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Hong Kong (HSI) Consumer Discretionary Sector Analysis
UpdatedApr 04, 2026
DataAggregated Company Financials
Companies450
- 7D0.9%
- 3M-6.6%
- 1Y-12.5%
- YTD-6.6%
Last week, the Consumer Discretionary industry hasn't moved much but Geely Automobile Holdings is up 14% in that time. As for the longer term, the industry has declined 13% in the last year. As for the next few years, earnings are expected to grow by 21% 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, 05 Apr 2026 | HK$4.9t | HK$5.2t | HK$212.9b | 10.8x | 23.1x | 0.9x |
| Tue, 03 Mar 2026 | HK$5.1t | HK$5.2t | HK$224.1b | 11x | 22.9x | 1x |
| Thu, 29 Jan 2026 | HK$5.3t | HK$5.1t | HK$222.4b | 10.8x | 23.9x | 1x |
| Sat, 27 Dec 2025 | HK$5.2t | HK$5.1t | HK$219.8b | 10.6x | 23.7x | 1x |
| Mon, 24 Nov 2025 | HK$5.0t | HK$5.0t | HK$250.7b | 10.7x | 20.1x | 1x |
| Wed, 22 Oct 2025 | HK$5.4t | HK$5.0t | HK$254.7b | 10.8x | 21.2x | 1.1x |
| Fri, 19 Sep 2025 | HK$5.4t | HK$4.8t | HK$235.2b | 11.1x | 22.9x | 1.1x |
| Sun, 17 Aug 2025 | HK$5.4t | HK$4.6t | HK$241.6b | 11.7x | 22.3x | 1.2x |
| Tue, 15 Jul 2025 | HK$5.3t | HK$4.6t | HK$247.6b | 11x | 21.5x | 1.2x |
| Thu, 12 Jun 2025 | HK$5.5t | HK$4.6t | HK$242.6b | 10.8x | 22.8x | 1.2x |
| Sat, 10 May 2025 | HK$5.3t | HK$4.5t | HK$229.7b | 10.6x | 22.9x | 1.2x |
| Mon, 07 Apr 2025 | HK$5.2t | HK$4.5t | HK$227.4b | 10.2x | 22.8x | 1.2x |
| Wed, 05 Mar 2025 | HK$5.0t | HK$4.4t | HK$213.7b | 10.8x | 23.2x | 1.1x |
| Fri, 31 Jan 2025 | HK$4.3t | HK$4.3t | HK$201.4b | 10.1x | 21.1x | 1x |
| Sun, 29 Dec 2024 | HK$4.3t | HK$4.2t | HK$198.9b | 9.8x | 21.7x | 1x |
| Tue, 26 Nov 2024 | HK$4.2t | HK$4.2t | HK$193.6b | 9.8x | 21.8x | 1x |
| Thu, 24 Oct 2024 | HK$4.6t | HK$4.2t | HK$196.4b | 9.5x | 23.4x | 1.1x |
| Sat, 21 Sep 2024 | HK$3.7t | HK$4.3t | HK$196.4b | 8.9x | 19.1x | 0.9x |
| Mon, 19 Aug 2024 | HK$3.4t | HK$4.1t | HK$177.0b | 8.4x | 19.4x | 0.8x |
| Wed, 17 Jul 2024 | HK$3.7t | HK$4.1t | HK$173.7b | 8.9x | 21.6x | 0.9x |
| Fri, 14 Jun 2024 | HK$3.9t | HK$4.0t | HK$175.0b | 9.3x | 22.5x | 1x |
| Sun, 12 May 2024 | HK$4.1t | HK$4.0t | HK$172.6b | 9.4x | 23.5x | 1x |
| Tue, 09 Apr 2024 | HK$3.7t | HK$4.0t | HK$169.7b | 9.2x | 21.9x | 0.9x |
| Thu, 07 Mar 2024 | HK$3.5t | HK$3.9t | HK$164.1b | 9.7x | 21.2x | 0.9x |
| Sat, 03 Feb 2024 | HK$3.1t | HK$3.9t | HK$158.6b | 9.2x | 19.6x | 0.8x |
| Mon, 01 Jan 2024 | HK$3.6t | HK$3.9t | HK$156.8b | 10.2x | 23.1x | 0.9x |
| Wed, 29 Nov 2023 | HK$3.9t | HK$3.8t | HK$153.3b | 10x | 25.2x | 1x |
| Fri, 27 Oct 2023 | HK$4.0t | HK$3.8t | HK$141.4b | 9.2x | 28.2x | 1.1x |
| Sun, 24 Sep 2023 | HK$4.2t | HK$3.8t | HK$141.0b | 9.5x | 30x | 1.1x |
| Tue, 22 Aug 2023 | HK$4.3t | HK$3.6t | HK$125.9b | 10.1x | 34.5x | 1.2x |
| Thu, 20 Jul 2023 | HK$4.5t | HK$3.6t | HK$122.1b | 10.9x | 37x | 1.3x |
| Sat, 17 Jun 2023 | HK$4.7t | HK$3.7t | HK$115.6b | 10.8x | 40.8x | 1.3x |
| Mon, 15 May 2023 | HK$4.6t | HK$3.7t | HK$108.6b | 10.4x | 42.6x | 1.2x |
| Wed, 12 Apr 2023 | HK$4.8t | HK$3.7t | HK$108.9b | 10.5x | 44.4x | 1.3x |
Price to Earnings Ratio
44.4x
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 25.0x.
- The 3-year average PS ratio of 1.1x 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 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 Market | 0.96% | |
| Consumer Discretionary | 0.92% | |
| Consumer Durables | 5.08% | |
| Auto | 3.57% | |
| Auto Components | 2.83% | |
| Luxury | 1.14% | |
| General Merchandise and Department Stores | 0.031% | |
| Online Retail and Ecommerce | 0% | 0 |
| Leisure | -0.048% | |
| Retail Distributors | -1.38% | |
| Hospitality | -2.01% | |
| Specialty Stores | -2.07% | |
| Consumer Services | -2.73% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 53.8x.
- Analysts are expecting annual earnings growth of 34.6%, 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 35% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 175 Geely Automobile Holdings | HK$23.82 | 14.0% +HK$31.6b | 40.3% | PE13.4x | |
| 9973 Chery Automobile | HK$32.02 | 18.5% +HK$29.0b | n/a | PE8.6x | |
| 2020 ANTA Sports Products | HK$80.55 | 6.5% +HK$13.8b | -5.6% | PE14.6x | |
| 2333 Great Wall Motor | HK$13.45 | 7.8% +HK$8.3b | 0.2% | PE10.2x | |
| 1070 TCL Electronics Holdings | HK$14.31 | 29.9% +HK$8.3b | 74.5% | PE14.5x |
