China Youran Dairy Group (HKG:9858) Is Very Good At Capital Allocation
Jan 15
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Hong Kong (HSI) Food Industry Analysis
UpdatedJan 15, 2026
DataAggregated Company Financials
Companies53
- 7D0.04%
- 3M2.0%
- 1Y22.7%
- YTD1.3%
Over the last 7 days, the Food industry has remained flat, although notably China Youran Dairy Group declined by 7.0%. As for the the longer term, the industry is up 23% over the past 12 months. Looking forward, earnings are forecast to grow by 19% annually.
Industry Valuation and Performance
Has the Hong Kong Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 15 Jan 2026 | HK$589.6b | HK$771.5b | HK$38.3b | 13x | 15.4x | 0.8x |
| Sat, 13 Dec 2025 | HK$578.8b | HK$765.2b | HK$38.0b | 13x | 15.2x | 0.8x |
| Mon, 10 Nov 2025 | HK$585.1b | HK$759.3b | HK$37.8b | 14.1x | 15.5x | 0.8x |
| Wed, 08 Oct 2025 | HK$576.3b | HK$757.6b | HK$37.6b | 13.8x | 15.3x | 0.8x |
| Fri, 05 Sep 2025 | HK$616.9b | HK$758.0b | HK$37.6b | 14.2x | 16.4x | 0.8x |
| Sun, 03 Aug 2025 | HK$621.3b | HK$746.9b | HK$38.3b | 16.1x | 16.2x | 0.8x |
| Tue, 01 Jul 2025 | HK$606.9b | HK$755.2b | HK$39.1b | 15x | 15.5x | 0.8x |
| Thu, 29 May 2025 | HK$616.2b | HK$751.4b | HK$38.5b | 14.2x | 16x | 0.8x |
| Sat, 26 Apr 2025 | HK$597.1b | HK$737.0b | HK$37.8b | 12.5x | 15.8x | 0.8x |
| Mon, 24 Mar 2025 | HK$580.0b | HK$731.2b | HK$37.4b | 15.5x | 15.5x | 0.8x |
| Wed, 19 Feb 2025 | HK$510.7b | HK$723.7b | HK$35.0b | 14.1x | 14.6x | 0.7x |
| Fri, 17 Jan 2025 | HK$487.2b | HK$721.8b | HK$34.9b | 14.5x | 14x | 0.7x |
| Sun, 15 Dec 2024 | HK$523.0b | HK$724.6b | HK$35.1b | 14.7x | 14.9x | 0.7x |
| Tue, 12 Nov 2024 | HK$527.6b | HK$729.8b | HK$35.2b | 15.1x | 15x | 0.7x |
| Thu, 10 Oct 2024 | HK$533.9b | HK$737.6b | HK$35.7b | 14.3x | 15x | 0.7x |
| Sat, 07 Sep 2024 | HK$477.2b | HK$738.5b | HK$35.7b | 11.7x | 13.4x | 0.6x |
| Mon, 05 Aug 2024 | HK$453.8b | HK$748.1b | HK$28.1b | 12.3x | 16.2x | 0.6x |
| Wed, 03 Jul 2024 | HK$468.7b | HK$736.7b | HK$27.7b | 13.7x | 16.9x | 0.6x |
| Fri, 31 May 2024 | HK$489.7b | HK$741.2b | HK$27.3b | 15x | 17.9x | 0.7x |
| Sun, 28 Apr 2024 | HK$492.1b | HK$741.4b | HK$27.3b | 14.6x | 18x | 0.7x |
| Tue, 26 Mar 2024 | HK$460.1b | HK$749.1b | HK$35.2b | 13.6x | 13.1x | 0.6x |
| Thu, 22 Feb 2024 | HK$444.0b | HK$753.0b | HK$35.5b | 13.3x | 12.5x | 0.6x |
| Sat, 20 Jan 2024 | HK$488.1b | HK$792.2b | HK$37.2b | 13.4x | 13.1x | 0.6x |
| Mon, 18 Dec 2023 | HK$537.8b | HK$790.5b | HK$37.1b | 14.7x | 14.5x | 0.7x |
| Wed, 15 Nov 2023 | HK$540.4b | HK$764.1b | HK$35.1b | 15.6x | 15.4x | 0.7x |
| Fri, 13 Oct 2023 | HK$546.3b | HK$764.3b | HK$35.0b | 16x | 15.6x | 0.7x |
| Sun, 10 Sep 2023 | HK$545.2b | HK$763.6b | HK$35.0b | 16.3x | 15.6x | 0.7x |
| Tue, 08 Aug 2023 | HK$569.0b | HK$757.6b | HK$39.7b | 18.1x | 14.3x | 0.8x |
| Thu, 06 Jul 2023 | HK$573.9b | HK$756.3b | HK$39.7b | 16.1x | 14.5x | 0.8x |
| Sat, 03 Jun 2023 | HK$578.7b | HK$769.3b | HK$40.7b | 13.3x | 14.2x | 0.8x |
| Mon, 01 May 2023 | HK$617.3b | HK$779.3b | HK$41.3b | 14.1x | 14.9x | 0.8x |
| Wed, 29 Mar 2023 | HK$633.8b | HK$763.9b | HK$43.2b | 12.5x | 14.7x | 0.8x |
| Fri, 24 Feb 2023 | HK$661.2b | HK$757.0b | HK$43.9b | 11.3x | 15.1x | 0.9x |
| Sun, 22 Jan 2023 | HK$697.7b | HK$762.8b | HK$44.5b | 11x | 15.7x | 0.9x |
Price to Earnings Ratio
15.7x
Current Industry PE
- Investors are relatively neutral on the Hong Kong Food 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 15.2x.
- The industry is trading close to its 3-year average PS ratio of 0.73x.
Past Earnings Growth
- The earnings for companies in the Food industry have declined 4.8% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 industry?
| HK Market | 1.63% | |
| Consumer Staples | 4.45% | |
| Food | 0.042% | |
| Packaged Foods and Meats | 0.40% | |
| Agricultural Products | -4.80% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry, which is trading close to its 3-year average PE ratio of 14.4x.
- Analysts are expecting annual earnings growth of 13.6%, which is lower than the prior year's growth of 19.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Agricultural Products industry, expecting annual earnings growth of 99% over the next 5 years.
- However this is lower than its past earnings growth rate of 437% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 14% 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 | |
|---|---|---|---|---|---|
| 322 Tingyi (Cayman Islands) Holding | HK$11.93 | 4.2% +HK$2.7b | 8.9% | PE14.6x | |
| 2419 Dekon Food and Agriculture Group | HK$69.75 | 4.7% +HK$1.2b | 146.0% | PE6.7x | |
| 9676 Shiyue Daotian Group | HK$8.45 | 11.5% +HK$929.3m | 43.7% | PE41.4x | |
| 142 First Pacific | HK$6.08 | 3.1% +HK$766.7m | 41.4% | PE4.7x | |
| 9985 WEILONG Delicious Global Holdings | HK$12.54 | 2.2% +HK$656.4m | 79.1% | PE23.1x |
