With EPS Growth And More, CSPC Pharmaceutical Group (HKG:1093) Is Interesting
Some have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Hong Kong (HSI) Pharma Industry Analysis
UpdatedJan 19, 2022
DataAggregated Company Financials
Companies44
- 7D0.1%
- 3M0.4%
- 1Y-20.6%
- YTD0.6%
Over the last 7 days, the Pharma industry has remained flat, although notably CSPC Pharmaceutical Group gained 5.2%. As for the longer term, the industry has declined 21% in the last year.
Industry Valuation and Performance
Has the Hong Kong Pharma Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 20 Jan 2022 | HK$747.1b | HK$497.5b | HK$43.9b | 9.8x |
| Sat, 18 Dec 2021 | HK$684.2b | HK$497.1b | HK$43.8b | 8.7x |
| Mon, 15 Nov 2021 | HK$677.1b | HK$495.8b | HK$43.4b | 9.5x |
| Wed, 13 Oct 2021 | HK$728.7b | HK$490.1b | HK$42.5b | 9.9x |
| Fri, 10 Sep 2021 | HK$812.6b | HK$489.5b | HK$42.4b | 11.6x |
| Sun, 08 Aug 2021 | HK$920.7b | HK$489.5b | HK$42.4b | 11.7x |
| Sat, 01 May 2021 | HK$986.8b | HK$463.7b | HK$30.0b | 13.9x |
| Tue, 02 Feb 2021 | HK$887.6b | HK$438.9b | HK$27.7b | 12.2x |
| Fri, 06 Nov 2020 | HK$815.3b | HK$424.8b | HK$27.3b | 13.3x |
| Mon, 10 Aug 2020 | HK$866.8b | HK$407.8b | HK$27.1b | 18x |
| Sun, 03 May 2020 | HK$706.9b | HK$416.7b | HK$27.5b | 16x |
| Wed, 05 Feb 2020 | HK$716.1b | HK$429.4b | HK$27.1b | 13.3x |
| Sat, 09 Nov 2019 | HK$722.8b | HK$416.3b | HK$34.1b | 12.2x |
| Fri, 02 Aug 2019 | HK$659.8b | HK$414.0b | HK$34.7b | 11.9x |
| Mon, 06 May 2019 | HK$573.4b | HK$390.8b | HK$32.8b | 13.9x |
| Thu, 07 Feb 2019 | HK$509.7b | HK$363.6b | HK$31.7b | 14.5x |
PE Ratio
14.5x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.1x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Pharmaceuticals industry have grown 11% per year over the last three years, and revenues for these companies have grown 11% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Pharma industry?
| Pharma | 0.12% | |
Industry PE: Investors are most optimistic about the Pharma industry even though it's trading below its 3-year average PE ratio of 13.1x. However analysts are expecting annual earnings growth of 8.9%, which is lower than the prior year's growth of 24% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 8.9% over the next 5 years. However this is lower than its past earnings growth rate of 24% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1093 CSPC Pharmaceutical Group | HK$9.72 | 5.2% +HK$5.7b | 9.8% | PE15.8x | |
| 2096 Simcere Pharmaceutical Group | HK$10.40 | 12.3% +HK$3.0b | 13.5% | PE21.5x | |
| 1558 YiChang HEC ChangJiang Pharmaceutical | HK$7.52 | 13.9% +HK$809.6m | -23.3% | PS11.6x | |
| 3933 United Laboratories International Holdings | HK$4.75 | 4.4% +HK$361.5m | -25.5% | PE6.3x | |
| 512 Grand Pharmaceutical Group | HK$6.50 | 1.4% +HK$319.5m | -2.0% | PE10.1x |