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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies450
  • 7D3.5%
  • 3M-2.8%
  • 1Y0.3%
  • YTD-4.0%

In the last week, the Consumer Discretionary industry is up 3.5%, with Meituan up 8.0%. Overall in the last year, the industry is flat. Looking forward, 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
Fri, 10 Apr 2026HK$5.0tHK$5.2tHK$215.1b11.2x23.5x1x
Sun, 08 Mar 2026HK$4.9tHK$5.2tHK$222.8b10.4x22.1x1x
Tue, 03 Feb 2026HK$5.1tHK$5.1tHK$221.5b10.1x23x1x
Thu, 01 Jan 2026HK$5.1tHK$5.1tHK$220.3b10.7x23.4x1x
Sat, 29 Nov 2025HK$5.3tHK$5.0tHK$253.6b10.8x20.8x1x
Mon, 27 Oct 2025HK$5.4tHK$5.0tHK$253.4b10.9x21.3x1.1x
Wed, 24 Sep 2025HK$5.3tHK$4.7tHK$234.9b10.9x22.6x1.1x
Fri, 22 Aug 2025HK$5.5tHK$4.7tHK$249.6b11.8x22.2x1.2x
Sun, 20 Jul 2025HK$5.4tHK$4.6tHK$248.7b10.9x21.8x1.2x
Tue, 17 Jun 2025HK$5.4tHK$4.6tHK$244.2b10.4x22.2x1.2x
Thu, 15 May 2025HK$5.4tHK$4.6tHK$230.9b10.5x23.2x1.2x
Sat, 12 Apr 2025HK$4.9tHK$4.5tHK$226.7b9.6x21.6x1.1x
Mon, 10 Mar 2025HK$5.3tHK$4.4tHK$215.5b10.9x24.7x1.2x
Wed, 05 Feb 2025HK$4.3tHK$4.3tHK$201.3b10.3x21.6x1x
Fri, 03 Jan 2025HK$4.2tHK$4.2tHK$199.8b9.9x20.9x1x
Sun, 01 Dec 2024HK$4.2tHK$4.3tHK$201.1b10x21.1x1x
Tue, 29 Oct 2024HK$4.5tHK$4.2tHK$195.7b9.5x23.2x1.1x
Thu, 26 Sep 2024HK$3.9tHK$4.3tHK$196.9b8.7x19.6x0.9x
Sat, 24 Aug 2024HK$3.5tHK$4.2tHK$185.2b8.2x18.7x0.8x
Mon, 22 Jul 2024HK$3.7tHK$4.1tHK$173.7b8.7x21.4x0.9x
Wed, 19 Jun 2024HK$3.9tHK$4.0tHK$174.6b9.3x22.3x1x
Fri, 17 May 2024HK$4.1tHK$4.0tHK$173.0b9.7x23.7x1x
Sun, 14 Apr 2024HK$3.7tHK$4.0tHK$169.3b9.2x22.1x0.9x
Tue, 12 Mar 2024HK$3.5tHK$3.9tHK$169.4b9.8x20.9x0.9x
Thu, 08 Feb 2024HK$3.2tHK$3.9tHK$157.7b9x20.4x0.8x
Sat, 06 Jan 2024HK$3.5tHK$3.9tHK$156.2b10x22.1x0.9x
Mon, 04 Dec 2023HK$3.7tHK$3.9tHK$153.7b10x23.8x0.9x
Wed, 01 Nov 2023HK$4.0tHK$3.8tHK$146.9b9.3x27.1x1.1x
Fri, 29 Sep 2023HK$4.0tHK$3.8tHK$140.9b9.2x28.6x1.1x
Sun, 27 Aug 2023HK$4.3tHK$3.7tHK$135.4b10.1x31.6x1.2x
Tue, 25 Jul 2023HK$4.4tHK$3.6tHK$122.8b10.7x36.2x1.2x
Thu, 22 Jun 2023HK$4.5tHK$3.6tHK$114.3b10.7x39.4x1.2x
Sat, 20 May 2023HK$4.5tHK$3.7tHK$107.5b10.4x42.1x1.2x
Mon, 17 Apr 2023HK$4.8tHK$3.7tHK$109.2b10.4x44x1.3x
Price to Earnings Ratio

44x


Total Market Cap: HK$4.8tTotal Earnings: HK$109.2bTotal Revenue: HK$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 24.9x202420252026
Current Industry PE
  • Investors are relatively neutral on the Hong Kong Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.9x.
  • 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 25% 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 Market2.00%
Consumer Discretionary3.54%
Auto4.23%
Hospitality3.82%
Specialty Stores3.77%
Auto Components2.84%
Retail Distributors2.71%
Luxury2.36%
Consumer Durables2.05%
Leisure1.52%
Consumer Services1.51%
General Merchandise and Department Stores1.48%
Online Retail and Ecommerce0%0
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 54.4x.
    • Analysts are expecting annual earnings growth of 35.6%, which is higher than its past year's earnings growth of 16.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 36% 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?

CompanyLast Price7D1YValuation
3690 MeituanHK$88.009.7%
+HK$47.9b		-39.5%PS1.3x
9992 Pop Mart International GroupHK$152.707.7%
+HK$14.4b		6.2%PE13.7x
175 Geely Automobile HoldingsHK$24.382.4%
+HK$6.0b		63.4%PE13.6x
2020 ANTA Sports ProductsHK$82.552.5%
+HK$5.6b		1.2%PE14.8x
2313 Shenzhou International Group HoldingsHK$49.485.0%
+HK$3.5b		0.9%PE11.1x

Latest News

175
HK$24.38
Geely Automobile Holdings
7D
2.4%
1Y
63.4%
2313
HK$49.48
Shenzhou International Group Holdings
7D
5.0%
1Y
0.9%
2020
HK$82.55
ANTA Sports Products
7D
2.5%
1Y
1.2%
425
HK$37.80
Minth Group
7D
8.1%
1Y
125.8%
1913
HK$38.40
Prada
7D
3.7%
1Y
-19.7%

1913: 2026 Dividend Catalyst Will Reward Patience After Tough 2025

Analysts have trimmed their fair value estimate for Prada to about HK$54 from roughly HK$59, citing slightly more conservative growth assumptions, a higher discount rate and lower future P/E expectations, along with recent rating downgrades from firms such as Kepler Cheuvreux and Macquarie, partly offset by a more constructive view from Barclays. Analyst Commentary Recent research on Prada shows a clear split between more constructive voices looking at potential upside and more cautious views focused on execution risk and valuation reset.
2333
HK$13.15
Great Wall Motor
7D
-2.2%
1Y
11.4%

Great Wall Motor's (HKG:2333) Conservative Accounting Might Explain Soft Earnings

Apr 05
Great Wall Motor's (HKG:2333) Conservative Accounting Might Explain Soft Earnings
3690
HK$88.00
Meituan
7D
9.7%
1Y
-39.5%
1929
HK$11.47
Chow Tai Fook Jewellery Group
7D
2.3%
1Y
30.3%

1929: International Expansion And Brand Upgrade Will Support Future Re Rating Potential

Analysts have trimmed their HK$ fair value estimate for Chow Tai Fook Jewellery Group by around HK$0.31 to HK$17.46, citing slightly softer revenue growth assumptions, a modestly lower future P/E and a small uptick in projected profit margins. What's in the News Opened a new store in Bangkok at Siam Paragon, a major Southeast Asian luxury retail hub, as part of a broader international push (Key Developments).
1440
HK$12.56
Star Shine Holdings Group
7D
-5.1%
1Y
169.0%
1585
HK$12.63
Yadea Group Holdings
7D
-4.8%
1Y
-13.0%
1211
HK$101.80
BYD
7D
-2.0%
1Y
-11.3%
2097
HK$279.60
MIXUE Group
7D
-1.2%
1Y
-32.2%

MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price Target

Mar 29
MIXUE Group (HKG:2097) Just Reported, And Analysts Assigned A HK$424 Price Target
9992
HK$152.70
Pop Mart International Group
7D
7.7%
1Y
6.2%

Pop Mart International Group Limited (HKG:9992) Just Reported And Analysts Have Been Cutting Their Estimates

Mar 27
Pop Mart International Group Limited (HKG:9992) Just Reported And Analysts Have Been Cutting Their Estimates
2889
HK$111.00
PATEO CONNECT Technology (Shanghai)
7D
-8.0%
1Y
n/a
780
HK$18.23
Tongcheng Travel Holdings
7D
-2.5%
1Y
-14.4%
27
HK$35.48
Galaxy Entertainment Group
7D
-1.3%
1Y
33.6%