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Hong Kong (HSI) Food and Staples Retail Industry Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies36
- 7D-4.4%
- 3M8.1%
- 1Y-27.5%
- YTD-29.2%
Over the last 7 days, the Food and Staples Retail industry has dropped 4.4%, driven by a pullback from JD Health International of 5.2%. In contrast, Fangzhou has gained 36%. Overall the industry is down 27% in 12 months. As for the next few years, earnings are expected to grow by 29% per annum.
Industry Valuation and Performance
Has the Hong Kong Food and Staples Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | HK$221.4b | HK$260.0b | HK$1.3b | 18.7x | 165.6x | 0.9x |
| Tue, 19 Nov 2024 | HK$230.4b | HK$262.7b | HK$1.5b | 10x | 157x | 0.9x |
| Thu, 17 Oct 2024 | HK$235.5b | HK$266.0b | HK$572.2m | 10.9x | 411.6x | 0.9x |
| Sat, 14 Sep 2024 | HK$188.1b | HK$267.5b | HK$660.9m | 11.9x | 284.6x | 0.7x |
| Mon, 12 Aug 2024 | HK$199.4b | HK$263.6b | HK$921.4m | 12.7x | 216.5x | 0.8x |
| Wed, 10 Jul 2024 | HK$198.8b | HK$260.4b | HK$954.3m | 12.7x | 208.3x | 0.8x |
| Fri, 07 Jun 2024 | HK$239.3b | HK$279.0b | HK$2.5b | 11.9x | 95x | 0.9x |
| Sun, 05 May 2024 | HK$251.8b | HK$287.3b | HK$4.0b | 12.9x | 63.2x | 0.9x |
| Tue, 02 Apr 2024 | HK$225.1b | HK$282.5b | HK$3.3b | 10.9x | 67.5x | 0.8x |
| Thu, 29 Feb 2024 | HK$238.2b | HK$285.7b | -HK$110,237,776.21 | 10.3x | -2161.2x | 0.8x |
| Sat, 27 Jan 2024 | HK$245.4b | HK$288.2b | -HK$202,198,499.00 | 9.6x | -1213.6x | 0.9x |
| Mon, 25 Dec 2023 | HK$271.8b | HK$288.2b | -HK$201,250,175.00 | 9.6x | -1350.3x | 0.9x |
| Wed, 22 Nov 2023 | HK$293.8b | HK$285.1b | -HK$482,679,826.00 | 10.3x | -608.7x | 1x |
| Fri, 20 Oct 2023 | HK$248.2b | HK$274.8b | -HK$60,971,889.00 | 11.3x | -4070.2x | 0.9x |
| Sun, 17 Sep 2023 | HK$279.0b | HK$276.8b | -HK$79,426,333.00 | 15.8x | -3512.5x | 1x |
| Tue, 15 Aug 2023 | HK$327.2b | HK$269.7b | -HK$2,237,077,891.00 | 9.9x | -146.3x | 1.2x |
| Thu, 13 Jul 2023 | HK$335.7b | HK$272.5b | -HK$2,243,954,040.00 | 13.1x | -149.6x | 1.2x |
| Sat, 10 Jun 2023 | HK$336.7b | HK$274.5b | -HK$2,366,879,906.00 | 13.4x | -142.3x | 1.2x |
| Mon, 08 May 2023 | HK$390.6b | HK$282.3b | -HK$4,122,597,166.00 | 15.1x | -94.7x | 1.4x |
| Wed, 05 Apr 2023 | HK$402.9b | HK$284.1b | -HK$4,140,473,333.00 | 20x | -97.3x | 1.4x |
| Fri, 03 Mar 2023 | HK$92.6b | HK$181.2b | HK$126.6m | 10.9x | 731.7x | 0.5x |
| Sun, 29 Jan 2023 | HK$105.1b | HK$183.9b | HK$129.4m | 11.8x | 812.7x | 0.6x |
| Tue, 27 Dec 2022 | HK$74.7b | HK$166.5b | -HK$184,442,119.00 | 8.4x | -405x | 0.4x |
| Thu, 24 Nov 2022 | HK$60.9b | HK$163.1b | -HK$370,482,077.00 | 20.1x | -164.3x | 0.4x |
| Sat, 22 Oct 2022 | HK$45.2b | HK$163.5b | -HK$166,274,851.00 | 13.9x | -272x | 0.3x |
| Mon, 19 Sep 2022 | HK$51.1b | HK$166.4b | -HK$1,207,585,237.00 | 15.8x | -42.3x | 0.3x |
| Wed, 17 Aug 2022 | HK$32.3b | HK$158.4b | -HK$1,132,394,736.00 | 11.3x | -28.5x | 0.2x |
| Fri, 15 Jul 2022 | HK$35.1b | HK$159.2b | -HK$1,204,592,866.00 | 12.6x | -29.2x | 0.2x |
| Sun, 12 Jun 2022 | HK$35.1b | HK$159.1b | -HK$1,339,634,870.00 | 9.8x | -26.2x | 0.2x |
| Tue, 10 May 2022 | HK$33.4b | HK$170.8b | HK$2.1b | 9.6x | 16.3x | 0.2x |
| Thu, 07 Apr 2022 | HK$38.6b | HK$178.6b | HK$2.2b | 10.1x | 17.6x | 0.2x |
| Sat, 05 Mar 2022 | HK$38.9b | HK$180.6b | HK$592.7m | 9x | 65.6x | 0.2x |
| Mon, 31 Jan 2022 | HK$40.6b | HK$179.0b | HK$465.5m | 9.4x | 87.1x | 0.2x |
| Wed, 29 Dec 2021 | HK$43.0b | HK$178.9b | HK$464.4m | 9.8x | 92.7x | 0.2x |
Price to Earnings Ratio
92.7x
Current Industry PE
- Investors are pessimistic on the Hong Kong Consumer Retailing 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 166x which is lower than its 3-year average PE of 2kx.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
- The earnings for companies in the Consumer Retailing industry have grown 42% per year over the last three years.
- Revenues for these companies have grown 13% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Staples industry?
| HK Market | -0.53% | |
| Consumer Staples | -3.39% | |
| Food and Staples Retail | -4.36% | |
| Food Retail | 2.24% | |
| Food Distributors | 0.54% | |
| Big Box Super Stores | -4.69% | |
| Drug Retail | -5.72% | |
Industry PE
- Investors are most optimistic about the Food Retail industry which is trading above its 3-year average PE ratio of 51.9x.
- Analysts are expecting annual earnings growth of 17.6%, which is higher than its past year's earnings decline of 16.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Big Box Super Stores industry, expecting annual earnings growth of 94% over the next 5 years.
- In contrast, the Food Retail industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| 6086 Fangzhou | HK$7.34 | 36.2% +HK$2.6b | n/a | PS3.7x | |
| 1797 East Buy Holding | HK$16.36 | 10.1% +HK$1.6b | -43.3% | PE63.8x | |
| 314 Sipai Health Technology | HK$5.44 | 5.8% +HK$229.0m | -20.0% | PS0.8x | |
| 1936 Ritamix Global | HK$0.82 | 15.5% +HK$51.3m | 113.0% | PE21.2x | |
| 226 Lippo | HK$0.80 | 8.1% +HK$29.6m | -30.4% | PS0.5x |
