Narrative Update • Aug 04

The Drug Retail is pretty flat in the last 7 days, but Fangzhou has stood out, gaining 6.6%. 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | HK$200.5b | HK$143.7b | HK$8.8b | 30.6x | 22.9x | 1.4x |
| Sun, 05 Jul 2026 | HK$187.5b | HK$143.0b | HK$8.7b | 29.8x | 21.5x | 1.3x |
| Tue, 02 Jun 2026 | HK$204.3b | HK$143.2b | HK$8.7b | 34.7x | 23.4x | 1.4x |
| Thu, 30 Apr 2026 | HK$248.9b | HK$140.4b | HK$8.6b | 42.8x | 28.8x | 1.8x |
| Sat, 28 Mar 2026 | HK$264.0b | HK$140.3b | HK$8.3b | 47.6x | 31.8x | 1.9x |
| Mon, 23 Feb 2026 | HK$315.6b | HK$129.4b | HK$6.9b | 44.8x | 45.6x | 2.4x |
| Wed, 21 Jan 2026 | HK$362.8b | HK$128.2b | HK$6.9b | 49.4x | 52.9x | 2.8x |
| Fri, 19 Dec 2025 | HK$302.9b | HK$126.4b | HK$6.8b | 40.2x | 44.7x | 2.4x |
| Sun, 16 Nov 2025 | HK$356.1b | HK$122.6b | HK$6.2b | 60.7x | 57.8x | 2.9x |
| Tue, 14 Oct 2025 | HK$341.4b | HK$122.1b | HK$6.1b | 63.3x | 55.6x | 2.8x |
| Thu, 11 Sep 2025 | HK$392.8b | HK$122.4b | HK$6.2b | 73.3x | 63.8x | 3.2x |
| Sat, 09 Aug 2025 | HK$285.5b | HK$115.3b | HK$4.5b | 50.8x | 63.4x | 2.5x |
| Mon, 07 Jul 2025 | HK$229.6b | HK$115.6b | HK$4.5b | 43.3x | 50.9x | 2x |
| Wed, 04 Jun 2025 | HK$222.8b | HK$115.1b | HK$4.5b | 46.5x | 49.5x | 1.9x |
| Fri, 02 May 2025 | HK$226.1b | HK$110.1b | HK$4.2b | 63x | 54.4x | 2.1x |
| Sun, 30 Mar 2025 | HK$209.1b | HK$110.6b | HK$4.2b | 59.7x | 50.1x | 1.9x |
| Tue, 25 Feb 2025 | HK$230.9b | HK$104.2b | HK$3.6b | 56.2x | 64x | 2.2x |
| Thu, 23 Jan 2025 | HK$158.9b | HK$104.2b | HK$3.6b | 37.5x | 44.1x | 1.5x |
| Sat, 21 Dec 2024 | HK$157.1b | HK$103.5b | HK$3.6b | 37.5x | 43.9x | 1.5x |
| Mon, 18 Nov 2024 | HK$170.6b | HK$104.6b | HK$3.6b | 39.1x | 47.1x | 1.6x |
| Wed, 16 Oct 2024 | HK$171.7b | HK$104.6b | HK$3.3b | 48.9x | 51.7x | 1.6x |
| Fri, 13 Sep 2024 | HK$135.1b | HK$105.0b | HK$3.3b | 36.4x | 40.6x | 1.3x |
| Sun, 11 Aug 2024 | HK$140.3b | HK$103.2b | HK$2.4b | 42x | 58x | 1.4x |
| Tue, 09 Jul 2024 | HK$134.4b | HK$101.9b | HK$2.4b | 40.8x | 56.3x | 1.3x |
| Thu, 06 Jun 2024 | HK$160.7b | HK$102.2b | HK$2.4b | 48.3x | 67.1x | 1.6x |
| Sat, 04 May 2024 | HK$170.4b | HK$103.6b | HK$2.3b | 50.9x | 73.2x | 1.6x |
| Mon, 01 Apr 2024 | HK$158.8b | HK$104.0b | HK$2.3b | 47.9x | 68x | 1.5x |
| Wed, 28 Feb 2024 | HK$177.1b | HK$105.1b | -HK$1,455,765,369.84 | 58.7x | -121.7x | 1.7x |
| Fri, 26 Jan 2024 | HK$167.9b | HK$105.4b | -HK$1,460,184,933.00 | 54.2x | -115x | 1.6x |
| Sun, 24 Dec 2023 | HK$197.9b | HK$105.9b | -HK$1,466,795,228.00 | 61.3x | -134.9x | 1.9x |
| Tue, 21 Nov 2023 | HK$220.2b | HK$103.5b | -HK$1,763,689,326.00 | 88.8x | -124.9x | 2.1x |
| Thu, 19 Oct 2023 | HK$209.0b | HK$101.8b | -HK$1,736,368,294.00 | 87.3x | -120.3x | 2.1x |
| Sat, 16 Sep 2023 | HK$228.1b | HK$102.8b | -HK$1,682,295,105.00 | 84.3x | -135.6x | 2.2x |
| Mon, 14 Aug 2023 | HK$269.5b | HK$95.6b | -HK$4,146,464,127.00 | 124.6x | -65x | 2.8x |
-65x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | -1.75% | |
| Consumer Staples | -4.58% | |
| Food and Staples Retail | -2.43% | |
| Drug Retail | -0.60% | |
| Food Distributors | 3.28% | |
| Food Retail | -5.41% | |
| Big Box Super Stores | -6.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6086 Fangzhou | HK$0.72 | 6.6% +HK$62.3m | -80.4% | PE73x | |
| 314 Sipai Health Technology | HK$1.39 | 3.0% +HK$29.1m | -77.3% | PS0.4x |