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Chinese (SSE) Consumer Staples Sector Analysis
UpdatedDec 21, 2024
DataAggregated Company Financials
Companies262
- 7D-2.5%
- 3M26.4%
- 1Y-2.4%
- YTD-4.2%
Over the last 7 days, the Consumer Staples industry has dropped 2.5%, driven by a pullback from Wuliangye YibinLtd of 3.3%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 17% annually.
Sector Valuation and Performance
Has the Chinese Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | CN¥6.5t | CN¥2.6t | CN¥277.6b | 31.2x | 23.5x | 2.5x |
| Tue, 19 Nov 2024 | CN¥6.5t | CN¥2.6t | CN¥277.2b | 29.2x | 23.4x | 2.5x |
| Thu, 17 Oct 2024 | CN¥6.2t | CN¥2.6t | CN¥253.1b | 26x | 24.4x | 2.4x |
| Sat, 14 Sep 2024 | CN¥5.1t | CN¥2.6t | CN¥253.1b | 21.8x | 20.3x | 2x |
| Mon, 12 Aug 2024 | CN¥5.8t | CN¥2.7t | CN¥240.0b | 23.9x | 24.1x | 2.2x |
| Wed, 10 Jul 2024 | CN¥5.7t | CN¥2.7t | CN¥230.2b | 23.2x | 25x | 2.2x |
| Fri, 07 Jun 2024 | CN¥6.6t | CN¥2.7t | CN¥230.2b | 26.7x | 28.5x | 2.5x |
| Sun, 05 May 2024 | CN¥6.9t | CN¥2.8t | CN¥231.9b | 28.3x | 29.7x | 2.5x |
| Tue, 02 Apr 2024 | CN¥6.9t | CN¥2.7t | CN¥211.3b | 28.8x | 32.7x | 2.6x |
| Thu, 29 Feb 2024 | CN¥6.6t | CN¥2.7t | CN¥214.6b | 26.7x | 30.6x | 2.5x |
| Sat, 27 Jan 2024 | CN¥6.4t | CN¥2.7t | CN¥221.0b | 28.9x | 29x | 2.4x |
| Mon, 25 Dec 2023 | CN¥6.7t | CN¥2.7t | CN¥221.0b | 30x | 30.2x | 2.5x |
| Wed, 22 Nov 2023 | CN¥7.2t | CN¥2.7t | CN¥221.0b | 32x | 32.8x | 2.7x |
| Fri, 20 Oct 2023 | CN¥6.7t | CN¥2.7t | CN¥230.0b | 30.5x | 29.3x | 2.5x |
| Sun, 17 Sep 2023 | CN¥7.4t | CN¥2.7t | CN¥229.4b | 32.8x | 32.2x | 2.8x |
| Tue, 15 Aug 2023 | CN¥7.5t | CN¥2.6t | CN¥237.1b | 35x | 31.7x | 2.8x |
| Thu, 13 Jul 2023 | CN¥7.3t | CN¥2.6t | CN¥235.0b | 35.7x | 31.2x | 2.8x |
| Sat, 10 Jun 2023 | CN¥7.3t | CN¥2.6t | CN¥235.1b | 35.4x | 31x | 2.8x |
| Mon, 08 May 2023 | CN¥7.9t | CN¥2.6t | CN¥235.0b | 38.2x | 33.4x | 3x |
| Wed, 05 Apr 2023 | CN¥8.4t | CN¥2.4t | CN¥187.1b | 40.5x | 44.9x | 3.4x |
| Fri, 03 Mar 2023 | CN¥8.7t | CN¥2.6t | CN¥200.6b | 41.9x | 43.6x | 3.4x |
| Sun, 29 Jan 2023 | CN¥8.7t | CN¥2.5t | CN¥200.7b | 38.8x | 43.1x | 3.4x |
| Tue, 27 Dec 2022 | CN¥8.3t | CN¥2.5t | CN¥200.8b | 38.6x | 41.2x | 3.3x |
| Thu, 24 Nov 2022 | CN¥7.4t | CN¥2.5t | CN¥200.7b | 36.2x | 37.1x | 3x |
| Sat, 22 Oct 2022 | CN¥7.6t | CN¥2.4t | CN¥159.7b | 36.2x | 47.6x | 3.1x |
| Mon, 19 Sep 2022 | CN¥8.1t | CN¥2.4t | CN¥153.7b | 37.1x | 52.6x | 3.4x |
| Wed, 17 Aug 2022 | CN¥8.4t | CN¥2.3t | CN¥147.7b | 39.3x | 57.1x | 3.6x |
| Fri, 15 Jul 2022 | CN¥8.7t | CN¥2.3t | CN¥140.6b | 41.1x | 62.1x | 3.8x |
| Sun, 12 Jun 2022 | CN¥8.3t | CN¥2.3t | CN¥140.7b | 38.7x | 59.3x | 3.6x |
| Tue, 10 May 2022 | CN¥7.7t | CN¥2.3t | CN¥141.4b | 36.3x | 54.3x | 3.3x |
| Thu, 07 Apr 2022 | CN¥7.9t | CN¥2.3t | CN¥171.5b | 37x | 46.3x | 3.4x |
| Sat, 05 Mar 2022 | CN¥8.4t | CN¥2.3t | CN¥168.2b | 39.5x | 50x | 3.7x |
| Mon, 31 Jan 2022 | CN¥8.5t | CN¥2.3t | CN¥171.2b | 39.8x | 49.8x | 3.8x |
| Wed, 29 Dec 2021 | CN¥9.7t | CN¥2.3t | CN¥170.9b | 44.1x | 56.5x | 4.3x |
Price to Earnings Ratio
56.5x
Current Industry PE
- Investors are pessimistic on the Chinese Consumer Staples 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 23.5x which is lower than its 3-year average PE of 38.1x.
- The 3-year average PS ratio of 3.0x is higher than the industry's current PS ratio of 2.5x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 5.3% 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 Staples sector?
| CN Market | -1.18% | |
| Consumer Staples | -2.52% | |
| Household Products | -1.60% | |
| Beverage | -1.92% | |
| Personal Products | -2.55% | |
| Food | -3.00% | |
| Tobacco | -5.27% | |
| Food and Staples Retail | -6.29% | |
Industry PE
- Investors are most optimistic about the Food and Staples Retail industry even though it's trading below its 3-year average PE ratio of 91.5x.
- Analysts are expecting annual earnings growth of 45.0%, which is higher than its past year's earnings growth of 6.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Food and Staples Retail industry, expecting annual earnings growth of 45% over the next 5 years.
- This is better than its past earnings growth rate of 6.0% per year.
- In contrast, the Beverage 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 | |
|---|---|---|---|---|---|
| 600519 Kweichow Moutai | CN¥1.52k | 0.2% +CN¥3.8b | -8.9% | PE23.1x | |
| 000895 Henan Shuanghui Investment & DevelopmentLtd | CN¥26.03 | 2.0% +CN¥1.7b | 2.1% | PE19.9x | |
| 301498 Gambol Pet Group | CN¥74.00 | 6.1% +CN¥1.7b | 86.7% | PE50.6x | |
| 002304 Jiangsu Yanghe Distillery | CN¥85.00 | 1.3% +CN¥1.6b | -20.4% | PE15.3x | |
| 603983 Guangdong Marubi Biotechnology | CN¥36.17 | 11.6% +CN¥1.5b | 49.6% | PE44.7x |
