Here's What's Concerning About Jahen Household Products' (SZSE:300955) Returns On Capital
Aug 16
Chinese (SSE) Packaging Industry Analysis
UpdatedAug 17, 2024
DataAggregated Company Financials
Companies44
- 7D-1.9%
- 3M-19.0%
- 1Y-26.3%
- YTD-24.7%
Over the last 7 days, the Packaging industry has dropped 1.7%, driven by a pullback from ShenZhen YUTO Packaging Technology of 3.3%. The industry has fallen 26% in the last year. Earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Chinese Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 17 Aug 2024 | CN¥164.8b | CN¥137.7b | CN¥5.5b | 28x | 30x | 1.2x |
| Mon, 15 Jul 2024 | CN¥171.5b | CN¥137.8b | CN¥5.6b | 30.1x | 30.8x | 1.2x |
| Wed, 12 Jun 2024 | CN¥179.8b | CN¥137.8b | CN¥5.6b | 27.9x | 32.3x | 1.3x |
| Fri, 10 May 2024 | CN¥204.0b | CN¥137.5b | CN¥5.5b | 33.8x | 37.1x | 1.5x |
| Sun, 07 Apr 2024 | CN¥204.8b | CN¥139.8b | CN¥5.7b | 36.1x | 35.7x | 1.5x |
| Tue, 05 Mar 2024 | CN¥188.4b | CN¥140.5b | CN¥5.9b | 30x | 31.8x | 1.3x |
| Thu, 01 Feb 2024 | CN¥181.4b | CN¥140.5b | CN¥5.9b | 31.8x | 30.6x | 1.3x |
| Sat, 30 Dec 2023 | CN¥217.2b | CN¥140.5b | CN¥5.9b | 39.8x | 36.6x | 1.5x |
| Mon, 27 Nov 2023 | CN¥222.4b | CN¥140.5b | CN¥6.0b | 40.4x | 37x | 1.6x |
| Wed, 25 Oct 2023 | CN¥218.5b | CN¥150.0b | CN¥6.4b | 36.4x | 34x | 1.5x |
| Fri, 22 Sep 2023 | CN¥224.8b | CN¥149.4b | CN¥6.3b | 39.4x | 35.6x | 1.5x |
| Sun, 20 Aug 2023 | CN¥225.2b | CN¥150.0b | CN¥6.4b | 36.6x | 35x | 1.5x |
| Tue, 18 Jul 2023 | CN¥233.7b | CN¥150.1b | CN¥6.5b | 38.2x | 36.1x | 1.6x |
| Thu, 15 Jun 2023 | CN¥225.3b | CN¥150.3b | CN¥6.5b | 38.7x | 34.6x | 1.5x |
| Sat, 13 May 2023 | CN¥225.5b | CN¥149.2b | CN¥6.4b | 39.9x | 35.1x | 1.5x |
| Mon, 10 Apr 2023 | CN¥240.1b | CN¥154.5b | CN¥8.8b | 29.8x | 27.2x | 1.6x |
| Wed, 08 Mar 2023 | CN¥251.4b | CN¥154.7b | CN¥8.8b | 30.3x | 28.6x | 1.6x |
| Fri, 03 Feb 2023 | CN¥251.3b | CN¥154.4b | CN¥8.7b | 31.1x | 29x | 1.6x |
| Sun, 01 Jan 2023 | CN¥234.4b | CN¥154.4b | CN¥8.7b | 27.4x | 27x | 1.5x |
| Tue, 29 Nov 2022 | CN¥240.0b | CN¥154.4b | CN¥8.7b | 29.1x | 27.6x | 1.6x |
| Thu, 27 Oct 2022 | CN¥234.4b | CN¥150.5b | CN¥9.4b | 29.1x | 25x | 1.6x |
| Sat, 24 Sep 2022 | CN¥226.7b | CN¥149.6b | CN¥9.2b | 33.5x | 24.7x | 1.5x |
| Mon, 22 Aug 2022 | CN¥248.6b | CN¥148.0b | CN¥9.6b | 31.5x | 25.8x | 1.7x |
| Wed, 20 Jul 2022 | CN¥230.2b | CN¥147.4b | CN¥9.8b | 26.8x | 23.6x | 1.6x |
| Fri, 17 Jun 2022 | CN¥227.6b | CN¥147.4b | CN¥9.8b | 29.8x | 23.3x | 1.5x |
| Sun, 15 May 2022 | CN¥211.5b | CN¥146.6b | CN¥9.9b | 25.7x | 21.4x | 1.4x |
| Tue, 12 Apr 2022 | CN¥229.5b | CN¥140.7b | CN¥11.1b | 25x | 20.6x | 1.6x |
| Thu, 10 Mar 2022 | CN¥248.6b | CN¥139.1b | CN¥11.1b | 28.4x | 22.4x | 1.8x |
| Sat, 05 Feb 2022 | CN¥275.0b | CN¥138.1b | CN¥11.1b | 32.5x | 24.8x | 2x |
| Mon, 03 Jan 2022 | CN¥526.1b | CN¥145.1b | CN¥13.3b | 36.6x | 39.5x | 3.6x |
| Wed, 01 Dec 2021 | CN¥519.3b | CN¥144.5b | CN¥13.2b | 33.3x | 39.2x | 3.6x |
| Fri, 29 Oct 2021 | CN¥509.5b | CN¥142.3b | CN¥13.3b | 29.8x | 38.3x | 3.6x |
| Sun, 26 Sep 2021 | CN¥528.7b | CN¥138.2b | CN¥12.7b | 32.4x | 41.8x | 3.8x |
| Tue, 24 Aug 2021 | CN¥495.7b | CN¥137.4b | CN¥12.5b | 31.5x | 39.5x | 3.6x |
Price to Earnings Ratio
39.5x
Current Industry PE
- Investors are relatively neutral on the Chinese Packaging industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 31.4x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 24% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 Materials industry?
| CN Market | -0.33% | |
| Materials | -1.97% | |
| Packaging | -1.88% | |
| Metal and Glass Containers | 0.54% | |
| Paper Packaging | -3.31% | |
Industry PE
- Investors are most optimistic about the Paper Packaging industry which is trading above its 3-year average PE ratio of 33.0x.
- Analysts are expecting annual earnings growth of 24.7%, which is higher than its past year's earnings growth of 10.6% per year.
- Investors are most pessimistic about the Metal and Glass Containers industry, which is trading below its 3-year average of 29.4x.
Forecasted Growth
- Analysts are most optimistic on the Paper Packaging industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 11% per year.
- In contrast, the Metal and Glass Containers 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 | |
|---|---|---|---|---|---|
| 002701 ORG TechnologyLtd | CN¥4.44 | 2.5% +CN¥283.1m | -1.6% | PE13.5x | |
| 301198 Ningbo Joy Intelligent Logistics TechnologyLtd | CN¥8.97 | 13.0% +CN¥174.1m | -36.8% | PE48.3x | |
| 300955 Jahen Household Products | CN¥13.72 | 12.2% +CN¥150.2m | -36.2% | PE43.5x | |
| 002014 Huangshan NovelLtd | CN¥9.09 | 2.4% +CN¥128.6m | 8.2% | PE13.4x | |
| 002652 Suzhou Yangtze New Materials | CN¥3.08 | 7.7% +CN¥112.7m | -1.9% | PE46.9x |
