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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedDec 02, 2024
DataAggregated Company Financials
Companies446
- 7D0.02%
- 3M19.0%
- 1Y16.2%
- YTD19.1%
The Consumer Discretionary is pretty flat in the last 7 days, but Geely Automobile Holdings has stood out, gaining 7.9%. As for the the longer term, the industry is up 16% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 03 Dec 2024 | HK$4.2t | HK$4.3t | HK$200.9b | 10.1x | 21.1x | 1x |
| Thu, 31 Oct 2024 | HK$4.5t | HK$4.2t | HK$195.7b | 9.5x | 23x | 1.1x |
| Sat, 28 Sep 2024 | HK$4.4t | HK$4.3t | HK$197.0b | 8.9x | 22.1x | 1x |
| Mon, 26 Aug 2024 | HK$3.5t | HK$4.2t | HK$184.6b | 8.2x | 18.7x | 0.8x |
| Wed, 24 Jul 2024 | HK$3.7t | HK$4.1t | HK$173.6b | 8.5x | 21.1x | 0.9x |
| Fri, 21 Jun 2024 | HK$3.9t | HK$4.0t | HK$174.4b | 9.2x | 22.4x | 1x |
| Sun, 19 May 2024 | HK$4.1t | HK$4.0t | HK$173.2b | 9.5x | 23.7x | 1x |
| Tue, 16 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.1b | 9.1x | 21.9x | 0.9x |
| Thu, 14 Mar 2024 | HK$3.7t | HK$3.9t | HK$169.4b | 9.8x | 21.7x | 0.9x |
| Sat, 10 Feb 2024 | HK$3.2t | HK$3.9t | HK$156.3b | 9.1x | 20.6x | 0.8x |
| Mon, 08 Jan 2024 | HK$3.5t | HK$3.9t | HK$156.0b | 10x | 22.2x | 0.9x |
| Wed, 06 Dec 2023 | HK$3.6t | HK$3.9t | HK$153.7b | 9.8x | 23.3x | 0.9x |
| Fri, 03 Nov 2023 | HK$3.9t | HK$3.8t | HK$147.9b | 9.3x | 26.7x | 1x |
| Sun, 01 Oct 2023 | HK$4.1t | HK$3.8t | HK$141.6b | 9.3x | 29.1x | 1.1x |
| Tue, 29 Aug 2023 | HK$4.3t | HK$3.7t | HK$135.4b | 10.3x | 31.8x | 1.2x |
| Thu, 27 Jul 2023 | HK$4.6t | HK$3.6t | HK$123.3b | 10.8x | 37.3x | 1.3x |
| Sat, 24 Jun 2023 | HK$4.4t | HK$3.6t | HK$114.0b | 10.7x | 38.9x | 1.2x |
| Mon, 22 May 2023 | HK$4.5t | HK$3.7t | HK$107.4b | 10.5x | 42.2x | 1.2x |
| Wed, 19 Apr 2023 | HK$4.8t | HK$3.7t | HK$109.0b | 10.5x | 44.4x | 1.3x |
| Fri, 17 Mar 2023 | HK$4.8t | HK$3.6t | HK$95.4b | 9.6x | 50.3x | 1.3x |
| Sun, 12 Feb 2023 | HK$5.4t | HK$3.7t | HK$101.5b | 10.8x | 53.7x | 1.5x |
| Tue, 10 Jan 2023 | HK$5.7t | HK$3.7t | HK$101.4b | 10.5x | 55.8x | 1.5x |
| Thu, 08 Dec 2022 | HK$5.3t | HK$3.6t | HK$98.5b | 9.6x | 53.5x | 1.5x |
| Sat, 05 Nov 2022 | HK$4.6t | HK$3.4t | HK$75.6b | 9x | 60.7x | 1.3x |
| Mon, 03 Oct 2022 | HK$4.6t | HK$3.4t | HK$64.1b | 9.1x | 72.1x | 1.4x |
| Wed, 31 Aug 2022 | HK$5.4t | HK$9.2t | HK$73.2b | 10x | 73.7x | 0.6x |
| Fri, 29 Jul 2022 | HK$5.8t | HK$3.5t | HK$70.1b | 10.4x | 82.4x | 1.6x |
| Sun, 26 Jun 2022 | HK$6.1t | HK$3.5t | HK$69.7b | 11.1x | 87x | 1.7x |
| Tue, 24 May 2022 | HK$5.3t | HK$3.5t | HK$74.9b | 10.5x | 70.9x | 1.5x |
| Thu, 21 Apr 2022 | HK$5.2t | HK$3.6t | HK$68.3b | 10.7x | 75.6x | 1.4x |
| Sat, 19 Mar 2022 | HK$5.1t | HK$3.5t | HK$58.4b | 10.1x | 87.5x | 1.5x |
| Mon, 14 Feb 2022 | HK$6.4t | HK$3.5t | HK$50.7b | 11.4x | 125.9x | 1.8x |
| Wed, 12 Jan 2022 | HK$6.3t | HK$3.5t | HK$51.2b | 11.5x | 123.1x | 1.8x |
| Fri, 10 Dec 2021 | HK$7.2t | HK$3.5t | HK$54.4b | 12.1x | 131.7x | 2.1x |
Price to Earnings Ratio
131.7x
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 50.2x.
- The 3-year average PS ratio of 1.3x 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 55% per year over the last three years.
- Revenues for these companies have grown 7.4% 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 | 0.25% | |
| Consumer Discretionary | 0.015% | |
| Consumer Durables | 3.94% | |
| Hospitality | 2.21% | |
| Specialty Stores | 1.93% | |
| Leisure | 1.86% | |
| Retail Distributors | 0.63% | |
| Online Retail and Ecommerce | 0% | |
| Auto Components | -0.29% | |
| General Merchandise and Department Stores | -0.54% | |
| Auto | -0.98% | |
| Luxury | -2.42% | |
| Consumer Services | -7.21% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 30.2x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 12.7% 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 27% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 7.6% 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 | |
|---|---|---|---|---|---|
| 3690 Meituan | HK$167.40 | 3.3% +HK$32.0b | 93.6% | PE29.2x | |
| 175 Geely Automobile Holdings | HK$14.42 | 10.9% +HK$14.3b | 76.7% | PE8.8x | |
| 1928 Sands China | HK$20.30 | 8.1% +HK$12.3b | 1.2% | PE20x | |
| 27 Galaxy Entertainment Group | HK$35.10 | 8.7% +HK$12.2b | -13.9% | PE18.4x | |
| 6862 Haidilao International Holding | HK$16.00 | 8.8% +HK$7.2b | 9.0% | PE19.5x |
