Narrative Update • Jun 15

The Food is pretty flat in the last 7 days, but Yantai North Andre Juice has stood out, gaining 50%. Unfortunately though, the industry is down 12% over the past 12 months. 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 |
|---|---|---|---|---|---|---|
| Wed, 17 Jun 2026 | HK$550.6b | HK$794.9b | HK$38.4b | 11.8x | 14.3x | 0.7x |
| Fri, 15 May 2026 | HK$582.0b | HK$791.5b | HK$38.2b | 13.2x | 15.2x | 0.7x |
| Sun, 12 Apr 2026 | HK$611.3b | HK$789.2b | HK$38.0b | 13.8x | 16.1x | 0.8x |
| Tue, 10 Mar 2026 | HK$610.3b | HK$776.7b | HK$38.3b | 13.6x | 15.9x | 0.8x |
| Thu, 05 Feb 2026 | HK$619.5b | HK$775.1b | HK$38.5b | 12.6x | 16.1x | 0.8x |
| Sat, 03 Jan 2026 | HK$582.7b | HK$770.2b | HK$38.2b | 12x | 15.2x | 0.8x |
| Mon, 01 Dec 2025 | HK$583.6b | HK$763.6b | HK$38.0b | 13.3x | 15.4x | 0.8x |
| Wed, 29 Oct 2025 | HK$577.5b | HK$757.7b | HK$37.6b | 13.3x | 15.4x | 0.8x |
| Fri, 26 Sep 2025 | HK$587.5b | HK$756.9b | HK$37.6b | 13.8x | 15.6x | 0.8x |
| Sun, 24 Aug 2025 | HK$634.4b | HK$759.5b | HK$38.7b | 15.9x | 16.4x | 0.8x |
| Tue, 22 Jul 2025 | HK$637.3b | HK$755.0b | HK$38.7b | 16.7x | 16.4x | 0.8x |
| Thu, 19 Jun 2025 | HK$600.8b | HK$752.7b | HK$38.5b | 14x | 15.6x | 0.8x |
| Sat, 17 May 2025 | HK$593.5b | HK$748.4b | HK$38.3b | 13.8x | 15.5x | 0.8x |
| Mon, 14 Apr 2025 | HK$590.6b | HK$736.6b | HK$37.9b | 12.5x | 15.6x | 0.8x |
| Wed, 12 Mar 2025 | HK$575.9b | HK$727.4b | HK$35.3b | 15.5x | 16.3x | 0.8x |
| Fri, 07 Feb 2025 | HK$504.9b | HK$724.1b | HK$35.0b | 14.7x | 14.4x | 0.7x |
| Sun, 05 Jan 2025 | HK$490.7b | HK$722.2b | HK$34.9b | 14.4x | 14x | 0.7x |
| Tue, 03 Dec 2024 | HK$506.8b | HK$725.1b | HK$35.1b | 14.3x | 14.4x | 0.7x |
| Thu, 31 Oct 2024 | HK$528.2b | HK$734.0b | HK$35.5b | 14.1x | 14.9x | 0.7x |
| Sat, 28 Sep 2024 | HK$530.0b | HK$741.3b | HK$35.9b | 13.9x | 14.8x | 0.7x |
| Mon, 26 Aug 2024 | HK$455.3b | HK$743.7b | HK$36.0b | 11x | 12.6x | 0.6x |
| Wed, 24 Jul 2024 | HK$467.0b | HK$735.9b | HK$27.6b | 12.9x | 16.9x | 0.6x |
| Fri, 21 Jun 2024 | HK$471.6b | HK$738.4b | HK$27.2b | 14.8x | 17.3x | 0.6x |
| Sun, 19 May 2024 | HK$520.9b | HK$740.4b | HK$27.3b | 15.3x | 19.1x | 0.7x |
| Tue, 16 Apr 2024 | HK$477.6b | HK$741.9b | HK$27.3b | 14x | 17.5x | 0.6x |
| Thu, 14 Mar 2024 | HK$463.8b | HK$752.3b | HK$35.6b | 13.9x | 13x | 0.6x |
| Sat, 10 Feb 2024 | HK$428.5b | HK$752.8b | HK$35.4b | 13.3x | 12.1x | 0.6x |
| Mon, 08 Jan 2024 | HK$533.9b | HK$789.9b | HK$37.0b | 15.3x | 14.4x | 0.7x |
| Wed, 06 Dec 2023 | HK$510.6b | HK$771.8b | HK$35.7b | 13.8x | 14.3x | 0.7x |
| Fri, 03 Nov 2023 | HK$548.6b | HK$764.0b | HK$35.1b | 15.9x | 15.6x | 0.7x |
| Sun, 01 Oct 2023 | HK$537.7b | HK$765.0b | HK$35.1b | 16x | 15.3x | 0.7x |
| Tue, 29 Aug 2023 | HK$541.8b | HK$761.5b | HK$36.4b | 17x | 14.9x | 0.7x |
| Thu, 27 Jul 2023 | HK$564.2b | HK$759.6b | HK$39.8b | 17.5x | 14.2x | 0.7x |
| Sat, 24 Jun 2023 | HK$561.3b | HK$761.3b | HK$40.3b | 14.7x | 13.9x | 0.7x |
13.9x
Which industries have driven the changes within the Hong Kong Consumer Staples industry?
| HK Market | 1.53% | |
| Consumer Staples | 1.54% | |
| Food | -0.16% | |
| Agricultural Products | 8.08% | |
| Packaged Foods and Meats | -0.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2218 Yantai North Andre Juice | HK$28.68 | 50.4% +HK$3.2b | 64.4% | PE26.1x | |
| 9858 China Youran Dairy Group | HK$3.48 | 17.2% +HK$2.1b | 33.8% | PS0.6x | |
| 288 WH Group | HK$8.90 | 1.3% +HK$1.4b | 20.9% | PE9.3x | |
| 2319 China Mengniu Dairy | HK$16.29 | 1.1% +HK$658.9m | -3.7% | PE35.3x | |
| 1112 Health and Happiness (H&H) International Holdings | HK$11.17 | 5.9% +HK$400.2m | -11.3% | PE31.7x |