Narrative Update • Aug 18

Over the last 7 days, the Drug Retail industry has dropped 3.7%, driven by a pullback from JD Health International of 3.9%. Meanwhile, Dingdang Health Technology Group actually outperformed within the industry, gaining 10.0% in the last week. The industry has fallen 48% in the last year. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Wed, 02 Sep 2026 | HK$183.1b | HK$150.6b | HK$10.0b | 23.9x | 18.4x | 1.2x |
| Fri, 31 Jul 2026 | HK$201.7b | HK$143.5b | HK$8.7b | 31.4x | 23.1x | 1.4x |
| Sun, 28 Jun 2026 | HK$168.8b | HK$142.6b | HK$8.7b | 27.1x | 19.4x | 1.2x |
| Tue, 26 May 2026 | HK$215.5b | HK$142.7b | HK$8.7b | 36.3x | 24.8x | 1.5x |
| Thu, 23 Apr 2026 | HK$254.5b | HK$140.5b | HK$8.6b | 46x | 29.5x | 1.8x |
| Sat, 21 Mar 2026 | HK$266.0b | HK$139.6b | HK$7.7b | 35.8x | 34.5x | 1.9x |
| Mon, 16 Feb 2026 | HK$329.7b | HK$129.4b | HK$6.9b | 45.7x | 47.6x | 2.5x |
| Wed, 14 Jan 2026 | HK$368.9b | HK$127.9b | HK$6.9b | 49x | 53.8x | 2.9x |
| Fri, 12 Dec 2025 | HK$303.1b | HK$126.1b | HK$6.8b | 38.8x | 44.9x | 2.4x |
| Sun, 09 Nov 2025 | HK$316.8b | HK$122.2b | HK$6.1b | 57.8x | 51.6x | 2.6x |
| Tue, 07 Oct 2025 | HK$360.5b | HK$122.4b | HK$6.2b | 67x | 58.6x | 2.9x |
| Thu, 04 Sep 2025 | HK$368.1b | HK$122.3b | HK$6.1b | 65.8x | 59.9x | 3x |
| Sat, 02 Aug 2025 | HK$269.7b | HK$114.8b | HK$4.5b | 49.8x | 60.1x | 2.3x |
| Mon, 30 Jun 2025 | HK$244.4b | HK$115.5b | HK$4.5b | 49.9x | 54.2x | 2.1x |
| Wed, 28 May 2025 | HK$228.6b | HK$114.9b | HK$4.5b | 46.5x | 50.9x | 2x |
| Fri, 25 Apr 2025 | HK$216.3b | HK$109.9b | HK$4.1b | 58.6x | 52.2x | 2x |
| Sun, 23 Mar 2025 | HK$213.5b | HK$110.7b | HK$4.2b | 62.9x | 51.1x | 1.9x |
| Tue, 18 Feb 2025 | HK$221.3b | HK$104.1b | HK$3.6b | 54.2x | 61.4x | 2.1x |
| Thu, 16 Jan 2025 | HK$154.1b | HK$103.2b | HK$3.6b | 36.8x | 43.1x | 1.5x |
| Sat, 14 Dec 2024 | HK$166.6b | HK$103.9b | HK$3.6b | 39.6x | 46.3x | 1.6x |
| Mon, 11 Nov 2024 | HK$180.7b | HK$103.8b | HK$3.3b | 52.5x | 54.9x | 1.7x |
| Wed, 09 Oct 2024 | HK$189.3b | HK$105.7b | HK$3.4b | 54.7x | 56.5x | 1.8x |
| Fri, 06 Sep 2024 | HK$137.2b | HK$105.3b | HK$3.3b | 37x | 41.1x | 1.3x |
| Sun, 04 Aug 2024 | HK$135.9b | HK$103.4b | HK$2.4b | 40.7x | 56.1x | 1.3x |
| Tue, 02 Jul 2024 | HK$137.1b | HK$101.9b | HK$2.4b | 41.2x | 57.4x | 1.3x |
| Thu, 30 May 2024 | HK$163.8b | HK$102.2b | HK$2.4b | 48.8x | 68.5x | 1.6x |
| Sat, 27 Apr 2024 | HK$150.8b | HK$103.7b | HK$2.3b | 45.2x | 64.8x | 1.5x |
| Mon, 25 Mar 2024 | HK$162.9b | HK$103.6b | HK$13.7m | 49.2x | 11879.2x | 1.6x |
| Wed, 21 Feb 2024 | HK$168.9b | HK$105.0b | -HK$1,455,458,422.48 | 56x | -116x | 1.6x |
| Fri, 19 Jan 2024 | HK$163.4b | HK$105.1b | -HK$1,456,211,330.00 | 52.9x | -112.2x | 1.6x |
| Sun, 17 Dec 2023 | HK$210.6b | HK$106.0b | -HK$1,468,328,668.00 | 65.8x | -143.4x | 2x |
| Tue, 14 Nov 2023 | HK$215.5b | HK$101.9b | -HK$1,738,100,861.00 | 89.9x | -124x | 2.1x |
| Thu, 12 Oct 2023 | HK$231.4b | HK$102.3b | -HK$1,674,629,041.00 | 114.6x | -138.2x | 2.3x |
| Sat, 09 Sep 2023 | HK$227.3b | HK$102.0b | -HK$1,669,799,445.00 | 84.2x | -136.1x | 2.2x |
-136.1x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 0.95% | |
| Consumer Staples | -2.77% | |
| Food and Staples Retail | -0.28% | |
| Drug Retail | -3.72% | |
| Food Retail | 5.12% | |
| Food Distributors | -0.24% | |
| Big Box Super Stores | -1.96% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2290 Lung Fung Group Holdings | HK$4.01 | 6.5% +HK$122.5m | n/a | PE7.4x | |
| 9886 Dingdang Health Technology Group | HK$0.88 | 7.3% +HK$74.5m | 7.3% | PS0.2x | |
| 6086 Fangzhou | HK$0.73 | 5.8% +HK$55.4m | -82.8% | PE105x |