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Chinese (SSE) Consumer Staples Sector Analysis

UpdatedNov 26, 2022
DataAggregated Company Financials
Companies262
  • 7D-3.2%
  • 3M-14.0%
  • 1Y-20.6%
  • YTD-23.3%

Over the last 7 days, the Consumer Staples industry has dropped 3.4%, driven by Kweichow Moutai declining 2.9%. Meanwhile, GDH Supertime Group actually outperformed within the industry, gaining 61% in the last week. The industry has fallen 21% in the last year. As for the next few years, earnings are expected to grow by 23% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 27 Nov 2022CN„7.4tCN„2.5tCN„200.7b36.2x36.8x2.9x
Tue, 25 Oct 2022CN„7.6tCN„2.4tCN„159.7b36.2x47.6x3.1x
Thu, 22 Sep 2022CN„8.1tCN„2.4tCN„153.6b37.4x52.7x3.4x
Sat, 20 Aug 2022CN„8.4tCN„2.4tCN„153.1b38.6x54.9x3.5x
Mon, 18 Jul 2022CN„8.7tCN„2.3tCN„141.6b40.6x61.3x3.7x
Wed, 15 Jun 2022CN„8.3tCN„2.3tCN„140.7b39x59.2x3.6x
Fri, 13 May 2022CN„7.8tCN„2.3tCN„141.3b36.8x55.2x3.4x
Sun, 10 Apr 2022CN„7.8tCN„2.3tCN„171.6b36x45.6x3.4x
Tue, 08 Mar 2022CN„8.1tCN„2.3tCN„168.1b38.9x48.3x3.5x
Thu, 03 Feb 2022CN„8.5tCN„2.3tCN„170.5b39.8x50x3.7x
Sat, 01 Jan 2022CN„9.4tCN„2.3tCN„170.9b45.2x55x4.2x
Mon, 29 Nov 2021CN„9.1tCN„2.3tCN„170.7b41.5x53.4x4x
Wed, 27 Oct 2021CN„9.0tCN„2.2tCN„203.8b38.8x44x4x
Fri, 24 Sep 2021CN„8.2tCN„2.2tCN„217.5b37x37.5x3.7x
Sun, 22 Aug 2021CN„8.0tCN„2.2tCN„217.8b36.3x36.8x3.6x
Fri, 09 Jul 2021CN„10.0tCN„2.2tCN„217.5b42.5x46.2x4.6x
Thu, 01 Apr 2021CN„9.3tCN„2.1tCN„235.3b39.8x39.4x4.4x
Sun, 03 Jan 2021CN„9.9tCN„2.0tCN„224.3b46.3x44.1x5x
Wed, 07 Oct 2020CN„7.8tCN„1.7tCN„224.3b42.4x34.6x4.5x
Tue, 30 Jun 2020CN„6.7tCN„1.7tCN„203.2b39.8x33.1x4.1x
Fri, 03 Apr 2020CN„5.4tCN„1.6tCN„186.8b34.8x29.1x3.4x
Mon, 06 Jan 2020CN„5.3tCN„1.6tCN„169.0b35.6x31.3x3.4x
Price to Earnings Ratio

32.1x


Total Market Cap: CN„5.1tTotal Earnings: CN„158.4bTotal Revenue: CN„1.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Consumer Staples Sector Price to Earnings3Y Average 42.7x202020212022
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 36.8x which is lower than its 3-year average PE of 42.7x.
  • The 3-year average PS ratio of 4.0x is higher than the industry's current PS ratio of 2.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 8.2% per year over the last three years.
  • Revenues for these companies have grown 19% 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-1.52%
Consumer Staples-3.15%
Household Products-0.18%
Food-2.37%
Personal Products-3.07%
Beverage-3.61%
Tobacco-4.63%
Food and Staples Retail-5.04%
Industry PE
  • Investors are most optimistic about the Food and Staples Retail industry which is trading above its 3-year average PE ratio of 67.6x.
    • Analysts are expecting annual earnings growth of 36.5%, which is higher than its past year's earnings decline of 11.6% per year.
  • Investors are most pessimistic about the Household Products industry, which is trading below its 3-year average of 34.2x.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings decline of 9.7% per year.
  • In contrast, 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?

CompanyLast Price7D1YValuation
1338 GDH Supertime GroupCN„19.1461.1%
+CN„3.6b
n/an/a
895 Henan Shuanghui Investment & DevelopmentLtdCN„25.461.4%
+CN„1.2b
-12.2%PE16.1x
301327 Shenzhen Hello Tech EnergyCN„226.485.8%
+CN„1.2b
n/aPE67.7x
603868 Shanghai Flyco Electrical ApplianceCN„74.402.5%
+CN„792.8m
80.6%PE36.8x
600199 Anhui Golden Seed WineryCN„26.164.0%
+CN„664.4m
58.8%PS14.1x
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