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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedFeb 24, 2024
DataAggregated Company Financials
Companies460
  • 7D1.3%
  • 3M-13.2%
  • 1Y-28.8%
  • YTD-3.5%

The Consumer Discretionary industry is up 1.3% in the last week, with Meituan up 9.2%. In the past year, the industry is down 29%. Earnings are forecast to grow by 23% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 24 Feb 2024HK$3.4tHK$3.9tHK$156.7b9.5x21.9x0.9x
Mon, 22 Jan 2024HK$3.2tHK$3.9tHK$155.8b9.3x20.8x0.8x
Wed, 20 Dec 2023HK$3.5tHK$3.9tHK$155.8b10x22.4x0.9x
Fri, 17 Nov 2023HK$4.1tHK$3.8tHK$149.3b9.6x27.2x1.1x
Sun, 15 Oct 2023HK$4.1tHK$3.8tHK$141.4b9.7x29.1x1.1x
Tue, 12 Sep 2023HK$4.3tHK$3.8tHK$140.9b9.6x30.4x1.1x
Thu, 10 Aug 2023HK$4.7tHK$3.6tHK$123.9b10.5x37.7x1.3x
Sat, 08 Jul 2023HK$4.4tHK$3.6tHK$116.5b10.6x37.4x1.2x
Mon, 05 Jun 2023HK$4.4tHK$3.7tHK$116.8b10.4x37.6x1.2x
Wed, 03 May 2023HK$4.7tHK$3.8tHK$109.0b10.5x43.4x1.3x
Fri, 31 Mar 2023HK$4.9tHK$3.7tHK$109.9b10x44.2x1.3x
Sun, 26 Feb 2023HK$5.2tHK$3.6tHK$96.3b10.4x53.6x1.4x
Tue, 24 Jan 2023HK$5.7tHK$3.7tHK$102.7b10.6x55.7x1.6x
Thu, 22 Dec 2022HK$5.2tHK$3.6tHK$98.8b9.7x53.1x1.5x
Sat, 19 Nov 2022HK$4.9tHK$3.5tHK$78.8b9.5x61.8x1.4x
Mon, 17 Oct 2022HK$4.5tHK$3.4tHK$68.5b9.1x65.9x1.3x
Wed, 14 Sep 2022HK$5.1tHK$3.4tHK$70.8b9.8x72.5x1.5x
Fri, 12 Aug 2022HK$5.6tHK$3.5tHK$69.6b10.5x80.5x1.6x
Sun, 10 Jul 2022HK$6.1tHK$3.5tHK$69.7b10.9x87.3x1.7x
Tue, 07 Jun 2022HK$5.9tHK$3.6tHK$73.6b10.5x79.7x1.7x
Thu, 05 May 2022HK$5.2tHK$3.6tHK$67.6b10.6x76.7x1.5x
Sat, 02 Apr 2022HK$5.3tHK$3.6tHK$68.1b11.5x78.3x1.5x
Mon, 28 Feb 2022HK$5.9tHK$3.5tHK$53.7b10.8x109.2x1.7x
Wed, 26 Jan 2022HK$6.4tHK$3.5tHK$52.1b11.1x123.5x1.8x
Fri, 24 Dec 2021HK$6.6tHK$3.4tHK$49.7b12.1x133.1x1.9x
Sun, 21 Nov 2021HK$7.6tHK$3.4tHK$72.2b12.5x104.8x2.2x
Tue, 19 Oct 2021HK$7.4tHK$3.4tHK$71.2b13.1x104.5x2.2x
Thu, 16 Sep 2021HK$7.0tHK$3.4tHK$70.2b13.2x99x2.1x
Sat, 14 Aug 2021HK$7.5tHK$3.3tHK$83.2b13.8x90x2.2x
Wed, 09 Jun 2021HK$7.6tHK$3.1tHK$58.5b15.1x130.2x2.5x
Tue, 02 Mar 2021HK$7.8tHK$2.8tHK$10.6b15.6x740.3x2.8x
Price to Earnings Ratio

740.3x


Total Market Cap: HK$7.8tTotal Earnings: HK$10.6bTotal Revenue: HK$2.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 90.7x202220232024
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 21.9x which is lower than its 3-year average PE of 90.7x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 0.89x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 146% per year over the last three years.
  • Revenues for these companies have grown 11% 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 Market4.19%
Consumer Discretionary1.34%
Consumer Durables5.08%
Hospitality4.43%
Consumer Services2.81%
Leisure2.21%
Retail Distributors2.11%
Auto Components2.00%
General Merchandise and Department Stores1.42%
Luxury1.23%
Specialty Stores0.62%
Online Retail and Ecommerce0%
Auto-1.70%
Industry PE
  • Investors are most optimistic about the Retail Distributors industry which is trading above its 3-year average PE ratio of 68.1x.
    • Analysts are expecting annual earnings growth of 10.7%, 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 34% over the next 5 years.
  • However this is lower than its past earnings growth rate of 70% 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$81.509.2%
+HK$41.6b
-39.4%PE44x
1913 PradaHK$55.805.3%
+HK$7.2b
6.5%PE29x
780 Tongcheng Travel HoldingsHK$19.6012.0%
+HK$4.7b
25.5%PE33.3x
2020 ANTA Sports ProductsHK$79.351.2%
+HK$2.7b
-23.0%PE23.6x
696 TravelSky TechnologyHK$8.707.7%
+HK$1.8b
-44.2%PE16.9x
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