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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies458
  • 7D5.9%
  • 3M2.7%
  • 1Y-19.3%
  • YTD2.7%

Over the last 7 days, the Consumer Discretionary industry has risen 5.9%, driven by gains from BYD of 12%. In contrast, the industry has lost 19% in the last 12 months. Earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

Has the Hong Kong Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024HK$3.7tHK$3.9tHK$169.5b9.8x21.6x0.9x
Wed, 14 Feb 2024HK$3.2tHK$3.9tHK$156.3b9.1x20.5x0.8x
Fri, 12 Jan 2024HK$3.4tHK$3.9tHK$155.8b9.9x21.7x0.9x
Sun, 10 Dec 2023HK$3.6tHK$3.8tHK$153.1b9.8x23.4x0.9x
Tue, 07 Nov 2023HK$4.1tHK$3.8tHK$148.8b9.4x27.9x1.1x
Thu, 05 Oct 2023HK$4.1tHK$3.8tHK$141.5b9.3x29.1x1.1x
Sat, 02 Sep 2023HK$4.4tHK$3.8tHK$143.0b9.9x30.5x1.1x
Mon, 31 Jul 2023HK$4.8tHK$3.6tHK$124.1b10.7x38.4x1.3x
Wed, 28 Jun 2023HK$4.4tHK$3.6tHK$115.2b10.6x38.4x1.2x
Fri, 26 May 2023HK$4.5tHK$3.7tHK$106.7b10.4x41.9x1.2x
Sun, 23 Apr 2023HK$4.8tHK$3.7tHK$106.6b10.6x44.6x1.3x
Tue, 21 Mar 2023HK$4.5tHK$3.5tHK$97.7b9.6x46.2x1.3x
Thu, 16 Feb 2023HK$5.4tHK$3.6tHK$101.0b10.7x53.1x1.5x
Sat, 14 Jan 2023HK$5.7tHK$3.7tHK$102.8b10.5x55.4x1.5x
Mon, 12 Dec 2022HK$5.6tHK$3.6tHK$99.0b9.5x56.4x1.6x
Wed, 09 Nov 2022HK$4.7tHK$3.5tHK$76.8b9x61.4x1.4x
Fri, 07 Oct 2022HK$5.0tHK$3.4tHK$69.2b9.3x71.6x1.5x
Sun, 04 Sep 2022HK$5.1tHK$3.4tHK$70.8b10.1x72.3x1.5x
Tue, 02 Aug 2022HK$5.7tHK$3.5tHK$72.2b10.3x79.4x1.6x
Thu, 30 Jun 2022HK$6.2tHK$3.5tHK$70.4b11.3x87.5x1.7x
Sat, 28 May 2022HK$5.3tHK$3.5tHK$74.4b10x70.7x1.5x
Mon, 25 Apr 2022HK$5.0tHK$3.6tHK$67.2b10.8x74.9x1.4x
Wed, 23 Mar 2022HK$5.2tHK$3.5tHK$61.7b10.1x84.3x1.5x
Fri, 18 Feb 2022HK$6.5tHK$3.5tHK$50.9b11x127.2x1.9x
Sun, 16 Jan 2022HK$6.4tHK$3.5tHK$52.3b11.4x123.3x1.9x
Tue, 14 Dec 2021HK$7.0tHK$3.4tHK$54.4b12x129.5x2x
Thu, 11 Nov 2021HK$7.5tHK$3.4tHK$68.5b13x108.9x2.2x
Sat, 09 Oct 2021HK$6.9tHK$3.4tHK$71.1b12.8x97x2x
Mon, 06 Sep 2021HK$7.6tHK$3.4tHK$70.2b13.2x107.9x2.2x
Wed, 04 Aug 2021HK$7.4tHK$3.3tHK$83.2b12.9x89.4x2.2x
Sat, 08 May 2021HK$7.5tHK$3.1tHK$58.7b15.1x127.2x2.4x
Price to Earnings Ratio

123.5x


Total Market Cap: HK$7.3tTotal Earnings: HK$58.8bTotal Revenue: HK$3.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 70.6x202220232024
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 21.6x which is lower than its 3-year average PE of 70.6x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 0.94x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 42% per year over the last three years.
  • Revenues for these companies have grown 8.0% 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 Market1.55%
Consumer Discretionary5.94%
Auto8.50%
Specialty Stores6.62%
Consumer Durables6.57%
Hospitality5.65%
Luxury4.02%
Auto Components3.45%
Retail Distributors1.99%
Consumer Services0.77%
Leisure0.23%
Online Retail and Ecommerce0%
General Merchandise and Department Stores-1.61%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry even though it's trading below its 3-year average PE ratio of 712x.
    • Analysts are expecting annual earnings growth of 8.3%, which is higher than its past year's earnings decline of 11.8% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 32% over the next 5 years.
  • However this is lower than its past earnings growth rate of 66% per year.
  • In contrast, the Retail Distributors industry is expected to see its earnings grow by 8.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
1211 BYDHK$216.809.8%
+HK$56.4b
8.9%PE20.2x
6862 Haidilao International HoldingHK$17.3017.8%
+HK$14.6b
-13.2%PE23.2x
3690 MeituanHK$90.401.3%
+HK$7.4b
-29.9%PE48.8x
1929 Chow Tai Fook Jewellery GroupHK$12.624.6%
+HK$5.6b
-9.9%PE19.1x
2313 Shenzhou International Group HoldingsHK$67.955.8%
+HK$5.6b
-12.6%PE21.8x
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