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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedMar 31, 2026
DataAggregated Company Financials
Companies443
  • 7D-0.3%
  • 3M-7.9%
  • 1Y-14.6%
  • YTD-8.6%

Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Meituan gained 5.0%. Unfortunately though, the industry is down 15% over the past 12 months. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 01 Apr 2026HK$4.8tHK$5.2tHK$211.6b10.3x22.8x0.9x
Fri, 27 Feb 2026HK$5.1tHK$5.2tHK$223.4b10.8x22.9x1x
Sun, 25 Jan 2026HK$5.3tHK$5.1tHK$221.7b10.5x24x1x
Tue, 23 Dec 2025HK$5.2tHK$5.0tHK$219.3b10.5x23.6x1x
Thu, 20 Nov 2025HK$5.2tHK$5.0tHK$251.1b10.7x20.5x1x
Sat, 18 Oct 2025HK$5.4tHK$4.9tHK$254.5b10.7x21.1x1.1x
Mon, 15 Sep 2025HK$5.3tHK$4.7tHK$234.7b10.9x22.5x1.1x
Wed, 13 Aug 2025HK$5.3tHK$4.6tHK$247.9b11.3x21.5x1.2x
Fri, 11 Jul 2025HK$5.3tHK$4.6tHK$247.4b10.7x21.6x1.2x
Sun, 08 Jun 2025HK$5.4tHK$4.6tHK$242.4b10.6x22.4x1.2x
Tue, 06 May 2025HK$5.1tHK$4.5tHK$228.5b10.5x22.3x1.1x
Thu, 03 Apr 2025HK$5.3tHK$4.5tHK$229.4b10.7x23x1.2x
Sat, 01 Mar 2025HK$5.0tHK$4.4tHK$214.6b10.7x23.2x1.1x
Mon, 27 Jan 2025HK$4.2tHK$4.3tHK$201.4b10.4x21.1x1x
Wed, 25 Dec 2024HK$4.3tHK$4.2tHK$199.1b9.9x21.7x1x
Fri, 22 Nov 2024HK$4.3tHK$4.2tHK$193.8b9.7x22.4x1x
Sun, 20 Oct 2024HK$4.5tHK$4.3tHK$194.9b9.5x22.9x1x
Tue, 17 Sep 2024HK$3.6tHK$4.3tHK$195.4b8.5x18.3x0.8x
Thu, 15 Aug 2024HK$3.4tHK$4.1tHK$176.6b8.1x19x0.8x
Sat, 13 Jul 2024HK$3.8tHK$4.1tHK$174.0b9x22.1x0.9x
Mon, 10 Jun 2024HK$3.9tHK$4.0tHK$175.1b9.4x22.4x1x
Wed, 08 May 2024HK$4.0tHK$4.0tHK$172.9b9.3x23.2x1x
Fri, 05 Apr 2024HK$3.7tHK$4.0tHK$169.7b9.2x21.8x0.9x
Sun, 03 Mar 2024HK$3.5tHK$3.9tHK$164.1b9.6x21.5x0.9x
Tue, 30 Jan 2024HK$3.2tHK$3.9tHK$156.9b9.5x20.6x0.8x
Thu, 28 Dec 2023HK$3.5tHK$3.9tHK$155.9b9.9x22.4x0.9x
Sat, 25 Nov 2023HK$3.9tHK$3.8tHK$153.2b9.8x25.6x1x
Mon, 23 Oct 2023HK$4.0tHK$3.8tHK$141.5b9.2x28.3x1.1x
Wed, 20 Sep 2023HK$4.2tHK$3.8tHK$140.7b9.4x30.2x1.1x
Fri, 18 Aug 2023HK$4.4tHK$3.6tHK$123.9b10.2x35.8x1.2x
Sun, 16 Jul 2023HK$4.6tHK$3.6tHK$117.6b10.6x39.1x1.3x
Tue, 13 Jun 2023HK$4.5tHK$3.6tHK$114.7b10.1x39x1.2x
Thu, 11 May 2023HK$4.6tHK$3.7tHK$108.6b10.7x42.7x1.2x
Sat, 08 Apr 2023HK$4.8tHK$3.7tHK$109.1b9.8x43.9x1.3x
Price to Earnings Ratio

43.9x


Total Market Cap: HK$4.8tTotal Earnings: HK$109.1bTotal Revenue: HK$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 25x202420252026
Current Industry PE
  • Investors are relatively neutral on the Hong Kong Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 25.1x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.93x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 24% per year over the last three years.
  • Revenues for these companies have grown 12% 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 Market1.44%
Consumer Discretionary-0.30%
Hospitality2.15%
Auto1.61%
Consumer Services1.22%
Auto Components0.51%
General Merchandise and Department Stores0.063%
Online Retail and Ecommerce0%0
Luxury-0.18%
Retail Distributors-0.22%
Consumer Durables-1.23%
Leisure-3.13%
Specialty Stores-14.00%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 53.3x.
    • Analysts are expecting annual earnings growth of 36.4%, which is higher than its past year's earnings growth of 14.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings growth rate of 15% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
3690 MeituanHK$82.955.0%
+HK$24.4b
-47.5%PS1.2x
1070 TCL Electronics HoldingsHK$12.7613.7%
+HK$3.9b
37.8%PE12.9x
2632 Jiangsu New Vision Automotive ElectronicsHK$45.0061.4%
+HK$2.1b
n/aPS7.8x
1585 Yadea Group HoldingsHK$13.254.5%
+HK$1.7b
-12.3%PE12.2x
9863 Zhejiang Leapmotor TechnologyHK$47.022.6%
+HK$1.7b
-6.8%PE109.4x

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