Narrative Update • May 31

Over the last 7 days, the Food industry has dropped 5.5%, driven by a pullback from Tingyi (Cayman Islands) Holding of 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 |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | HK$530.6b | HK$792.5b | HK$38.2b | 11.9x | 13.9x | 0.7x |
| Sun, 10 May 2026 | HK$592.3b | HK$790.4b | HK$38.1b | 13.4x | 15.5x | 0.7x |
| Tue, 07 Apr 2026 | HK$613.3b | HK$786.2b | HK$37.9b | 14x | 16.2x | 0.8x |
| Thu, 05 Mar 2026 | HK$601.0b | HK$778.0b | HK$38.5b | 13.5x | 15.6x | 0.8x |
| Sat, 31 Jan 2026 | HK$607.8b | HK$774.1b | HK$38.4b | 12.7x | 15.8x | 0.8x |
| Mon, 29 Dec 2025 | HK$597.3b | HK$766.9b | HK$38.1b | 12.7x | 15.7x | 0.8x |
| Wed, 26 Nov 2025 | HK$578.2b | HK$762.2b | HK$37.9b | 12.9x | 15.3x | 0.8x |
| Fri, 24 Oct 2025 | HK$568.0b | HK$756.2b | HK$37.6b | 13.7x | 15.1x | 0.8x |
| Sun, 21 Sep 2025 | HK$612.0b | HK$757.2b | HK$37.6b | 14.6x | 16.3x | 0.8x |
| Tue, 19 Aug 2025 | HK$627.6b | HK$759.1b | HK$38.7b | 15.5x | 16.2x | 0.8x |
| Thu, 17 Jul 2025 | HK$620.2b | HK$754.9b | HK$38.7b | 15.8x | 16x | 0.8x |
| Sat, 14 Jun 2025 | HK$612.0b | HK$752.9b | HK$38.5b | 13.5x | 15.9x | 0.8x |
| Mon, 12 May 2025 | HK$590.4b | HK$742.1b | HK$38.0b | 13.8x | 15.5x | 0.8x |
| Wed, 09 Apr 2025 | HK$576.6b | HK$734.7b | HK$37.7b | 12.4x | 15.3x | 0.8x |
| Fri, 07 Mar 2025 | HK$555.8b | HK$726.8b | HK$35.2b | 16.1x | 15.8x | 0.8x |
| Sun, 02 Feb 2025 | HK$504.9b | HK$726.8b | HK$35.1b | 15x | 14.4x | 0.7x |
| Tue, 31 Dec 2024 | HK$503.1b | HK$721.8b | HK$34.9b | 14.8x | 14.4x | 0.7x |
| Thu, 28 Nov 2024 | HK$505.4b | HK$727.8b | HK$35.2b | 14.1x | 14.3x | 0.7x |
| Sat, 26 Oct 2024 | HK$529.4b | HK$733.8b | HK$35.4b | 14.1x | 14.9x | 0.7x |
| Mon, 23 Sep 2024 | HK$479.7b | HK$740.4b | HK$35.8b | 12.8x | 13.4x | 0.6x |
| Wed, 21 Aug 2024 | HK$459.7b | HK$742.3b | HK$31.4b | 13x | 14.6x | 0.6x |
| Fri, 19 Jul 2024 | HK$473.6b | HK$736.8b | HK$27.7b | 13.1x | 17.1x | 0.6x |
| Sun, 16 Jun 2024 | HK$469.6b | HK$739.4b | HK$27.3b | 14.7x | 17.2x | 0.6x |
| Tue, 14 May 2024 | HK$522.3b | HK$740.7b | HK$27.3b | 14.8x | 19.1x | 0.7x |
| Thu, 11 Apr 2024 | HK$493.1b | HK$742.6b | HK$27.4b | 14.5x | 18x | 0.7x |
| Sat, 09 Mar 2024 | HK$446.0b | HK$752.6b | HK$35.7b | 13.2x | 12.5x | 0.6x |
| Mon, 05 Feb 2024 | HK$477.0b | HK$787.7b | HK$36.9b | 13.5x | 12.9x | 0.6x |
| Wed, 03 Jan 2024 | HK$537.9b | HK$790.2b | HK$37.1b | 15.4x | 14.5x | 0.7x |
| Fri, 01 Dec 2023 | HK$535.5b | HK$772.6b | HK$35.7b | 15.2x | 15x | 0.7x |
| Sun, 29 Oct 2023 | HK$542.3b | HK$763.7b | HK$35.1b | 16x | 15.5x | 0.7x |
| Tue, 26 Sep 2023 | HK$535.6b | HK$763.4b | HK$35.0b | 16x | 15.3x | 0.7x |
| Thu, 24 Aug 2023 | HK$533.0b | HK$757.7b | HK$37.5b | 16.7x | 14.2x | 0.7x |
| Sat, 22 Jul 2023 | HK$559.3b | HK$759.1b | HK$39.8b | 17x | 14.1x | 0.7x |
| Mon, 19 Jun 2023 | HK$587.1b | HK$763.8b | HK$40.4b | 14.7x | 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 |