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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedNov 06, 2025
DataAggregated Company Financials
Companies439
  • 7D-3.9%
  • 3M-7.5%
  • 1Y1.4%
  • YTD10.2%

Over the last 7 days, the Consumer Discretionary industry has dropped 3.9%, driven by a pullback from BYD of 9.0%. Over the last year, the industry has been flat overall. Looking forward, earnings are forecast to grow by 22% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Nov 2025HK$5.2tHK$5.0tHK$249.8b10.9x20.8x1x
Sat, 04 Oct 2025HK$5.6tHK$5.1tHK$251.9b10.6x22.2x1.1x
Mon, 01 Sep 2025HK$5.4tHK$4.7tHK$230.9b10.9x23.6x1.2x
Wed, 30 Jul 2025HK$5.5tHK$4.6tHK$248.0b11.2x22.1x1.2x
Fri, 27 Jun 2025HK$5.3tHK$4.7tHK$244.7b10.5x21.7x1.1x
Sun, 25 May 2025HK$5.6tHK$4.6tHK$232.6b10.6x24.3x1.2x
Tue, 22 Apr 2025HK$4.9tHK$4.5tHK$227.1b9.9x21.6x1.1x
Thu, 20 Mar 2025HK$5.6tHK$4.4tHK$215.7b11.6x26.1x1.3x
Sat, 15 Feb 2025HK$4.8tHK$4.3tHK$202.2b10.4x23.8x1.1x
Mon, 13 Jan 2025HK$4.0tHK$4.2tHK$199.4b10.1x20.2x0.9x
Wed, 11 Dec 2024HK$4.4tHK$4.3tHK$199.9b10.3x22.2x1x
Fri, 08 Nov 2024HK$4.6tHK$4.3tHK$193.4b9.5x24x1.1x
Sun, 06 Oct 2024HK$4.9tHK$4.3tHK$195.7b10.1x25x1.1x
Tue, 03 Sep 2024HK$3.6tHK$4.3tHK$195.4b8.6x18.3x0.8x
Thu, 01 Aug 2024HK$3.6tHK$4.1tHK$175.4b8.5x20.3x0.9x
Sat, 29 Jun 2024HK$3.8tHK$4.0tHK$174.6b9.2x21.6x0.9x
Mon, 27 May 2024HK$3.9tHK$4.0tHK$173.3b9.6x22.5x1x
Wed, 24 Apr 2024HK$3.7tHK$4.0tHK$170.2b8.9x22x0.9x
Fri, 22 Mar 2024HK$3.7tHK$3.9tHK$171.9b9.6x21.7x1x
Sun, 18 Feb 2024HK$3.4tHK$3.9tHK$156.3b9.4x21.6x0.9x
Tue, 16 Jan 2024HK$3.4tHK$3.9tHK$155.6b9.9x22x0.9x
Thu, 14 Dec 2023HK$3.5tHK$3.9tHK$155.4b9.8x22.5x0.9x
Sat, 11 Nov 2023HK$4.0tHK$3.8tHK$148.8b9.1x26.7x1x
Mon, 09 Oct 2023HK$4.0tHK$3.8tHK$141.6b9.4x28.3x1.1x
Wed, 06 Sep 2023HK$4.4tHK$3.8tHK$140.8b9.7x30.9x1.2x
Fri, 04 Aug 2023HK$4.7tHK$3.6tHK$124.0b10.8x38.1x1.3x
Sun, 02 Jul 2023HK$4.4tHK$3.6tHK$115.9b10.4x37.8x1.2x
Tue, 30 May 2023HK$4.2tHK$3.7tHK$106.5b10.4x39.7x1.2x
Thu, 27 Apr 2023HK$4.7tHK$3.7tHK$106.5b10.4x44x1.3x
Sat, 25 Mar 2023HK$4.8tHK$3.6tHK$92.7b9.9x51.8x1.3x
Mon, 20 Feb 2023HK$5.3tHK$3.6tHK$100.6b10.5x52.9x1.5x
Wed, 18 Jan 2023HK$5.6tHK$3.7tHK$102.0b10.5x54.8x1.5x
Fri, 16 Dec 2022HK$5.3tHK$3.6tHK$98.8b9.8x54.1x1.5x
Sun, 13 Nov 2022HK$4.8tHK$3.5tHK$79.0b9.3x60.7x1.4x
Price to Earnings Ratio

60.7x


Total Market Cap: HK$4.8tTotal Earnings: HK$79.0bTotal Revenue: HK$3.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 29.2x202320242025
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 20.8x which is lower than its 3-year average PE of 29.2x.
  • The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 49% per year over the last three years.
  • Revenues for these companies have grown 13% 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-0.89%
Consumer Discretionary-3.86%
Auto Components1.52%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores-0.72%
Hospitality-0.76%
Consumer Services-1.76%
Retail Distributors-2.37%
Leisure-3.24%
Luxury-3.69%
Consumer Durables-4.22%
Specialty Stores-5.10%
Auto-6.92%
Industry PE
  • Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 21.6x.
    • Analysts are expecting annual earnings growth of 45.7%, which is higher than its past year's earnings decline of 1.1% per year.
Forecasted Growth
  • Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 46% over the next 5 years.
  • This is better than its past earnings decline of 1.1% 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$101.201.2%
+HK$7.3b		-46.5%PE19.2x
425 Minth GroupHK$39.0011.6%
+HK$4.7b		167.5%PE16.5x
3931 CALB GroupHK$33.146.5%
+HK$3.6b		173.9%PE49.1x
2282 MGM China HoldingsHK$15.845.1%
+HK$2.9b		58.4%PE14x
2097 MIXUE GroupHK$400.601.8%
+HK$2.7b		n/aPE26.6x

Latest News

2097
HK$400.60
MIXUE Group
7D
1.8%
1Y
n/a
3998
HK$4.84
Bosideng International Holdings
7D
2.3%
1Y
7.1%

Estimating The Intrinsic Value Of Bosideng International Holdings Limited (HKG:3998)

Nov 04
Estimating The Intrinsic Value Of Bosideng International Holdings Limited (HKG:3998)
175
HK$17.51
Geely Automobile Holdings
7D
-7.5%
1Y
20.4%
9973
HK$30.62
Chery Automobile
7D
-6.4%
1Y
n/a
1929
HK$13.77
Chow Tai Fook Jewellery Group
7D
-10.0%
1Y
83.8%

1929: Future Profit Margins And Discount Rates Will Drive Upside Potential

Analysts have raised their price target for Chow Tai Fook Jewellery Group from HK$15.34 to HK$17.38, citing improved revenue growth, higher forecast profit margins, and a slight easing in discount rate assumptions. Valuation Changes Fair Value Estimate has increased from HK$15.34 to HK$17.38.
3931
HK$33.14
CALB Group
7D
6.5%
1Y
173.9%
1913
HK$45.30
Prada
7D
-8.7%
1Y
-21.8%

1913: Rising Creative Director Presence Will Shape Luxury Sector Dynamics Ahead

Prada's analyst price target has increased slightly from HK$61.64 to HK$62.32, as analysts acknowledge stable fundamentals and moderate growth expectations. This comes amid a cautious outlook for the luxury sector.
1211
HK$95.40
BYD
7D
-9.0%
1Y
1.1%
9992
HK$217.40
Pop Mart International Group
7D
-4.7%
1Y
210.3%
1928
HK$20.08
Sands China
7D
-3.6%
1Y
-2.0%

Here's Why Sands China (HKG:1928) Has A Meaningful Debt Burden

Oct 28
Here's Why Sands China (HKG:1928) Has A Meaningful Debt Burden
425
HK$39.00
Minth Group
7D
11.6%
1Y
167.5%

We Think Minth Group (HKG:425) Can Stay On Top Of Its Debt

Oct 27
We Think Minth Group (HKG:425) Can Stay On Top Of Its Debt
2020
HK$79.85
ANTA Sports Products
7D
-5.0%
1Y
-6.9%

Share Buybacks And New Partnerships Will Drive Expansion Into China

Narrative Update: Analyst Price Target Change for ANTA Sports Products Analysts have slightly reduced their fair value estimate for ANTA Sports Products from ¥118.72 to ¥117.27. This change reflects minor adjustments in expected revenue growth, discount rates, and profit margins.
6168
HK$47.94
Zhou Liu Fu Jewellery
7D
10.7%
1Y
n/a
2282
HK$15.84
MGM China Holdings
7D
5.1%
1Y
58.4%

What MGM China Holdings Limited's (HKG:2282) P/E Is Not Telling You

Oct 13
What MGM China Holdings Limited's (HKG:2282) P/E Is Not Telling You
3690
HK$101.20
Meituan
7D
1.2%
1Y
-46.5%

China Urbanization And Digital Payments Will Expand Market Opportunity

Meituan’s consensus price target was trimmed as its future P/E moved higher despite stable net margins, suggesting valuation multiples have expanded, with fair value revised to HK$131.41. What's in the News Meituan completed the repurchase of 42,305,400 shares (0.69% of outstanding shares) for $5,224.8 million under its ongoing buyback program.
2473
HK$9.76
XXF Group Holdings
7D
8.9%
1Y
80.1%