Chinese (SSE) Specialty Stores Industry Analysis
UpdatedDec 02, 2023
DataAggregated Company Financials
Companies26
- 7D-2.2%
- 3M-12.5%
- 1Y-39.7%
- YTD-42.1%
Over the last 7 days, the Specialty Stores industry has dropped 1.5%, driven by China Tourism Group Duty Free declining 4.0%. The industry has fallen 37% in the last year. As for the next few years, earnings are expected to grow by 35% per annum.
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 |
|---|---|---|---|---|---|---|
| Sat, 02 Dec 2023 | CN¥361.9b | CN¥463.9b | -CN¥3,761,688,993.00 | 31.9x | -96.2x | 0.8x |
| Mon, 30 Oct 2023 | CN¥385.2b | CN¥473.1b | -CN¥5,402,766,759.00 | 31.2x | -71.3x | 0.8x |
| Wed, 27 Sep 2023 | CN¥415.6b | CN¥470.3b | -CN¥5,835,544,774.00 | 26.9x | -71.2x | 0.9x |
| Fri, 25 Aug 2023 | CN¥425.0b | CN¥457.8b | -CN¥5,934,840,770.00 | 25.6x | -71.6x | 0.9x |
| Sun, 23 Jul 2023 | CN¥437.0b | CN¥455.3b | -CN¥7,413,882,881.00 | 27.3x | -58.9x | 1x |
| Tue, 20 Jun 2023 | CN¥440.0b | CN¥450.4b | -CN¥7,505,441,367.00 | 25.9x | -58.6x | 1x |
| Thu, 18 May 2023 | CN¥467.4b | CN¥448.5b | -CN¥6,564,281,997.00 | 26.2x | -71.2x | 1x |
| Sat, 15 Apr 2023 | CN¥556.0b | CN¥466.3b | -CN¥24,820,006,071.00 | 23.7x | -22.4x | 1.2x |
| Mon, 13 Mar 2023 | CN¥551.7b | CN¥451.0b | -CN¥24,865,400,085.00 | 23.9x | -22.2x | 1.2x |
| Wed, 08 Feb 2023 | CN¥600.3b | CN¥451.0b | -CN¥24,884,715,084.00 | 24.1x | -24.1x | 1.3x |
| Fri, 06 Jan 2023 | CN¥633.9b | CN¥452.0b | -CN¥24,673,613,526.00 | 26.9x | -25.7x | 1.4x |
| Sun, 04 Dec 2022 | CN¥581.4b | CN¥452.0b | -CN¥24,673,613,529.00 | 27.1x | -23.6x | 1.3x |
| Tue, 01 Nov 2022 | CN¥468.9b | CN¥451.8b | -CN¥25,629,981,465.00 | 26.2x | -18.3x | 1x |
| Thu, 29 Sep 2022 | CN¥561.1b | CN¥454.0b | -CN¥24,767,792,695.00 | 28.1x | -22.7x | 1.2x |
| Sat, 27 Aug 2022 | CN¥534.6b | CN¥475.7b | -CN¥26,889,258,543.00 | 26.7x | -19.9x | 1.1x |
| Mon, 25 Jul 2022 | CN¥581.2b | CN¥498.6b | -CN¥24,336,540,193.00 | 24.2x | -23.9x | 1.2x |
| Wed, 22 Jun 2022 | CN¥559.3b | CN¥498.6b | -CN¥24,336,540,193.00 | 23.4x | -23x | 1.1x |
| Fri, 20 May 2022 | CN¥496.7b | CN¥498.5b | -CN¥24,339,835,896.00 | 20.7x | -20.4x | 1x |
| Sun, 17 Apr 2022 | CN¥542.0b | CN¥602.6b | CN¥9.6b | 22.9x | 56.7x | 0.9x |
| Tue, 15 Mar 2022 | CN¥520.0b | CN¥597.8b | CN¥9.3b | 24.2x | 55.8x | 0.9x |
| Thu, 10 Feb 2022 | CN¥615.6b | CN¥598.2b | CN¥9.3b | 24.5x | 66x | 1x |
| Sat, 08 Jan 2022 | CN¥613.3b | CN¥597.5b | CN¥11.3b | 24.5x | 54.2x | 1x |
| Mon, 06 Dec 2021 | CN¥594.6b | CN¥597.5b | CN¥11.3b | 21.8x | 52.5x | 1x |
| Wed, 03 Nov 2021 | CN¥694.4b | CN¥607.6b | CN¥9.5b | n/a | 72.8x | 1.1x |
| Fri, 01 Oct 2021 | CN¥722.3b | CN¥643.9b | CN¥15.6b | 18.8x | 46.2x | 1.1x |
| Sun, 29 Aug 2021 | CN¥679.0b | CN¥634.7b | CN¥15.1b | 18.2x | 45x | 1.1x |
| Mon, 05 Jul 2021 | CN¥803.2b | CN¥634.7b | CN¥15.1b | 19x | 53.2x | 1.3x |
| Thu, 08 Apr 2021 | CN¥814.1b | CN¥643.9b | CN¥17.8b | 18x | 45.7x | 1.3x |
| Sun, 10 Jan 2021 | CN¥768.6b | CN¥612.5b | CN¥8.8b | 22.3x | 87.1x | 1.3x |
Price to Earnings Ratio
68.5x
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 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.79x.
Past Earnings Growth
- Total earnings for the Specialty Retail industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 7.2% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Chinese Consumer Discretionary industry?
| CN Market | -0.43% | |
| Consumer Discretionary | -0.25% | |
| Specialty Stores | -2.21% | |
| Automotive Retail | 0.29% | |
| Home Improvement Retail | 0% | |
| Apparel Retail | -0.053% | |
| Home Furnishing Retail | -0.44% | |
| Computer and Electronics Retail | -0.45% | |
| Specialty Stores | -3.59% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 41.1x.
- Analysts are expecting annual earnings growth of 25.8%, which is higher than its past year's earnings growth of 3.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Automotive Retail industry, expecting annual earnings growth of 148% over the next 5 years.
- This is better than its past earnings decline of 50% per year.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 605136 Shanghai Lily&Beauty CosmeticsLtd | CN¥11.70 | 8.4% +CN¥364.4m | -3.3% | PS1.5x | |
| 603353 Hunan Heshun PetroleumLtd | CN¥35.89 | 6.2% +CN¥357.9m | 76.8% | PE90x | |
| 605599 Beijing Caishikou Department StoreLtd | CN¥13.60 | 2.7% +CN¥280.0m | 39.5% | PE15.2x | |
| 757 Sichuan Haowu Electromechanical | CN¥5.47 | 7.7% +CN¥207.8m | 28.4% | PS0.8x | |
| 2280 Hangzhou Lianluo Interactive Information TechnologyLtd | CN¥2.92 | 2.8% +CN¥174.2m | -1.0% | PS0.6x |