Narrative Update • Aug 04

The Drug Retail is pretty flat in the last 7 days, but Sipai Health Technology has stood out, gaining 9.8%. Unfortunately though, the industry is down 29% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Mon, 10 Aug 2026 | HK$201.4b | HK$143.7b | HK$8.8b | 31.4x | 23x | 1.4x |
| Wed, 08 Jul 2026 | HK$187.0b | HK$142.7b | HK$8.7b | 29.3x | 21.5x | 1.3x |
| Fri, 05 Jun 2026 | HK$200.2b | HK$143.0b | HK$8.7b | 34.2x | 23x | 1.4x |
| Sun, 03 May 2026 | HK$243.3b | HK$140.5b | HK$8.6b | 42.2x | 28.2x | 1.7x |
| Tue, 31 Mar 2026 | HK$258.9b | HK$140.3b | HK$8.3b | 46.2x | 31.2x | 1.8x |
| Thu, 26 Feb 2026 | HK$310.4b | HK$130.2b | HK$7.0b | 42.6x | 44.5x | 2.4x |
| Sat, 24 Jan 2026 | HK$352.5b | HK$128.1b | HK$6.9b | 49.7x | 51.4x | 2.8x |
| Mon, 22 Dec 2025 | HK$306.7b | HK$126.4b | HK$6.8b | 39.6x | 45.3x | 2.4x |
| Wed, 19 Nov 2025 | HK$345.8b | HK$122.6b | HK$6.2b | 59.4x | 56.1x | 2.8x |
| Fri, 17 Oct 2025 | HK$350.2b | HK$122.1b | HK$6.1b | 63.6x | 57x | 2.9x |
| Sun, 14 Sep 2025 | HK$393.9b | HK$122.3b | HK$6.1b | 72.2x | 64.1x | 3.2x |
| Tue, 12 Aug 2025 | HK$284.7b | HK$115.3b | HK$4.5b | 51x | 63.2x | 2.5x |
| Thu, 10 Jul 2025 | HK$238.4b | HK$115.4b | HK$4.5b | 43.7x | 52.9x | 2.1x |
| Sat, 07 Jun 2025 | HK$222.9b | HK$115.3b | HK$4.5b | 46.2x | 49.5x | 1.9x |
| Mon, 05 May 2025 | HK$232.1b | HK$110.0b | HK$4.2b | 64.4x | 55.9x | 2.1x |
| Wed, 02 Apr 2025 | HK$206.7b | HK$110.5b | HK$4.2b | 58.9x | 49.6x | 1.9x |
| Fri, 28 Feb 2025 | HK$220.7b | HK$103.9b | HK$3.6b | 53.1x | 61.4x | 2.1x |
| Sun, 26 Jan 2025 | HK$165.6b | HK$104.4b | HK$3.6b | 38.9x | 45.8x | 1.6x |
| Tue, 24 Dec 2024 | HK$161.5b | HK$103.4b | HK$3.6b | 38.5x | 45.1x | 1.6x |
| Thu, 21 Nov 2024 | HK$175.5b | HK$104.4b | HK$3.6b | 40.2x | 48.6x | 1.7x |
| Sat, 19 Oct 2024 | HK$171.1b | HK$104.8b | HK$3.3b | 49x | 51.4x | 1.6x |
| Mon, 16 Sep 2024 | HK$133.7b | HK$105.4b | HK$3.3b | 35.8x | 40x | 1.3x |
| Wed, 14 Aug 2024 | HK$133.7b | HK$103.0b | HK$2.4b | 39.9x | 55.4x | 1.3x |
| Fri, 12 Jul 2024 | HK$137.4b | HK$101.9b | HK$2.4b | 41.8x | 57.6x | 1.3x |
| Sun, 09 Jun 2024 | HK$161.7b | HK$102.2b | HK$2.4b | 50.1x | 67.5x | 1.6x |
| Tue, 07 May 2024 | HK$166.5b | HK$104.0b | HK$2.3b | 49.4x | 71.3x | 1.6x |
| Thu, 04 Apr 2024 | HK$151.0b | HK$103.9b | HK$2.3b | 45.2x | 64.8x | 1.5x |
| Sat, 02 Mar 2024 | HK$169.8b | HK$105.1b | -HK$1,456,456,790.59 | 56.5x | -116.6x | 1.6x |
| Mon, 29 Jan 2024 | HK$161.8b | HK$105.7b | -HK$1,464,110,334.00 | 52.2x | -110.5x | 1.5x |
| Wed, 27 Dec 2023 | HK$197.9b | HK$105.8b | -HK$1,465,895,761.00 | 61.3x | -135x | 1.9x |
| Fri, 24 Nov 2023 | HK$221.4b | HK$103.9b | -HK$1,763,865,808.00 | 88.9x | -125.5x | 2.1x |
| Sun, 22 Oct 2023 | HK$200.9b | HK$101.8b | -HK$1,735,746,037.00 | 83.9x | -115.8x | 2x |
| Tue, 19 Sep 2023 | HK$228.2b | HK$102.4b | -HK$1,676,388,383.00 | 90.7x | -136.1x | 2.2x |
| Thu, 17 Aug 2023 | HK$265.5b | HK$102.3b | -HK$2,681,973,197.00 | 87.2x | -99x | 2.6x |
-99x
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 |