Narrative Update • May 31

Over the last 7 days, the Food industry has dropped 5.5%, driven by Tingyi (Cayman Islands) Holding declining 19%. In contrast, China Youran Dairy Group has gained 10%. The industry has fallen 14% in the last year. Looking forward, earnings are forecast to grow by 15% annually.
Has the Hong Kong Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | HK$530.6b | HK$792.5b | HK$38.2b | 11.9x | 13.9x | 0.7x |
| Sat, 09 May 2026 | HK$592.3b | HK$790.4b | HK$38.1b | 13.4x | 15.5x | 0.7x |
| Mon, 06 Apr 2026 | HK$613.3b | HK$786.2b | HK$37.9b | 14x | 16.2x | 0.8x |
| Wed, 04 Mar 2026 | HK$605.0b | HK$776.8b | HK$38.5b | 13.5x | 15.7x | 0.8x |
| Fri, 30 Jan 2026 | HK$616.7b | HK$774.1b | HK$38.4b | 12.9x | 16.1x | 0.8x |
| Sun, 28 Dec 2025 | HK$597.3b | HK$766.9b | HK$38.1b | 12.7x | 15.7x | 0.8x |
| Tue, 25 Nov 2025 | HK$582.1b | HK$761.4b | HK$38.0b | 12.7x | 15.3x | 0.8x |
| Thu, 23 Oct 2025 | HK$571.9b | HK$756.1b | HK$37.6b | 13.4x | 15.2x | 0.8x |
| Sat, 20 Sep 2025 | HK$612.0b | HK$757.4b | HK$37.6b | 14.6x | 16.3x | 0.8x |
| Mon, 18 Aug 2025 | HK$631.6b | HK$759.7b | HK$38.7b | 15.4x | 16.3x | 0.8x |
| Wed, 16 Jul 2025 | HK$614.8b | HK$755.2b | HK$38.8b | 15.4x | 15.9x | 0.8x |
| Fri, 13 Jun 2025 | HK$618.3b | HK$753.3b | HK$38.5b | 13.4x | 16x | 0.8x |
| Sun, 11 May 2025 | HK$590.4b | HK$742.1b | HK$38.0b | 13.8x | 15.5x | 0.8x |
| Tue, 08 Apr 2025 | HK$549.2b | HK$736.2b | HK$37.8b | 11.3x | 14.5x | 0.7x |
| Thu, 06 Mar 2025 | HK$551.0b | HK$724.9b | HK$35.1b | 15.7x | 15.7x | 0.8x |
| Sat, 01 Feb 2025 | HK$504.9b | HK$727.1b | HK$35.2b | 15x | 14.4x | 0.7x |
| Mon, 30 Dec 2024 | HK$504.8b | HK$722.0b | HK$34.9b | 15.1x | 14.4x | 0.7x |
| Wed, 27 Nov 2024 | HK$495.6b | HK$728.0b | HK$35.3b | 13.7x | 14.1x | 0.7x |
| Fri, 25 Oct 2024 | HK$527.7b | HK$734.4b | HK$35.5b | 13.9x | 14.9x | 0.7x |
| Sun, 22 Sep 2024 | HK$479.7b | HK$740.4b | HK$35.8b | 12.8x | 13.4x | 0.6x |
| Tue, 20 Aug 2024 | HK$463.2b | HK$743.4b | HK$31.5b | 13x | 14.7x | 0.6x |
| Thu, 18 Jul 2024 | HK$468.6b | HK$736.9b | HK$27.7b | 13.1x | 16.9x | 0.6x |
| Sat, 15 Jun 2024 | HK$469.6b | HK$739.3b | HK$27.3b | 14.7x | 17.2x | 0.6x |
| Mon, 13 May 2024 | HK$513.9b | HK$741.3b | HK$27.3b | 14.8x | 18.8x | 0.7x |
| Wed, 10 Apr 2024 | HK$490.0b | HK$742.5b | HK$27.3b | 14.5x | 17.9x | 0.7x |
| Fri, 08 Mar 2024 | HK$440.2b | HK$752.4b | HK$35.7b | 13.2x | 12.3x | 0.6x |
| Sun, 04 Feb 2024 | HK$477.0b | HK$787.7b | HK$36.9b | 13.5x | 12.9x | 0.6x |
| Tue, 02 Jan 2024 | HK$544.1b | HK$793.1b | HK$37.2b | 15.6x | 14.6x | 0.7x |
| Thu, 30 Nov 2023 | HK$534.8b | HK$772.7b | HK$35.8b | 15.2x | 15x | 0.7x |
| Sat, 28 Oct 2023 | HK$542.3b | HK$763.6b | HK$35.0b | 16x | 15.5x | 0.7x |
| Mon, 25 Sep 2023 | HK$543.5b | HK$764.2b | HK$35.1b | 16.1x | 15.5x | 0.7x |
| Wed, 23 Aug 2023 | HK$534.2b | HK$753.5b | HK$36.9b | 16.7x | 14.5x | 0.7x |
| Fri, 21 Jul 2023 | HK$560.4b | HK$759.4b | HK$39.8b | 17.2x | 14.1x | 0.7x |
| Sun, 18 Jun 2023 | HK$587.1b | HK$765.0b | HK$40.5b | 14.6x | 14.5x | 0.8x |
14.5x
Which industries have driven the changes within the Hong Kong Consumer Staples industry?
| HK Market | -3.25% | |
| Consumer Staples | -2.82% | |
| Food | -5.55% | |
| Agricultural Products | -2.78% | |
| Packaged Foods and Meats | -5.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9858 China Youran Dairy Group | HK$3.30 | 10.4% +HK$1.3b | 14.2% | PS0.6x | |
| 2218 Yantai North Andre Juice | HK$19.35 | 7.9% +HK$471.2m | 19.3% | PE17.6x | |
| 1579 Yihai International Holding | HK$13.69 | 0.7% +HK$87.3m | -0.7% | PE13.4x | |
| 756 Summi (Group) Holdings | HK$0.94 | 20.5% +HK$54.5m | 4.4% | PS3.3x | |
| 9676 Shiyue Daotian Group | HK$4.97 | 1.0% +HK$52.8m | -23.2% | PE10.6x |