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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedNov 28, 2021
DataAggregated Company Financials
Companies245
  • 7D1.3%
  • 3M14.2%
  • 1Y3.0%
  • YTD-13.0%

Over the last 7 days, the Consumer Staples industry has risen 1.1%, driven by gains from Kweichow Moutai of 7.0%. Meanwhile, Tongwei actually underperformed within the industry, shrinking 10% in the last week. Despite this gain, the industry's performance has been flat over the past year.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Tue, 30 Nov 2021CN¥9.1tCN¥2.3tCN¥170.7b41.5x
Thu, 28 Oct 2021CN¥8.8tCN¥2.2tCN¥202.3b37.8x
Sat, 25 Sep 2021CN¥8.4tCN¥2.2tCN¥217.5b37.8x
Mon, 23 Aug 2021CN¥8.1tCN¥2.2tCN¥217.8b37x
Sat, 10 Jul 2021CN¥10.0tCN¥2.2tCN¥217.5b42.5x
Fri, 02 Apr 2021CN¥9.3tCN¥2.1tCN¥235.3b39.8x
Mon, 04 Jan 2021CN¥9.9tCN¥2.0tCN¥224.3b46.3x
Thu, 08 Oct 2020CN¥7.8tCN¥1.7tCN¥224.3b42.4x
Wed, 01 Jul 2020CN¥6.7tCN¥1.7tCN¥203.2b39.8x
Sat, 04 Apr 2020CN¥5.4tCN¥1.6tCN¥186.8b34.8x
Tue, 07 Jan 2020CN¥5.3tCN¥1.6tCN¥169.0b35.6x
Mon, 30 Sep 2019CN¥5.1tCN¥1.5tCN¥158.4b35.2x
Thu, 04 Jul 2019CN¥4.9tCN¥1.4tCN¥146.7b35.8x
Sun, 07 Apr 2019CN¥4.5tCN¥1.4tCN¥135.3b37.3x
Wed, 09 Jan 2019CN¥3.1tCN¥1.3tCN¥129.4b29x
PE Ratio

28.7x

Total Market Cap: CN¥3.1tTotal Earnings: CN¥123.1bTotal Revenue: CN¥1.3t0%0%0%3 Year10 Year
201920202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 38.1x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Staples industry have grown 12% per year over the last three years, and revenues for these companies have grown 20% 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?

Tobacco13.00%
Beverage4.51%
Food and Staples Retail0.47%
Household Products-0.50%
Personal Products-2.40%
Food-3.20%

Industry PE: Investors are most optimistic about the Tobacco industry which is trading above its 3-year average PE ratio of 82.2x. This is likely because analysts are expecting annual earnings growth of 51%, which is higher than its past year's earnings decline of 4.4% per year. Meanwhile, investors are most pessimistic about the Food and Staples Retail industry, which is trading close to its 3-year average of 37.4x.

Forecasted Growth: Analysts are most optimistic on the Tobacco industry, expecting annual earnings growth of 51% over the next 5 years. This is better than its past earnings decline of 4.4% per year. Meanwhile, the Beverage industry is expected to see its earnings grow by 17% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company7D1YValuation
600519 Kweichow Moutai1.8%+CN¥43.1b11.2%PE48.4x
858 Wuliangye YibinLtd1.5%+CN¥12.4b-15.5%PE37.2x
600702 Shede Spirits10.2%+CN¥7.0b304.2%PE61.3x
568 Luzhou LaojiaoLtd1.8%+CN¥5.9b24.8%PE45.1x
600298 Angel Yeast8.8%+CN¥3.8b12.8%PE33.9x
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