We Think Shenzhen Agricultural Products Group (SZSE:000061) Can Stay On Top Of Its Debt
May 29
Chinese (SSE) Food and Staples Retail Industry Analysis
UpdatedJun 03, 2024
DataAggregated Company Financials
Companies26
- 7D-0.9%
- 3M1.1%
- 1Y-15.9%
- YTD-10.8%
The Food and Staples Retail is pretty flat in the last 7 days, but Yonghui Superstores has stood out, gaining 11%. Unfortunately though, the industry is down 16% over the past 12 months. As for the next few years, earnings are expected to grow by 32% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 03 Jun 2024 | CN¥243.2b | CN¥382.6b | CN¥4.7b | 28.4x | 51.5x | 0.6x |
| Wed, 01 May 2024 | CN¥246.2b | CN¥381.2b | CN¥3.2b | 27.9x | 75.8x | 0.6x |
| Fri, 29 Mar 2024 | CN¥234.8b | CN¥380.2b | CN¥4.1b | 27.1x | 57.8x | 0.6x |
| Sun, 25 Feb 2024 | CN¥241.8b | CN¥380.9b | CN¥4.6b | 27.3x | 52.6x | 0.6x |
| Tue, 23 Jan 2024 | CN¥241.9b | CN¥381.0b | CN¥4.5b | 27x | 53.6x | 0.6x |
| Thu, 21 Dec 2023 | CN¥264.6b | CN¥381.0b | CN¥4.5b | 29.9x | 58.6x | 0.7x |
| Sat, 18 Nov 2023 | CN¥274.3b | CN¥380.4b | CN¥4.5b | 31.1x | 61.5x | 0.7x |
| Mon, 16 Oct 2023 | CN¥262.7b | CN¥381.1b | CN¥3.9b | 35.1x | 66.6x | 0.7x |
| Wed, 13 Sep 2023 | CN¥277.9b | CN¥381.1b | CN¥3.9b | 36.6x | 70.6x | 0.7x |
| Fri, 11 Aug 2023 | CN¥305.7b | CN¥386.3b | CN¥3.1b | 32.6x | 99.4x | 0.8x |
| Sun, 09 Jul 2023 | CN¥288.8b | CN¥386.4b | CN¥3.1b | 31.1x | 94x | 0.7x |
| Tue, 06 Jun 2023 | CN¥297.1b | CN¥386.5b | CN¥3.1b | 33.1x | 96.6x | 0.8x |
| Thu, 04 May 2023 | CN¥304.3b | CN¥384.3b | CN¥2.9b | 34.4x | 104x | 0.8x |
| Sat, 01 Apr 2023 | CN¥320.8b | CN¥318.3b | CN¥1.7b | 40.3x | 185.5x | 1x |
| Mon, 27 Feb 2023 | CN¥319.9b | CN¥315.8b | CN¥2.1b | 41.1x | 155x | 1x |
| Wed, 25 Jan 2023 | CN¥317.5b | CN¥318.7b | CN¥2.1b | 41.9x | 150.5x | 1x |
| Fri, 23 Dec 2022 | CN¥319.2b | CN¥318.7b | CN¥2.1b | 41.8x | 151.3x | 1x |
| Sun, 20 Nov 2022 | CN¥324.6b | CN¥318.7b | CN¥2.1b | 44.6x | 153.9x | 1x |
| Tue, 18 Oct 2022 | CN¥259.2b | CN¥316.5b | CN¥1.7b | 37x | 155.4x | 0.8x |
| Thu, 15 Sep 2022 | CN¥273.2b | CN¥315.5b | CN¥1.6b | 37.9x | 166.3x | 0.9x |
| Sat, 13 Aug 2022 | CN¥266.5b | CN¥313.2b | CN¥1.8b | 36.1x | 152.1x | 0.9x |
| Mon, 11 Jul 2022 | CN¥278.8b | CN¥312.8b | CN¥1.7b | 38.3x | 160.7x | 0.9x |
| Wed, 08 Jun 2022 | CN¥273.0b | CN¥312.8b | CN¥1.7b | 38x | 157.4x | 0.9x |
| Fri, 06 May 2022 | CN¥257.0b | CN¥311.8b | CN¥1.3b | 31.6x | 198.7x | 0.8x |
| Sun, 03 Apr 2022 | CN¥259.5b | CN¥307.7b | CN¥5.0b | 32.5x | 51.4x | 0.8x |
| Tue, 01 Mar 2022 | CN¥278.6b | CN¥307.6b | CN¥4.5b | 38.5x | 62.3x | 0.9x |
| Thu, 27 Jan 2022 | CN¥288.9b | CN¥307.6b | CN¥4.5b | 40.5x | 64.6x | 0.9x |
| Sat, 25 Dec 2021 | CN¥294.4b | CN¥307.6b | CN¥4.5b | 41.9x | 65.9x | 1x |
| Mon, 22 Nov 2021 | CN¥286.7b | CN¥307.6b | CN¥4.5b | 38.1x | 64.2x | 0.9x |
| Wed, 20 Oct 2021 | CN¥280.3b | CN¥294.7b | CN¥6.9b | 32.5x | 40.9x | 1x |
| Fri, 17 Sep 2021 | CN¥270.9b | CN¥296.2b | CN¥7.0b | 30.6x | 38.9x | 0.9x |
| Sun, 15 Aug 2021 | CN¥280.0b | CN¥295.9b | CN¥7.0b | 31.1x | 40.2x | 0.9x |
| Thu, 10 Jun 2021 | CN¥345.0b | CN¥289.5b | CN¥8.2b | 35.2x | 41.8x | 1.2x |
Price to Earnings Ratio
41.8x
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 51.5x which is lower than its 3-year average PE of 93.8x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Consumer Retailing industry have declined 17% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.7% 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 | -0.39% | |
| Consumer Staples | -2.13% | |
| Food and Staples Retail | -0.91% | |
| Food Retail | 0.53% | |
| Big Box Super Stores | 0.23% | |
| Food Distributors | 0.14% | |
| Drug Retail | -2.24% | |
Industry PE
- Investors are most optimistic about the Drug Retail industry even though it's trading below its 3-year average PE ratio of 28.3x.
- Analysts are expecting annual earnings growth of 20.1%, which is higher than its past year's earnings decline of 23.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Food Retail industry, expecting annual earnings growth of 55% over the next 5 years.
- This is better than its past earnings growth rate of 0.2% per year.
- In contrast, the Big Box Super Stores 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 | |
|---|---|---|---|---|---|
| 601933 Yonghui Superstores | CN¥2.63 | 11.0% +CN¥2.3b | -18.3% | PS0.3x | |
| 300937 Sichuan Hezong Medicine Easy-to-buy Pharmaceutical | CN¥24.37 | 8.5% +CN¥181.8m | -24.6% | PE62.8x | |
| 600361 Innovation New Material Technology | CN¥4.00 | 0.5% +CN¥86.7m | -19.0% | PE17.8x | |
| 2697 Chengdu Hongqi ChainLtd | CN¥5.10 | 1.2% +CN¥81.6m | -9.3% | PE11.9x | |
| 600113 Zhejiang Dongri Limited | CN¥7.74 | 1.8% +CN¥59.0m | 7.5% | PE16.3x |
