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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedMar 18, 2026
DataAggregated Company Financials
Companies441
- 7D2.6%
- 3M-3.1%
- 1Y-15.5%
- YTD-4.2%
The Consumer Discretionary industry is up 2.6% in the last week, with BYD up 7.8%. Meanwhile, PATEO CONNECT Technology (Shanghai) actually underperformed within the industry, shrinking 29% in the last week. In the past year, the industry is down 16%. Earnings are forecast to grow by 22% 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, 18 Mar 2026 | HK$5.0t | HK$5.2t | HK$225.6b | 10.3x | 22.3x | 1x |
| Fri, 13 Feb 2026 | HK$5.3t | HK$5.1t | HK$221.9b | 10.5x | 23.7x | 1x |
| Sun, 11 Jan 2026 | HK$5.2t | HK$5.1t | HK$221.1b | 10.4x | 23.4x | 1x |
| Tue, 09 Dec 2025 | HK$5.2t | HK$5.0t | HK$218.4b | 10.9x | 23.8x | 1x |
| Thu, 06 Nov 2025 | HK$5.2t | HK$5.0t | HK$249.8b | 10.9x | 20.8x | 1x |
| Sat, 04 Oct 2025 | HK$5.6t | HK$5.1t | HK$251.9b | 10.6x | 22.2x | 1.1x |
| Mon, 01 Sep 2025 | HK$5.4t | HK$4.7t | HK$230.9b | 10.9x | 23.6x | 1.2x |
| Wed, 30 Jul 2025 | HK$5.5t | HK$4.6t | HK$248.0b | 11.2x | 22.1x | 1.2x |
| Fri, 27 Jun 2025 | HK$5.3t | HK$4.7t | HK$244.7b | 10.5x | 21.7x | 1.1x |
| Sun, 25 May 2025 | HK$5.6t | HK$4.6t | HK$232.6b | 10.6x | 24.3x | 1.2x |
| Tue, 22 Apr 2025 | HK$4.9t | HK$4.5t | HK$227.1b | 9.9x | 21.6x | 1.1x |
| Thu, 20 Mar 2025 | HK$5.6t | HK$4.4t | HK$215.7b | 11.6x | 26.1x | 1.3x |
| Sat, 15 Feb 2025 | HK$4.8t | HK$4.3t | HK$202.2b | 10.4x | 23.8x | 1.1x |
| Mon, 13 Jan 2025 | HK$4.0t | HK$4.2t | HK$199.4b | 10.1x | 20.2x | 0.9x |
| Wed, 11 Dec 2024 | HK$4.4t | HK$4.3t | HK$199.9b | 10.3x | 22.2x | 1x |
| Fri, 08 Nov 2024 | HK$4.6t | HK$4.3t | HK$193.4b | 9.5x | 24x | 1.1x |
| Sun, 06 Oct 2024 | HK$4.9t | HK$4.3t | HK$195.7b | 10.1x | 25x | 1.1x |
| Tue, 03 Sep 2024 | HK$3.6t | HK$4.3t | HK$195.4b | 8.6x | 18.3x | 0.8x |
| Thu, 01 Aug 2024 | HK$3.6t | HK$4.1t | HK$175.4b | 8.5x | 20.3x | 0.9x |
| Sat, 29 Jun 2024 | HK$3.8t | HK$4.0t | HK$174.6b | 9.2x | 21.6x | 0.9x |
| Mon, 27 May 2024 | HK$3.9t | HK$4.0t | HK$173.3b | 9.6x | 22.5x | 1x |
| Wed, 24 Apr 2024 | HK$3.7t | HK$4.0t | HK$170.2b | 8.9x | 22x | 0.9x |
| Fri, 22 Mar 2024 | HK$3.7t | HK$3.9t | HK$171.9b | 9.6x | 21.7x | 1x |
| Sun, 18 Feb 2024 | HK$3.4t | HK$3.9t | HK$156.3b | 9.4x | 21.6x | 0.9x |
| Tue, 16 Jan 2024 | HK$3.4t | HK$3.9t | HK$155.6b | 9.9x | 22x | 0.9x |
| Thu, 14 Dec 2023 | HK$3.5t | HK$3.9t | HK$155.4b | 9.8x | 22.5x | 0.9x |
| Sat, 11 Nov 2023 | HK$4.0t | HK$3.8t | HK$148.8b | 9.1x | 26.7x | 1x |
| Mon, 09 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.6b | 9.4x | 28.3x | 1.1x |
| Wed, 06 Sep 2023 | HK$4.4t | HK$3.8t | HK$140.8b | 9.7x | 30.9x | 1.2x |
| Fri, 04 Aug 2023 | HK$4.7t | HK$3.6t | HK$124.0b | 10.8x | 38.1x | 1.3x |
| Sun, 02 Jul 2023 | HK$4.4t | HK$3.6t | HK$115.9b | 10.4x | 37.8x | 1.2x |
| Tue, 30 May 2023 | HK$4.2t | HK$3.7t | HK$106.5b | 10.4x | 39.7x | 1.2x |
| Thu, 27 Apr 2023 | HK$4.7t | HK$3.7t | HK$106.5b | 10.4x | 44x | 1.3x |
| Sat, 25 Mar 2023 | HK$4.8t | HK$3.6t | HK$92.7b | 9.9x | 51.8x | 1.3x |
Price to Earnings Ratio
51.8x
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 22.3x which is lower than its 3-year average PE of 25.4x.
- 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 34% per year over the last three years.
- Revenues for these companies have grown 13% 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 | 0.16% | |
| Consumer Discretionary | 2.60% | |
| Leisure | 8.67% | |
| Auto | 8.38% | |
| General Merchandise and Department Stores | 1.15% | |
| Specialty Stores | 1.10% | |
| Hospitality | 0.52% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -0.28% | |
| Retail Distributors | -1.60% | |
| Consumer Services | -1.78% | |
| Consumer Durables | -2.37% | |
| Auto Components | -7.07% | |
Industry PE
- Investors are most optimistic about the Leisure industry which is trading above its 3-year average PE ratio of 36.2x.
- Analysts expect its future annual earnings growth (26.4%) to be largely in line with prior year's earnings growth.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 17% 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$104.50 | 7.8% +HK$68.7b | -21.9% | PE21.8x | |
| 175 Geely Automobile Holdings | HK$18.84 | 17.2% +HK$29.9b | 4.8% | PE10.9x | |
| 9973 Chery Automobile | HK$28.20 | 14.9% +HK$21.3b | n/a | PE8.3x | |
| 2097 MIXUE Group | HK$352.00 | 10.9% +HK$13.1b | -20.3% | PE22.4x | |
| 9992 Pop Mart International Group | HK$215.40 | 4.6% +HK$12.5b | 61.0% | PE37x |