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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedJul 13, 2025
DataAggregated Company Financials
Companies437
- 7D0.5%
- 3M8.4%
- 1Y27.8%
- YTD18.4%
The Consumer Discretionary is pretty flat in the last 7 days, but Geely Automobile Holdings has stood out, gaining 8.1%. The past year has been better, since the industry has gained 32% in that time. As for the next few years, earnings are expected to grow by 18% per annum.
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 |
|---|---|---|---|---|---|---|
| Sun, 13 Jul 2025 | HK$5.3t | HK$4.6t | HK$247.5b | 10.8x | 21.5x | 1.2x |
| Tue, 10 Jun 2025 | HK$5.5t | HK$4.6t | HK$242.7b | 10.6x | 22.6x | 1.2x |
| Thu, 08 May 2025 | HK$5.2t | HK$4.6t | HK$230.4b | 10.4x | 22.6x | 1.1x |
| Sat, 05 Apr 2025 | HK$5.2t | HK$4.5t | HK$228.9b | 10.2x | 22.7x | 1.2x |
| Mon, 03 Mar 2025 | HK$5.0t | HK$4.3t | HK$213.3b | 10.8x | 23.4x | 1.1x |
| Wed, 29 Jan 2025 | HK$4.3t | HK$4.3t | HK$201.4b | 10.1x | 21.1x | 1x |
| Fri, 27 Dec 2024 | HK$4.3t | HK$4.2t | HK$199.1b | 9.9x | 21.8x | 1x |
| Sun, 24 Nov 2024 | HK$4.2t | HK$4.2t | HK$193.6b | 9.8x | 21.9x | 1x |
| Tue, 22 Oct 2024 | HK$4.4t | HK$4.3t | HK$194.6b | 9.5x | 22.7x | 1x |
| Thu, 19 Sep 2024 | HK$3.6t | HK$4.3t | HK$195.3b | 8.6x | 18.4x | 0.8x |
| Sat, 17 Aug 2024 | HK$3.4t | HK$4.1t | HK$177.3b | 8.2x | 19.4x | 0.8x |
| Mon, 15 Jul 2024 | HK$3.8t | HK$4.1t | HK$174.1b | 9x | 22.1x | 0.9x |
| Wed, 12 Jun 2024 | HK$3.9t | HK$4.0t | HK$174.9b | 9.4x | 22.4x | 1x |
| Fri, 10 May 2024 | HK$4.0t | HK$4.0t | HK$172.6b | 9.3x | 23.4x | 1x |
| Sun, 07 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.8b | 9.2x | 21.8x | 0.9x |
| Tue, 05 Mar 2024 | HK$3.5t | HK$3.9t | HK$164.0b | 9.5x | 21.4x | 0.9x |
| Thu, 01 Feb 2024 | HK$3.1t | HK$3.9t | HK$158.6b | 9.1x | 19.4x | 0.8x |
| Sat, 30 Dec 2023 | HK$3.6t | HK$3.9t | HK$156.9b | 10.2x | 23x | 0.9x |
| Mon, 27 Nov 2023 | HK$3.9t | HK$3.8t | HK$153.2b | 9.9x | 25.6x | 1x |
| Wed, 25 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.5b | 9.1x | 28.1x | 1.1x |
| Fri, 22 Sep 2023 | HK$4.1t | HK$3.8t | HK$140.5b | 9.3x | 29.4x | 1.1x |
| Sun, 20 Aug 2023 | HK$4.3t | HK$3.6t | HK$126.2b | 10.3x | 34.4x | 1.2x |
| Tue, 18 Jul 2023 | HK$4.6t | HK$3.6t | HK$117.2b | 10.6x | 39.2x | 1.3x |
| Thu, 15 Jun 2023 | HK$4.5t | HK$3.6t | HK$114.5b | 10.5x | 39.3x | 1.2x |
| Sat, 13 May 2023 | HK$4.6t | HK$3.7t | HK$108.7b | 10.4x | 42.6x | 1.2x |
| Mon, 10 Apr 2023 | HK$4.8t | HK$3.7t | HK$109.1b | 10.5x | 43.9x | 1.3x |
| Wed, 08 Mar 2023 | HK$5.3t | HK$3.6t | HK$96.1b | 9.9x | 55.3x | 1.5x |
| Fri, 03 Feb 2023 | HK$5.9t | HK$3.7t | HK$103.6b | 10.7x | 56.8x | 1.6x |
| Sun, 01 Jan 2023 | HK$5.4t | HK$3.6t | HK$100.0b | 9.9x | 53.5x | 1.5x |
| Tue, 29 Nov 2022 | HK$4.5t | HK$3.5t | HK$91.7b | 9.1x | 49.2x | 1.3x |
| Thu, 27 Oct 2022 | HK$4.2t | HK$3.3t | HK$68.8b | 8.9x | 61.7x | 1.3x |
| Sat, 24 Sep 2022 | HK$4.7t | HK$3.4t | HK$69.5b | 9.5x | 67.8x | 1.4x |
| Mon, 22 Aug 2022 | HK$5.4t | HK$3.5t | HK$68.4b | 10.5x | 78.6x | 1.6x |
| Wed, 20 Jul 2022 | HK$5.8t | HK$3.5t | HK$69.1b | 10.6x | 83.3x | 1.6x |
Price to Earnings Ratio
83.3x
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 34.6x.
- 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 53% per year over the last three years.
- Revenues for these companies have grown 9.6% 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 | 1.04% | |
| Consumer Discretionary | 0.46% | |
| Consumer Services | 5.34% | |
| Leisure | 4.87% | |
| General Merchandise and Department Stores | 2.81% | |
| Hospitality | 2.23% | |
| Consumer Durables | 2.14% | |
| Auto Components | 2.03% | |
| Retail Distributors | 1.72% | |
| Specialty Stores | 0.43% | |
| Auto | 0.14% | |
| Online Retail and Ecommerce | 0% | 0 |
| Luxury | -3.22% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 22.7x.
- Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings decline of 20.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 0.8% per year.
- In contrast, the Leisure industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| 175 Geely Automobile Holdings | HK$17.58 | 8.1% +HK$13.3b | 108.8% | PE7.9x | |
| 1928 Sands China | HK$19.22 | 9.0% +HK$12.8b | 12.9% | PE19x | |
| 27 Galaxy Entertainment Group | HK$38.60 | 3.9% +HK$6.3b | 9.7% | PE19.3x | |
| 1364 Guming Holdings | HK$28.35 | 9.0% +HK$5.6b | n/a | PE41.6x | |
| 2282 MGM China Holdings | HK$15.56 | 9.1% +HK$4.9b | 22.5% | PE12.8x |
