Narrative Update • Aug 18

Over the last 7 days, the Drug Retail industry has dropped 2.0%, driven by a pullback from JD Health International of 2.1%. Overall the industry is down 43% in 12 months. Looking forward, earnings are forecast to grow by 14% 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, 24 Aug 2026 | HK$193.6b | HK$150.2b | HK$10.0b | 25.1x | 19.4x | 1.3x |
| Wed, 22 Jul 2026 | HK$199.4b | HK$143.3b | HK$8.7b | 31.1x | 22.9x | 1.4x |
| Fri, 19 Jun 2026 | HK$185.4b | HK$143.2b | HK$8.7b | 30.8x | 21.3x | 1.3x |
| Sun, 17 May 2026 | HK$238.8b | HK$142.2b | HK$8.7b | 40x | 27.6x | 1.7x |
| Tue, 14 Apr 2026 | HK$249.4b | HK$140.3b | HK$8.6b | 44.3x | 28.9x | 1.8x |
| Thu, 12 Mar 2026 | HK$275.1b | HK$139.8b | HK$7.7b | 37.9x | 35.6x | 2x |
| Sat, 07 Feb 2026 | HK$324.9b | HK$128.8b | HK$6.9b | 45.4x | 47.1x | 2.5x |
| Mon, 05 Jan 2026 | HK$302.8b | HK$127.4b | HK$6.8b | 39.2x | 44.4x | 2.4x |
| Wed, 03 Dec 2025 | HK$323.5b | HK$126.0b | HK$6.7b | 41.4x | 47.9x | 2.6x |
| Fri, 31 Oct 2025 | HK$325.1b | HK$122.3b | HK$6.1b | 59.6x | 52.9x | 2.7x |
| Sun, 28 Sep 2025 | HK$354.1b | HK$122.1b | HK$6.1b | 64.1x | 57.7x | 2.9x |
| Tue, 26 Aug 2025 | HK$351.5b | HK$122.0b | HK$5.2b | 58.8x | 67.1x | 2.9x |
| Thu, 24 Jul 2025 | HK$263.5b | HK$115.6b | HK$4.5b | 48.9x | 58.3x | 2.3x |
| Sat, 21 Jun 2025 | HK$222.7b | HK$115.4b | HK$4.5b | 44.5x | 49.4x | 1.9x |
| Mon, 19 May 2025 | HK$238.5b | HK$111.9b | HK$4.2b | 64.6x | 56.5x | 2.1x |
| Wed, 16 Apr 2025 | HK$212.0b | HK$109.5b | HK$4.1b | 57.7x | 51.3x | 1.9x |
| Fri, 14 Mar 2025 | HK$212.7b | HK$108.1b | HK$5.4b | 65.5x | 39.6x | 2x |
| Sun, 09 Feb 2025 | HK$183.0b | HK$103.9b | HK$3.6b | 42.4x | 50.9x | 1.8x |
| Tue, 07 Jan 2025 | HK$150.2b | HK$103.2b | HK$3.6b | 35.7x | 42.1x | 1.5x |
| Thu, 05 Dec 2024 | HK$172.4b | HK$104.1b | HK$3.6b | 39.2x | 47.9x | 1.7x |
| Sat, 02 Nov 2024 | HK$168.3b | HK$104.7b | HK$3.3b | 47.8x | 50.7x | 1.6x |
| Mon, 30 Sep 2024 | HK$186.7b | HK$106.2b | HK$3.4b | 51.2x | 55.4x | 1.8x |
| Wed, 28 Aug 2024 | HK$135.4b | HK$105.0b | HK$3.3b | 36.7x | 40.6x | 1.3x |
| Fri, 26 Jul 2024 | HK$133.8b | HK$102.3b | HK$2.4b | 40.6x | 55.8x | 1.3x |
| Sun, 23 Jun 2024 | HK$150.3b | HK$101.9b | HK$2.4b | 45.8x | 62.9x | 1.5x |
| Tue, 21 May 2024 | HK$174.4b | HK$103.5b | HK$2.3b | 51.9x | 75x | 1.7x |
| Thu, 18 Apr 2024 | HK$132.9b | HK$103.9b | HK$2.3b | 39.9x | 57x | 1.3x |
| Sat, 16 Mar 2024 | HK$172.2b | HK$105.1b | -HK$1,455,632,865.07 | 56.8x | -118.3x | 1.6x |
| Mon, 12 Feb 2024 | HK$158.7b | HK$105.6b | -HK$1,463,362,177.55 | 51.8x | -108.4x | 1.5x |
| Wed, 10 Jan 2024 | HK$179.7b | HK$105.9b | -HK$1,467,163,562.00 | 55.6x | -122.5x | 1.7x |
| Fri, 08 Dec 2023 | HK$206.4b | HK$105.8b | -HK$1,465,401,657.00 | 64.3x | -140.9x | 2x |
| Sun, 05 Nov 2023 | HK$214.6b | HK$101.9b | -HK$1,738,060,785.00 | 89.6x | -123.5x | 2.1x |
| Tue, 03 Oct 2023 | HK$230.3b | HK$102.5b | -HK$1,677,814,747.00 | 101.5x | -137.3x | 2.2x |
| Thu, 31 Aug 2023 | HK$235.4b | HK$102.3b | -HK$1,955,731,102.00 | 76.1x | -120.4x | 2.3x |
-120.4x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 3.64% | |
| Consumer Staples | -0.23% | |
| Food and Staples Retail | -1.06% | |
| Drug Retail | -2.01% | |
| Big Box Super Stores | 1.80% | |
| Food Retail | 0.20% | |
| Food Distributors | -1.06% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 314 Sipai Health Technology | HK$1.61 | 10.7% +HK$112.8m | -69.7% | PS0.6x | |
| 2290 Lung Fung Group Holdings | HK$3.87 | 4.5% +HK$82.5m | n/a | PE7.2x |