Narrative Update • Jul 20

Over the last 7 days, the Drug Retail industry has remained flat, although notably Lung Fung Group Holdings gained 11%. As for the longer term, the industry has declined 28% 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 |
|---|---|---|---|---|---|---|
| Sun, 26 Jul 2026 | HK$190.7b | HK$143.2b | HK$8.7b | 29.9x | 21.9x | 1.3x |
| Tue, 23 Jun 2026 | HK$180.5b | HK$143.1b | HK$8.7b | 30x | 20.7x | 1.3x |
| Thu, 21 May 2026 | HK$216.8b | HK$142.3b | HK$8.7b | 37.5x | 25x | 1.5x |
| Sat, 18 Apr 2026 | HK$261.8b | HK$140.5b | HK$8.6b | 46.6x | 30.3x | 1.9x |
| Mon, 16 Mar 2026 | HK$268.9b | HK$139.3b | HK$7.7b | 37x | 34.9x | 1.9x |
| Wed, 11 Feb 2026 | HK$330.0b | HK$129.4b | HK$6.9b | 45.5x | 47.6x | 2.6x |
| Fri, 09 Jan 2026 | HK$330.4b | HK$127.7b | HK$6.8b | 41.3x | 48.3x | 2.6x |
| Sun, 07 Dec 2025 | HK$318.9b | HK$125.9b | HK$6.7b | 41.4x | 47.3x | 2.5x |
| Tue, 04 Nov 2025 | HK$332.1b | HK$122.2b | HK$6.1b | 60.3x | 54.1x | 2.7x |
| Thu, 02 Oct 2025 | HK$368.9b | HK$122.4b | HK$6.2b | 68.5x | 60x | 3x |
| Sat, 30 Aug 2025 | HK$343.7b | HK$122.3b | HK$6.2b | 56.2x | 55.9x | 2.8x |
| Mon, 28 Jul 2025 | HK$264.6b | HK$115.5b | HK$4.5b | 49.7x | 58.6x | 2.3x |
| Wed, 25 Jun 2025 | HK$230.7b | HK$115.5b | HK$4.5b | 46.2x | 51.2x | 2x |
| Fri, 23 May 2025 | HK$229.5b | HK$114.6b | HK$4.5b | 46.7x | 51.3x | 2x |
| Sun, 20 Apr 2025 | HK$211.0b | HK$109.8b | HK$4.1b | 57.3x | 50.9x | 1.9x |
| Tue, 18 Mar 2025 | HK$216.1b | HK$108.3b | HK$5.4b | 65.9x | 40.1x | 2x |
| Thu, 13 Feb 2025 | HK$194.2b | HK$103.5b | HK$3.6b | 46.4x | 54.2x | 1.9x |
| Sat, 11 Jan 2025 | HK$148.4b | HK$103.2b | HK$3.6b | 35.3x | 41.5x | 1.4x |
| Mon, 09 Dec 2024 | HK$161.9b | HK$104.0b | HK$3.6b | 39x | 45x | 1.6x |
| Wed, 06 Nov 2024 | HK$179.9b | HK$104.9b | HK$3.3b | 51.5x | 54.1x | 1.7x |
| Fri, 04 Oct 2024 | HK$216.1b | HK$105.9b | HK$3.4b | 63.5x | 64.4x | 2x |
| Sun, 01 Sep 2024 | HK$140.4b | HK$105.4b | HK$3.3b | 38x | 42x | 1.3x |
| Tue, 30 Jul 2024 | HK$137.5b | HK$102.0b | HK$2.4b | 41.8x | 57.5x | 1.3x |
| Thu, 27 Jun 2024 | HK$144.1b | HK$101.9b | HK$2.4b | 44x | 60.4x | 1.4x |
| Sat, 25 May 2024 | HK$152.6b | HK$103.5b | HK$2.3b | 45.4x | 65.6x | 1.5x |
| Mon, 22 Apr 2024 | HK$131.7b | HK$103.9b | HK$2.3b | 39.5x | 56.5x | 1.3x |
| Wed, 20 Mar 2024 | HK$176.9b | HK$105.0b | -HK$1,455,151,159.32 | 58.2x | -121.6x | 1.7x |
| Fri, 16 Feb 2024 | HK$164.0b | HK$106.2b | -HK$1,471,004,608.80 | 53x | -111.5x | 1.5x |
| Sun, 14 Jan 2024 | HK$178.0b | HK$105.5b | -HK$1,461,658,188.00 | 55.2x | -121.8x | 1.7x |
| Tue, 12 Dec 2023 | HK$201.7b | HK$105.1b | -HK$1,456,036,881.00 | 63.2x | -138.5x | 1.9x |
| Thu, 09 Nov 2023 | HK$221.0b | HK$102.2b | -HK$1,742,249,635.00 | 91.8x | -126.8x | 2.2x |
| Sat, 07 Oct 2023 | HK$222.5b | HK$102.5b | -HK$1,677,702,189.00 | 113.3x | -132.6x | 2.2x |
| Mon, 04 Sep 2023 | HK$231.8b | HK$103.3b | -HK$1,690,458,326.00 | 75.1x | -137.1x | 2.2x |
| Wed, 02 Aug 2023 | HK$294.4b | HK$96.2b | -HK$4,174,605,780.00 | 130x | -70.5x | 3.1x |
-70.5x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 2.50% | |
| Consumer Staples | -1.45% | |
| Food and Staples Retail | -2.82% | |
| Drug Retail | -0.85% | |
| Big Box Super Stores | 3.78% | |
| Food Distributors | 2.89% | |
| Food Retail | -7.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2290 Lung Fung Group Holdings | HK$3.97 | 11.2% +HK$200.0m | n/a | PE11.6x |