Narrative Update • Aug 04

Over the last 7 days, the Drug Retail industry has remained flat, although notably Sipai Health Technology gained 9.8%. Unfortunately though, the industry is down 29% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.
Has the Hong Kong Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 08 Aug 2026 | HK$201.4b | HK$143.7b | HK$8.8b | 31.4x | 23x | 1.4x |
| Mon, 06 Jul 2026 | HK$187.5b | HK$143.0b | HK$8.7b | 29.8x | 21.5x | 1.3x |
| Wed, 03 Jun 2026 | HK$212.9b | HK$143.3b | HK$8.7b | 36.5x | 24.4x | 1.5x |
| Fri, 01 May 2026 | HK$243.3b | HK$140.5b | HK$8.6b | 42.2x | 28.2x | 1.7x |
| Sun, 29 Mar 2026 | HK$263.6b | HK$140.3b | HK$8.3b | 47.2x | 31.7x | 1.9x |
| Tue, 24 Feb 2026 | HK$321.6b | HK$129.5b | HK$6.9b | 45.3x | 46.4x | 2.5x |
| Thu, 22 Jan 2026 | HK$366.8b | HK$128.1b | HK$6.9b | 50.9x | 53.5x | 2.9x |
| Sat, 20 Dec 2025 | HK$306.7b | HK$126.4b | HK$6.8b | 39.6x | 45.3x | 2.4x |
| Mon, 17 Nov 2025 | HK$356.1b | HK$122.6b | HK$6.2b | 60.7x | 57.8x | 2.9x |
| Wed, 15 Oct 2025 | HK$338.0b | HK$121.9b | HK$6.1b | 61.5x | 55.2x | 2.8x |
| Fri, 12 Sep 2025 | HK$395.1b | HK$122.4b | HK$6.2b | 74.1x | 64.2x | 3.2x |
| Sun, 10 Aug 2025 | HK$285.5b | HK$115.3b | HK$4.5b | 50.8x | 63.4x | 2.5x |
| Tue, 08 Jul 2025 | HK$231.0b | HK$115.5b | HK$4.5b | 43.2x | 51.2x | 2x |
| Thu, 05 Jun 2025 | HK$225.3b | HK$115.2b | HK$4.5b | 46.9x | 50.1x | 2x |
| Sat, 03 May 2025 | HK$232.1b | HK$110.1b | HK$4.2b | 64.4x | 55.9x | 2.1x |
| Mon, 31 Mar 2025 | HK$209.1b | HK$110.6b | HK$4.2b | 59.7x | 50.1x | 1.9x |
| Wed, 26 Feb 2025 | HK$221.9b | HK$104.0b | HK$3.6b | 53.8x | 61.6x | 2.1x |
| Fri, 24 Jan 2025 | HK$160.3b | HK$103.9b | HK$3.6b | 37.9x | 44.6x | 1.5x |
| Sun, 22 Dec 2024 | HK$157.1b | HK$103.6b | HK$3.6b | 37.5x | 43.8x | 1.5x |
| Tue, 19 Nov 2024 | HK$171.1b | HK$104.6b | HK$3.6b | 39.2x | 47.2x | 1.6x |
| Thu, 17 Oct 2024 | HK$166.9b | HK$104.7b | HK$3.3b | 47.5x | 50.2x | 1.6x |
| Sat, 14 Sep 2024 | HK$133.7b | HK$105.4b | HK$3.3b | 35.9x | 40x | 1.3x |
| Mon, 12 Aug 2024 | HK$140.3b | HK$103.2b | HK$2.4b | 42x | 58x | 1.4x |
| Wed, 10 Jul 2024 | HK$133.3b | HK$101.8b | HK$2.4b | 40.5x | 55.9x | 1.3x |
| Fri, 07 Jun 2024 | HK$164.5b | HK$102.2b | HK$2.4b | 50.2x | 68.7x | 1.6x |
| Sun, 05 May 2024 | HK$170.4b | HK$103.6b | HK$2.3b | 50.9x | 73.3x | 1.6x |
| Tue, 02 Apr 2024 | HK$158.8b | HK$103.9b | HK$2.3b | 48x | 68.1x | 1.5x |
| Thu, 29 Feb 2024 | HK$169.7b | HK$105.1b | -HK$1,455,949,180.25 | 56.1x | -116.6x | 1.6x |
| Sat, 27 Jan 2024 | HK$161.8b | HK$105.9b | -HK$1,466,910,627.00 | 52.1x | -110.3x | 1.5x |
| Mon, 25 Dec 2023 | HK$197.9b | HK$105.9b | -HK$1,466,795,228.00 | 61.3x | -134.9x | 1.9x |
| Wed, 22 Nov 2023 | HK$219.8b | HK$103.6b | -HK$1,761,433,674.00 | 87.7x | -124.8x | 2.1x |
| Fri, 20 Oct 2023 | HK$202.7b | HK$101.8b | -HK$1,735,952,350.00 | 84.9x | -116.8x | 2x |
| Sun, 17 Sep 2023 | HK$231.0b | HK$102.8b | -HK$1,682,508,672.00 | 89.2x | -137.3x | 2.2x |
| Tue, 15 Aug 2023 | HK$266.7b | HK$95.3b | -HK$4,133,875,997.00 | 123.1x | -64.5x | 2.8x |
-64.5x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | -1.00% | |
| Consumer Staples | -2.64% | |
| Food and Staples Retail | -1.85% | |
| Drug Retail | -0.92% | |
| Food Distributors | 0.73% | |
| Food Retail | -3.45% | |
| Big Box Super Stores | -3.63% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 314 Sipai Health Technology | HK$1.45 | 9.8% +HK$94.6m | -75.7% | PS0.4x |