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Hong Kong (HSI) Specialty Stores Industry Analysis
UpdatedAug 31, 2024
DataAggregated Company Financials
Companies57
- 7D-0.7%
- 3M-19.9%
- 1Y-33.1%
- YTD-24.2%
In the last week, the Specialty Stores industry is flat overall, with Pop Mart International Group standing out by going down 4.0%. Unfortunately though, the industry is down 33% over the past 12 months. Earnings are forecast to grow by 15% 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 |
|---|---|---|---|---|---|---|
| Sat, 31 Aug 2024 | HK$220.9b | HK$638.0b | HK$19.0b | 8.2x | 11.7x | 0.3x |
| Mon, 29 Jul 2024 | HK$231.7b | HK$633.3b | HK$18.4b | 7.9x | 12.6x | 0.4x |
| Wed, 26 Jun 2024 | HK$253.6b | HK$631.4b | HK$17.8b | 8.4x | 14.3x | 0.4x |
| Fri, 24 May 2024 | HK$283.8b | HK$621.9b | HK$18.0b | 8x | 15.8x | 0.5x |
| Sun, 21 Apr 2024 | HK$267.5b | HK$622.9b | HK$17.9b | 7.5x | 15x | 0.4x |
| Tue, 19 Mar 2024 | HK$291.6b | HK$625.1b | HK$18.9b | 9.7x | 15.4x | 0.5x |
| Thu, 15 Feb 2024 | HK$266.6b | HK$625.6b | HK$18.7b | 8.7x | 14.2x | 0.4x |
| Sat, 13 Jan 2024 | HK$282.9b | HK$626.9b | HK$18.8b | 9.9x | 15.1x | 0.5x |
| Mon, 11 Dec 2023 | HK$276.3b | HK$625.5b | HK$18.9b | 10.3x | 14.6x | 0.4x |
| Wed, 08 Nov 2023 | HK$301.9b | HK$611.6b | HK$17.0b | 8.8x | 17.7x | 0.5x |
| Fri, 06 Oct 2023 | HK$310.3b | HK$609.9b | HK$16.8b | 9.6x | 18.5x | 0.5x |
| Sun, 03 Sep 2023 | HK$325.0b | HK$613.7b | HK$16.9b | 11.4x | 19.2x | 0.5x |
| Tue, 01 Aug 2023 | HK$421.7b | HK$614.6b | HK$17.5b | 10.9x | 24.2x | 0.7x |
| Thu, 29 Jun 2023 | HK$420.8b | HK$624.8b | HK$11.6b | 11.1x | 36.4x | 0.7x |
| Sat, 27 May 2023 | HK$392.2b | HK$642.7b | HK$12.5b | 12.9x | 31.3x | 0.6x |
| Mon, 24 Apr 2023 | HK$428.9b | HK$681.6b | HK$12.8b | 12.4x | 33.4x | 0.6x |
| Wed, 22 Mar 2023 | HK$422.7b | HK$667.1b | HK$19.9b | 11.1x | 21.2x | 0.6x |
| Fri, 17 Feb 2023 | HK$462.2b | HK$664.5b | HK$20.0b | 11x | 23.1x | 0.7x |
| Sun, 15 Jan 2023 | HK$485.4b | HK$673.4b | HK$20.2b | 10.6x | 24.1x | 0.7x |
| Tue, 13 Dec 2022 | HK$415.4b | HK$651.1b | HK$19.7b | 9.3x | 21.1x | 0.6x |
| Thu, 10 Nov 2022 | HK$363.1b | HK$635.4b | HK$19.4b | 8x | 18.7x | 0.6x |
| Sat, 08 Oct 2022 | HK$386.8b | HK$646.7b | HK$19.9b | 8.1x | 19.4x | 0.6x |
| Mon, 05 Sep 2022 | HK$409.5b | HK$662.1b | HK$20.3b | 9.5x | 20.2x | 0.6x |
| Wed, 03 Aug 2022 | HK$441.9b | HK$709.2b | HK$25.2b | 9.6x | 17.5x | 0.6x |
| Fri, 01 Jul 2022 | HK$514.9b | HK$714.6b | HK$25.3b | 10.9x | 20.4x | 0.7x |
| Sun, 29 May 2022 | HK$458.8b | HK$710.0b | HK$26.7b | 10x | 17.2x | 0.6x |
| Tue, 26 Apr 2022 | HK$459.2b | HK$729.1b | HK$27.6b | 9.8x | 16.7x | 0.6x |
| Thu, 24 Mar 2022 | HK$522.0b | HK$761.7b | HK$16.1b | 9.9x | 32.4x | 0.7x |
| Sat, 19 Feb 2022 | HK$593.7b | HK$772.2b | HK$14.0b | 10.2x | 42.4x | 0.8x |
| Mon, 17 Jan 2022 | HK$567.8b | HK$769.6b | HK$14.0b | 10.6x | 40.6x | 0.7x |
| Wed, 15 Dec 2021 | HK$596.4b | HK$769.9b | HK$14.1b | 10x | 42.4x | 0.8x |
| Fri, 12 Nov 2021 | HK$661.0b | HK$761.7b | HK$12.5b | 10.6x | 52.9x | 0.9x |
| Sun, 10 Oct 2021 | HK$625.1b | HK$756.1b | HK$12.3b | 10.4x | 50.7x | 0.8x |
| Tue, 07 Sep 2021 | HK$665.7b | HK$753.0b | HK$12.3b | 11.2x | 54.1x | 0.9x |
Price to Earnings Ratio
54.1x
Current Industry PE
- Investors are pessimistic on the Hong Kong Specialty Retail 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 11.7x which is lower than its 3-year average PE of 24.7x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Specialty Retail industry have grown 15% per year over the last three years.
- Meanwhile revenues for these companies have declined 5.4% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 1.07% | |
| Consumer Discretionary | 5.17% | |
| Specialty Stores | -0.66% | |
| Computer and Electronics Retail | 16.36% | |
| Automotive Retail | 1.17% | |
| Apparel Retail | 1.09% | |
| Home Furnishing Retail | -1.17% | |
| Home Improvement Retail | -1.60% | |
| Specialty Stores | -1.67% | |
Industry PE
- Investors are most optimistic about the Computer and Electronics Retail industry which is trading above its 3-year average PE ratio of 4.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 17% over the next 5 years.
- This is better than its past earnings growth rate of 7.2% per year.
- In contrast, the Apparel Retail industry is expected to see its earnings grow by 9.4% 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 | |
|---|---|---|---|---|---|
| 6110 Topsports International Holdings | HK$2.91 | 2.5% +HK$434.1m | -54.4% | PE7.4x | |
| 2473 XXF Group Holdings | HK$7.80 | 9.7% +HK$355.8m | n/a | PE54.1x | |
| 1280 China Qidian Guofeng Holdings | HK$1.37 | 31.7% +HK$314.1m | 15.1% | PS3.4x | |
| 709 Giordano International | HK$1.71 | 6.9% +HK$177.8m | -43.2% | PE10x | |
| 3709 EEKA Fashion Holdings | HK$8.95 | 2.9% +HK$170.3m | -29.4% | PE8.3x |
