Narrative Update • Jul 20

In the last week, the Drug Retail industry is up 3.8%, with JD Health International up 4.7%. During this same period, the Dingdang Health Technology Group underperformed, falling 5.4%. In contrast, the industry has lost 24% in the last 12 months. Looking forward, 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, 21 Jul 2026 | HK$197.5b | HK$143.2b | HK$8.7b | 31x | 22.7x | 1.4x |
| Thu, 18 Jun 2026 | HK$187.9b | HK$143.4b | HK$8.7b | 31.5x | 21.5x | 1.3x |
| Sat, 16 May 2026 | HK$238.8b | HK$142.3b | HK$8.7b | 40x | 27.6x | 1.7x |
| Mon, 13 Apr 2026 | HK$270.3b | HK$140.4b | HK$8.6b | 46.6x | 31.3x | 1.9x |
| Wed, 11 Mar 2026 | HK$280.9b | HK$139.7b | HK$7.7b | 38.6x | 36.4x | 2x |
| Fri, 06 Feb 2026 | HK$331.4b | HK$128.7b | HK$6.9b | 46.1x | 48.1x | 2.6x |
| Sun, 04 Jan 2026 | HK$302.8b | HK$127.4b | HK$6.8b | 39.2x | 44.4x | 2.4x |
| Tue, 02 Dec 2025 | HK$331.9b | HK$126.0b | HK$6.7b | 41.9x | 49.2x | 2.6x |
| Thu, 30 Oct 2025 | HK$334.3b | HK$122.6b | HK$6.2b | 61.2x | 54.3x | 2.7x |
| Sat, 27 Sep 2025 | HK$354.1b | HK$122.1b | HK$6.1b | 64.1x | 57.7x | 2.9x |
| Mon, 25 Aug 2025 | HK$341.3b | HK$121.9b | HK$5.2b | 56.8x | 65.2x | 2.8x |
| Wed, 23 Jul 2025 | HK$258.3b | HK$115.4b | HK$4.5b | 47.5x | 57.3x | 2.2x |
| Fri, 20 Jun 2025 | HK$222.2b | HK$115.2b | HK$4.5b | 44.5x | 49.4x | 1.9x |
| Sun, 18 May 2025 | HK$238.5b | HK$111.9b | HK$4.2b | 64.6x | 56.5x | 2.1x |
| Tue, 15 Apr 2025 | HK$213.4b | HK$109.5b | HK$4.1b | 58.7x | 51.7x | 1.9x |
| Thu, 13 Mar 2025 | HK$217.6b | HK$107.9b | HK$5.3b | 45.8x | 41.3x | 2x |
| Sat, 08 Feb 2025 | HK$183.0b | HK$103.9b | HK$3.6b | 42.4x | 50.9x | 1.8x |
| Mon, 06 Jan 2025 | HK$147.6b | HK$103.3b | HK$3.6b | 35.3x | 41.3x | 1.4x |
| Wed, 04 Dec 2024 | HK$173.6b | HK$103.8b | HK$3.6b | 39.6x | 48.3x | 1.7x |
| Fri, 01 Nov 2024 | HK$172.0b | HK$104.6b | HK$3.3b | 48.3x | 51.8x | 1.6x |
| Sun, 29 Sep 2024 | HK$186.7b | HK$106.2b | HK$3.4b | 51.2x | 55.4x | 1.8x |
| Tue, 27 Aug 2024 | HK$134.8b | HK$105.0b | HK$3.3b | 36.6x | 40.5x | 1.3x |
| Thu, 25 Jul 2024 | HK$135.2b | HK$101.7b | HK$2.4b | 41.3x | 56.7x | 1.3x |
| Sat, 22 Jun 2024 | HK$150.3b | HK$101.9b | HK$2.4b | 45.9x | 63x | 1.5x |
| Mon, 20 May 2024 | HK$170.5b | HK$103.7b | HK$2.3b | 50.7x | 73.3x | 1.6x |
| Wed, 17 Apr 2024 | HK$138.7b | HK$103.9b | HK$2.3b | 39.8x | 59.5x | 1.3x |
| Fri, 15 Mar 2024 | HK$172.4b | HK$105.2b | -HK$1,457,039,256.06 | 57.1x | -118.3x | 1.6x |
| Sun, 11 Feb 2024 | HK$158.7b | HK$105.6b | -HK$1,463,362,177.55 | 51.8x | -108.4x | 1.5x |
| Tue, 09 Jan 2024 | HK$181.2b | HK$105.4b | -HK$1,460,717,289.00 | 56.2x | -124x | 1.7x |
| Thu, 07 Dec 2023 | HK$203.5b | HK$105.5b | -HK$1,461,220,444.00 | 64x | -139.3x | 1.9x |
| Sat, 04 Nov 2023 | HK$214.6b | HK$101.9b | -HK$1,736,718,662.00 | 89.7x | -123.6x | 2.1x |
| Mon, 02 Oct 2023 | HK$230.3b | HK$102.5b | -HK$1,677,457,985.00 | 101.5x | -137.3x | 2.2x |
| Wed, 30 Aug 2023 | HK$241.6b | HK$102.2b | -HK$1,955,065,170.00 | 76.9x | -123.6x | 2.4x |
| Fri, 28 Jul 2023 | HK$285.8b | HK$96.6b | -HK$4,190,249,441.00 | 125.4x | -68.2x | 3x |
-68.2x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 3.06% | |
| Consumer Staples | 4.56% | |
| Food and Staples Retail | 4.40% | |
| Drug Retail | 3.79% | |
| Big Box Super Stores | 14.00% | |
| Food Retail | 4.64% | |
| Food Distributors | 1.66% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6618 JD Health International | HK$38.70 | 4.7% +HK$5.5b | -19.1% | PE19.8x | |
| 241 Alibaba Health Information Technology | HK$3.49 | 5.8% +HK$3.1b | -24.5% | PE25.1x | |
| 1833 Ping An Healthcare and Technology | HK$7.67 | 1.6% +HK$255.2m | -18.0% | PE37.1x | |
| 6086 Fangzhou | HK$0.83 | 12.2% +HK$124.7m | -78.1% | PE83.9x | |
| 2290 Lung Fung Group Holdings | HK$3.71 | 4.8% +HK$85.0m | n/a | PE10.9x |