Narrative Update • Jul 20

Over the last 7 days, the Drug Retail industry has dropped 2.0%, driven by Lung Fung Group Holdings declining 12%. On the other hand JD Health International is actually up 6.2%. However, the industry is down 28% 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 |
|---|---|---|---|---|---|---|
| Thu, 30 Jul 2026 | HK$205.3b | HK$143.3b | HK$8.7b | 32x | 23.5x | 1.4x |
| Sat, 27 Jun 2026 | HK$168.8b | HK$142.5b | HK$8.7b | 27.1x | 19.5x | 1.2x |
| Mon, 25 May 2026 | HK$215.5b | HK$142.6b | HK$8.7b | 36.3x | 24.8x | 1.5x |
| Wed, 22 Apr 2026 | HK$263.9b | HK$140.6b | HK$8.6b | 47.1x | 30.5x | 1.9x |
| Fri, 20 Mar 2026 | HK$271.2b | HK$139.3b | HK$7.7b | 36.9x | 35.2x | 1.9x |
| Sun, 15 Feb 2026 | HK$329.7b | HK$129.4b | HK$6.9b | 45.7x | 47.6x | 2.5x |
| Tue, 13 Jan 2026 | HK$362.4b | HK$127.9b | HK$6.8b | 47.6x | 52.9x | 2.8x |
| Thu, 11 Dec 2025 | HK$310.4b | HK$126.0b | HK$6.7b | 40.4x | 46x | 2.5x |
| Sat, 08 Nov 2025 | HK$316.8b | HK$122.3b | HK$6.1b | 57.8x | 51.5x | 2.6x |
| Mon, 06 Oct 2025 | HK$367.1b | HK$122.3b | HK$6.2b | 68.8x | 59.7x | 3x |
| Wed, 03 Sep 2025 | HK$356.0b | HK$122.3b | HK$6.1b | 62.9x | 57.9x | 2.9x |
| Fri, 01 Aug 2025 | HK$276.3b | HK$115.1b | HK$4.5b | 50.3x | 61.5x | 2.4x |
| Sun, 29 Jun 2025 | HK$244.4b | HK$115.5b | HK$4.5b | 49.9x | 54.2x | 2.1x |
| Tue, 27 May 2025 | HK$225.0b | HK$115.0b | HK$4.5b | 45.3x | 50.1x | 2x |
| Thu, 24 Apr 2025 | HK$216.4b | HK$109.9b | HK$4.1b | 59.4x | 52.2x | 2x |
| Sat, 22 Mar 2025 | HK$206.3b | HK$108.1b | HK$5.3b | 62.9x | 39x | 1.9x |
| Mon, 17 Feb 2025 | HK$229.1b | HK$104.2b | HK$3.6b | 56.9x | 63.5x | 2.2x |
| Wed, 15 Jan 2025 | HK$155.8b | HK$103.2b | HK$3.6b | 37.3x | 43.6x | 1.5x |
| Fri, 13 Dec 2024 | HK$170.5b | HK$104.0b | HK$3.6b | 40.9x | 47.4x | 1.6x |
| Sun, 10 Nov 2024 | HK$180.7b | HK$103.8b | HK$3.3b | 52.5x | 54.9x | 1.7x |
| Tue, 08 Oct 2024 | HK$227.8b | HK$106.1b | HK$3.4b | 66.5x | 67.7x | 2.1x |
| Thu, 05 Sep 2024 | HK$135.6b | HK$105.0b | HK$3.3b | 36.7x | 40.7x | 1.3x |
| Sat, 03 Aug 2024 | HK$135.9b | HK$102.8b | HK$2.4b | 40.9x | 56.4x | 1.3x |
| Mon, 01 Jul 2024 | HK$137.1b | HK$101.9b | HK$2.4b | 41.2x | 57.4x | 1.3x |
| Wed, 29 May 2024 | HK$166.3b | HK$102.2b | HK$2.4b | 48.4x | 69.5x | 1.6x |
| Fri, 26 Apr 2024 | HK$140.9b | HK$103.7b | HK$2.3b | 42.1x | 60.5x | 1.4x |
| Sun, 24 Mar 2024 | HK$162.9b | HK$103.6b | HK$13.7m | 49.2x | 11879.2x | 1.6x |
| Tue, 20 Feb 2024 | HK$163.6b | HK$105.0b | -HK$1,455,414,497.48 | 53.9x | -112.4x | 1.6x |
| Thu, 18 Jan 2024 | HK$156.4b | HK$105.1b | -HK$1,456,545,270.00 | 48.1x | -107.4x | 1.5x |
| Sat, 16 Dec 2023 | HK$210.6b | HK$106.2b | -HK$1,471,087,280.00 | 65.6x | -143.2x | 2x |
| Mon, 13 Nov 2023 | HK$212.7b | HK$102.0b | -HK$1,738,786,475.00 | 88.4x | -122.3x | 2.1x |
| Wed, 11 Oct 2023 | HK$223.5b | HK$102.4b | -HK$1,675,803,069.00 | 112.2x | -133.4x | 2.2x |
| Fri, 08 Sep 2023 | HK$227.3b | HK$102.2b | -HK$1,673,021,725.00 | 84x | -135.9x | 2.2x |
| Sun, 06 Aug 2023 | HK$283.2b | HK$96.4b | -HK$4,180,517,030.00 | 129.2x | -67.7x | 2.9x |
-67.7x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 2.93% | |
| Consumer Staples | 4.27% | |
| Food and Staples Retail | 3.12% | |
| Drug Retail | 5.66% | |
| Food Retail | 0.34% | |
| Big Box Super Stores | -3.63% | |
| Food Distributors | -3.99% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6618 JD Health International | HK$39.28 | 4.7% +HK$5.7b | -21.9% | PE20.1x | |
| 241 Alibaba Health Information Technology | HK$3.53 | 2.9% +HK$1.6b | -27.7% | PE25.4x | |
| 1833 Ping An Healthcare and Technology | HK$7.75 | 1.3% +HK$212.7m | -36.9% | PE37.4x | |
| 314 Sipai Health Technology | HK$1.35 | 3.1% +HK$29.1m | -77.8% | PS0.4x |