Narrative Update • Jun 17

Over the last 7 days, the Consumer Staples industry has dropped 3.6%, driven by a pullback from JD Health International of 5.6%. Overall the industry is down 17% in 12 months. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Hong Kong Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | HK$1.7t | HK$1.5t | HK$89.1b | 12.5x | 19x | 1.2x |
| Sun, 24 May 2026 | HK$1.9t | HK$1.5t | HK$88.8b | 13.5x | 20.9x | 1.3x |
| Tue, 21 Apr 2026 | HK$2.1t | HK$1.5t | HK$89.1b | 15.3x | 23.1x | 1.4x |
| Thu, 19 Mar 2026 | HK$2.1t | HK$1.4t | HK$86.5b | 14.7x | 23.7x | 1.4x |
| Sat, 14 Feb 2026 | HK$2.2t | HK$1.4t | HK$84.9b | 15.4x | 26x | 1.6x |
| Mon, 12 Jan 2026 | HK$2.1t | HK$1.3t | HK$82.2b | 14.6x | 25x | 1.5x |
| Wed, 10 Dec 2025 | HK$2.0t | HK$1.3t | HK$81.0b | 15.4x | 24.8x | 1.5x |
| Fri, 07 Nov 2025 | HK$2.0t | HK$1.1t | HK$67.1b | 16.3x | 29.8x | 1.8x |
| Sun, 05 Oct 2025 | HK$2.2t | HK$1.3t | HK$79.7b | 15.4x | 28x | 1.7x |
| Tue, 02 Sep 2025 | HK$2.3t | HK$1.3t | HK$82.9b | 16.1x | 27.9x | 1.7x |
| Thu, 31 Jul 2025 | HK$2.2t | HK$1.3t | HK$80.0b | 16.8x | 27.6x | 1.7x |
| Sat, 28 Jun 2025 | HK$2.0t | HK$1.3t | HK$80.5b | 15.5x | 24.9x | 1.5x |
| Mon, 26 May 2025 | HK$2.0t | HK$1.3t | HK$79.5b | 15.7x | 24.9x | 1.5x |
| Wed, 23 Apr 2025 | HK$1.9t | HK$1.3t | HK$76.3b | 14.3x | 25.3x | 1.5x |
| Fri, 21 Mar 2025 | HK$1.9t | HK$1.3t | HK$80.8b | 15.5x | 24x | 1.5x |
| Sun, 16 Feb 2025 | HK$1.8t | HK$1.3t | HK$78.4b | 13.3x | 22.6x | 1.4x |
| Tue, 14 Jan 2025 | HK$1.6t | HK$1.3t | HK$78.0b | 13.4x | 20.5x | 1.3x |
| Thu, 12 Dec 2024 | HK$1.7t | HK$1.3t | HK$78.5b | 14.8x | 22x | 1.3x |
| Sat, 09 Nov 2024 | HK$1.7t | HK$1.3t | HK$77.5b | 15x | 22.4x | 1.3x |
| Mon, 07 Oct 2024 | HK$1.9t | HK$1.3t | HK$78.0b | 14.6x | 24.1x | 1.5x |
| Wed, 04 Sep 2024 | HK$1.4t | HK$1.3t | HK$77.9b | 12x | 18.4x | 1.1x |
| Fri, 02 Aug 2024 | HK$1.5t | HK$1.3t | HK$70.5b | 12.5x | 21.5x | 1.2x |
| Sun, 30 Jun 2024 | HK$1.6t | HK$1.3t | HK$70.4b | 13.1x | 23.3x | 1.3x |
| Tue, 28 May 2024 | HK$1.9t | HK$1.3t | HK$71.6b | 14.2x | 26x | 1.4x |
| Thu, 25 Apr 2024 | HK$1.8t | HK$1.3t | HK$73.2b | 12.4x | 24.8x | 1.4x |
| Sat, 23 Mar 2024 | HK$1.8t | HK$1.3t | HK$75.4b | 13.5x | 23.7x | 1.3x |
| Mon, 19 Feb 2024 | HK$1.8t | HK$1.3t | HK$73.5b | 13x | 24.7x | 1.3x |
| Wed, 17 Jan 2024 | HK$1.8t | HK$1.4t | HK$73.5b | 13.8x | 24.3x | 1.3x |
| Fri, 15 Dec 2023 | HK$1.9t | HK$1.4t | HK$73.8b | 13.9x | 25.6x | 1.4x |
| Sun, 12 Nov 2023 | HK$2.0t | HK$1.4t | HK$71.5b | 15.9x | 27.6x | 1.5x |
| Tue, 10 Oct 2023 | HK$2.0t | HK$1.3t | HK$71.5b | 16.9x | 27.9x | 1.5x |
| Thu, 07 Sep 2023 | HK$2.1t | HK$1.3t | HK$71.5b | 17x | 28.9x | 1.5x |
| Sat, 05 Aug 2023 | HK$2.2t | HK$1.3t | HK$70.6b | 18.2x | 31.2x | 1.7x |
| Mon, 03 Jul 2023 | HK$2.2t | HK$1.3t | HK$71.3b | 18x | 30.8x | 1.7x |
30.8x
Which industries have driven the changes within the Hong Kong Consumer Staples sector?
| HK Market | -3.24% | |
| Consumer Staples | -1.23% | |
| Beverage | 1.89% | |
| Food | -2.03% | |
| Household Products | -2.39% | |
| Food and Staples Retail | -4.01% | |
| Tobacco | -5.07% | |
| Personal Products | -6.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9633 Nongfu Spring | HK$43.12 | 3.0% +HK$14.2b | 5.9% | PE26.5x | |
| 2319 China Mengniu Dairy | HK$16.56 | 6.4% +HK$3.8b | 0.5% | PE36x | |
| 1797 East Buy Holding | HK$22.90 | 11.6% +HK$2.5b | 90.8% | PE61.3x | |
| 345 Vitasoy International Holdings | HK$6.85 | 18.1% +HK$1.1b | -25.3% | PE29.6x | |
| 6658 Liuliumei | HK$150.00 | 8.9% +HK$961.5m | n/a | PE56.3x |