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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedJun 07, 2025
DataAggregated Company Financials
Companies442
- 7D1.7%
- 3M1.9%
- 1Y23.4%
- YTD21.0%
Pop Mart International Group is up 11%, leading the way for the Consumer Discretionary industry, which has gained 1.7%. During this same period, the Dongfeng Motor Group underperformed, falling 21%. In the last 12 months, the industry was up 23%. Earnings are forecast to grow by 17% annually.
Sector Valuation and Performance
Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 07 Jun 2025 | HK$5.4t | HK$4.6t | HK$242.6b | 10.6x | 22.4x | 1.2x |
| Mon, 05 May 2025 | HK$5.1t | HK$4.5t | HK$228.5b | 10.5x | 22.3x | 1.1x |
| Wed, 02 Apr 2025 | HK$5.3t | HK$4.5t | HK$228.1b | 10.8x | 23.2x | 1.2x |
| Fri, 28 Feb 2025 | HK$5.1t | HK$4.3t | HK$209.0b | 11.1x | 24.6x | 1.2x |
| Sun, 26 Jan 2025 | HK$4.2t | HK$4.3t | HK$201.4b | 10.4x | 21.1x | 1x |
| Tue, 24 Dec 2024 | HK$4.3t | HK$4.2t | HK$199.1b | 9.9x | 21.7x | 1x |
| Thu, 21 Nov 2024 | HK$4.4t | HK$4.2t | HK$193.6b | 9.5x | 22.5x | 1x |
| Sat, 19 Oct 2024 | HK$4.5t | HK$4.3t | HK$194.8b | 9.5x | 22.9x | 1x |
| Mon, 16 Sep 2024 | HK$3.5t | HK$4.3t | HK$195.6b | 8.4x | 18.1x | 0.8x |
| Wed, 14 Aug 2024 | HK$3.4t | HK$4.1t | HK$175.9b | 8.2x | 19.3x | 0.8x |
| Fri, 12 Jul 2024 | HK$3.7t | HK$4.1t | HK$173.7b | 9.1x | 21.5x | 0.9x |
| Sun, 09 Jun 2024 | HK$3.9t | HK$4.0t | HK$175.1b | 9.4x | 22.4x | 1x |
| Tue, 07 May 2024 | HK$4.0t | HK$4.0t | HK$173.0b | 9.3x | 23.4x | 1x |
| Thu, 04 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.6b | 9.2x | 21.8x | 0.9x |
| Sat, 02 Mar 2024 | HK$3.5t | HK$3.9t | HK$164.1b | 9.6x | 21.5x | 0.9x |
| Mon, 29 Jan 2024 | HK$3.2t | HK$3.9t | HK$157.6b | 9.5x | 20.5x | 0.8x |
| Wed, 27 Dec 2023 | HK$3.5t | HK$3.9t | HK$156.1b | 9.9x | 22.3x | 0.9x |
| Fri, 24 Nov 2023 | HK$4.0t | HK$3.8t | HK$152.2b | 9.6x | 26.5x | 1x |
| Sun, 22 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.5b | 9.2x | 28.3x | 1.1x |
| Tue, 19 Sep 2023 | HK$4.3t | HK$3.8t | HK$140.7b | 9.8x | 30.4x | 1.1x |
| Thu, 17 Aug 2023 | HK$4.4t | HK$3.6t | HK$123.7b | 10.3x | 35.6x | 1.2x |
| Sat, 15 Jul 2023 | HK$4.6t | HK$3.6t | HK$117.7b | 10.6x | 39.1x | 1.3x |
| Mon, 12 Jun 2023 | HK$4.5t | HK$3.7t | HK$115.0b | 10.2x | 38.7x | 1.2x |
| Wed, 10 May 2023 | HK$4.6t | HK$3.8t | HK$108.8b | 10.5x | 42.4x | 1.2x |
| Fri, 07 Apr 2023 | HK$4.8t | HK$3.7t | HK$110.9b | 10x | 42.9x | 1.3x |
| Sun, 05 Mar 2023 | HK$5.3t | HK$3.6t | HK$96.4b | 10x | 55.2x | 1.5x |
| Tue, 31 Jan 2023 | HK$5.8t | HK$3.7t | HK$103.2b | 10.8x | 56x | 1.6x |
| Thu, 29 Dec 2022 | HK$5.4t | HK$3.6t | HK$98.8b | 10x | 54.7x | 1.5x |
| Sat, 26 Nov 2022 | HK$4.5t | HK$3.5t | HK$80.0b | 9.5x | 56.2x | 1.3x |
| Mon, 24 Oct 2022 | HK$4.4t | HK$3.3t | HK$69.3b | 9x | 63.8x | 1.3x |
| Wed, 21 Sep 2022 | HK$5.0t | HK$3.4t | HK$70.1b | 9.7x | 71.2x | 1.5x |
| Fri, 19 Aug 2022 | HK$5.4t | HK$3.5t | HK$74.0b | 10.7x | 73x | 1.6x |
| Sun, 17 Jul 2022 | HK$5.8t | HK$3.5t | HK$69.1b | 10.6x | 83.3x | 1.6x |
| Tue, 14 Jun 2022 | HK$5.8t | HK$3.5t | HK$72.5b | 11x | 80.4x | 1.7x |
Price to Earnings Ratio
80.4x
Current Industry PE
- Investors are pessimistic on the Hong Kong Consumer Discretionary 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 22.4x which is lower than its 3-year average PE of 36.6x.
- The industry is trading close to its 3-year average PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 50% per year over the last three years.
- Revenues for these companies have grown 9.6% 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 Consumer Discretionary sector?
| HK Market | 2.26% | |
| Consumer Discretionary | 1.70% | |
| Specialty Stores | 7.81% | |
| Consumer Services | 3.23% | |
| Retail Distributors | 2.82% | |
| Auto | 1.53% | |
| Hospitality | 1.20% | |
| Leisure | 0.57% | |
| Auto Components | 0.19% | |
| General Merchandise and Department Stores | 0.18% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.26% | |
| Consumer Durables | -1.77% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 21.7x.
- Analysts are expecting annual earnings growth of 24.3%, which is higher than its past year's earnings decline of 31.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 0.8% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 9.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9992 Pop Mart International Group | HK$244.80 | 11.1% +HK$32.4b | 540.8% | PE95.2x | |
| 1211 BYD | HK$403.00 | 2.6% +HK$31.0b | 76.8% | PE25x | |
| 3690 Meituan | HK$141.70 | 2.7% +HK$22.6b | 28.4% | PE19.6x | |
| 1929 Chow Tai Fook Jewellery Group | HK$11.88 | 6.3% +HK$7.0b | 21.7% | PE26.5x | |
| 6181 Laopu Gold | HK$903.00 | 3.0% +HK$4.5b | n/a | PE96.9x |
