ShuYu Civilian Pharmacy (SZSE:301017) Could Be Struggling To Allocate Capital
Jul 25
Chinese (SSE) Food and Staples Retail Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies26
- 7D-5.3%
- 3M-24.0%
- 1Y-38.3%
- YTD-33.3%
Over the last 7 days, the Food and Staples Retail industry has dropped 5.3%, driven by Yifeng Pharmacy Chain declining 10%. Meanwhile, ShuYu Civilian Pharmacy actually outperformed within the industry, gaining 6.4% in the last week. The industry has fallen 38% in the last year. Looking forward, earnings are forecast to grow by 34% annually.
Industry Valuation and Performance
Has the Chinese Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | CN¥182.0b | CN¥382.6b | CN¥4.7b | 23.4x | 38.5x | 0.5x |
| Sun, 23 Jun 2024 | CN¥206.4b | CN¥382.6b | CN¥4.7b | 23.5x | 43.7x | 0.5x |
| Tue, 21 May 2024 | CN¥251.8b | CN¥382.6b | CN¥4.6b | 29.2x | 55x | 0.7x |
| Thu, 18 Apr 2024 | CN¥235.5b | CN¥380.0b | CN¥3.3b | 27.2x | 70.4x | 0.6x |
| Sat, 16 Mar 2024 | CN¥243.9b | CN¥380.9b | CN¥4.6b | 28.9x | 52.9x | 0.6x |
| Mon, 12 Feb 2024 | CN¥242.0b | CN¥381.2b | CN¥4.5b | 24.4x | 53.2x | 0.6x |
| Wed, 10 Jan 2024 | CN¥265.9b | CN¥381.0b | CN¥4.5b | 30.2x | 58.9x | 0.7x |
| Fri, 08 Dec 2023 | CN¥273.5b | CN¥381.0b | CN¥4.5b | 32x | 60.7x | 0.7x |
| Sun, 05 Nov 2023 | CN¥266.5b | CN¥396.6b | CN¥4.8b | 30.3x | 55.7x | 0.7x |
| Tue, 03 Oct 2023 | CN¥272.4b | CN¥381.1b | CN¥3.9b | 35.2x | 69.1x | 0.7x |
| Thu, 31 Aug 2023 | CN¥290.5b | CN¥406.5b | CN¥3.3b | 33.1x | 87.9x | 0.7x |
| Sat, 29 Jul 2023 | CN¥304.5b | CN¥386.3b | CN¥3.1b | 32.6x | 99x | 0.8x |
| Mon, 26 Jun 2023 | CN¥295.2b | CN¥386.5b | CN¥3.1b | 33x | 96x | 0.8x |
| Wed, 24 May 2023 | CN¥298.6b | CN¥386.4b | CN¥3.3b | 32.5x | 91.3x | 0.8x |
| Fri, 21 Apr 2023 | CN¥304.8b | CN¥382.6b | CN¥4.3b | 35.8x | 70.7x | 0.8x |
| Sun, 19 Mar 2023 | CN¥310.7b | CN¥318.3b | CN¥1.7b | 39.5x | 179.7x | 1x |
| Tue, 14 Feb 2023 | CN¥315.5b | CN¥315.8b | CN¥2.1b | 39.2x | 152.8x | 1x |
| Thu, 12 Jan 2023 | CN¥327.8b | CN¥318.7b | CN¥2.1b | 43.8x | 155.4x | 1x |
| Sat, 10 Dec 2022 | CN¥345.0b | CN¥318.7b | CN¥2.1b | 46.5x | 163.5x | 1.1x |
| Mon, 07 Nov 2022 | CN¥280.7b | CN¥318.7b | CN¥2.1b | 41x | 133.1x | 0.9x |
| Wed, 05 Oct 2022 | CN¥248.8b | CN¥316.5b | CN¥1.7b | 35x | 149.2x | 0.8x |
| Fri, 02 Sep 2022 | CN¥277.1b | CN¥317.0b | CN¥2.0b | 38.2x | 136.7x | 0.9x |
| Sun, 31 Jul 2022 | CN¥272.3b | CN¥313.0b | CN¥1.7b | 38.5x | 155.7x | 0.9x |
| Tue, 28 Jun 2022 | CN¥280.2b | CN¥312.8b | CN¥1.7b | 38x | 161.5x | 0.9x |
| Thu, 26 May 2022 | CN¥266.9b | CN¥312.8b | CN¥1.7b | 34.9x | 153.9x | 0.9x |
| Sat, 23 Apr 2022 | CN¥251.6b | CN¥307.3b | CN¥4.4b | 32.7x | 57x | 0.8x |
| Mon, 21 Mar 2022 | CN¥263.9b | CN¥308.3b | CN¥5.1b | 34.1x | 52.1x | 0.9x |
| Wed, 16 Feb 2022 | CN¥286.8b | CN¥307.6b | CN¥4.5b | 39.7x | 64.1x | 0.9x |
| Fri, 14 Jan 2022 | CN¥315.0b | CN¥307.6b | CN¥4.5b | 45.5x | 70.5x | 1x |
| Sun, 12 Dec 2021 | CN¥300.5b | CN¥307.6b | CN¥4.5b | 41.2x | 67.3x | 1x |
| Tue, 09 Nov 2021 | CN¥273.2b | CN¥298.5b | CN¥4.1b | 38.1x | 66.7x | 0.9x |
| Thu, 07 Oct 2021 | CN¥267.6b | CN¥294.7b | CN¥6.9b | 29.6x | 39x | 0.9x |
| Sat, 04 Sep 2021 | CN¥278.7b | CN¥295.9b | CN¥7.0b | 29.6x | 40x | 0.9x |
| Mon, 02 Aug 2021 | CN¥268.9b | CN¥295.9b | CN¥7.0b | 29.8x | 38.6x | 0.9x |
Price to Earnings Ratio
38.6x
Current Industry PE
- Investors are pessimistic on the Chinese Consumer Retailing 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 38.5x which is lower than its 3-year average PE of 92.7x.
- The industry is trading close to its 3-year average PS ratio of 0.82x.
Past Earnings Growth
- The earnings for companies in the Consumer Retailing industry have declined 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.9% 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 industry?
| CN Market | -3.39% | |
| Consumer Staples | -4.79% | |
| Food and Staples Retail | -5.26% | |
| Food Distributors | -0.90% | |
| Drug Retail | -3.79% | |
| Food Retail | -5.95% | |
| Big Box Super Stores | -8.07% | |
Industry PE
- Investors are most optimistic about the Big Box Super Stores industry even though it's trading below its 3-year average PE ratio of 219x.
- Analysts are expecting annual earnings growth of 23.9%, which is lower than the prior year's growth of 62.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 54% over the next 5 years.
- This is better than its past earnings growth rate of 0.2% per year.
- In contrast, the Drug Retail industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| 301017 ShuYu Civilian Pharmacy | CN¥10.04 | 6.4% +CN¥241.6m | -49.0% | PE51.2x | |
| 000061 Shenzhen Agricultural Power GroupLtd | CN¥5.17 | 1.0% +CN¥84.8m | -25.5% | PE19.7x | |
| 301408 Anhui Huaren Health Pharmaceutical | CN¥10.52 | 2.0% +CN¥84.0m | -41.5% | PE31.7x | |
| 603777 Shanghai LaiyifenLtd | CN¥9.01 | 2.9% +CN¥83.5m | -40.1% | PE63.8x | |
| 300937 Sichuan Hezong Medicine Easy-to-buy Pharmaceutical | CN¥20.91 | 3.3% +CN¥63.1m | -32.8% | PE53.9x |
