Narrative Update • Aug 04

Over the last 7 days, the Drug Retail industry has dropped 3.2%, driven by Alibaba Health Information Technology declining 5.4%. However, the industry is down 35% over the past year. As for the next few years, earnings are expected to grow by 15% per annum.
Has the Hong Kong Drug Retail Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 14 Aug 2026 | HK$198.7b | HK$143.9b | HK$8.8b | 30.1x | 22.7x | 1.4x |
| Sun, 12 Jul 2026 | HK$194.5b | HK$143.1b | HK$8.7b | 30.8x | 22.3x | 1.4x |
| Tue, 09 Jun 2026 | HK$195.1b | HK$143.2b | HK$8.7b | 33.5x | 22.4x | 1.4x |
| Thu, 07 May 2026 | HK$247.3b | HK$140.8b | HK$8.7b | 42.4x | 28.6x | 1.8x |
| Sat, 04 Apr 2026 | HK$263.4b | HK$139.4b | HK$8.6b | 46.6x | 30.7x | 1.9x |
| Mon, 02 Mar 2026 | HK$306.8b | HK$130.5b | HK$7.0b | 41x | 43.9x | 2.4x |
| Wed, 28 Jan 2026 | HK$353.6b | HK$128.3b | HK$6.9b | 49.7x | 51.5x | 2.8x |
| Fri, 26 Dec 2025 | HK$308.4b | HK$126.8b | HK$6.8b | 38.8x | 45.4x | 2.4x |
| Sun, 23 Nov 2025 | HK$326.6b | HK$122.6b | HK$6.2b | 57.2x | 53x | 2.7x |
| Tue, 21 Oct 2025 | HK$333.1b | HK$122.1b | HK$6.1b | 62.2x | 54.3x | 2.7x |
| Thu, 18 Sep 2025 | HK$384.1b | HK$122.5b | HK$6.2b | 70.4x | 62.4x | 3.1x |
| Sat, 16 Aug 2025 | HK$325.9b | HK$122.6b | HK$5.1b | 55x | 63.9x | 2.7x |
| Mon, 14 Jul 2025 | HK$237.3b | HK$115.5b | HK$4.5b | 44.9x | 52.6x | 2.1x |
| Wed, 11 Jun 2025 | HK$230.8b | HK$115.3b | HK$4.5b | 47.4x | 51.3x | 2x |
| Fri, 09 May 2025 | HK$229.1b | HK$110.9b | HK$4.2b | 63.2x | 54.8x | 2.1x |
| Sun, 06 Apr 2025 | HK$207.9b | HK$110.3b | HK$4.2b | 59.4x | 50x | 1.9x |
| Tue, 04 Mar 2025 | HK$218.2b | HK$103.6b | HK$3.6b | 52.7x | 60.8x | 2.1x |
| Thu, 30 Jan 2025 | HK$178.0b | HK$104.5b | HK$3.6b | 40.6x | 49.2x | 1.7x |
| Sat, 28 Dec 2024 | HK$158.9b | HK$103.3b | HK$3.6b | 37.9x | 44.4x | 1.5x |
| Mon, 25 Nov 2024 | HK$164.8b | HK$104.4b | HK$3.6b | 37.5x | 45.6x | 1.6x |
| Wed, 23 Oct 2024 | HK$172.7b | HK$104.6b | HK$3.3b | 48.7x | 52x | 1.7x |
| Fri, 20 Sep 2024 | HK$141.9b | HK$105.7b | HK$3.4b | 38.2x | 42.3x | 1.3x |
| Sun, 18 Aug 2024 | HK$133.7b | HK$104.5b | HK$3.0b | 36.5x | 45.1x | 1.3x |
| Tue, 16 Jul 2024 | HK$138.4b | HK$101.9b | HK$2.4b | 42.3x | 58x | 1.4x |
| Thu, 13 Jun 2024 | HK$159.2b | HK$102.1b | HK$2.4b | 46.9x | 66.6x | 1.6x |
| Sat, 11 May 2024 | HK$165.0b | HK$103.8b | HK$2.3b | 49.1x | 70.8x | 1.6x |
| Mon, 08 Apr 2024 | HK$144.3b | HK$103.9b | HK$2.3b | 42.9x | 61.9x | 1.4x |
| Wed, 06 Mar 2024 | HK$159.4b | HK$105.0b | -HK$1,455,175,341.78 | 53x | -109.5x | 1.5x |
| Fri, 02 Feb 2024 | HK$151.3b | HK$105.2b | -HK$1,458,320,736.00 | 49.1x | -103.8x | 1.4x |
| Sun, 31 Dec 2023 | HK$209.8b | HK$106.3b | -HK$1,473,286,829.00 | 64.9x | -142.4x | 2x |
| Tue, 28 Nov 2023 | HK$218.9b | HK$103.7b | -HK$1,767,480,711.00 | 88.2x | -123.8x | 2.1x |
| Thu, 26 Oct 2023 | HK$194.7b | HK$101.8b | -HK$1,734,994,197.00 | 81.4x | -112.2x | 1.9x |
| Sat, 23 Sep 2023 | HK$231.8b | HK$102.3b | -HK$1,674,609,609.00 | 101.3x | -138.4x | 2.3x |
| Mon, 21 Aug 2023 | HK$221.7b | HK$102.5b | -HK$2,688,312,394.00 | 72.5x | -82.5x | 2.2x |
-82.5x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | -0.52% | |
| Consumer Staples | 0.33% | |
| Food and Staples Retail | 1.04% | |
| Drug Retail | -0.91% | |
| Food Retail | 5.11% | |
| Big Box Super Stores | -1.92% | |
| Food Distributors | -3.86% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6618 JD Health International | HK$39.52 | 0.8% +HK$1.0b | -27.9% | PE20.2x | |
| 2290 Lung Fung Group Holdings | HK$3.89 | 14.6% +HK$247.5m | n/a | PE7.2x | |
| 1833 Ping An Healthcare and Technology | HK$7.54 | 1.0% +HK$159.5m | -47.7% | PE36.3x | |
| 314 Sipai Health Technology | HK$1.49 | 7.2% +HK$72.8m | -74.2% | PS0.5x | |
| 9886 Dingdang Health Technology Group | HK$0.76 | 4.1% +HK$37.5m | 24.6% | PS0.2x |