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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedAug 28, 2025
DataAggregated Company Financials
Companies436
- 7D0.6%
- 3M1.9%
- 1Y52.4%
- YTD24.7%
In the last week, the Consumer Discretionary industry is up 4.1%, with Dongfeng Motor Group up 52%. This takes the industry's 12 month performance to a gain of 53%. Looking forward, earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Thu, 28 Aug 2025 | HK$5.6t | HK$4.7t | HK$246.3b | 11.3x | 22.8x | 1.2x |
| Sat, 26 Jul 2025 | HK$5.5t | HK$4.6t | HK$248.3b | 11.2x | 22.1x | 1.2x |
| Mon, 23 Jun 2025 | HK$5.2t | HK$4.6t | HK$244.3b | 10.3x | 21.1x | 1.1x |
| Wed, 21 May 2025 | HK$5.5t | HK$4.6t | HK$231.4b | 10.6x | 23.6x | 1.2x |
| Fri, 18 Apr 2025 | HK$4.9t | HK$4.5t | HK$226.9b | 10x | 21.6x | 1.1x |
| Sun, 16 Mar 2025 | HK$5.4t | HK$4.4t | HK$215.3b | 11.1x | 25.2x | 1.2x |
| Tue, 11 Feb 2025 | HK$4.6t | HK$4.3t | HK$200.0b | 10.2x | 23x | 1.1x |
| Thu, 09 Jan 2025 | HK$4.1t | HK$4.2t | HK$199.0b | 10x | 20.6x | 1x |
| Sat, 07 Dec 2024 | HK$4.3t | HK$4.3t | HK$199.8b | 10.2x | 21.6x | 1x |
| Mon, 04 Nov 2024 | HK$4.5t | HK$4.3t | HK$194.0b | 9.6x | 23x | 1x |
| Wed, 02 Oct 2024 | HK$4.6t | HK$4.3t | HK$197.1b | 9.4x | 23.2x | 1.1x |
| Fri, 30 Aug 2024 | HK$3.5t | HK$4.3t | HK$198.0b | 8.5x | 17.8x | 0.8x |
| Sun, 28 Jul 2024 | HK$3.6t | HK$4.1t | HK$174.1b | 8.6x | 20.5x | 0.9x |
| Tue, 25 Jun 2024 | HK$3.8t | HK$4.0t | HK$174.5b | 9.3x | 22x | 0.9x |
| Thu, 23 May 2024 | HK$4.0t | HK$4.0t | HK$173.0b | 9.7x | 23.4x | 1x |
| Sat, 20 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.1b | 8.9x | 21.6x | 0.9x |
| Mon, 18 Mar 2024 | HK$3.7t | HK$3.9t | HK$169.5b | 9.8x | 21.6x | 0.9x |
| Wed, 14 Feb 2024 | HK$3.2t | HK$3.9t | HK$156.3b | 9.1x | 20.5x | 0.8x |
| Fri, 12 Jan 2024 | HK$3.4t | HK$3.9t | HK$155.8b | 9.9x | 21.7x | 0.9x |
| Sun, 10 Dec 2023 | HK$3.6t | HK$3.8t | HK$153.1b | 9.8x | 23.4x | 0.9x |
| Tue, 07 Nov 2023 | HK$4.1t | HK$3.8t | HK$148.8b | 9.4x | 27.9x | 1.1x |
| Thu, 05 Oct 2023 | HK$4.1t | HK$3.8t | HK$141.5b | 9.3x | 29.1x | 1.1x |
| Sat, 02 Sep 2023 | HK$4.4t | HK$3.8t | HK$143.0b | 9.9x | 30.5x | 1.1x |
| Mon, 31 Jul 2023 | HK$4.8t | HK$3.6t | HK$124.1b | 10.7x | 38.4x | 1.3x |
| Wed, 28 Jun 2023 | HK$4.4t | HK$3.6t | HK$115.2b | 10.6x | 38.4x | 1.2x |
| Fri, 26 May 2023 | HK$4.5t | HK$3.7t | HK$106.7b | 10.4x | 41.9x | 1.2x |
| Sun, 23 Apr 2023 | HK$4.8t | HK$3.7t | HK$106.6b | 10.6x | 44.6x | 1.3x |
| Tue, 21 Mar 2023 | HK$4.5t | HK$3.5t | HK$97.7b | 9.6x | 46.2x | 1.3x |
| Thu, 16 Feb 2023 | HK$5.4t | HK$3.6t | HK$101.0b | 10.7x | 53.1x | 1.5x |
| Sat, 14 Jan 2023 | HK$5.7t | HK$3.7t | HK$102.8b | 10.5x | 55.4x | 1.5x |
| Mon, 12 Dec 2022 | HK$5.6t | HK$3.6t | HK$99.0b | 9.5x | 56.4x | 1.6x |
| Wed, 09 Nov 2022 | HK$4.7t | HK$3.5t | HK$76.8b | 9x | 61.4x | 1.4x |
| Fri, 07 Oct 2022 | HK$5.0t | HK$3.4t | HK$69.2b | 9.3x | 71.6x | 1.5x |
| Sun, 04 Sep 2022 | HK$5.1t | HK$3.4t | HK$70.8b | 10.1x | 72.3x | 1.5x |
Price to Earnings Ratio
72.3x
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 23.0x which is lower than its 3-year average PE of 32.1x.
- 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 52% 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 Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary sector?
| HK Market | -0.53% | |
| Consumer Discretionary | 0.57% | |
| General Merchandise and Department Stores | 7.30% | |
| Retail Distributors | 5.61% | |
| Consumer Durables | 3.70% | |
| Auto Components | 2.71% | |
| Auto | 2.46% | |
| Specialty Stores | 1.33% | |
| Luxury | 0.76% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -1.84% | |
| Consumer Services | -2.44% | |
| Leisure | -8.49% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 19.8x.
- Analysts are expecting annual earnings growth of 52.4%, which is higher than its past year's earnings decline of 12.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Leisure industry, expecting annual earnings growth of 52% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Retail Distributors industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| 489 Dongfeng Motor Group | HK$9.06 | 51.8% +HK$25.5b | 348.5% | PS0.6x | |
| 1211 BYD | HK$115.10 | 1.5% +HK$15.5b | 52.8% | PE21.5x | |
| 2333 Great Wall Motor | HK$18.06 | 6.9% +HK$9.9b | 74.3% | PE11.9x | |
| 2020 ANTA Sports Products | HK$101.60 | 3.3% +HK$9.1b | 35.7% | PE16.8x | |
| 9992 Pop Mart International Group | HK$322.20 | 2.0% +HK$8.2b | 597.4% | PE58.1x |
