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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2021
DataAggregated Company Financials
Companies478
  • 7D-4.0%
  • 3M-6.1%
  • 1Y3.2%
  • YTD-10.3%

Over the last 7 days, the Consumer Discretionary industry has dropped 4.0%, driven by a pullback from Meituan of 8.5%. This takes the industry's 12 month performance to a gain of 3.2%.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPE
Sat, 04 Dec 2021HK$7.0tHK$3.4tHK$54.0b12.6x
Mon, 01 Nov 2021HK$7.1tHK$3.4tHK$68.6b12.8x
Wed, 29 Sep 2021HK$6.9tHK$3.4tHK$70.3b12.9x
Fri, 27 Aug 2021HK$7.3tHK$3.3tHK$83.2b12.7x
Sat, 03 Jul 2021HK$8.3tHK$3.3tHK$82.2b14.4x
Tue, 06 Apr 2021HK$7.3tHK$3.1tHK$58.8b13.7x
Fri, 08 Jan 2021HK$7.4tHK$2.8tHK$9.3b15.5x
Thu, 01 Oct 2020HK$5.3tHK$2.7tHK$38.8b15.2x
Sun, 05 Jul 2020HK$4.2tHK$2.7tHK$37.0b14.1x
Wed, 08 Apr 2020HK$3.3tHK$2.8tHK$84.4b12.4x
Tue, 31 Dec 2019HK$4.1tHK$3.0tHK$159.7b14x
Fri, 04 Oct 2019HK$3.6tHK$2.9tHK$159.4b13.2x
Mon, 08 Jul 2019HK$3.6tHK$2.9tHK$69.6b13.2x
Sun, 31 Mar 2019HK$3.6tHK$3.0tHK$60.3b13.6x
Wed, 02 Jan 2019HK$3.2tHK$2.9tHK$35.7b12.2x
PE Ratio

12.2x

Total Market Cap: HK$3.2tTotal Earnings: HK$35.7bTotal Revenue: HK$2.9t0%0%0%3 Year10 Year
20202021

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 13.7x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years, while revenues for these companies have grown 6.8% per year.This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Hong Kong Consumer Discretionary sector?

Luxury-0.038%
Retail Distributors-0.80%
Specialty Stores-1.25%
Leisure-1.86%
Auto-2.12%
Auto Components-2.18%
General Merchanise and Department Stores-2.88%
Consumer Durables-6.13%
Online Retail and Ecommerce-6.39%
Consumer Services-8.74%
Hospitality-9.50%

Industry PE: Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 26.4x. However analysts are expecting annual earnings growth of 41%, which is lower than the prior year's growth of 84% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Consumer Durables industry, which is trading below its 3-year average of 11.4x.

Forecasted Growth: Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 70% over the next 5 years. This is better than it's past earnings growth rate of 6.9% per year. Meanwhile, the General Merchanise and Department Stores industry is expected to see its earnings decline by 4.7% per year over the next few years.

Top Stock Gainers and Losers

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

Company7D1YValuation
1913 Prada4.3%+HK$5.5b30.7%PE68.1x
881 Zhongsheng Group Holdings1.9%+HK$3.0b18.0%PE18.9x
2331 Li Ning1.3%+HK$3.0b102.0%PE62.8x
2020 ANTA Sports Products0.9%+HK$3.0b15.0%PE38.3x
1585 Yadea Group Holdings6.5%+HK$2.5b-2.5%PE28.6x
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Latest News

1913

HK$52.40

Prada

7D

4.3%

1Y

30.7%

3690

HK$241.20

Meituan

7D

-8.5%

1Y

-16.4%

1128

HK$6.36

Wynn Macau

7D

-18.5%

1Y

-54.0%