Narrative Update • Aug 18

Over the last 7 days, the Drug Retail industry has dropped 4.9%, driven by declines in JD Health International and Ping An Healthcare and Technology of 1.5% and 9.4%, respectively. On the other hand Sipai Health Technology is actually up 7.1%. The industry has fallen 47% in the last year. As for the next few years, earnings are expected to grow by 14% per annum.
Has the Hong Kong Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 26 Aug 2026 | HK$190.2b | HK$150.1b | HK$10.0b | 24.7x | 19x | 1.3x |
| Fri, 24 Jul 2026 | HK$194.3b | HK$143.2b | HK$8.7b | 30.9x | 22.3x | 1.4x |
| Sun, 21 Jun 2026 | HK$185.4b | HK$143.2b | HK$8.7b | 30.8x | 21.3x | 1.3x |
| Tue, 19 May 2026 | HK$229.3b | HK$142.3b | HK$8.7b | 39x | 26.5x | 1.6x |
| Thu, 16 Apr 2026 | HK$262.0b | HK$140.6b | HK$8.6b | 45.8x | 30.3x | 1.9x |
| Sat, 14 Mar 2026 | HK$268.9b | HK$139.3b | HK$7.7b | 37x | 34.9x | 1.9x |
| Mon, 09 Feb 2026 | HK$324.9b | HK$128.8b | HK$6.9b | 45.4x | 47.1x | 2.5x |
| Wed, 07 Jan 2026 | HK$328.3b | HK$127.5b | HK$6.8b | 41.5x | 48.1x | 2.6x |
| Fri, 05 Dec 2025 | HK$318.6b | HK$125.9b | HK$6.7b | 41.8x | 47.3x | 2.5x |
| Sun, 02 Nov 2025 | HK$325.6b | HK$122.2b | HK$6.1b | 59.8x | 53x | 2.7x |
| Tue, 30 Sep 2025 | HK$368.8b | HK$122.4b | HK$6.2b | 67.3x | 60x | 3x |
| Thu, 28 Aug 2025 | HK$341.5b | HK$121.5b | HK$5.2b | 56.1x | 65.5x | 2.8x |
| Sat, 26 Jul 2025 | HK$264.6b | HK$115.5b | HK$4.5b | 49.7x | 58.6x | 2.3x |
| Mon, 23 Jun 2025 | HK$222.7b | HK$115.5b | HK$4.5b | 44.5x | 49.4x | 1.9x |
| Wed, 21 May 2025 | HK$232.7b | HK$114.4b | HK$4.5b | 50.6x | 52.1x | 2x |
| Fri, 18 Apr 2025 | HK$210.9b | HK$109.8b | HK$4.1b | 57.3x | 50.9x | 1.9x |
| Sun, 16 Mar 2025 | HK$218.1b | HK$108.3b | HK$5.4b | 67x | 40.5x | 2x |
| Tue, 11 Feb 2025 | HK$194.3b | HK$103.6b | HK$3.6b | 45.6x | 54.2x | 1.9x |
| Thu, 09 Jan 2025 | HK$152.8b | HK$103.1b | HK$3.6b | 36.3x | 42.8x | 1.5x |
| Sat, 07 Dec 2024 | HK$161.9b | HK$104.1b | HK$3.6b | 38.9x | 44.9x | 1.6x |
| Mon, 04 Nov 2024 | HK$168.3b | HK$104.7b | HK$3.3b | 47.8x | 50.7x | 1.6x |
| Wed, 02 Oct 2024 | HK$219.6b | HK$106.2b | HK$3.4b | 63.2x | 65.2x | 2.1x |
| Fri, 30 Aug 2024 | HK$135.8b | HK$105.3b | HK$3.3b | 36.7x | 40.6x | 1.3x |
| Sun, 28 Jul 2024 | HK$137.3b | HK$102.1b | HK$2.4b | 41.9x | 57.4x | 1.3x |
| Tue, 25 Jun 2024 | HK$148.5b | HK$102.0b | HK$2.4b | 45.2x | 62.2x | 1.5x |
| Thu, 23 May 2024 | HK$161.6b | HK$103.5b | HK$2.3b | 48.4x | 69.5x | 1.6x |
| Sat, 20 Apr 2024 | HK$134.0b | HK$103.9b | HK$2.3b | 40.1x | 57.5x | 1.3x |
| Mon, 18 Mar 2024 | HK$172.2b | HK$105.1b | -HK$1,455,897,791.00 | 56.8x | -118.2x | 1.6x |
| Wed, 14 Feb 2024 | HK$158.7b | HK$105.1b | -HK$1,455,898,009.20 | 52.1x | -109x | 1.5x |
| Fri, 12 Jan 2024 | HK$176.8b | HK$105.5b | -HK$1,462,470,882.00 | 55.7x | -120.9x | 1.7x |
| Sun, 10 Dec 2023 | HK$204.2b | HK$105.3b | -HK$1,459,552,168.00 | 63.8x | -139.9x | 1.9x |
| Tue, 07 Nov 2023 | HK$221.2b | HK$102.5b | -HK$1,746,774,104.00 | 92x | -126.7x | 2.2x |
| Thu, 05 Oct 2023 | HK$230.3b | HK$102.5b | -HK$1,678,188,782.00 | 103.5x | -137.2x | 2.2x |
| Sat, 02 Sep 2023 | HK$231.8b | HK$103.2b | -HK$1,688,472,048.00 | 73.2x | -137.3x | 2.2x |
-137.3x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 1.49% | |
| Consumer Staples | 0.049% | |
| Food and Staples Retail | -0.56% | |
| Drug Retail | -2.11% | |
| Food Retail | 1.79% | |
| Big Box Super Stores | 0.79% | |
| Food Distributors | -0.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6086 Fangzhou | HK$0.69 | 6.2% +HK$55.4m | -82.1% | PE69.3x | |
| 314 Sipai Health Technology | HK$1.54 | 5.1% +HK$54.6m | -71.1% | PS0.6x | |
| 2290 Lung Fung Group Holdings | HK$3.76 | 0.8% +HK$15.0m | n/a | PE7x |