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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedDec 19, 2025
DataAggregated Company Financials
Companies442
  • 7D-1.0%
  • 3M-11.7%
  • 1Y2.8%
  • YTD7.4%

The Consumer Discretionary is pretty flat in the last 7 days, but Laopu Gold has stood out, gaining 4.6%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 19 Dec 2025HK$5.1tHK$5.0tHK$219.1b10.7x23.2x1x
Sun, 16 Nov 2025HK$5.3tHK$5.0tHK$249.6b11x21.2x1.1x
Tue, 14 Oct 2025HK$5.4tHK$5.1tHK$251.0b10.7x21.5x1.1x
Thu, 11 Sep 2025HK$5.3tHK$4.7tHK$234.9b10.8x22.7x1.1x
Sat, 09 Aug 2025HK$5.3tHK$4.6tHK$248.2b11.3x21.5x1.2x
Mon, 07 Jul 2025HK$5.3tHK$4.6tHK$247.7b10.7x21.4x1.1x
Wed, 04 Jun 2025HK$5.4tHK$4.6tHK$242.4b10.8x22.3x1.2x
Fri, 02 May 2025HK$5.0tHK$4.5tHK$228.9b10.3x22x1.1x
Sun, 30 Mar 2025HK$5.4tHK$4.5tHK$232.5b11.2x23.1x1.2x
Tue, 25 Feb 2025HK$5.0tHK$4.3tHK$210.2b10.7x23.9x1.2x
Thu, 23 Jan 2025HK$4.2tHK$4.3tHK$201.0b10.5x21.1x1x
Sat, 21 Dec 2024HK$4.3tHK$4.2tHK$198.7b9.9x21.8x1x
Mon, 18 Nov 2024HK$4.3tHK$4.2tHK$193.7b9.7x22.2x1x
Wed, 16 Oct 2024HK$4.3tHK$4.3tHK$194.5b9.4x22.3x1x
Fri, 13 Sep 2024HK$3.5tHK$4.3tHK$195.0b8.3x18.1x0.8x
Sun, 11 Aug 2024HK$3.4tHK$4.1tHK$175.6b8.3x19.6x0.8x
Tue, 09 Jul 2024HK$3.7tHK$4.1tHK$173.6b8.9x21.2x0.9x
Thu, 06 Jun 2024HK$4.0tHK$4.0tHK$173.0b9.2x22.9x1x
Sat, 04 May 2024HK$4.0tHK$4.0tHK$172.4b9.3x23.4x1x
Mon, 01 Apr 2024HK$3.7tHK$4.0tHK$171.3b9.4x21.5x0.9x
Wed, 28 Feb 2024HK$3.5tHK$3.9tHK$156.9b9.5x22.3x0.9x
Fri, 26 Jan 2024HK$3.3tHK$3.9tHK$157.2b9.4x21x0.8x
Sun, 24 Dec 2023HK$3.5tHK$3.9tHK$156.2b9.9x22.3x0.9x
Tue, 21 Nov 2023HK$4.0tHK$3.8tHK$151.0b9.5x26.5x1x
Thu, 19 Oct 2023HK$4.1tHK$3.8tHK$141.3b9.4x29.2x1.1x
Sat, 16 Sep 2023HK$4.3tHK$3.8tHK$141.2b9.8x30.1x1.1x
Mon, 14 Aug 2023HK$4.6tHK$3.6tHK$123.5b10.5x37.2x1.3x
Wed, 12 Jul 2023HK$4.5tHK$3.6tHK$116.8b10.8x38.4x1.2x
Fri, 09 Jun 2023HK$4.4tHK$3.7tHK$116.0b10.2x37.9x1.2x
Sun, 07 May 2023HK$4.7tHK$3.8tHK$109.1b10.5x43.3x1.3x
Tue, 04 Apr 2023HK$4.9tHK$3.7tHK$110.8b10.2x43.9x1.3x
Thu, 02 Mar 2023HK$5.3tHK$3.6tHK$97.0b10.2x54.9x1.5x
Sat, 28 Jan 2023HK$5.9tHK$3.7tHK$102.7b10.8x57.5x1.6x
Mon, 26 Dec 2022HK$5.4tHK$3.6tHK$98.8b9.6x54.3x1.5x
Price to Earnings Ratio

54.3x


Total Market Cap: HK$5.4tTotal Earnings: HK$98.8bTotal Revenue: HK$3.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 27.8x202320242025
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 23.4x which is lower than its 3-year average PE of 27.8x.
  • 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 30% 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 Market-0.49%
Consumer Discretionary-0.99%
Luxury2.37%
General Merchandise and Department Stores1.29%
Consumer Services0.78%
Online Retail and Ecommerce0%0
Hospitality-0.26%
Specialty Stores-0.89%
Consumer Durables-1.29%
Auto Components-1.33%
Leisure-1.57%
Auto-3.35%
Retail Distributors-4.46%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 46.3x.
    • Analysts are expecting annual earnings growth of 39.9%, which is higher than its past year's earnings growth of 15.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 44% over the next 5 years.
  • This is better than its past earnings growth rate of 20% 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
2331 Li NingHK$19.007.5%
+HK$3.4b		13.5%PE15.8x
1913 PradaHK$47.102.4%
+HK$2.8b		-24.1%PE15.7x
6862 Haidilao International HoldingHK$14.772.4%
+HK$2.0b		-13.2%PE16.8x
2431 Minieye TechnologyHK$14.7144.4%
+HK$1.9b		n/aPS7.3x
3690 MeituanHK$102.700.3%
+HK$1.8b		-35.2%PS1.6x

Latest News

1929
HK$12.70
Chow Tai Fook Jewellery Group
7D
-3.2%
1Y
92.1%

1929: Interim Dividend Will Drive Future Re Rating Prospects

Analysts have slightly lowered their fair value estimate for Chow Tai Fook Jewellery Group to HK$17.75 from HK$17.76, reflecting modestly softer assumptions for revenue growth and profit margins that are only partly offset by a higher expected future P/E multiple. What's in the News Declared an interim dividend of HKD 0.22 per share for the six months ended 30 September 2025, with an ex dividend date on 15 December 2025, record date on 17 December 2025, and payment on 24 December 2025 (Key Developments) Scheduled a board meeting on 25 November 2025 to review interim results for the six months ended 30 September 2025 and to consider the declaration of an interim dividend and other business matters (Key Developments) Valuation Changes Fair Value Estimate has edged down slightly to HK$17.75 from HK$17.76 per share.
175
HK$16.96
Geely Automobile Holdings
7D
-4.6%
1Y
10.7%

175: Expanded R&D Agreement Will Drive Stronger Future Earnings Power

Analysts have nudged their price target on Geely Automobile Holdings slightly higher to HKD 34.55 from HKD 34.44, citing a lower discount rate, a marginally stronger profit margin outlook, and a modestly reduced future P E multiple despite slightly softer revenue growth expectations. What's in the News Geely has convened a board meeting for November 17, 2025, to review and approve unaudited results for the nine months ended September 30, 2025, and address other corporate matters (Key Developments).
1913
HK$47.10
Prada
7D
2.4%
1Y
-24.1%

1913: Brand Momentum And Direct Channels Will Drive Long Term Upside

Analysts have trimmed their price target on Prada to HK$53 from HK$60, citing a reassessment of sector growth prospects after an extended boom period and increased competitive uncertainty as more creative directors debut across leading luxury houses. Analyst Commentary While the latest move reflects a more cautious sector stance, bullish analysts still highlight several supportive factors underpinning Prada’s long term investment case, particularly around brand momentum, execution discipline, and structural growth opportunities.
1316
HK$6.65
Nexteer Automotive Group
7D
8.3%
1Y
103.4%

1316: Motion By Wire Advancements Will Drive Stronger Long Term Outlook

Analysts have modestly increased their price target on Nexteer Automotive Group to approximately $9.94 from about $9.79, citing slightly stronger expectations for revenue growth and profit margins, despite a higher assumed discount rate and a marginally lower future P/E multiple. What's in the News Nexteer Automotive unveiled its Direct Drive Hand Wheel Actuator as the latest advance in Steer by Wire technology, promising improved steering feel, integration and vehicle design flexibility for software defined and automated driving platforms (Key Developments).
2331
HK$19.00
Li Ning
7D
7.5%
1Y
13.5%

2331: Potential Puma Bid Will Drive Future Upside Despite Slightly Higher Risk

Analysts have trimmed their price target for Li Ning slightly to reflect a modest adjustment in fair value and discount rate assumptions, even as they factor in marginally stronger long term revenue growth and stable profit margins. What's in the News Li Ning has been identified among potential bidders that are exploring an early-stage review of acquiring German sportswear brand Puma, alongside ANTA Sports and ASICS.
6862
HK$14.77
Haidilao International Holding
7D
2.4%
1Y
-13.2%

An Intrinsic Calculation For Haidilao International Holding Ltd. (HKG:6862) Suggests It's 25% Undervalued

Dec 05
An Intrinsic Calculation For Haidilao International Holding Ltd. (HKG:6862) Suggests It's 25% Undervalued
2431
HK$14.71
Minieye Technology
7D
44.4%
1Y
n/a
3690
HK$102.70
Meituan
7D
0.3%
1Y
-35.2%
1211
HK$93.70
BYD
7D
-4.9%
1Y
5.3%
9973
HK$30.36
Chery Automobile
7D
-3.0%
1Y
n/a
2333
HK$14.46
Great Wall Motor
7D
-3.5%
1Y
3.9%

Here's Why Great Wall Motor (HKG:2333) Can Manage Its Debt Responsibly

Nov 23
Here's Why Great Wall Motor (HKG:2333) Can Manage Its Debt Responsibly
3931
HK$25.86
CALB Group
7D
-6.0%
1Y
101.7%
2282
HK$16.61
MGM China Holdings
7D
1.8%
1Y
71.1%

MGM China Holdings (HKG:2282) Is Achieving High Returns On Its Capital

Nov 17
MGM China Holdings (HKG:2282) Is Achieving High Returns On Its Capital
551
HK$17.33
Yue Yuen Industrial (Holdings)
7D
4.3%
1Y
-1.4%
1440
HK$6.75
Star Shine Holdings Group
7D
-27.8%
1Y
14.6%

Is Star Shine Holdings Group (HKG:1440) Using Debt Sensibly?

Nov 05
Is Star Shine Holdings Group (HKG:1440) Using Debt Sensibly?
2097
HK$395.00
MIXUE Group
7D
-4.1%
1Y
n/a