Jiangsu Yanghe Distillery's (SZSE:002304) Returns On Capital Not Reflecting Well On The Business
Feb 01
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Chinese (SSE) Beverage Industry Analysis
UpdatedFeb 01, 2025
DataAggregated Company Financials
Companies37
- 7D-0.3%
- 3M-8.1%
- 1Y-6.8%
- YTD-4.4%
In the last week, Beverage has been flat. Unfortunately though, the industry is down 6.8% over the past 12 months. Earnings are forecast to grow by 11% annually.
Industry Valuation and Performance
Has the Chinese Beverage Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Feb 2025 | CN¥3.4t | CN¥506.2b | CN¥175.7b | 21.4x | 19.3x | 6.7x |
| Mon, 30 Dec 2024 | CN¥3.7t | CN¥506.2b | CN¥175.7b | 23.5x | 20.8x | 7.2x |
| Wed, 27 Nov 2024 | CN¥3.7t | CN¥506.2b | CN¥175.7b | 23.5x | 20.8x | 7.2x |
| Fri, 25 Oct 2024 | CN¥3.7t | CN¥504.3b | CN¥174.6b | 24.2x | 21.2x | 7.3x |
| Sun, 22 Sep 2024 | CN¥3.0t | CN¥504.3b | CN¥174.6b | 19.7x | 17x | 5.9x |
| Tue, 20 Aug 2024 | CN¥3.3t | CN¥499.4b | CN¥172.7b | 22.4x | 19.4x | 6.7x |
| Thu, 18 Jul 2024 | CN¥3.6t | CN¥493.3b | CN¥170.1b | 22.7x | 20.9x | 7.2x |
| Sat, 15 Jun 2024 | CN¥3.7t | CN¥493.3b | CN¥170.1b | 25.3x | 22x | 7.6x |
| Mon, 13 May 2024 | CN¥4.2t | CN¥493.3b | CN¥169.2b | 28.2x | 24.9x | 8.5x |
| Wed, 10 Apr 2024 | CN¥4.0t | CN¥466.5b | CN¥158.4b | 29.7x | 25.2x | 8.6x |
| Fri, 08 Mar 2024 | CN¥3.9t | CN¥458.5b | CN¥154.6b | 28.7x | 25.5x | 8.6x |
| Sun, 04 Feb 2024 | CN¥3.6t | CN¥457.8b | CN¥154.7b | 26.9x | 23.5x | 7.9x |
| Tue, 02 Jan 2024 | CN¥4.1t | CN¥458.2b | CN¥154.7b | 30.1x | 26.3x | 8.9x |
| Thu, 30 Nov 2023 | CN¥4.3t | CN¥454.0b | CN¥154.6b | 31.3x | 27.6x | 9.4x |
| Sat, 28 Oct 2023 | CN¥4.2t | CN¥445.7b | CN¥152.0b | 30.4x | 27.6x | 9.4x |
| Mon, 25 Sep 2023 | CN¥4.5t | CN¥439.4b | CN¥148.8b | 33.7x | 30.5x | 10.3x |
| Wed, 23 Aug 2023 | CN¥4.5t | CN¥433.1b | CN¥146.7b | 33.5x | 30.3x | 10.3x |
| Fri, 21 Jul 2023 | CN¥4.3t | CN¥424.9b | CN¥143.3b | 34.2x | 30.2x | 10.2x |
| Sun, 18 Jun 2023 | CN¥4.6t | CN¥425.0b | CN¥143.3b | 37.5x | 32x | 10.8x |
| Tue, 16 May 2023 | CN¥4.4t | CN¥425.1b | CN¥143.4b | 36.7x | 30.9x | 10.4x |
| Thu, 13 Apr 2023 | CN¥4.5t | CN¥401.5b | CN¥133.1b | 41.2x | 33.8x | 11.2x |
| Sat, 11 Mar 2023 | CN¥4.7t | CN¥396.0b | CN¥130.3b | 42.4x | 36.3x | 11.9x |
| Mon, 06 Feb 2023 | CN¥4.9t | CN¥396.2b | CN¥130.3b | 42.8x | 37.6x | 12.4x |
| Wed, 04 Jan 2023 | CN¥4.5t | CN¥396.1b | CN¥130.3b | 38.3x | 34.8x | 11.5x |
| Fri, 02 Dec 2022 | CN¥4.3t | CN¥396.0b | CN¥130.3b | 35.6x | 32.6x | 10.7x |
| Sun, 30 Oct 2022 | CN¥3.6t | CN¥395.1b | CN¥130.1b | 30.4x | 27.5x | 9x |
| Tue, 27 Sep 2022 | CN¥4.6t | CN¥383.3b | CN¥125.1b | 38.4x | 36.6x | 11.9x |
| Thu, 25 Aug 2022 | CN¥4.6t | CN¥378.9b | CN¥124.0b | 40.3x | 36.9x | 12.1x |
| Sat, 23 Jul 2022 | CN¥4.9t | CN¥376.3b | CN¥122.3b | 43.7x | 39.7x | 12.9x |
| Mon, 20 Jun 2022 | CN¥4.9t | CN¥376.3b | CN¥122.3b | 45.8x | 39.7x | 12.9x |
| Wed, 18 May 2022 | CN¥4.4t | CN¥376.3b | CN¥122.3b | 39.6x | 35.7x | 11.6x |
| Fri, 15 Apr 2022 | CN¥4.5t | CN¥353.4b | CN¥113.3b | 42.7x | 39.7x | 12.7x |
| Sun, 13 Mar 2022 | CN¥4.5t | CN¥348.3b | CN¥110.6b | 45.1x | 41.1x | 13x |
| Tue, 08 Feb 2022 | CN¥4.8t | CN¥346.3b | CN¥110.4b | 48.8x | 43.2x | 13.8x |
Price to Earnings Ratio
43.2x
Current Industry PE
- Investors are pessimistic on the Chinese Beverage 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 19.3x which is lower than its 3-year average PE of 30.0x.
- The 3-year average PS ratio of 10.0x is higher than the industry's current PS ratio of 6.7x.
Past Earnings Growth
- The earnings for companies in the Beverage industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 13% 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 industry?
| CN Market | -0.88% | |
| Consumer Staples | -0.10% | |
| Beverage | -0.28% | |
| Soft Drinks | 0.84% | |
| Brewers | 0.10% | |
| Distillers and Wine Makers | -0.33% | |
Industry PE
- Investors are most optimistic about the Soft Drinks industry, which is trading close to its 3-year average PE ratio of 44.2x.
- Analysts are expecting annual earnings growth of 25.1%, which is lower than the prior year's growth of 60.1% per year.
- Investors are most pessimistic about the Distillers and Wine Makers industry, which is trading below its 3-year average of 29.7x.
Forecasted Growth
- Analysts are most optimistic on the Soft Drinks industry, expecting annual earnings growth of 25% over the next 5 years.
- However this is lower than its past earnings growth rate of 60% per year.
- In contrast, the Distillers and Wine Makers industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| 605499 Eastroc Beverage(Group) | CN¥243.15 | 0.8% +CN¥1.1b | 88.0% | PE40.9x | |
| 000568 Luzhou LaojiaoLtd | CN¥115.55 | 0.6% +CN¥1.0b | -19.9% | PE11.9x | |
| 600132 Chongqing Brewery | CN¥55.24 | 1.5% +CN¥401.7m | 1.6% | PE20.2x | |
| 603198 Anhui Yingjia Distillery | CN¥55.76 | 0.9% +CN¥400.0m | 11.0% | PE17x | |
| 600084 CITIC Niya Wine | CN¥5.01 | 1.0% +CN¥56.2m | -13.9% | PS37x |
