Subdued Growth No Barrier To CSMall Group Limited (HKG:1815) With Shares Advancing 26%
Apr 14
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Hong Kong (HSI) Specialty Stores Industry Analysis
UpdatedApr 15, 2025
DataAggregated Company Financials
Companies59
- 7D18.3%
- 3M44.1%
- 1Y54.7%
- YTD38.4%
In the last week, the Specialty Stores industry is up 18%, with Pop Mart International Group up 25%. Meanwhile, AuGroup (SHENZHEN) Cross-Border Business actually underperformed within the industry, shrinking 15% in the last week. This takes the industry's 12 month performance to a gain of 55%. Looking forward, earnings are forecast to grow by 27% annually.
Industry Valuation and Performance
Has the Hong Kong Specialty Stores Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 15 Apr 2025 | HK$423.8b | HK$589.4b | HK$10.5b | 9.1x | 40.2x | 0.7x |
| Thu, 13 Mar 2025 | HK$375.0b | HK$612.0b | HK$13.9b | 8.8x | 27x | 0.6x |
| Sat, 08 Feb 2025 | HK$329.8b | HK$611.1b | HK$14.0b | 9.2x | 23.6x | 0.5x |
| Mon, 06 Jan 2025 | HK$305.6b | HK$608.0b | HK$13.8b | 9.5x | 22.1x | 0.5x |
| Wed, 04 Dec 2024 | HK$314.6b | HK$610.5b | HK$13.9b | 9.9x | 22.7x | 0.5x |
| Fri, 01 Nov 2024 | HK$274.4b | HK$624.6b | HK$16.3b | 9x | 16.8x | 0.4x |
| Sun, 29 Sep 2024 | HK$257.5b | HK$632.9b | HK$16.9b | 8.9x | 15.2x | 0.4x |
| Tue, 27 Aug 2024 | HK$222.2b | HK$642.7b | HK$18.9b | 7.5x | 11.8x | 0.3x |
| Thu, 25 Jul 2024 | HK$234.2b | HK$631.7b | HK$18.4b | 7.3x | 12.8x | 0.4x |
| Sat, 22 Jun 2024 | HK$253.3b | HK$631.5b | HK$17.8b | 8.2x | 14.2x | 0.4x |
| Mon, 20 May 2024 | HK$293.7b | HK$621.7b | HK$17.8b | 8x | 16.5x | 0.5x |
| Wed, 17 Apr 2024 | HK$270.5b | HK$623.0b | HK$17.9b | 7.4x | 15.1x | 0.4x |
| Fri, 15 Mar 2024 | HK$292.7b | HK$625.8b | HK$18.9b | 9.9x | 15.5x | 0.5x |
| Sun, 11 Feb 2024 | HK$265.2b | HK$627.5b | HK$18.8b | 8.9x | 14.1x | 0.4x |
| Tue, 09 Jan 2024 | HK$274.9b | HK$626.6b | HK$18.8b | 10.2x | 14.7x | 0.4x |
| Thu, 07 Dec 2023 | HK$292.8b | HK$626.0b | HK$19.0b | 10.6x | 15.4x | 0.5x |
| Sat, 04 Nov 2023 | HK$303.9b | HK$610.1b | HK$17.0b | 9x | 17.9x | 0.5x |
| Mon, 02 Oct 2023 | HK$310.3b | HK$610.1b | HK$16.8b | 9.3x | 18.5x | 0.5x |
| Wed, 30 Aug 2023 | HK$330.9b | HK$610.6b | HK$16.3b | 10x | 20.3x | 0.5x |
| Fri, 28 Jul 2023 | HK$414.3b | HK$615.3b | HK$17.5b | 11.2x | 23.6x | 0.7x |
| Sun, 25 Jun 2023 | HK$424.0b | HK$628.7b | HK$11.7b | 11.1x | 36.3x | 0.7x |
| Tue, 23 May 2023 | HK$416.8b | HK$670.3b | HK$12.9b | 13.7x | 32.3x | 0.6x |
| Thu, 20 Apr 2023 | HK$440.2b | HK$681.7b | HK$12.8b | 12.9x | 34.3x | 0.6x |
| Sat, 18 Mar 2023 | HK$403.5b | HK$661.2b | HK$20.2b | 11.1x | 19.9x | 0.6x |
| Mon, 13 Feb 2023 | HK$464.0b | HK$668.3b | HK$20.1b | 10.8x | 23.1x | 0.7x |
| Wed, 11 Jan 2023 | HK$480.1b | HK$667.8b | HK$20.0b | 10.8x | 23.9x | 0.7x |
| Fri, 09 Dec 2022 | HK$414.3b | HK$652.0b | HK$19.7b | 9.6x | 21x | 0.6x |
| Sun, 06 Nov 2022 | HK$364.0b | HK$631.5b | HK$19.4b | 7.6x | 18.8x | 0.6x |
| Tue, 04 Oct 2022 | HK$367.8b | HK$646.7b | HK$19.9b | 7.8x | 18.5x | 0.6x |
| Thu, 01 Sep 2022 | HK$425.8b | HK$678.6b | HK$22.3b | 9.3x | 19.1x | 0.6x |
| Sat, 30 Jul 2022 | HK$449.6b | HK$710.8b | HK$25.2b | 9.6x | 17.8x | 0.6x |
| Mon, 27 Jun 2022 | HK$508.4b | HK$715.2b | HK$25.3b | 10.3x | 20.1x | 0.7x |
| Wed, 25 May 2022 | HK$459.1b | HK$714.3b | HK$26.9b | 10.1x | 17.1x | 0.6x |
| Fri, 22 Apr 2022 | HK$475.4b | HK$736.5b | HK$27.8b | 10.6x | 17.1x | 0.6x |
Price to Earnings Ratio
17.1x
Current Industry PE
- Investors are optimistic on the Hong Kong Specialty Retail industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 40.2x which is higher than its 3-year average PE of 20.2x.
- The industry is trading close to its 3-year average PS ratio of 0.55x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have declined 28% per year over the last three years,
- Revenues have also declined 7.2% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 8.17% | |
| Consumer Discretionary | 13.35% | |
| Specialty Stores | 18.27% | |
| Home Improvement Retail | 41.79% | |
| Specialty Stores | 22.51% | |
| Automotive Retail | 6.58% | |
| Apparel Retail | 2.89% | |
| Computer and Electronics Retail | 0% | 0 |
| Home Furnishing Retail | -9.08% | |
Industry PE
- Investors are most optimistic about the Automotive Retail industry which is trading above its 3-year average PE ratio of 14.3x.
- Analysts are expecting annual earnings growth of 25.1%, which is higher than its past year's earnings decline of 49.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 41% per year.
- In contrast, the Apparel Retail industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 9992 Pop Mart International Group | HK$159.10 | 25.4% +HK$42.7b | 413.2% | PE63.7x | |
| 1929 Chow Tai Fook Jewellery Group | HK$9.46 | 19.3% +HK$15.3b | -9.6% | PE21.1x | |
| 1280 China Qidian Guofeng Holdings | HK$4.27 | 42.8% +HK$2.3b | 754.0% | PS16.4x | |
| 881 Zhongsheng Group Holdings | HK$11.74 | 6.1% +HK$1.6b | -10.8% | PE8.2x | |
| 1815 CSMall Group | HK$1.71 | 48.7% +HK$693.2m | 500.0% | PE93.2x |
