RumereLtd's (SZSE:301088) Upcoming Dividend Will Be Larger Than Last Year's
Jul 12
Chinese (SSE) Specialty Stores Industry Analysis
UpdatedJul 27, 2024
DataAggregated Company Financials
Companies23
- 7D-3.4%
- 3M-15.8%
- 1Y-40.8%
- YTD-21.8%
Over the last 7 days, the Specialty Stores industry has dropped 3.4%, driven by a pullback from China Tourism Group Duty Free of 3.9%. On the other hand Sichuan Haowu Electromechanical is actually up 14%. The industry has fallen 41% in the last year. As for the next few years, earnings are expected to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Sun, 28 Jul 2024 | CN¥261.6b | CN¥441.0b | CN¥8.5b | 22.6x | 30.9x | 0.6x |
| Tue, 25 Jun 2024 | CN¥267.5b | CN¥443.6b | CN¥9.1b | 18.5x | 29.5x | 0.6x |
| Thu, 23 May 2024 | CN¥319.7b | CN¥443.6b | CN¥9.1b | 25x | 35.2x | 0.7x |
| Sat, 20 Apr 2024 | CN¥317.7b | CN¥439.4b | CN¥5.7b | 23.5x | 55.4x | 0.7x |
| Mon, 18 Mar 2024 | CN¥347.4b | CN¥440.6b | -CN¥1,371,757,890.00 | 25.6x | -253.3x | 0.8x |
| Wed, 14 Feb 2024 | CN¥321.8b | CN¥440.6b | -CN¥1,371,757,890.00 | 22.7x | -234.6x | 0.7x |
| Fri, 12 Jan 2024 | CN¥338.5b | CN¥465.5b | -CN¥2,653,625,060.00 | 28.2x | -127.6x | 0.7x |
| Sun, 10 Dec 2023 | CN¥345.8b | CN¥463.9b | -CN¥3,761,688,993.00 | 30x | -91.9x | 0.7x |
| Tue, 07 Nov 2023 | CN¥388.4b | CN¥469.8b | -CN¥3,509,937,537.00 | 32.3x | -110.6x | 0.8x |
| Thu, 05 Oct 2023 | CN¥414.7b | CN¥470.3b | -CN¥5,835,544,774.00 | 27.1x | -71.1x | 0.9x |
| Sat, 02 Sep 2023 | CN¥422.7b | CN¥469.1b | -CN¥6,128,076,138.00 | 26.9x | -69x | 0.9x |
| Mon, 31 Jul 2023 | CN¥465.4b | CN¥455.3b | -CN¥7,413,882,881.00 | 27x | -62.8x | 1x |
| Wed, 28 Jun 2023 | CN¥415.4b | CN¥450.4b | -CN¥7,505,441,367.00 | 25.4x | -55.3x | 0.9x |
| Fri, 26 May 2023 | CN¥456.1b | CN¥449.9b | -CN¥7,585,519,958.00 | 25.6x | -60.1x | 1x |
| Sun, 23 Apr 2023 | CN¥533.9b | CN¥460.5b | -CN¥28,378,571,227.00 | 21.5x | -18.8x | 1.2x |
| Tue, 21 Mar 2023 | CN¥569.4b | CN¥468.9b | -CN¥25,302,220,379.00 | 25.5x | -22.5x | 1.2x |
| Thu, 16 Feb 2023 | CN¥589.4b | CN¥451.0b | -CN¥24,884,715,084.00 | 23.7x | -23.7x | 1.3x |
| Sat, 14 Jan 2023 | CN¥637.3b | CN¥452.0b | -CN¥24,673,613,526.00 | 26.8x | -25.8x | 1.4x |
| Mon, 12 Dec 2022 | CN¥612.5b | CN¥452.0b | -CN¥24,673,613,529.00 | 27.5x | -24.8x | 1.4x |
| Wed, 09 Nov 2022 | CN¥542.5b | CN¥451.8b | -CN¥25,629,981,465.00 | 28.4x | -21.2x | 1.2x |
| Fri, 07 Oct 2022 | CN¥550.8b | CN¥454.0b | -CN¥24,767,792,695.00 | 27.5x | -22.2x | 1.2x |
| Sun, 04 Sep 2022 | CN¥510.3b | CN¥453.4b | -CN¥24,712,294,920.00 | 28x | -20.7x | 1.1x |
| Tue, 02 Aug 2022 | CN¥576.1b | CN¥492.1b | -CN¥25,471,194,291.00 | 24.2x | -22.6x | 1.2x |
| Thu, 30 Jun 2022 | CN¥597.3b | CN¥498.6b | -CN¥24,336,540,193.00 | 23.3x | -24.5x | 1.2x |
| Sat, 28 May 2022 | CN¥494.8b | CN¥498.6b | -CN¥24,336,540,193.00 | 22.7x | -20.3x | 1x |
| Mon, 25 Apr 2022 | CN¥524.9b | CN¥599.6b | CN¥9.5b | 22.4x | 55.1x | 0.9x |
| Wed, 23 Mar 2022 | CN¥521.8b | CN¥597.9b | CN¥9.3b | 24.4x | 56x | 0.9x |
| Fri, 18 Feb 2022 | CN¥627.9b | CN¥598.2b | CN¥9.3b | 24x | 67.3x | 1x |
| Sun, 16 Jan 2022 | CN¥595.4b | CN¥597.5b | CN¥11.3b | 24.4x | 52.6x | 1x |
| Tue, 14 Dec 2021 | CN¥647.0b | CN¥597.5b | CN¥11.3b | 22.3x | 57.1x | 1.1x |
| Thu, 11 Nov 2021 | CN¥659.5b | CN¥606.7b | CN¥11.7b | 22.6x | 56.4x | 1.1x |
| Sat, 09 Oct 2021 | CN¥749.3b | CN¥643.9b | CN¥15.6b | 19.6x | 47.9x | 1.2x |
| Mon, 06 Sep 2021 | CN¥689.3b | CN¥634.7b | CN¥15.1b | 17.7x | 45.7x | 1.1x |
| Wed, 04 Aug 2021 | CN¥706.9b | CN¥634.7b | CN¥15.1b | 17.6x | 46.8x | 1.1x |
Price to Earnings Ratio
46.8x
Current Industry PE
- Investors are optimistic on the Chinese Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 30.9x which is higher than its 3-year average PE of -21.7x.
- The industry is trading close to its 3-year average PS ratio of 1.00x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 18% per year over the last three years,
- Revenues have also declined 11% 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 | -2.85% | |
| Consumer Discretionary | -1.72% | |
| Specialty Stores | -3.38% | |
| Home Improvement Retail | 0% | |
| Automotive Retail | -0.35% | |
| Computer and Electronics Retail | -0.75% | |
| Specialty Stores | -3.43% | |
| Home Furnishing Retail | -4.95% | |
| Apparel Retail | -5.23% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 8.3x.
- Analysts are expecting annual earnings growth of 96.6%, which is higher than its past year's earnings decline of 38.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 105% over the next 5 years.
- In contrast, the Home Furnishing Retail industry is expected to see its earnings growth to stay flat 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 | |
|---|---|---|---|---|---|
| 000757 Sichuan Haowu Electromechanical | CN¥2.79 | 13.9% +CN¥181.1m | -36.9% | PS0.4x | |
| 002656 Modern Avenue Group | CN¥1.24 | 15.9% +CN¥121.1m | -41.0% | PS3.4x | |
| 600386 Beijing Bashi Media | CN¥3.21 | 2.9% +CN¥72.6m | -24.1% | PE147.1x | |
| 301088 RumereLtd | CN¥10.36 | 1.5% +CN¥34.2m | -43.7% | PE31.8x | |
| 000753 Fujian Zhangzhou DevelopmentLTD | CN¥2.73 | 0.4% +CN¥9.9m | -42.5% | PE33.6x |
