Narrative Update • Jul 20

Over the last 7 days, the Drug Retail industry has dropped 2.0%, driven by declines from every company within the industry. The industry has fallen 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | HK$195.4b | HK$143.2b | HK$8.7b | 30.4x | 22.4x | 1.4x |
| Fri, 26 Jun 2026 | HK$175.0b | HK$142.6b | HK$8.7b | 28.1x | 20.2x | 1.2x |
| Sun, 24 May 2026 | HK$215.5b | HK$142.6b | HK$8.7b | 36.3x | 24.8x | 1.5x |
| Tue, 21 Apr 2026 | HK$263.8b | HK$140.6b | HK$8.6b | 47.1x | 30.5x | 1.9x |
| Thu, 19 Mar 2026 | HK$279.1b | HK$140.0b | HK$7.7b | 37.8x | 36.1x | 2x |
| Sat, 14 Feb 2026 | HK$329.7b | HK$129.4b | HK$6.9b | 45.7x | 47.6x | 2.5x |
| Mon, 12 Jan 2026 | HK$341.7b | HK$127.8b | HK$6.8b | 43.3x | 49.9x | 2.7x |
| Wed, 10 Dec 2025 | HK$313.4b | HK$126.0b | HK$6.7b | 40.7x | 46.5x | 2.5x |
| Fri, 07 Nov 2025 | HK$324.5b | HK$122.2b | HK$6.1b | 59x | 52.8x | 2.7x |
| Sun, 05 Oct 2025 | HK$367.1b | HK$122.3b | HK$6.2b | 68.8x | 59.7x | 3x |
| Tue, 02 Sep 2025 | HK$356.7b | HK$122.4b | HK$6.2b | 60.1x | 58x | 2.9x |
| Thu, 31 Jul 2025 | HK$277.0b | HK$115.3b | HK$4.5b | 51x | 61.5x | 2.4x |
| Sat, 28 Jun 2025 | HK$244.4b | HK$115.5b | HK$4.5b | 49.9x | 54.2x | 2.1x |
| Mon, 26 May 2025 | HK$227.8b | HK$115.1b | HK$4.5b | 46.3x | 50.7x | 2x |
| Wed, 23 Apr 2025 | HK$215.9b | HK$109.5b | HK$4.1b | 59.1x | 52.3x | 2x |
| Fri, 21 Mar 2025 | HK$211.4b | HK$108.1b | HK$5.3b | 65x | 40x | 2x |
| Sun, 16 Feb 2025 | HK$229.1b | HK$104.2b | HK$3.6b | 56.9x | 63.5x | 2.2x |
| Tue, 14 Jan 2025 | HK$151.7b | HK$103.2b | HK$3.6b | 36.2x | 42.5x | 1.5x |
| Thu, 12 Dec 2024 | HK$167.7b | HK$103.9b | HK$3.6b | 40.3x | 46.6x | 1.6x |
| Sat, 09 Nov 2024 | HK$180.7b | HK$104.0b | HK$3.3b | 52.4x | 54.8x | 1.7x |
| Mon, 07 Oct 2024 | HK$222.9b | HK$105.5b | HK$3.3b | 65.5x | 66.6x | 2.1x |
| Wed, 04 Sep 2024 | HK$137.5b | HK$105.0b | HK$3.3b | 37.3x | 41.3x | 1.3x |
| Fri, 02 Aug 2024 | HK$138.9b | HK$102.2b | HK$2.4b | 42.1x | 58x | 1.4x |
| Sun, 30 Jun 2024 | HK$137.1b | HK$101.9b | HK$2.4b | 41.2x | 57.4x | 1.3x |
| Tue, 28 May 2024 | HK$158.9b | HK$103.5b | HK$2.3b | 47.5x | 68.4x | 1.5x |
| Thu, 25 Apr 2024 | HK$141.5b | HK$103.8b | HK$2.3b | 42.2x | 60.8x | 1.4x |
| Sat, 23 Mar 2024 | HK$162.9b | HK$103.5b | HK$13.7m | 49.2x | 11880.2x | 1.6x |
| Mon, 19 Feb 2024 | HK$173.2b | HK$105.1b | -HK$1,456,351,200.68 | 56.6x | -118.9x | 1.6x |
| Wed, 17 Jan 2024 | HK$168.1b | HK$105.1b | -HK$1,456,912,795.00 | 52.2x | -115.4x | 1.6x |
| Fri, 15 Dec 2023 | HK$199.3b | HK$105.8b | -HK$1,465,514,878.00 | 63.9x | -136x | 1.9x |
| Sun, 12 Nov 2023 | HK$212.7b | HK$102.0b | -HK$1,738,786,475.00 | 88.4x | -122.3x | 2.1x |
| Tue, 10 Oct 2023 | HK$221.8b | HK$102.6b | -HK$1,679,792,392.00 | 111.4x | -132x | 2.2x |
| Thu, 07 Sep 2023 | HK$233.4b | HK$102.6b | -HK$1,679,434,210.00 | 81.4x | -139x | 2.3x |
| Sat, 05 Aug 2023 | HK$283.2b | HK$96.2b | -HK$4,171,659,195.00 | 129.4x | -67.9x | 2.9x |
-67.9x
How does Hong Kong Drug Retail compare with similar industries?
| HK Market | 0.65% | |
| Consumer Staples | 0.29% | |
| Food and Staples Retail | -1.74% | |
| Drug Retail | -1.99% | |
| Food Retail | -1.16% | |
| Big Box Super Stores | -2.12% | |
| Food Distributors | -3.29% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6618 JD Health International | HK$40.00 | 6.2% +HK$7.4b | -20.4% | PE20.5x | |
| 241 Alibaba Health Information Technology | HK$3.59 | 5.6% +HK$3.1b | -27.6% | PE25.9x | |
| 1833 Ping An Healthcare and Technology | HK$7.87 | 4.2% +HK$680.5m | -34.7% | PE38.1x | |
| 314 Sipai Health Technology | HK$1.35 | 2.3% +HK$21.8m | -77.8% | PS0.4x |