Narrative Update • Jul 20

Over the last 7 days, the Drug Retail industry has dropped 3.4%, driven by JD Health International declining 0.6%. In contrast, Lung Fung Group Holdings has gained 11%. The industry has fallen 26% 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 |
|---|---|---|---|---|---|---|
| Sat, 25 Jul 2026 | HK$190.7b | HK$143.2b | HK$8.7b | 29.9x | 21.9x | 1.3x |
| Mon, 22 Jun 2026 | HK$185.4b | HK$143.2b | HK$8.7b | 30.8x | 21.3x | 1.3x |
| Wed, 20 May 2026 | HK$221.1b | HK$142.3b | HK$8.7b | 38.1x | 25.5x | 1.6x |
| Fri, 17 Apr 2026 | HK$267.8b | HK$140.5b | HK$8.6b | 47.2x | 31x | 1.9x |
| Sun, 15 Mar 2026 | HK$268.9b | HK$139.3b | HK$7.7b | 37x | 34.9x | 1.9x |
| Tue, 10 Feb 2026 | HK$335.8b | HK$129.1b | HK$6.9b | 46.5x | 48.6x | 2.6x |
| Thu, 08 Jan 2026 | HK$328.8b | HK$127.1b | HK$6.8b | 41.8x | 48.3x | 2.6x |
| Sat, 06 Dec 2025 | HK$318.9b | HK$125.9b | HK$6.7b | 41.4x | 47.3x | 2.5x |
| Mon, 03 Nov 2025 | HK$325.6b | HK$122.2b | HK$6.1b | 59.8x | 53x | 2.7x |
| Wed, 01 Oct 2025 | HK$368.9b | HK$122.3b | HK$6.2b | 68.6x | 60x | 3x |
| Fri, 29 Aug 2025 | HK$339.0b | HK$122.4b | HK$6.2b | 55.4x | 55.1x | 2.8x |
| Sun, 27 Jul 2025 | HK$264.6b | HK$115.5b | HK$4.5b | 49.7x | 58.6x | 2.3x |
| Tue, 24 Jun 2025 | HK$223.1b | HK$115.2b | HK$4.5b | 44.8x | 49.6x | 1.9x |
| Thu, 22 May 2025 | HK$231.6b | HK$114.7b | HK$4.5b | 49.9x | 51.7x | 2x |
| Sat, 19 Apr 2025 | HK$210.9b | HK$109.8b | HK$4.1b | 57.3x | 50.9x | 1.9x |
| Mon, 17 Mar 2025 | HK$218.1b | HK$108.3b | HK$5.4b | 67x | 40.5x | 2x |
| Wed, 12 Feb 2025 | HK$184.2b | HK$103.6b | HK$3.6b | 43.2x | 51.3x | 1.8x |
| Fri, 10 Jan 2025 | HK$154.7b | HK$103.1b | HK$3.6b | 36.8x | 43.3x | 1.5x |
| Sun, 08 Dec 2024 | HK$161.9b | HK$104.0b | HK$3.6b | 39x | 45x | 1.6x |
| Tue, 05 Nov 2024 | HK$169.8b | HK$105.1b | HK$3.3b | 48.5x | 51x | 1.6x |
| Thu, 03 Oct 2024 | HK$219.6b | HK$106.2b | HK$3.4b | 63.2x | 65.2x | 2.1x |
| Sat, 31 Aug 2024 | HK$140.4b | HK$105.4b | HK$3.3b | 38x | 42x | 1.3x |
| Mon, 29 Jul 2024 | HK$137.3b | HK$102.1b | HK$2.4b | 41.9x | 57.4x | 1.3x |
| Wed, 26 Jun 2024 | HK$144.1b | HK$101.9b | HK$2.4b | 43.8x | 60.4x | 1.4x |
| Fri, 24 May 2024 | HK$157.9b | HK$103.5b | HK$2.3b | 47.1x | 68x | 1.5x |
| Sun, 21 Apr 2024 | HK$131.7b | HK$103.9b | HK$2.3b | 39.5x | 56.5x | 1.3x |
| Tue, 19 Mar 2024 | HK$182.0b | HK$105.0b | -HK$1,454,774,460.49 | 60x | -125.1x | 1.7x |
| Thu, 15 Feb 2024 | HK$161.6b | HK$105.2b | -HK$1,457,680,792.51 | 52.7x | -110.9x | 1.5x |
| Sat, 13 Jan 2024 | HK$178.0b | HK$105.5b | -HK$1,461,530,218.00 | 55.3x | -121.8x | 1.7x |
| Mon, 11 Dec 2023 | HK$204.2b | HK$105.3b | -HK$1,459,552,168.00 | 63.8x | -139.9x | 1.9x |
| Wed, 08 Nov 2023 | HK$217.7b | HK$102.2b | -HK$1,742,350,937.00 | 90.7x | -125x | 2.1x |
| Fri, 06 Oct 2023 | HK$230.3b | HK$102.5b | -HK$1,677,029,556.00 | 109x | -137.3x | 2.2x |
| Sun, 03 Sep 2023 | HK$231.8b | HK$103.3b | -HK$1,688,853,235.00 | 73.2x | -137.3x | 2.2x |
| Tue, 01 Aug 2023 | HK$292.0b | HK$96.5b | -HK$4,185,643,903.00 | 128.3x | -69.8x | 3x |
-69.8x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 2.50% | |
| Consumer Staples | -1.45% | |
| Food and Staples Retail | -2.82% | |
| Drug Retail | -0.85% | |
| Big Box Super Stores | 3.78% | |
| Food Distributors | 2.89% | |
| Food Retail | -7.11% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2290 Lung Fung Group Holdings | HK$3.97 | 11.2% +HK$200.0m | n/a | PE11.6x |