Guangzhou Zhujiang Brewery (SZSE:002461) Might Have The Makings Of A Multi-Bagger
May 25
Chinese (SSE) Brewers Industry Analysis
UpdatedMay 28, 2024
DataAggregated Company Financials
Companies7
- 7D-2.8%
- 3M9.7%
- 1Y-18.4%
- YTDn/a
Over the last 7 days, the Brewers industry has dropped 4.2%, driven by declines in Chongqing Brewery and Beijing Yanjing BreweryLtd of 5.0% and 5.8%, respectively. On the other hand Lanzhou Huanghe Enterprise is actually up 6.1%. The industry has fallen 19% in the last year. Looking forward, earnings are forecast to grow by 15% annually.
Industry Valuation and Performance
Has the Chinese Brewers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 28 May 2024 | CN¥92.3b | CN¥40.7b | CN¥3.0b | 34.4x | 31x | 2.3x |
| Thu, 25 Apr 2024 | CN¥86.9b | CN¥40.4b | CN¥2.7b | 30.2x | 32.1x | 2.2x |
| Sat, 23 Mar 2024 | CN¥85.6b | CN¥40.5b | CN¥2.7b | 36.7x | 31.1x | 2.1x |
| Mon, 19 Feb 2024 | CN¥79.8b | CN¥39.9b | CN¥2.8b | 35x | 28.7x | 2x |
| Wed, 17 Jan 2024 | CN¥84.7b | CN¥40.0b | CN¥2.9b | 37.7x | 29.5x | 2.1x |
| Fri, 15 Dec 2023 | CN¥87.5b | CN¥40.0b | CN¥2.9b | 39.7x | 30.5x | 2.2x |
| Sun, 12 Nov 2023 | CN¥88.2b | CN¥35.8b | CN¥2.7b | 44.3x | 32.5x | 2.5x |
| Tue, 10 Oct 2023 | CN¥95.2b | CN¥34.9b | CN¥2.5b | 42.1x | 37.9x | 2.7x |
| Thu, 07 Sep 2023 | CN¥100.1b | CN¥34.9b | CN¥2.5b | 44.4x | 39.9x | 2.9x |
| Sat, 05 Aug 2023 | CN¥104.1b | CN¥34.1b | CN¥2.3b | 51x | 45.5x | 3.1x |
| Mon, 03 Jul 2023 | CN¥105.1b | CN¥34.1b | CN¥2.3b | 51.9x | 45.9x | 3.1x |
| Wed, 31 May 2023 | CN¥102.5b | CN¥34.1b | CN¥2.3b | 50.9x | 44.8x | 3x |
| Fri, 28 Apr 2023 | CN¥114.4b | CN¥34.0b | CN¥2.3b | 56.8x | 50.6x | 3.4x |
| Sun, 26 Mar 2023 | CN¥120.0b | CN¥33.0b | CN¥2.2b | 60.3x | 55.7x | 3.6x |
| Tue, 21 Feb 2023 | CN¥129.7b | CN¥33.0b | CN¥2.1b | 64x | 60.5x | 3.9x |
| Thu, 19 Jan 2023 | CN¥114.8b | CN¥33.1b | CN¥2.2b | 55.7x | 52.5x | 3.5x |
| Sat, 17 Dec 2022 | CN¥127.9b | CN¥33.1b | CN¥2.2b | 59.2x | 58.6x | 3.9x |
| Mon, 14 Nov 2022 | CN¥107.7b | CN¥33.1b | CN¥2.2b | 54.8x | 49.3x | 3.3x |
| Wed, 12 Oct 2022 | CN¥92.1b | CN¥32.5b | CN¥2.2b | 43.2x | 41.3x | 2.8x |
| Fri, 09 Sep 2022 | CN¥97.5b | CN¥32.5b | CN¥2.2b | 40.9x | 43.6x | 3x |
| Sun, 07 Aug 2022 | CN¥104.5b | CN¥31.9b | CN¥2.2b | 68x | 47.8x | 3.3x |
| Tue, 05 Jul 2022 | CN¥119.8b | CN¥31.9b | CN¥2.2b | 76.9x | 54.8x | 3.8x |
| Thu, 02 Jun 2022 | CN¥106.4b | CN¥31.9b | CN¥2.2b | 62.9x | 48.7x | 3.3x |
| Sat, 30 Apr 2022 | CN¥101.5b | CN¥31.9b | CN¥2.3b | 53.7x | 44.9x | 3.2x |
| Mon, 28 Mar 2022 | CN¥93.7b | CN¥30.4b | CN¥2.2b | 48.5x | 43.1x | 3.1x |
| Wed, 23 Feb 2022 | CN¥115.6b | CN¥30.4b | CN¥2.2b | 57.4x | 52x | 3.8x |
| Fri, 21 Jan 2022 | CN¥113.3b | CN¥30.3b | CN¥2.1b | 58.6x | 53.6x | 3.7x |
| Sun, 19 Dec 2021 | CN¥121.7b | CN¥30.3b | CN¥2.1b | 64.1x | 57.6x | 4x |
| Tue, 16 Nov 2021 | CN¥123.4b | CN¥30.3b | CN¥2.1b | 61.6x | 58.4x | 4.1x |
| Thu, 14 Oct 2021 | CN¥111.6b | CN¥30.0b | CN¥2.0b | 62.9x | 56.8x | 3.7x |
| Sat, 11 Sep 2021 | CN¥113.2b | CN¥30.0b | CN¥2.0b | 63.8x | 57.6x | 3.8x |
| Mon, 09 Aug 2021 | CN¥129.9b | CN¥30.0b | CN¥2.0b | 70.1x | 66.1x | 4.3x |
Price to Earnings Ratio
61.2x
Current Industry PE
- Investors are pessimistic on the Chinese Brewers industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 30.6x which is lower than its 3-year average PE of 47.3x.
- The 3-year average PS ratio of 3.2x is higher than the industry's current PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Brewers industry have grown 9.8% per year over the last three years.
- 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 Comparison
How does Chinese Brewers compare with similar industries?
| CN Market | -2.34% | |
| Consumer Staples | -2.86% | |
| Beverage | -3.17% | |
| Brewers | -2.85% | |
| Soft Drinks | 1.22% | |
| Distillers and Wine Makers | -3.27% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 752 Tibet Development | CN¥6.54 | 2.2% +CN¥36.9m | 66.8% | PE500.8x | |
| 929 Lanzhou Huanghe Enterprise | CN¥8.18 | 1.5% +CN¥22.3m | -11.4% | PS6.9x | |
| 1338 GDH Supertime Group | CN¥11.94 | 0.3% +CN¥20.1m | -33.4% | PE27.2x |