Narrative Update • Aug 17

The Financials sector gained 3.3% while the market remained flat over the last week. More promisingly, the market is up 3.6% over the past year. Earnings are forecast to grow by 27% annually.
Has the Chinese Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 27 Aug 2026 | CN¥98.9t | CN¥54.5t | CN¥3.3t | 41.5x | 30.1x | 1.8x |
| Sat, 25 Jul 2026 | CN¥92.1t | CN¥53.6t | CN¥3.1t | 37.9x | 29.7x | 1.7x |
| Mon, 22 Jun 2026 | CN¥104.2t | CN¥53.5t | CN¥3.1t | 46.1x | 34x | 1.9x |
| Wed, 20 May 2026 | CN¥105.0t | CN¥53.5t | CN¥3.1t | 51.4x | 34.3x | 2x |
| Fri, 17 Apr 2026 | CN¥99.6t | CN¥52.7t | CN¥3.0t | 47.5x | 32.8x | 1.9x |
| Sun, 15 Mar 2026 | CN¥98.5t | CN¥52.8t | CN¥3.0t | 48.7x | 32.4x | 1.9x |
| Tue, 10 Feb 2026 | CN¥99.4t | CN¥52.5t | CN¥3.0t | 49.1x | 33x | 1.9x |
| Thu, 08 Jan 2026 | CN¥97.0t | CN¥52.3t | CN¥3.0t | 46.4x | 32.5x | 1.9x |
| Sat, 06 Dec 2025 | CN¥90.9t | CN¥52.3t | CN¥3.0t | 44.1x | 30.5x | 1.7x |
| Mon, 03 Nov 2025 | CN¥92.0t | CN¥52.3t | CN¥3.0t | 44.7x | 30.7x | 1.8x |
| Wed, 01 Oct 2025 | CN¥89.8t | CN¥50.8t | CN¥2.7t | 45.5x | 32.9x | 1.8x |
| Fri, 29 Aug 2025 | CN¥87.1t | CN¥50.6t | CN¥2.7t | 44.7x | 32.1x | 1.7x |
| Sun, 27 Jul 2025 | CN¥79.3t | CN¥50.4t | CN¥2.7t | 42.5x | 29.1x | 1.6x |
| Tue, 24 Jun 2025 | CN¥71.9t | CN¥50.3t | CN¥2.7t | 37.9x | 26.9x | 1.4x |
| Thu, 22 May 2025 | CN¥72.7t | CN¥50.3t | CN¥2.7t | 38.5x | 27.1x | 1.4x |
| Sat, 19 Apr 2025 | CN¥69.1t | CN¥50.2t | CN¥2.8t | 35.8x | 25x | 1.4x |
| Mon, 17 Mar 2025 | CN¥75.1t | CN¥50.6t | CN¥2.9t | 39.2x | 25.9x | 1.5x |
| Wed, 12 Feb 2025 | CN¥71.8t | CN¥50.2t | CN¥2.9t | 36.7x | 25.1x | 1.4x |
| Fri, 10 Jan 2025 | CN¥68.0t | CN¥49.9t | CN¥2.7t | 33.6x | 25x | 1.4x |
| Sun, 08 Dec 2024 | CN¥73.8t | CN¥49.9t | CN¥2.7t | 37x | 27.1x | 1.5x |
| Tue, 05 Nov 2024 | CN¥71.1t | CN¥49.9t | CN¥2.7t | 34.4x | 26.1x | 1.4x |
| Thu, 03 Oct 2024 | CN¥70.1t | CN¥50.3t | CN¥2.8t | 33.5x | 25.3x | 1.4x |
| Sat, 31 Aug 2024 | CN¥57.2t | CN¥50.8t | CN¥2.8t | 27.2x | 20.2x | 1.1x |
| Mon, 29 Jul 2024 | CN¥58.3t | CN¥50.7t | CN¥2.8t | 27.5x | 20.7x | 1.2x |
| Wed, 26 Jun 2024 | CN¥59.9t | CN¥50.8t | CN¥2.8t | 28.4x | 21.4x | 1.2x |
| Fri, 24 May 2024 | CN¥65.0t | CN¥50.8t | CN¥2.8t | 31.6x | 23.4x | 1.3x |
| Sun, 21 Apr 2024 | CN¥62.7t | CN¥50.9t | CN¥2.9t | 29.1x | 21.8x | 1.2x |
| Tue, 19 Mar 2024 | CN¥66.0t | CN¥51.5t | CN¥2.9t | 31.9x | 23x | 1.3x |
| Thu, 15 Feb 2024 | CN¥59.2t | CN¥51.9t | CN¥3.1t | 26.5x | 19.2x | 1.1x |
| Sat, 13 Jan 2024 | CN¥62.6t | CN¥49.9t | CN¥2.7t | 33.8x | 23x | 1.3x |
| Mon, 11 Dec 2023 | CN¥65.4t | CN¥49.8t | CN¥2.7t | 34.7x | 24.1x | 1.3x |
| Wed, 08 Nov 2023 | CN¥67.5t | CN¥51.9t | CN¥2.6t | 35.5x | 26x | 1.3x |
| Fri, 06 Oct 2023 | CN¥67.6t | CN¥49.6t | CN¥2.7t | 35.2x | 24.7x | 1.4x |
| Sun, 03 Sep 2023 | CN¥68.7t | CN¥49.6t | CN¥2.8t | 35.1x | 24.9x | 1.4x |
24.9x
Which sectors have driven the changes within the Chinese Market?
| CN Market | 0.044% | |
| Financials | 3.33% | |
| Consumer Discretionary | 1.62% | |
| Real Estate | 1.38% | |
| Energy | 1.23% | |
| Utilities | 0.98% | |
| Materials | 0.78% | |
| Industrials | 0.097% | |
| Consumer Staples | -0.12% | |
| Telecom | -0.34% | |
| Healthcare | -1.09% | |
| Tech | -1.50% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| 688825 CXMT | CN¥59.12 | 2.7% +CN¥103.7b | n/a | PE140.2x | Tech | |
| 601318 Ping An Insurance (Group) Company of China | CN¥55.87 | 7.2% +CN¥67.5b | -5.0% | PE6.4x | Financials | |
| 002475 Luxshare Precision Industry | CN¥57.18 | 7.2% +CN¥52.0b | 24.0% | PE26.1x | Tech | |
| 600183 Shengyi TechnologyLtd | CN¥140.97 | 11.6% +CN¥35.7b | 168.5% | PE65.9x | Tech | |
| 601138 Foxconn Industrial Internet | CN¥63.86 | 2.8% +CN¥34.3b | 30.5% | PE27x | Tech |