Narrative Update • May 08

Over the last 7 days, the Consumer Staples industry has risen 1.1%, driven by gains from Smoore International Holdings of 7.1%. Overall in the last year, the industry is flat. Looking forward, earnings are forecast to grow by 16% annually.
Has the Hong Kong Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 12 May 2026 | HK$2.0t | HK$1.5t | HK$89.2b | 15.5x | 22.7x | 1.4x |
| Thu, 09 Apr 2026 | HK$2.1t | HK$1.5t | HK$89.0b | 15.8x | 23.7x | 1.5x |
| Sat, 07 Mar 2026 | HK$2.1t | HK$1.4t | HK$85.6b | 15.3x | 24.3x | 1.5x |
| Mon, 02 Feb 2026 | HK$2.2t | HK$1.4t | HK$85.1b | 15.5x | 25.7x | 1.6x |
| Wed, 31 Dec 2025 | HK$2.0t | HK$1.3t | HK$82.0b | 14.6x | 24.7x | 1.5x |
| Fri, 28 Nov 2025 | HK$2.1t | HK$1.3t | HK$80.9b | 15.6x | 26x | 1.6x |
| Sun, 26 Oct 2025 | HK$2.1t | HK$1.3t | HK$79.5b | 15.5x | 26.9x | 1.6x |
| Tue, 23 Sep 2025 | HK$2.4t | HK$1.3t | HK$83.7b | 15.5x | 28.2x | 1.8x |
| Thu, 21 Aug 2025 | HK$2.3t | HK$1.3t | HK$81.2b | 15.9x | 28.4x | 1.7x |
| Sat, 19 Jul 2025 | HK$2.1t | HK$1.3t | HK$80.0b | 16.5x | 26.6x | 1.6x |
| Mon, 16 Jun 2025 | HK$2.0t | HK$1.3t | HK$79.8b | 15.9x | 25.2x | 1.5x |
| Wed, 14 May 2025 | HK$2.0t | HK$1.3t | HK$77.1b | 15.6x | 25.8x | 1.5x |
| Fri, 11 Apr 2025 | HK$1.9t | HK$1.3t | HK$76.1b | 15.4x | 24.6x | 1.5x |
| Sun, 09 Mar 2025 | HK$1.9t | HK$1.3t | HK$79.5b | 14.3x | 23.6x | 1.5x |
| Tue, 04 Feb 2025 | HK$1.7t | HK$1.3t | HK$78.6b | 13.1x | 21.6x | 1.3x |
| Thu, 02 Jan 2025 | HK$1.7t | HK$1.3t | HK$78.2b | 14.6x | 21.4x | 1.3x |
| Sat, 30 Nov 2024 | HK$1.6t | HK$1.3t | HK$78.0b | 14.2x | 20.9x | 1.3x |
| Mon, 28 Oct 2024 | HK$1.7t | HK$1.3t | HK$77.5b | 14.1x | 21.4x | 1.3x |
| Wed, 25 Sep 2024 | HK$1.5t | HK$1.3t | HK$78.5b | 11.9x | 19.1x | 1.2x |
| Fri, 23 Aug 2024 | HK$1.4t | HK$1.3t | HK$74.2b | 12.3x | 19.3x | 1.1x |
| Sun, 21 Jul 2024 | HK$1.6t | HK$1.3t | HK$70.4b | 12.7x | 22.7x | 1.2x |
| Tue, 18 Jun 2024 | HK$1.7t | HK$1.3t | HK$70.1b | 13.2x | 24.6x | 1.3x |
| Thu, 16 May 2024 | HK$1.9t | HK$1.3t | HK$73.3b | 13.6x | 26.4x | 1.5x |
| Sat, 13 Apr 2024 | HK$1.8t | HK$1.3t | HK$73.3b | 12.8x | 24.2x | 1.3x |
| Mon, 11 Mar 2024 | HK$1.7t | HK$1.3t | HK$73.6b | 13.1x | 23.7x | 1.3x |
| Wed, 07 Feb 2024 | HK$1.7t | HK$1.4t | HK$74.1b | 12.5x | 23.5x | 1.3x |
| Fri, 05 Jan 2024 | HK$1.9t | HK$1.4t | HK$73.6b | 14.4x | 25.7x | 1.4x |
| Sun, 03 Dec 2023 | HK$1.9t | HK$1.4t | HK$72.5b | 13.5x | 26.5x | 1.4x |
| Tue, 31 Oct 2023 | HK$2.0t | HK$1.3t | HK$71.1b | 16x | 28x | 1.5x |
| Thu, 28 Sep 2023 | HK$2.0t | HK$1.3t | HK$71.2b | 16.9x | 27.9x | 1.5x |
| Sat, 26 Aug 2023 | HK$2.0t | HK$1.3t | HK$70.7b | 16.8x | 29x | 1.5x |
| Mon, 24 Jul 2023 | HK$2.2t | HK$1.3t | HK$71.0b | 18.5x | 30.3x | 1.6x |
| Wed, 21 Jun 2023 | HK$2.3t | HK$1.3t | HK$73.2b | 16.9x | 31x | 1.7x |
| Fri, 19 May 2023 | HK$2.3t | HK$1.3t | HK$73.8b | 16.8x | 30.6x | 1.7x |
30.6x
Which industries have driven the changes within the Hong Kong Consumer Staples sector?
| HK Market | 1.07% | |
| Consumer Staples | 1.11% | |
| Tobacco | 7.28% | |
| Food and Staples Retail | 2.37% | |
| Personal Products | 1.74% | |
| Food | 1.54% | |
| Beverage | -0.40% | |
| Household Products | -1.13% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6969 Smoore International Holdings | HK$10.14 | 7.1% +HK$4.2b | -28.8% | PE51.3x | |
| 288 WH Group | HK$9.83 | 2.4% +HK$3.0b | 43.7% | PE10.3x | |
| 241 Alibaba Health Information Technology | HK$4.60 | 2.9% +HK$2.1b | -12.7% | PE33.4x | |
| 220 Uni-President China Holdings | HK$7.79 | 6.3% +HK$2.0b | -17.9% | PE14.2x | |
| 322 Tingyi (Cayman Islands) Holding | HK$12.43 | 2.8% +HK$1.9b | -6.0% | PE13.5x |