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Hong Kong (HSI) Consumer Staples Sector Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies123
  • 7D4.3%
  • 3M-3.4%
  • 1Y-29.8%
  • YTD-3.3%

The Consumer Staples industry is up 4.3% in the last week, with Nongfu Spring up 2.0%. Meanwhile, Shiyue Daotian Group actually underperformed within the industry, shrinking 9.1% in the last week. In contrast, the industry has lost 30% in the last 12 months. Earnings are forecast to grow by 17% annually.

Sector Valuation and Performance

Has the Hong Kong Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024HK$1.8tHK$1.3tHK$73.5b13.6x24.8x1.4x
Wed, 14 Feb 2024HK$1.7tHK$1.3tHK$73.5b13x23.4x1.3x
Fri, 12 Jan 2024HK$1.8tHK$1.4tHK$73.7b14.3x24.8x1.3x
Sun, 10 Dec 2023HK$1.9tHK$1.4tHK$73.4b14x26x1.4x
Tue, 07 Nov 2023HK$2.1tHK$1.4tHK$71.4b16.5x28.8x1.5x
Thu, 05 Oct 2023HK$2.0tHK$1.3tHK$71.5b16.6x28.3x1.5x
Sat, 02 Sep 2023HK$2.1tHK$1.4tHK$71.9b16.7x28.9x1.5x
Mon, 31 Jul 2023HK$2.2tHK$1.3tHK$71.1b18.5x31.5x1.7x
Wed, 28 Jun 2023HK$2.2tHK$1.3tHK$72.0b18.1x30.5x1.7x
Fri, 26 May 2023HK$2.2tHK$1.3tHK$74.2b16.1x30.1x1.7x
Sun, 23 Apr 2023HK$2.4tHK$1.4tHK$72.3b15x33x1.8x
Tue, 21 Mar 2023HK$2.4tHK$1.3tHK$78.4b13.2x30.7x1.8x
Thu, 16 Feb 2023HK$2.2tHK$1.2tHK$82.4b13.6x26.3x1.7x
Sat, 14 Jan 2023HK$2.3tHK$1.3tHK$84.2b12.5x27.2x1.8x
Mon, 12 Dec 2022HK$2.1tHK$1.2tHK$80.4b12.6x26.3x1.8x
Wed, 09 Nov 2022HK$1.9tHK$1.2tHK$79.6b14.4x23.4x1.6x
Fri, 07 Oct 2022HK$2.0tHK$1.2tHK$79.3b13.5x25.2x1.7x
Sun, 04 Sep 2022HK$2.0tHK$1.2tHK$79.7b13.9x25.5x1.7x
Tue, 02 Aug 2022HK$2.1tHK$1.2tHK$86.2b11.8x24.7x1.8x
Thu, 30 Jun 2022HK$2.2tHK$1.2tHK$86.5b12.8x25.4x1.8x
Sat, 28 May 2022HK$2.0tHK$1.2tHK$85.8b12.7x23.4x1.7x
Mon, 25 Apr 2022HK$2.0tHK$1.2tHK$91.0b12.3x22.3x1.7x
Wed, 23 Mar 2022HK$2.1tHK$1.2tHK$95.5b11.2x22.1x1.7x
Fri, 18 Feb 2022HK$2.5tHK$1.2tHK$97.3b12x25.9x2x
Sun, 16 Jan 2022HK$2.4tHK$1.2tHK$97.2b11.7x24.4x1.9x
Tue, 14 Dec 2021HK$2.5tHK$1.2tHK$97.2b11.6x25.4x2x
Thu, 11 Nov 2021HK$2.3tHK$1.2tHK$99.3b13.3x23.3x1.9x
Sat, 09 Oct 2021HK$2.3tHK$1.2tHK$99.1b12.8x23.1x1.9x
Mon, 06 Sep 2021HK$2.4tHK$1.2tHK$98.7b13x24.5x2x
Wed, 04 Aug 2021HK$2.4tHK$1.2tHK$98.2b11.9x24.7x2x
Sat, 08 May 2021HK$2.8tHK$1.2tHK$87.9b14.5x31.4x2.4x
Price to Earnings Ratio

30.1x


Total Market Cap: HK$2.6tTotal Earnings: HK$87.9bTotal Revenue: HK$1.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Staples Sector Price to Earnings3Y Average 26.5x202220232024
Current Industry PE
  • Investors are relatively neutral on the Hong Kong Consumer Staples 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 26.5x.
  • The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have declined 5.8% per year over the last three years.
  • Meanwhile revenues for these companies have grown 4.8% per year.
  • This means that although more sales are being generated, 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 Hong Kong Consumer Staples sector?

HK Market1.55%
Consumer Staples4.31%
Tobacco14.66%
Personal Products7.41%
Food and Staples Retail4.32%
Beverage4.09%
Food3.48%
Household Products-0.75%
Industry PE
  • Investors are most optimistic about the Household Products industry which is trading above its 3-year average PE ratio of 30.5x.
    • Analysts are expecting annual earnings growth of 30.4%, which is higher than its past year's earnings decline of 6.9% per year.
Forecasted Growth
  • Analysts are most optimistic on the Household Products industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 6.9% per year.
  • In contrast, the Beverage 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?

CompanyLast Price7D1YValuation
291 China Resources Beer (Holdings)HK$37.9510.6%
+HK$11.8b
-35.7%PE21.8x
6618 JD Health InternationalHK$33.0010.9%
+HK$10.4b
-41.6%PE56.4x
9633 Nongfu SpringHK$42.451.1%
+HK$5.1b
-3.3%PE45.5x
2319 China Mengniu DairyHK$20.056.6%
+HK$4.9b
-38.7%PE15.9x
2367 Giant Biogene HoldingHK$43.0010.1%
+HK$3.9b
-21.8%PE36.7x
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1717

HK$2.30

Ausnutria Dairy

7D

-9.4%

1Y

-36.1%

9633

HK$42.45

Nongfu Spring

7D

1.1%

1Y

-3.3%

6993

HK$1.79

Blue Moon Group Holdings

7D

-6.3%

1Y

-60.8%

2419

HK$43.00

Dekon Food and Agriculture Group

7D

-2.2%

1Y

n/a

6979

HK$11.00

ZJLD Group

7D

8.5%

1Y

n/a

2367

HK$43.00

Giant Biogene Holding

7D

10.1%

1Y

-21.8%

6689

HK$3.01

Chongqing Hongjiu Fruit

7D

-14.0%

1Y

-90.1%

2319

HK$20.05

China Mengniu Dairy

7D

6.6%

1Y

-38.7%

6618

HK$33.00

JD Health International

7D

10.9%

1Y

-41.6%

1876

HK$12.30

Budweiser Brewing Company APAC

7D

-0.5%

1Y

-45.2%

2517

HK$5.52

Guoquan Food (Shanghai)

7D

-9.8%

1Y

n/a

9676

HK$20.65

Shiyue Daotian Group

7D

-4.8%

1Y

n/a