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Chinese (SSE) Luxury Industry Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies113
  • 7D5.4%
  • 3M-0.4%
  • 1Y-15.9%
  • YTD-20.3%

Over the last 7 days, the Luxury industry has risen 5.4%, driven by gains from Huali Industrial Group of 6.9%. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 30% per annum.

Industry Valuation and Performance

Has the Chinese Luxury Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 04 Dec 2022CN„601.2bCN„450.1bCN„18.3b27.6x32.9x1.3x
Tue, 01 Nov 2022CN„525.7bCN„448.0bCN„17.1b24x30.7x1.2x
Thu, 29 Sep 2022CN„553.6bCN„443.7bCN„19.2b20.7x28.8x1.2x
Sat, 27 Aug 2022CN„600.8bCN„443.7bCN„20.7b21.2x29x1.4x
Mon, 25 Jul 2022CN„613.2bCN„446.2bCN„21.5b21.2x28.6x1.4x
Wed, 22 Jun 2022CN„624.6bCN„446.4bCN„22.5b21.9x27.8x1.4x
Fri, 20 May 2022CN„601.9bCN„446.5bCN„22.6b21x26.7x1.3x
Sun, 17 Apr 2022CN„606.0bCN„443.6bCN„17.8b18.1x34x1.4x
Tue, 15 Mar 2022CN„688.0bCN„447.1bCN„19.6b19.7x35.2x1.5x
Thu, 10 Feb 2022CN„755.2bCN„439.1bCN„18.9b22.2x39.9x1.7x
Sat, 08 Jan 2022CN„790.2bCN„437.2bCN„18.6b23.6x42.5x1.8x
Mon, 06 Dec 2021CN„750.9bCN„432.8bCN„17.4b21.4x43.3x1.7x
Wed, 03 Nov 2021CN„738.8bCN„431.9bCN„17.6b36x42x1.7x
Fri, 01 Oct 2021CN„731.6bCN„412.8bCN„16.3b25.7x45x1.8x
Sun, 29 Aug 2021CN„715.1bCN„410.4bCN„15.9b25.2x44.9x1.7x
Mon, 05 Jul 2021CN„761.5bCN„409.3bCN„15.8b24.9x48.2x1.9x
Thu, 08 Apr 2021CN„543.9bCN„367.1bCN„10.5b22.5x51.6x1.5x
Sun, 10 Jan 2021CN„479.2bCN„306.5bCN„5.7b26.1x83.9x1.6x
Sat, 03 Oct 2020CN„472.6bCN„300.3bCN„7.7b30.2x61.3x1.6x
Tue, 07 Jul 2020CN„431.7bCN„303.8bCN„7.8b27.3x55.1x1.4x
Fri, 10 Apr 2020CN„413.3bCN„319.4bCN„9.1b33.7x45.2x1.3x
Thu, 02 Jan 2020CN„436.0bCN„334.0bCN„13.3b27.5x32.8x1.3x
Price to Earnings Ratio

32.8x


Total Market Cap: CN„436.0bTotal Earnings: CN„13.3bTotal Revenue: CN„334.0bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Luxury Industry Price to Earnings3Y Average 46.3x20212022
Current Industry PE
  • Investors are pessimistic on the Chinese Luxury 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 32.9x which is lower than its 3-year average PE of 46.3x.
  • The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Luxury industry have grown 26% per year over the last three years.
  • Revenues for these companies have grown 11% 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 industry?

CN Market2.50%
Consumer Discretionary4.35%
Luxury5.43%
Footwear6.81%
Apparel, Accessories and Luxury Goods6.02%
Textiles4.13%
Industry PE
  • Investors are most optimistic about the Footwear industry even though it's trading below its 3-year average PE ratio of 89.7x.
    • Analysts are expecting annual earnings growth of 31.2%, which is higher than its past year's earnings decline of 32.6% per year.
  • Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 29.5x.
Forecasted Growth
  • Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 32% over the next 5 years.
  • This is better than its past earnings decline of 28% per year.
  • In contrast, the Textiles industry is expected to see its earnings grow by 25% 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
300979 Huali Industrial GroupCN„50.516.9%
+CN„3.8b
-41.6%PE18.3x
2875 AnnilLtdCN„19.1261.2%
+CN„1.5b
106.5%PS3.9x
301177 DRCN„49.468.4%
+CN„1.5b
n/aPE18.3x
2612 LancyCN„23.8316.1%
+CN„1.5b
-33.1%PE225.4x
600916 China National Gold Group Gold JewelleryLtdCN„12.926.3%
+CN„1.3b
-7.5%PE25.5x
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2612

CN„23.83

Lancy

7D

16.1%

1Y

-33.1%

603055

CN„10.73

Zhejiang Taihua New MaterialLtd

7D

12.6%

1Y

-35.6%

301177

CN„49.46

DR

7D

8.4%

1Y

n/a

300979

CN„50.51

Huali Industrial Group

7D

6.9%

1Y

-41.6%

2875

CN„19.12

AnnilLtd

7D

61.2%

1Y

106.5%

2867

CN„13.53

Chow Tai Seng Jewellery

7D

7.8%

1Y

-22.9%

2291

CN„15.60

SaturdayLtd

7D

9.1%

1Y

-21.3%

600916

CN„12.92

China National Gold Group Gold JewelleryLtd

7D

6.3%

1Y

-7.5%

603557

CN„3.85

QibuLtd

7D

-0.3%

1Y

-38.8%

603665

CN„36.20

ZheJiang KangLongDa Special Protection Technology

7D

-1.1%

1Y

18.7%

2397

CN„4.53

Hunan Mendale HometextileLtd

7D

-4.4%

1Y

13.8%