Narrative Update • Jul 20

Over the last 7 days, the Drug Retail industry has remained flat, although notably Lung Fung Group Holdings gained 11%. As for the longer term, the industry has declined 28% in the last year. 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | HK$190.7b | HK$143.2b | HK$8.7b | 29.9x | 21.9x | 1.3x |
| Wed, 24 Jun 2026 | HK$177.7b | HK$142.9b | HK$8.7b | 29.5x | 20.4x | 1.2x |
| Fri, 22 May 2026 | HK$214.8b | HK$142.4b | HK$8.7b | 36.6x | 24.8x | 1.5x |
| Sun, 19 Apr 2026 | HK$261.8b | HK$140.6b | HK$8.6b | 46.5x | 30.3x | 1.9x |
| Tue, 17 Mar 2026 | HK$268.9b | HK$139.3b | HK$7.7b | 37x | 34.9x | 1.9x |
| Thu, 12 Feb 2026 | HK$333.2b | HK$129.4b | HK$6.9b | 45.8x | 48.1x | 2.6x |
| Sat, 10 Jan 2026 | HK$341.7b | HK$127.7b | HK$6.8b | 43.3x | 50x | 2.7x |
| Mon, 08 Dec 2025 | HK$318.9b | HK$125.9b | HK$6.7b | 41.4x | 47.3x | 2.5x |
| Wed, 05 Nov 2025 | HK$325.1b | HK$122.1b | HK$6.1b | 59.1x | 52.9x | 2.7x |
| Fri, 03 Oct 2025 | HK$370.2b | HK$122.4b | HK$6.2b | 68.6x | 60.2x | 3x |
| Sun, 31 Aug 2025 | HK$343.7b | HK$122.4b | HK$6.2b | 56.2x | 55.9x | 2.8x |
| Tue, 29 Jul 2025 | HK$266.0b | HK$115.5b | HK$4.5b | 49.4x | 59x | 2.3x |
| Thu, 26 Jun 2025 | HK$235.1b | HK$115.5b | HK$4.5b | 47.5x | 52.1x | 2x |
| Sat, 24 May 2025 | HK$227.9b | HK$115.0b | HK$4.5b | 46.3x | 50.7x | 2x |
| Mon, 21 Apr 2025 | HK$211.0b | HK$109.8b | HK$4.1b | 57.3x | 50.9x | 1.9x |
| Wed, 19 Mar 2025 | HK$221.5b | HK$108.4b | HK$5.4b | 68.7x | 41.1x | 2x |
| Fri, 14 Feb 2025 | HK$197.1b | HK$103.8b | HK$3.6b | 47.4x | 54.9x | 1.9x |
| Sun, 12 Jan 2025 | HK$148.4b | HK$103.2b | HK$3.6b | 35.3x | 41.5x | 1.4x |
| Tue, 10 Dec 2024 | HK$173.0b | HK$104.0b | HK$3.6b | 41.6x | 48.1x | 1.7x |
| Thu, 07 Nov 2024 | HK$177.6b | HK$103.8b | HK$3.3b | 51.5x | 53.9x | 1.7x |
| Sat, 05 Oct 2024 | HK$222.9b | HK$105.6b | HK$3.3b | 65.4x | 66.6x | 2.1x |
| Mon, 02 Sep 2024 | HK$140.4b | HK$105.4b | HK$3.3b | 38x | 42x | 1.3x |
| Wed, 31 Jul 2024 | HK$134.5b | HK$102.1b | HK$2.4b | 40.8x | 56.2x | 1.3x |
| Fri, 28 Jun 2024 | HK$137.9b | HK$101.8b | HK$2.4b | 41.7x | 57.8x | 1.4x |
| Sun, 26 May 2024 | HK$152.6b | HK$103.5b | HK$2.3b | 45.4x | 65.6x | 1.5x |
| Tue, 23 Apr 2024 | HK$131.7b | HK$103.9b | HK$2.3b | 39.5x | 56.5x | 1.3x |
| Thu, 21 Mar 2024 | HK$177.1b | HK$104.1b | -HK$446,999,063.74 | 58.2x | -396.3x | 1.7x |
| Sat, 17 Feb 2024 | HK$173.2b | HK$106.2b | -HK$1,471,388,287.15 | 56x | -117.7x | 1.6x |
| Mon, 15 Jan 2024 | HK$178.0b | HK$105.5b | -HK$1,461,658,188.00 | 55.2x | -121.8x | 1.7x |
| Wed, 13 Dec 2023 | HK$203.0b | HK$105.2b | -HK$1,457,936,462.00 | 63.6x | -139.3x | 1.9x |
| Fri, 10 Nov 2023 | HK$215.5b | HK$102.0b | -HK$1,739,351,339.00 | 89.6x | -123.9x | 2.1x |
| Sun, 08 Oct 2023 | HK$222.5b | HK$102.5b | -HK$1,677,580,087.00 | 113.3x | -132.6x | 2.2x |
| Tue, 05 Sep 2023 | HK$241.0b | HK$103.0b | -HK$1,685,573,405.00 | 76.7x | -143x | 2.3x |
| Thu, 03 Aug 2023 | HK$281.4b | HK$96.1b | -HK$4,170,381,537.00 | 125.3x | -67.5x | 2.9x |
-67.5x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 2.48% | |
| 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$3.90 | 4.3% +HK$80.0m | n/a | PE11.4x |