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Dec 29
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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedDec 30, 2025
DataAggregated Company Financials
Companies442
- 7D0.05%
- 3M-9.0%
- 1Y6.3%
- YTD9.2%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably BYD gained 3.6%. As for the the longer term, the industry is up 6.3% over the past 12 months. 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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 31 Dec 2025 | HK$5.2t | HK$5.1t | HK$220.0b | 10.4x | 23.7x | 1x |
| Fri, 28 Nov 2025 | HK$5.3t | HK$5.0t | HK$252.1b | 11x | 20.8x | 1x |
| Sun, 26 Oct 2025 | HK$5.4t | HK$5.0t | HK$253.4b | 10.9x | 21.3x | 1.1x |
| Tue, 23 Sep 2025 | HK$5.4t | HK$4.7t | HK$234.7b | 10.8x | 22.9x | 1.1x |
| Thu, 21 Aug 2025 | HK$5.6t | HK$4.6t | HK$247.7b | 11.7x | 22.5x | 1.2x |
| Sat, 19 Jul 2025 | HK$5.4t | HK$4.6t | HK$247.1b | 10.9x | 21.9x | 1.2x |
| Mon, 16 Jun 2025 | HK$5.4t | HK$4.6t | HK$244.2b | 10.6x | 22.1x | 1.2x |
| Wed, 14 May 2025 | HK$5.3t | HK$4.6t | HK$230.9b | 10.5x | 22.8x | 1.2x |
| Fri, 11 Apr 2025 | HK$4.8t | HK$4.5t | HK$225.9b | 9.6x | 21.2x | 1.1x |
| Sun, 09 Mar 2025 | HK$5.3t | HK$4.4t | HK$216.4b | 10.8x | 24.6x | 1.2x |
| Tue, 04 Feb 2025 | HK$4.2t | HK$4.3t | HK$201.3b | 10.2x | 20.9x | 1x |
| Thu, 02 Jan 2025 | HK$4.3t | HK$4.2t | HK$199.6b | 10x | 21.3x | 1x |
| Sat, 30 Nov 2024 | HK$4.2t | HK$4.3t | HK$191.4b | 10.3x | 22.2x | 1x |
| Mon, 28 Oct 2024 | HK$4.5t | HK$4.2t | HK$195.8b | 9.4x | 23.2x | 1.1x |
| Wed, 25 Sep 2024 | HK$3.8t | HK$4.3t | HK$196.7b | 8.8x | 19.4x | 0.9x |
| Fri, 23 Aug 2024 | HK$3.5t | HK$4.2t | HK$187.5b | 8.2x | 18.5x | 0.8x |
| Sun, 21 Jul 2024 | HK$3.7t | HK$4.1t | HK$173.7b | 8.7x | 21.4x | 0.9x |
| Tue, 18 Jun 2024 | HK$3.9t | HK$4.0t | HK$174.5b | 9.3x | 22.5x | 1x |
| Thu, 16 May 2024 | HK$4.1t | HK$4.0t | HK$173.0b | 9.6x | 23.7x | 1x |
| Sat, 13 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.3b | 9.2x | 22.1x | 0.9x |
| Mon, 11 Mar 2024 | HK$3.5t | HK$3.9t | HK$169.5b | 9.6x | 20.4x | 0.9x |
| Wed, 07 Feb 2024 | HK$3.2t | HK$3.9t | HK$157.9b | 9x | 20.3x | 0.8x |
| Fri, 05 Jan 2024 | HK$3.5t | HK$3.9t | HK$155.7b | 10x | 22.3x | 0.9x |
| Sun, 03 Dec 2023 | HK$3.7t | HK$3.9t | HK$153.7b | 10x | 23.8x | 0.9x |
| Tue, 31 Oct 2023 | HK$4.1t | HK$3.7t | HK$141.8b | 9.3x | 28.7x | 1.1x |
| Thu, 28 Sep 2023 | HK$4.1t | HK$3.8t | HK$140.6b | 9.2x | 29x | 1.1x |
| Sat, 26 Aug 2023 | HK$4.3t | HK$3.6t | HK$137.0b | 10.1x | 31.2x | 1.2x |
| Mon, 24 Jul 2023 | HK$4.5t | HK$3.6t | HK$123.0b | 10.8x | 36.7x | 1.3x |
| Wed, 21 Jun 2023 | HK$4.6t | HK$3.6t | HK$114.4b | 10.7x | 40.1x | 1.3x |
| Fri, 19 May 2023 | HK$4.6t | HK$3.7t | HK$106.9b | 10.7x | 42.8x | 1.2x |
| Sun, 16 Apr 2023 | HK$4.8t | HK$3.7t | HK$109.2b | 10.4x | 44x | 1.3x |
| Tue, 14 Mar 2023 | HK$4.9t | HK$3.6t | HK$95.5b | 9.8x | 51.4x | 1.4x |
| Thu, 09 Feb 2023 | HK$5.6t | HK$5.1t | HK$187.0b | 10.7x | 30x | 1.1x |
| Sat, 07 Jan 2023 | HK$5.6t | HK$3.6t | HK$100.7b | 10.3x | 55.4x | 1.5x |
Price to Earnings Ratio
55.4x
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 23.7x which is lower than its 3-year average PE of 27.5x.
- 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 | 0.055% | |
| Auto | 2.50% | |
| Retail Distributors | 2.04% | |
| Auto Components | 0.48% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.67% | |
| General Merchandise and Department Stores | -0.74% | |
| Specialty Stores | -1.36% | |
| Luxury | -1.90% | |
| Consumer Services | -2.10% | |
| Leisure | -2.38% | |
| Consumer Durables | -2.55% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 47.1x.
- Analysts are expecting annual earnings growth of 40.2%, 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 45% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1211 BYD | HK$97.60 | 4.8% +HK$41.0b | 9.8% | PE20.8x | |
| 175 Geely Automobile Holdings | HK$18.02 | 6.3% +HK$10.7b | 21.6% | PE10x | |
| 3690 Meituan | HK$104.30 | 1.1% +HK$6.7b | -31.2% | PS1.6x | |
| 2333 Great Wall Motor | HK$14.82 | 2.6% +HK$3.3b | 8.5% | PE10.4x | |
| 9863 Zhejiang Leapmotor Technology | HK$50.10 | 2.1% +HK$1.5b | 53.9% | PS1.3x |
