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Chinese (SSE) Specialty Stores Industry Analysis
UpdatedDec 30, 2024
DataAggregated Company Financials
Companies21
- 7D-1.7%
- 3M-3.1%
- 1Y-10.6%
- YTD-9.2%
Over the last 7 days, the Specialty Stores industry has dropped 1.7%, driven by declines in Suning.com and China Tourism Group Duty Free of 5.9% and 0.8%, respectively. In contrast, Hunan Heshun PetroleumLtd has gained 13%. However, the industry is down 11% over the past year. Looking forward, earnings are forecast to grow by 23% annually.
Industry Valuation and Performance
Has the Chinese Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 31 Dec 2024 | CN¥286.0b | CN¥279.8b | CN¥10.0b | 35.4x | 28.5x | 1x |
| Thu, 28 Nov 2024 | CN¥279.7b | CN¥279.8b | CN¥10.0b | 36.3x | 27.9x | 1x |
| Sat, 26 Oct 2024 | CN¥270.5b | CN¥290.1b | CN¥9.9b | 24.5x | 27.4x | 0.9x |
| Mon, 23 Sep 2024 | CN¥220.3b | CN¥290.2b | CN¥10.0b | 20.9x | 22.1x | 0.8x |
| Wed, 21 Aug 2024 | CN¥246.4b | CN¥429.3b | CN¥9.0b | 21x | 27.4x | 0.6x |
| Fri, 19 Jul 2024 | CN¥272.0b | CN¥441.0b | CN¥8.5b | 23.7x | 32.1x | 0.6x |
| Sun, 16 Jun 2024 | CN¥287.3b | CN¥443.6b | CN¥9.1b | 20.2x | 31.7x | 0.6x |
| Tue, 14 May 2024 | CN¥312.9b | CN¥443.9b | CN¥9.1b | 24x | 34.3x | 0.7x |
| Thu, 11 Apr 2024 | CN¥331.3b | CN¥439.4b | CN¥5.7b | 25.2x | 57.7x | 0.8x |
| Sat, 09 Mar 2024 | CN¥327.1b | CN¥440.6b | -CN¥1,371,757,890.00 | 23.9x | -238.5x | 0.7x |
| Mon, 05 Feb 2024 | CN¥312.3b | CN¥465.5b | -CN¥2,653,625,060.00 | 22.9x | -117.7x | 0.7x |
| Wed, 03 Jan 2024 | CN¥337.7b | CN¥463.9b | -CN¥3,761,688,993.00 | 29.7x | -89.8x | 0.7x |
| Fri, 01 Dec 2023 | CN¥363.6b | CN¥463.9b | -CN¥3,761,688,993.00 | 31.9x | -96.7x | 0.8x |
| Sun, 29 Oct 2023 | CN¥385.2b | CN¥472.4b | -CN¥5,316,247,255.00 | 31.2x | -72.5x | 0.8x |
| Tue, 26 Sep 2023 | CN¥417.7b | CN¥470.3b | -CN¥5,835,544,774.00 | 27x | -71.6x | 0.9x |
| Thu, 24 Aug 2023 | CN¥421.7b | CN¥457.6b | -CN¥5,945,965,976.00 | 26.4x | -70.9x | 0.9x |
| Sat, 22 Jul 2023 | CN¥437.0b | CN¥455.3b | -CN¥7,413,882,881.00 | 27.3x | -58.9x | 1x |
| Mon, 19 Jun 2023 | CN¥446.7b | CN¥450.4b | -CN¥7,505,441,367.00 | 26.1x | -59.5x | 1x |
| Wed, 17 May 2023 | CN¥473.0b | CN¥448.5b | -CN¥6,570,180,928.00 | 25.8x | -72x | 1.1x |
| Fri, 14 Apr 2023 | CN¥561.3b | CN¥466.3b | -CN¥24,820,006,071.00 | 23.7x | -22.6x | 1.2x |
| Sun, 12 Mar 2023 | CN¥551.7b | CN¥451.0b | -CN¥24,865,400,085.00 | 23.9x | -22.2x | 1.2x |
| Tue, 07 Feb 2023 | CN¥601.4b | CN¥451.0b | -CN¥24,884,715,084.00 | 24.1x | -24.2x | 1.3x |
| Thu, 05 Jan 2023 | CN¥611.4b | CN¥452.0b | -CN¥24,673,613,526.00 | 27x | -24.8x | 1.4x |
| Sat, 03 Dec 2022 | CN¥581.4b | CN¥452.0b | -CN¥24,673,613,529.00 | 27.1x | -23.6x | 1.3x |
| Mon, 31 Oct 2022 | CN¥482.7b | CN¥450.8b | -CN¥25,420,155,378.00 | 26.4x | -19x | 1.1x |
| Wed, 28 Sep 2022 | CN¥563.8b | CN¥454.0b | -CN¥24,767,792,695.00 | 28.9x | -22.8x | 1.2x |
| Fri, 26 Aug 2022 | CN¥536.4b | CN¥489.1b | -CN¥25,820,970,586.00 | 23.3x | -20.8x | 1.1x |
| Sun, 24 Jul 2022 | CN¥581.2b | CN¥498.6b | -CN¥24,336,540,193.00 | 24.2x | -23.9x | 1.2x |
| Tue, 21 Jun 2022 | CN¥558.6b | CN¥498.6b | -CN¥24,336,540,193.00 | 23.8x | -23x | 1.1x |
| Thu, 19 May 2022 | CN¥502.1b | CN¥498.5b | -CN¥24,339,835,896.00 | 20.8x | -20.6x | 1x |
| Sat, 16 Apr 2022 | CN¥542.0b | CN¥602.2b | CN¥9.6b | 22.9x | 56.6x | 0.9x |
| Mon, 14 Mar 2022 | CN¥553.8b | CN¥597.8b | CN¥9.3b | 24.5x | 59.5x | 0.9x |
| Wed, 09 Feb 2022 | CN¥609.7b | CN¥598.2b | CN¥9.3b | 24.3x | 65.4x | 1x |
| Fri, 07 Jan 2022 | CN¥629.1b | CN¥597.5b | CN¥11.3b | n/a | 55.6x | 1.1x |
Price to Earnings Ratio
55.6x
Current Industry PE
- Investors are pessimistic on the Chinese Specialty Retail 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 28.5x which is higher than its 3-year average PE of -24.6x.
- The industry is trading close to its 3-year average PS ratio of 0.96x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 4.0% per year over the last three years,
- Revenues have also declined 22% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary industry?
| CN Market | -0.61% | |
| Consumer Discretionary | -0.31% | |
| Specialty Stores | -1.68% | |
| Home Furnishing Retail | 2.57% | |
| Home Improvement Retail | 0% | |
| Specialty Stores | -0.94% | |
| Apparel Retail | -1.37% | |
| Automotive Retail | -5.28% | |
| Computer and Electronics Retail | -5.94% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 11.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 112% over the next 5 years.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 9.0% 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 | |
|---|---|---|---|---|---|
| 600398 Hla Group | CN¥7.16 | 7.3% +CN¥2.4b | -3.5% | PE14.3x | |
| 002818 Chengdu Fusen Noble-House IndustrialLtd | CN¥14.90 | 6.4% +CN¥666.1m | 19.6% | PE15.1x | |
| 600655 Shanghai Yuyuan Tourist Mart (Group) | CN¥6.49 | 1.2% +CN¥311.1m | 4.5% | PE26.6x | |
| 002024 Suning.com | CN¥2.10 | 1.0% +CN¥183.3m | 18.6% | PS0.4x | |
| 605136 Shanghai Lily&Beauty CosmeticsLtd | CN¥9.13 | 5.2% +CN¥180.2m | -7.9% | PE68.1x |
