Chinese (SSE) Pharma Industry Analysis
- 7D-9.1%
- 3M0.4%
- 1Y-12.1%
- YTD-12.3%
Over the last 7 days, the Pharma industry has dropped 9.2%, driven by pullbacks in Changchun High & New Technology Industry (Group) and Jiangsu Hengrui Medicine of 28% and 7.3%, respectively. However, the industry is down 12% over the past year.
Industry Valuation and Performance
Has the Chinese Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 27 Jan 2022 | CN„2.8t | CN„721.5b | CN„73.6b | 32.7x |
| Sat, 25 Dec 2021 | CN„3.1t | CN„718.2b | CN„73.2b | 36.2x |
| Mon, 22 Nov 2021 | CN„3.0t | CN„716.8b | CN„73.0b | 31x |
| Wed, 20 Oct 2021 | CN„2.9t | CN„705.1b | CN„73.5b | 30.5x |
| Fri, 17 Sep 2021 | CN„2.8t | CN„702.8b | CN„71.2b | 31.5x |
| Sun, 15 Aug 2021 | CN„3.0t | CN„702.6b | CN„71.1b | 30.4x |
| Thu, 10 Jun 2021 | CN„3.2t | CN„680.8b | CN„69.7b | 34x |
| Wed, 03 Mar 2021 | CN„3.0t | CN„646.4b | CN„64.7b | 32.2x |
| Sat, 05 Dec 2020 | CN„2.9t | CN„635.4b | CN„47.7b | 35.2x |
| Tue, 08 Sep 2020 | CN„3.3t | CN„626.5b | CN„45.7b | 43.1x |
| Mon, 01 Jun 2020 | CN„2.5t | CN„629.7b | CN„43.4b | 39.2x |
| Thu, 05 Mar 2020 | CN„2.3t | CN„644.0b | CN„46.9b | 34.3x |
| Sun, 08 Dec 2019 | CN„2.1t | CN„630.2b | CN„57.4b | 28x |
| Sat, 31 Aug 2019 | CN„2.1t | CN„621.0b | CN„56.5b | 28.8x |
| Tue, 04 Jun 2019 | CN„1.9t | CN„609.5b | CN„58.0b | 30.1x |
| Fri, 08 Mar 2019 | CN„1.9t | CN„594.7b | CN„55.7b | 30.7x |
26.1x
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 33.8x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Pharmaceuticals industry have grown 9.7% per year over the last three years, and revenues for these companies have grown 6.7% 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 Pharma industry?
| Pharma | -9.06% | |
Industry PE: Investors are most optimistic about the Pharma industry, which is trading close to its 3-year average PE ratio of 33.8x. This is likely because analysts are expecting annual earnings growth of 24%, which is higher than its past year's earnings growth of 15% per year.
Forecasted Growth: Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 24% over the next 5 years. This is better than it's past earnings growth rate of 15% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2001 Zhejiang NHU | CN„31.78 | 3.2% +CN„2.7b | -2.9% | PE21.9x | |
| 300039 Shanghai Kaibao PharmaceuticalLtd | CN„6.71 | 14.7% +CN„899.6m | 58.3% | PE60.6x | |
| 605507 Guobang Pharma | CN„31.33 | 4.7% +CN„793.5m | n/a | PE25.2x | |
| 688166 BrightGene Bio-Medical Technology | CN„33.50 | 2.9% +CN„385.4m | -28.8% | PE61x | |
| 300584 Nanjing Hicin Pharmaceutical | CN„35.80 | 8.1% +CN„320.4m | 90.1% | PE122.3x |