Narrative Update • Aug 04

In the last week, Drug Retail has been flat. Unfortunately though, the industry is down 30% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | HK$203.8b | HK$143.8b | HK$8.8b | 31.6x | 23.3x | 1.4x |
| Fri, 10 Jul 2026 | HK$190.5b | HK$142.5b | HK$8.7b | 30.2x | 21.9x | 1.3x |
| Sun, 07 Jun 2026 | HK$201.6b | HK$143.2b | HK$8.7b | 34.1x | 23.1x | 1.4x |
| Tue, 05 May 2026 | HK$247.4b | HK$140.4b | HK$8.6b | 43x | 28.7x | 1.8x |
| Thu, 02 Apr 2026 | HK$264.2b | HK$139.6b | HK$8.6b | 47.6x | 30.8x | 1.9x |
| Sat, 28 Feb 2026 | HK$306.8b | HK$130.5b | HK$7.0b | 41x | 43.9x | 2.4x |
| Mon, 26 Jan 2026 | HK$352.5b | HK$128.1b | HK$6.9b | 49.7x | 51.4x | 2.8x |
| Wed, 24 Dec 2025 | HK$308.8b | HK$126.6b | HK$6.8b | 39.5x | 45.6x | 2.4x |
| Fri, 21 Nov 2025 | HK$351.1b | HK$122.5b | HK$6.2b | 59.9x | 57x | 2.9x |
| Sun, 19 Oct 2025 | HK$333.1b | HK$122.0b | HK$6.1b | 61.1x | 54.3x | 2.7x |
| Tue, 16 Sep 2025 | HK$391.1b | HK$122.3b | HK$6.1b | 71.5x | 63.6x | 3.2x |
| Thu, 14 Aug 2025 | HK$302.4b | HK$115.4b | HK$4.5b | 52.8x | 67.1x | 2.6x |
| Sat, 12 Jul 2025 | HK$235.5b | HK$115.4b | HK$4.5b | 43.9x | 52.2x | 2x |
| Mon, 09 Jun 2025 | HK$223.1b | HK$115.2b | HK$4.5b | 46.4x | 49.6x | 1.9x |
| Wed, 07 May 2025 | HK$227.8b | HK$110.9b | HK$4.2b | 63.2x | 54.5x | 2.1x |
| Fri, 04 Apr 2025 | HK$207.9b | HK$110.2b | HK$4.2b | 59.4x | 50x | 1.9x |
| Sun, 02 Mar 2025 | HK$210.4b | HK$103.8b | HK$3.6b | 50.6x | 58.6x | 2x |
| Tue, 28 Jan 2025 | HK$166.4b | HK$104.3b | HK$3.6b | 39.2x | 46.1x | 1.6x |
| Thu, 26 Dec 2024 | HK$162.9b | HK$103.4b | HK$3.6b | 38.9x | 45.5x | 1.6x |
| Sat, 23 Nov 2024 | HK$164.8b | HK$104.4b | HK$3.6b | 37.5x | 45.6x | 1.6x |
| Mon, 21 Oct 2024 | HK$171.1b | HK$104.9b | HK$3.3b | 48.9x | 51.4x | 1.6x |
| Wed, 18 Sep 2024 | HK$135.4b | HK$105.3b | HK$3.3b | 36.5x | 40.6x | 1.3x |
| Fri, 16 Aug 2024 | HK$127.9b | HK$103.2b | HK$2.4b | 37.7x | 52.9x | 1.2x |
| Sun, 14 Jul 2024 | HK$144.1b | HK$102.1b | HK$2.4b | 43.7x | 60.3x | 1.4x |
| Tue, 11 Jun 2024 | HK$161.7b | HK$102.2b | HK$2.4b | 50.1x | 67.5x | 1.6x |
| Thu, 09 May 2024 | HK$160.1b | HK$103.9b | HK$2.3b | 47.6x | 68.7x | 1.5x |
| Sat, 06 Apr 2024 | HK$144.3b | HK$103.9b | HK$2.3b | 42.9x | 61.9x | 1.4x |
| Mon, 04 Mar 2024 | HK$169.8b | HK$105.1b | -HK$1,456,742,655.37 | 56.5x | -116.6x | 1.6x |
| Wed, 31 Jan 2024 | HK$154.3b | HK$106.4b | -HK$1,474,241,195.00 | 49.4x | -104.6x | 1.5x |
| Fri, 29 Dec 2023 | HK$209.8b | HK$106.4b | -HK$1,474,016,583.00 | 64.8x | -142.3x | 2x |
| Sun, 26 Nov 2023 | HK$215.4b | HK$103.8b | -HK$1,768,893,170.00 | 86.5x | -121.8x | 2.1x |
| Tue, 24 Oct 2023 | HK$200.9b | HK$101.8b | -HK$1,735,746,037.00 | 83.9x | -115.8x | 2x |
| Thu, 21 Sep 2023 | HK$231.5b | HK$102.5b | -HK$1,676,892,668.00 | 100.3x | -138.1x | 2.3x |
| Sat, 19 Aug 2023 | HK$221.7b | HK$102.4b | -HK$2,685,025,774.00 | 72.6x | -82.6x | 2.2x |
-82.6x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | -0.22% | |
| Consumer Staples | 0.54% | |
| Food and Staples Retail | 0.0051% | |
| Drug Retail | 0.56% | |
| Big Box Super Stores | 1.54% | |
| Food Distributors | -0.27% | |
| Food Retail | -1.07% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2290 Lung Fung Group Holdings | HK$3.70 | 8.8% +HK$150.0m | n/a | PE6.9x |