Narrative Update • Jul 28

Over the last 7 days, the Packaged Foods and Meats industry has remained flat, although notably Tingyi (Cayman Islands) Holding declined by 3.1%. Unfortunately though, the industry is down 14% over the past 12 months. Looking forward, earnings are forecast to grow by 15% annually.
Has the Hong Kong Packaged Foods and Meats Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | HK$549.2b | HK$747.0b | HK$38.2b | 13.4x | 14.4x | 0.7x |
| Thu, 23 Jul 2026 | HK$524.8b | HK$744.2b | HK$40.4b | 12.4x | 13x | 0.7x |
| Sat, 20 Jun 2026 | HK$501.4b | HK$742.3b | HK$40.2b | 12x | 12.5x | 0.7x |
| Mon, 18 May 2026 | HK$551.5b | HK$737.3b | HK$39.8b | 13.5x | 13.8x | 0.7x |
| Wed, 15 Apr 2026 | HK$574.7b | HK$737.2b | HK$39.8b | 13.9x | 14.4x | 0.8x |
| Fri, 13 Mar 2026 | HK$576.6b | HK$730.3b | HK$41.1b | 13.5x | 14x | 0.8x |
| Sun, 08 Feb 2026 | HK$586.3b | HK$725.2b | HK$41.1b | 13.5x | 14.3x | 0.8x |
| Tue, 06 Jan 2026 | HK$546.8b | HK$720.2b | HK$40.8b | 13x | 13.4x | 0.8x |
| Thu, 04 Dec 2025 | HK$550.5b | HK$715.4b | HK$40.6b | 13.8x | 13.6x | 0.8x |
| Sat, 01 Nov 2025 | HK$543.9b | HK$710.7b | HK$40.4b | 13.7x | 13.5x | 0.8x |
| Mon, 29 Sep 2025 | HK$561.8b | HK$707.9b | HK$40.2b | 14.9x | 14x | 0.8x |
| Wed, 27 Aug 2025 | HK$609.7b | HK$711.5b | HK$40.5b | 17.2x | 15x | 0.9x |
| Fri, 25 Jul 2025 | HK$612.0b | HK$708.6b | HK$40.8b | 17.2x | 15x | 0.9x |
| Sun, 22 Jun 2025 | HK$564.6b | HK$705.6b | HK$40.6b | 15.8x | 13.9x | 0.8x |
| Tue, 20 May 2025 | HK$573.5b | HK$701.2b | HK$40.3b | 16.1x | 14.2x | 0.8x |
| Thu, 17 Apr 2025 | HK$575.0b | HK$690.7b | HK$39.7b | 13.9x | 14.5x | 0.8x |
| Sat, 15 Mar 2025 | HK$559.7b | HK$687.7b | HK$38.0b | 16.1x | 14.7x | 0.8x |
| Mon, 10 Feb 2025 | HK$483.6b | HK$680.6b | HK$35.7b | 15.1x | 13.5x | 0.7x |
| Wed, 08 Jan 2025 | HK$467.3b | HK$678.1b | HK$35.6b | 14.7x | 13.1x | 0.7x |
| Fri, 06 Dec 2024 | HK$488.6b | HK$681.8b | HK$35.8b | 14.5x | 13.6x | 0.7x |
| Sun, 03 Nov 2024 | HK$507.0b | HK$690.1b | HK$36.2b | 14.2x | 14x | 0.7x |
| Tue, 01 Oct 2024 | HK$533.2b | HK$695.2b | HK$36.5b | 14.5x | 14.6x | 0.8x |
| Thu, 29 Aug 2024 | HK$445.7b | HK$699.0b | HK$36.3b | 11.7x | 12.3x | 0.6x |
| Sat, 27 Jul 2024 | HK$441.0b | HK$693.1b | HK$28.8b | 12.5x | 15.3x | 0.6x |
| Mon, 24 Jun 2024 | HK$448.0b | HK$693.1b | HK$28.3b | 13.5x | 15.8x | 0.6x |
| Wed, 22 May 2024 | HK$497.5b | HK$695.7b | HK$28.4b | 14x | 17.5x | 0.7x |
| Fri, 19 Apr 2024 | HK$459.3b | HK$698.2b | HK$28.5b | 13.9x | 16.1x | 0.7x |
| Sun, 17 Mar 2024 | HK$448.5b | HK$708.4b | HK$36.3b | 13.6x | 12.4x | 0.6x |
| Tue, 13 Feb 2024 | HK$413.0b | HK$709.2b | HK$36.1b | 13.4x | 11.4x | 0.6x |
| Thu, 11 Jan 2024 | HK$506.0b | HK$745.2b | HK$37.7b | 14.8x | 13.4x | 0.7x |
| Sat, 09 Dec 2023 | HK$504.2b | HK$743.0b | HK$37.5b | 14.1x | 13.5x | 0.7x |
| Mon, 06 Nov 2023 | HK$540.8b | HK$721.6b | HK$35.8b | 15.9x | 15.1x | 0.7x |
| Wed, 04 Oct 2023 | HK$521.0b | HK$722.2b | HK$35.8b | 15.2x | 14.5x | 0.7x |
| Fri, 01 Sep 2023 | HK$538.4b | HK$744.0b | HK$35.1b | 15.8x | 15.3x | 0.7x |
15.3x
How does Hong Kong Packaged Foods and Meats compare with similar industries?
| HK Market | 1.35% | |
| Consumer Staples | -0.32% | |
| Food | 0.73% | |
| Packaged Foods and Meats | 0.39% | |
| Agricultural Products | 6.09% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2319 China Mengniu Dairy | HK$18.71 | 2.5% +HK$1.7b | 11.0% | PE40.2x | |
| 6980 BAMA TEA | HK$30.16 | 16.0% +HK$353.6m | n/a | PE7.3x | |
| 6715 Hangzhou Qiandaohu Xunlong Sci-tech | HK$74.45 | 3.8% +HK$299.4m | n/a | PE19.7x | |
| 1497 Xiamen Yan Palace Bird's Nest Industry | HK$6.10 | 10.9% +HK$277.0m | -18.6% | PE10.9x | |
| 1579 Yihai International Holding | HK$15.35 | 1.3% +HK$194.0m | 4.2% | PE15x |