥31.9b | -CN¥4,226,942,150.00 | 57.8x | -20.8x | 2.8x |
| Tue, 08 Nov 2022 | CN¥79.7b | CN¥31.0b | -CN¥4,435,061,208.00 | 59.6x | -18x | 2.6x |
| Thu, 06 Oct 2022 | CN¥67.2b | CN¥31.5b | -CN¥5,413,998,404.00 | 43.9x | -12.4x | 2.1x |
| Sat, 03 Sep 2022 | CN¥75.1b | CN¥32.2b | -CN¥5,110,734,483.00 | 48.1x | -14.7x | 2.3x |
| Mon, 01 Aug 2022 | CN¥78.8b | CN¥33.8b | -CN¥4,827,099,304.00 | 40.3x | -16.3x | 2.3x |
| Wed, 29 Jun 2022 | CN¥83.6b | CN¥33.8b | -CN¥4,827,099,304.00 | 38.2x | -17.3x | 2.5x |
| Fri, 27 May 2022 | CN¥76.2b | CN¥33.8b | -CN¥4,827,099,304.00 | 38.1x | -15.8x | 2.3x |
| Sun, 24 Apr 2022 | CN¥76.5b | CN¥38.3b | CN¥575.9m | 36.5x | 132.8x | 2x |
| Tue, 22 Mar 2022 | CN¥89.6b | CN¥37.6b | CN¥458.6m | 39.4x | 195.4x | 2.4x |
| Thu, 17 Feb 2022 | CN¥98.9b | CN¥37.5b | CN¥445.8m | 40.2x | 221.9x | 2.6x |
| Sat, 15 Jan 2022 | CN¥102.4b | CN¥37.5b | CN¥445.8m | 39.1x | 229.7x | 2.7x |
| Mon, 13 Dec 2021 | CN¥122.2b | CN¥37.5b | CN¥445.8m | 39.5x | 274.1x | 3.3x |
| Wed, 10 Nov 2021 | CN¥112.8b | CN¥37.5b | CN¥445.8m | 35.1x | 253.1x | 3x |
| Fri, 08 Oct 2021 | CN¥121.9b | CN¥39.7b | CN¥3.0b | 32.6x | 40.2x | 3.1x |
| Sun, 05 Sep 2021 | CN¥128.5b | CN¥39.7b | CN¥3.0b | 35.5x | 42.4x | 3.2x |
| Tue, 03 Aug 2021 | CN¥133.5b | CN¥39.7b | CN¥3.0b | 34x | 44.1x | 3.4x |
| Fri, 07 May 2021 | CN¥215.9b | CN¥36.4b | CN¥2.6b | 38.8x | 84.5x | 5.9x |
Price to Earnings Ratio
84.5x
Current Industry PE
- Investors are pessimistic on the Chinese Consumer Services industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 2.9x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- Total earnings for the Consumer Services industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 2.9% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary industry?
| CN Market | -0.20% | |
| Consumer Discretionary | -0.27% | |
| Consumer Services | -3.58% | |
| Education Services | -2.91% | |
| Specialized Consumer Services | -5.18% | |
Industry PE
- Investors are most optimistic about the Specialized Consumer Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 61.6%, which is lower than the prior year's growth of 72.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 65% over the next 5 years.
- This is better than its past earnings growth rate of 5.7% per year.
- In contrast, the Specialized Consumer Services industry is expected to see its earnings grow by 62% 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 | |
|---|---|---|---|---|---|
| 526 Xueda (Xiamen) Education Technology Group | CN¥61.44 | 6.9% +CN¥487.3m | 260.1% | PE62.6x | |
| 605098 Shanghai Action Education TechnologyLTD | CN¥48.65 | 7.5% +CN¥401.5m | 36.3% | PE26.2x |
