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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedJan 30, 2025
DataAggregated Company Financials
Companies450
- 7D0.2%
- 3M-3.9%
- 1Y38.0%
- YTD1.8%
Last week, the Consumer Discretionary industry hasn't moved much but ANTA Sports Products is up 5.2% in that time. The past year has been better, since the industry has gained 38% in that time. 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, 30 Jan 2025 | HK$4.3t | HK$4.3t | HK$201.4b | 10.1x | 21.1x | 1x |
| Sat, 28 Dec 2024 | HK$4.3t | HK$4.2t | HK$198.9b | 9.8x | 21.7x | 1x |
| Mon, 25 Nov 2024 | HK$4.2t | HK$4.2t | HK$193.6b | 9.8x | 21.9x | 1x |
| Wed, 23 Oct 2024 | HK$4.5t | HK$4.3t | HK$194.4b | 9.5x | 23x | 1.1x |
| Fri, 20 Sep 2024 | HK$3.7t | HK$4.3t | HK$196.2b | 8.6x | 18.8x | 0.9x |
| Sun, 18 Aug 2024 | HK$3.4t | HK$4.1t | HK$177.0b | 8.4x | 19.4x | 0.8x |
| Tue, 16 Jul 2024 | HK$3.8t | HK$4.1t | HK$173.8b | 8.8x | 21.7x | 0.9x |
| Thu, 13 Jun 2024 | HK$3.9t | HK$4.0t | HK$175.0b | 9.3x | 22.5x | 1x |
| Sat, 11 May 2024 | HK$4.1t | HK$4.0t | HK$172.6b | 9.4x | 23.5x | 1x |
| Mon, 08 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.8b | 9.2x | 21.8x | 0.9x |
| Wed, 06 Mar 2024 | HK$3.4t | HK$3.9t | HK$164.0b | 9.5x | 20.9x | 0.9x |
| Fri, 02 Feb 2024 | HK$3.1t | HK$3.9t | HK$157.0b | 9.2x | 19.9x | 0.8x |
| Sun, 31 Dec 2023 | HK$3.6t | HK$3.9t | HK$156.8b | 10.2x | 23.1x | 0.9x |
| Tue, 28 Nov 2023 | HK$3.9t | HK$3.8t | HK$153.1b | 10x | 25.5x | 1x |
| Thu, 26 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.4b | 9.2x | 28.4x | 1.1x |
| Sat, 23 Sep 2023 | HK$4.2t | HK$3.8t | HK$140.5b | 9.5x | 30.1x | 1.1x |
| Mon, 21 Aug 2023 | HK$4.3t | HK$3.6t | HK$126.2b | 10.3x | 34.4x | 1.2x |
| Wed, 19 Jul 2023 | HK$4.5t | HK$3.6t | HK$122.9b | 10.8x | 37x | 1.3x |
| Fri, 16 Jun 2023 | HK$4.7t | HK$3.6t | HK$114.1b | 10.6x | 41.1x | 1.3x |
| Sun, 14 May 2023 | HK$4.6t | HK$3.7t | HK$108.6b | 10.4x | 42.6x | 1.2x |
| Tue, 11 Apr 2023 | HK$4.8t | HK$3.7t | HK$109.0b | 10.5x | 44x | 1.3x |
| Thu, 09 Mar 2023 | HK$5.1t | HK$3.6t | HK$95.7b | 10.1x | 53.2x | 1.4x |
| Sat, 04 Feb 2023 | HK$5.8t | HK$3.7t | HK$103.4b | 10.9x | 56.2x | 1.6x |
| Mon, 02 Jan 2023 | HK$5.4t | HK$3.6t | HK$100.0b | 9.9x | 53.5x | 1.5x |
| Wed, 30 Nov 2022 | HK$4.8t | HK$3.5t | HK$92.0b | 9.2x | 51.9x | 1.4x |
| Fri, 28 Oct 2022 | HK$4.2t | HK$3.4t | HK$70.8b | 8.8x | 60x | 1.3x |
| Sun, 25 Sep 2022 | HK$4.7t | HK$3.3t | HK$69.0b | 9.6x | 68.2x | 1.4x |
| Tue, 23 Aug 2022 | HK$5.4t | HK$3.5t | HK$68.4b | 10.6x | 79.3x | 1.6x |
| Thu, 21 Jul 2022 | HK$5.9t | HK$3.5t | HK$70.3b | 10.6x | 84.1x | 1.7x |
| Sat, 18 Jun 2022 | HK$5.9t | HK$3.5t | HK$72.0b | 10.7x | 81.5x | 1.7x |
| Mon, 16 May 2022 | HK$5.2t | HK$3.5t | HK$65.5b | 10.2x | 78.8x | 1.5x |
| Wed, 13 Apr 2022 | HK$5.1t | HK$3.6t | HK$68.6b | 10.5x | 74.6x | 1.4x |
| Fri, 11 Mar 2022 | HK$5.0t | HK$3.5t | HK$48.4b | 10.1x | 104.3x | 1.4x |
| Sun, 06 Feb 2022 | HK$6.3t | HK$3.5t | HK$51.9b | 11.2x | 122.2x | 1.8x |
Price to Earnings Ratio
122.2x
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 21.1x which is lower than its 3-year average PE of 44.6x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 57% per year over the last three years.
- Revenues for these companies have grown 7.2% 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 | 1.94% | |
| Consumer Discretionary | 0.20% | |
| Retail Distributors | 3.76% | |
| Consumer Services | 3.48% | |
| Luxury | 2.83% | |
| General Merchandise and Department Stores | 1.77% | |
| Auto Components | 1.64% | |
| Leisure | 1.01% | |
| Specialty Stores | 0.71% | |
| Consumer Durables | 0.028% | |
| Online Retail and Ecommerce | 0% | 0 |
| Hospitality | -0.68% | |
| Auto | -1.00% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 32.8x.
- Analysts are expecting annual earnings growth of 19.6%, which is higher than its past year's earnings growth of 13.1% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 22% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 7.5% 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 | |
|---|---|---|---|---|---|
| 2020 ANTA Sports Products | HK$82.55 | 5.2% +HK$11.4b | 26.6% | PE16.3x | |
| 27 Galaxy Entertainment Group | HK$33.25 | 7.6% +HK$10.3b | -22.7% | PE17.5x | |
| 6181 Laopu Gold | HK$416.00 | 17.1% +HK$10.2b | n/a | PE80.7x | |
| 1928 Sands China | HK$18.60 | 5.1% +HK$7.3b | -12.9% | PE18.3x | |
| 9992 Pop Mart International Group | HK$94.00 | 6.0% +HK$7.0b | 419.9% | PE75.9x |
