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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedMar 28, 2024
DataAggregated Company Financials
Companies262
  • 7D-2.0%
  • 3M-2.4%
  • 1Y-18.7%
  • YTD-0.9%

The Consumer Staples industry has stayed flat over the last week. As for the longer term, the industry has declined 18% in the last year. As for the next few years, earnings are expected to grow by 24% per annum.

Sector Valuation and Performance

Has the Chinese Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Mar 2024CN¥6.7tCN¥2.7tCN¥212.1b27.8x31.7x2.5x
Sat, 24 Feb 2024CN¥6.7tCN¥2.7tCN¥221.0b27.4x30.2x2.5x
Mon, 22 Jan 2024CN¥6.5tCN¥2.7tCN¥221.0b29.4x29.2x2.4x
Wed, 20 Dec 2023CN¥6.7tCN¥2.7tCN¥221.0b31.2x30.3x2.5x
Fri, 17 Nov 2023CN¥7.2tCN¥2.7tCN¥221.0b31.8x32.6x2.7x
Sun, 15 Oct 2023CN¥7.1tCN¥2.7tCN¥229.7b31.6x30.9x2.7x
Tue, 12 Sep 2023CN¥7.5tCN¥2.7tCN¥230.1b33.3x32.6x2.8x
Thu, 10 Aug 2023CN¥7.8tCN¥2.6tCN¥238.7b35.6x32.7x3x
Sat, 08 Jul 2023CN¥7.3tCN¥2.6tCN¥235.0b36x31x2.8x
Mon, 05 Jun 2023CN¥7.4tCN¥2.6tCN¥235.1b36.1x31.5x2.8x
Wed, 03 May 2023CN¥7.9tCN¥2.6tCN¥228.6b37.9x34.5x3x
Fri, 31 Mar 2023CN¥8.3tCN¥2.4tCN¥184.2b41.2x45.2x3.4x
Sun, 26 Feb 2023CN¥8.6tCN¥2.5tCN¥200.6b41.9x43.1x3.4x
Tue, 24 Jan 2023CN¥8.7tCN¥2.5tCN¥200.7b38.8x43.1x3.4x
Thu, 22 Dec 2022CN¥8.1tCN¥2.5tCN¥200.8b38.1x40.5x3.2x
Sat, 19 Nov 2022CN¥7.6tCN¥2.5tCN¥200.7b37.4x38x3x
Mon, 17 Oct 2022CN¥8.0tCN¥2.4tCN¥153.9b37.3x51.9x3.3x
Wed, 14 Sep 2022CN¥8.2tCN¥2.4tCN¥153.1b38.8x53.6x3.4x
Fri, 12 Aug 2022CN¥8.4tCN¥2.3tCN¥147.8b40.1x56.9x3.6x
Sun, 10 Jul 2022CN¥9.0tCN¥2.3tCN¥140.6b43.1x63.8x3.9x
Tue, 07 Jun 2022CN¥8.1tCN¥2.3tCN¥140.8b38.8x57.5x3.5x
Thu, 05 May 2022CN¥7.9tCN¥2.4tCN¥124.5b35.8x63.7x3.4x
Sat, 02 Apr 2022CN¥8.0tCN¥2.3tCN¥171.6b38x46.7x3.5x
Mon, 28 Feb 2022CN¥8.5tCN¥2.3tCN¥167.4b39.5x50.7x3.7x
Wed, 26 Jan 2022CN¥8.7tCN¥2.3tCN¥171.4b40.5x50.9x3.8x
Fri, 24 Dec 2021CN¥9.6tCN¥2.3tCN¥170.9b43.5x55.9x4.2x
Sun, 21 Nov 2021CN¥9.0tCN¥2.2tCN¥170.3b40.6x52.8x4x
Tue, 19 Oct 2021CN¥8.8tCN¥2.2tCN¥217.3b37.8x40.4x4x
Thu, 16 Sep 2021CN¥8.1tCN¥2.2tCN¥217.6b37.7x37.3x3.7x
Sat, 14 Aug 2021CN¥8.7tCN¥2.2tCN¥217.8b38.1x40.1x4x
Wed, 09 Jun 2021CN¥10.6tCN¥2.1tCN¥239.5b44.2x44.1x5x
Price to Earnings Ratio

39.4x


Total Market Cap: CN¥9.3tTotal Earnings: CN¥235.3bTotal Revenue: CN¥2.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Staples Sector Price to Earnings3Y Average 42.5x202220232024
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 32.0x which is lower than its 3-year average PE of 42.5x.
  • The 3-year average PS ratio of 3.4x 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 declined 3.3% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.4% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Chinese Consumer Staples sector?

CN Market-4.90%
Consumer Staples-1.97%
Beverage-1.54%
Food-2.28%
Food and Staples Retail-3.11%
Household Products-4.05%
Personal Products-4.74%
Tobacco-6.91%
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 35.0%, which is higher than its past year's earnings growth of 24.3% per year.
  • Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 54.9x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 48% 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 16% 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
600361 Innovation New Material TechnologyCN¥4.679.6%
+CN¥1.8b
-23.3%PE21.5x
2847 YanKer shop FoodLtdCN¥76.1013.1%
+CN¥1.7b
-15.2%PE31.1x
603939 Yifeng Pharmacy ChainCN¥39.302.9%
+CN¥1.1b
-7.0%PE27.6x
300783 Three SquirrelsCN¥22.857.5%
+CN¥634.4m
15.2%PE41.5x
300740 SYoung GroupCN¥19.178.6%
+CN¥590.6m
37.9%PE40.1x
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Latest News

300783

CN¥22.85

Three Squirrels

7D

7.5%

1Y

15.2%

895

CN¥25.78

Henan Shuanghui Investment & DevelopmentLtd

7D

-9.9%

1Y

0.4%

2847

CN¥76.10

YanKer shop FoodLtd

7D

13.1%

1Y

-15.2%

300999

CN¥30.18

Yihai Kerry Arawana Holdings

7D

-5.9%

1Y

-30.0%

600361

CN¥4.67

Innovation New Material Technology

7D

9.6%

1Y

-23.3%

603883

CN¥29.52

LBX Pharmacy Chain

7D

3.0%

1Y

-21.4%

2166

CN¥7.56

Guilin Layn Natural Ingredients

7D

7.8%

1Y

-19.1%

300740

CN¥19.17

SYoung Group

7D

8.6%

1Y

37.9%