Narrative Update • Aug 04

The Drug Retail industry has stayed flat over the last week. As for the longer term, the industry has declined 29% in the last year. 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 |
|---|---|---|---|---|---|---|
| Tue, 11 Aug 2026 | HK$206.7b | HK$143.8b | HK$8.8b | 32.1x | 23.6x | 1.4x |
| Thu, 09 Jul 2026 | HK$195.2b | HK$142.5b | HK$8.7b | 31.4x | 22.5x | 1.4x |
| Sat, 06 Jun 2026 | HK$201.6b | HK$143.1b | HK$8.7b | 34.2x | 23.1x | 1.4x |
| Mon, 04 May 2026 | HK$243.3b | HK$140.5b | HK$8.6b | 42.2x | 28.2x | 1.7x |
| Wed, 01 Apr 2026 | HK$255.4b | HK$138.9b | HK$8.5b | 45.6x | 29.9x | 1.8x |
| Fri, 27 Feb 2026 | HK$305.2b | HK$130.8b | HK$7.0b | 40.7x | 43.6x | 2.3x |
| Sun, 25 Jan 2026 | HK$352.5b | HK$128.1b | HK$6.9b | 49.7x | 51.4x | 2.8x |
| Tue, 23 Dec 2025 | HK$313.9b | HK$126.4b | HK$6.8b | 40x | 46.4x | 2.5x |
| Thu, 20 Nov 2025 | HK$345.3b | HK$122.6b | HK$6.2b | 58.9x | 56x | 2.8x |
| Sat, 18 Oct 2025 | HK$333.1b | HK$122.0b | HK$6.1b | 61.1x | 54.3x | 2.7x |
| Mon, 15 Sep 2025 | HK$393.9b | HK$122.3b | HK$6.1b | 72.2x | 64.1x | 3.2x |
| Wed, 13 Aug 2025 | HK$290.3b | HK$115.2b | HK$4.5b | 50.6x | 64.5x | 2.5x |
| Fri, 11 Jul 2025 | HK$235.5b | HK$115.4b | HK$4.5b | 43.9x | 52.2x | 2x |
| Sun, 08 Jun 2025 | HK$222.9b | HK$115.2b | HK$4.5b | 46.3x | 49.6x | 1.9x |
| Tue, 06 May 2025 | HK$232.1b | HK$110.1b | HK$4.2b | 64.4x | 55.9x | 2.1x |
| Thu, 03 Apr 2025 | HK$210.5b | HK$110.5b | HK$4.2b | 59.8x | 50.5x | 1.9x |
| Sat, 01 Mar 2025 | HK$210.4b | HK$103.8b | HK$3.6b | 50.6x | 58.5x | 2x |
| Mon, 27 Jan 2025 | HK$165.6b | HK$104.4b | HK$3.6b | 38.9x | 45.8x | 1.6x |
| Wed, 25 Dec 2024 | HK$161.5b | HK$103.4b | HK$3.6b | 38.9x | 45.1x | 1.6x |
| Fri, 22 Nov 2024 | HK$172.9b | HK$104.4b | HK$3.6b | 39.5x | 47.8x | 1.7x |
| Sun, 20 Oct 2024 | HK$171.1b | HK$104.9b | HK$3.3b | 48.9x | 51.4x | 1.6x |
| Tue, 17 Sep 2024 | HK$131.4b | HK$105.3b | HK$3.3b | 35.3x | 39.4x | 1.2x |
| Thu, 15 Aug 2024 | HK$131.9b | HK$103.5b | HK$2.4b | 39x | 54.4x | 1.3x |
| Sat, 13 Jul 2024 | HK$144.1b | HK$102.1b | HK$2.4b | 43.7x | 60.3x | 1.4x |
| Mon, 10 Jun 2024 | HK$161.7b | HK$102.2b | HK$2.4b | 50.1x | 67.5x | 1.6x |
| Wed, 08 May 2024 | HK$162.2b | HK$104.0b | HK$2.3b | 47.8x | 69.5x | 1.6x |
| Fri, 05 Apr 2024 | HK$151.0b | HK$103.9b | HK$2.3b | 45.2x | 64.7x | 1.5x |
| Sun, 03 Mar 2024 | HK$169.8b | HK$105.1b | -HK$1,456,742,655.37 | 56.5x | -116.6x | 1.6x |
| Tue, 30 Jan 2024 | HK$160.3b | HK$105.1b | -HK$1,456,794,527.00 | 51.9x | -110x | 1.5x |
| Thu, 28 Dec 2023 | HK$198.0b | HK$105.6b | -HK$1,463,193,708.00 | 61.4x | -135.3x | 1.9x |
| Sat, 25 Nov 2023 | HK$215.4b | HK$103.7b | -HK$1,768,240,226.00 | 86.6x | -121.8x | 2.1x |
| Mon, 23 Oct 2023 | HK$200.9b | HK$101.8b | -HK$1,735,746,037.00 | 83.9x | -115.8x | 2x |
| Wed, 20 Sep 2023 | HK$232.1b | HK$102.5b | -HK$1,677,115,101.00 | 98x | -138.4x | 2.3x |
| Fri, 18 Aug 2023 | HK$249.6b | HK$102.5b | -HK$2,687,290,430.00 | 81.4x | -92.9x | 2.4x |
-92.9x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | -0.081% | |
| Consumer Staples | 0.54% | |
| Food and Staples Retail | 0.082% | |
| Drug Retail | 0.89% | |
| Food Distributors | 0.99% | |
| Big Box Super Stores | -0.88% | |
| Food Retail | -1.25% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6618 JD Health International | HK$40.08 | 0.7% +HK$893.1m | -23.7% | PE20.4x | |
| 241 Alibaba Health Information Technology | HK$3.66 | 1.2% +HK$727.4m | -26.1% | PE26.3x | |
| 1833 Ping An Healthcare and Technology | HK$7.87 | 0.9% +HK$148.9m | -36.8% | PE37.9x | |
| 314 Sipai Health Technology | HK$1.42 | 6.0% +HK$58.2m | -75.9% | PS0.4x | |
| 6086 Fangzhou | HK$0.72 | 0.7% +HK$6.9m | -79.7% | PE73x |