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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedApr 03, 2026
DataAggregated Company Financials
Companies449
  • 7D1.9%
  • 3M-6.5%
  • 1Y-12.5%
  • YTD-6.5%

Over the last 7 days, the Consumer Discretionary industry has dropped 2.1%, driven by Meituan declining 7.4%. On the other hand Geely Automobile Holdings is actually up 16%. Overall the industry is down 14% in 12 months. 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, 03 Apr 2026HK$4.9tHK$5.2tHK$212.7b10.7x23.1x0.9x
Sun, 01 Mar 2026HK$5.1tHK$5.2tHK$224.1b11x22.9x1x
Tue, 27 Jan 2026HK$5.3tHK$5.1tHK$222.0b10.5x23.9x1x
Thu, 25 Dec 2025HK$5.2tHK$5.1tHK$219.8b10.6x23.5x1x
Sat, 22 Nov 2025HK$5.0tHK$5.0tHK$250.7b10.6x20.1x1x
Mon, 20 Oct 2025HK$5.4tHK$4.9tHK$254.5b10.7x21.1x1.1x
Wed, 17 Sep 2025HK$5.3tHK$4.7tHK$235.0b11.1x22.7x1.1x
Fri, 15 Aug 2025HK$5.4tHK$4.6tHK$249.6b11.3x21.7x1.2x
Sun, 13 Jul 2025HK$5.3tHK$4.6tHK$247.5b10.8x21.5x1.2x
Tue, 10 Jun 2025HK$5.5tHK$4.6tHK$242.7b10.6x22.6x1.2x
Thu, 08 May 2025HK$5.2tHK$4.6tHK$230.4b10.4x22.6x1.1x
Sat, 05 Apr 2025HK$5.2tHK$4.5tHK$228.9b10.2x22.7x1.2x
Mon, 03 Mar 2025HK$5.0tHK$4.3tHK$213.3b10.8x23.4x1.1x
Wed, 29 Jan 2025HK$4.3tHK$4.3tHK$201.4b10.1x21.1x1x
Fri, 27 Dec 2024HK$4.3tHK$4.2tHK$199.1b9.9x21.8x1x
Sun, 24 Nov 2024HK$4.2tHK$4.2tHK$193.6b9.8x21.9x1x
Tue, 22 Oct 2024HK$4.4tHK$4.3tHK$194.6b9.5x22.7x1x
Thu, 19 Sep 2024HK$3.6tHK$4.3tHK$195.3b8.6x18.4x0.8x
Sat, 17 Aug 2024HK$3.4tHK$4.1tHK$177.3b8.2x19.4x0.8x
Mon, 15 Jul 2024HK$3.8tHK$4.1tHK$174.1b9x22.1x0.9x
Wed, 12 Jun 2024HK$3.9tHK$4.0tHK$174.9b9.4x22.4x1x
Fri, 10 May 2024HK$4.0tHK$4.0tHK$172.6b9.3x23.4x1x
Sun, 07 Apr 2024HK$3.7tHK$4.0tHK$169.8b9.2x21.8x0.9x
Tue, 05 Mar 2024HK$3.5tHK$3.9tHK$164.0b9.5x21.4x0.9x
Thu, 01 Feb 2024HK$3.1tHK$3.9tHK$158.6b9.1x19.4x0.8x
Sat, 30 Dec 2023HK$3.6tHK$3.9tHK$156.9b10.2x23x0.9x
Mon, 27 Nov 2023HK$3.9tHK$3.8tHK$153.2b9.9x25.6x1x
Wed, 25 Oct 2023HK$4.0tHK$3.8tHK$141.5b9.1x28.1x1.1x
Fri, 22 Sep 2023HK$4.1tHK$3.8tHK$140.5b9.3x29.4x1.1x
Sun, 20 Aug 2023HK$4.3tHK$3.6tHK$126.2b10.3x34.4x1.2x
Tue, 18 Jul 2023HK$4.6tHK$3.6tHK$117.2b10.6x39.2x1.3x
Thu, 15 Jun 2023HK$4.5tHK$3.6tHK$114.5b10.5x39.3x1.2x
Sat, 13 May 2023HK$4.6tHK$3.7tHK$108.7b10.4x42.6x1.2x
Mon, 10 Apr 2023HK$4.8tHK$3.7tHK$109.1b10.5x43.9x1.3x
Price to Earnings Ratio

43.9x


Total Market Cap: HK$4.8tTotal Earnings: HK$109.1bTotal Revenue: HK$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 25x202420252026
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 0.93x.
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 Market1.46%
Consumer Discretionary1.93%
Auto6.18%
Consumer Durables5.41%
Auto Components4.08%
Leisure2.67%
Luxury0.76%
Online Retail and Ecommerce0%0
Retail Distributors-0.31%
General Merchandise and Department Stores-1.12%
Specialty Stores-1.52%
Consumer Services-1.73%
Hospitality-1.99%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 53.7x.
    • Analysts are expecting annual earnings growth of 35.6%, which is higher than its past year's earnings growth of 12.1% 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 12% 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
175 Geely Automobile HoldingsHK$23.8214.0%
+HK$31.6b		40.3%PE13.4x
9973 Chery AutomobileHK$32.0218.5%
+HK$29.0b		n/aPE8.6x
2020 ANTA Sports ProductsHK$80.556.5%
+HK$13.8b		-5.6%PE14.6x
2333 Great Wall MotorHK$13.457.8%
+HK$8.3b		0.2%PE10.2x
1070 TCL Electronics HoldingsHK$14.3129.9%
+HK$8.3b		74.5%PE14.5x

Latest News

1070
HK$14.31
TCL Electronics Holdings
7D
29.9%
1Y
74.5%
175
HK$23.82
Geely Automobile Holdings
7D
14.0%
1Y
40.3%
9973
HK$32.02
Chery Automobile
7D
18.5%
1Y
n/a
3690
HK$80.25
Meituan
7D
-6.6%
1Y
-49.2%
1440
HK$13.23
Star Shine Holdings Group
7D
-12.7%
1Y
173.9%
2313
HK$47.12
Shenzhou International Group Holdings
7D
-9.8%
1Y
-11.3%
1364
HK$28.70
Guming Holdings
7D
8.4%
1Y
56.3%
6110
HK$2.55
Topsports International Holdings
7D
-8.3%
1Y
-23.0%

6110: Stable Margins And Higher P/E Assumptions Will Support Attractive Returns

Analysts have slightly adjusted their price target on Topsports International Holdings, lifting it by HK$0.04 to reflect small tweaks to assumptions around the discount rate and future P/E multiple, while keeping fair value and key operating forecasts broadly unchanged. Valuation Changes Fair Value: The fair value of HK$4.04 remains unchanged, so the revision in assumptions has not altered the overall intrinsic value estimate.
1211
HK$103.90
BYD
7D
-2.4%
1Y
-16.8%
2333
HK$13.45
Great Wall Motor
7D
7.8%
1Y
0.2%

Great Wall Motor Company Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen Next

Mar 30
Great Wall Motor Company Limited Just Missed EPS By 20%: Here's What Analysts Think Will Happen Next
6181
HK$638.00
Laopu Gold
7D
3.4%
1Y
-20.3%
2097
HK$283.00
MIXUE Group
7D
-1.0%
1Y
-30.0%

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$141.80
Pop Mart International Group
7D
-5.2%
1Y
-12.8%

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
2020
HK$80.55
ANTA Sports Products
7D
6.5%
1Y
-5.6%
2632
HK$43.04
Jiangsu New Vision Automotive Electronics
7D
-25.8%
1Y
n/a
9863
HK$53.00
Zhejiang Leapmotor Technology
7D
8.3%
1Y
-4.4%

9863: Electronics Self Reliance Will Support Rebound After Sector Delivery Weakness

Analysts have trimmed Zhejiang Leapmotor Technology's fair value estimate and reset their HK$61 price target as they factor in softer revenue growth, lower profit margins, a slightly higher discount rate, and a higher assumed future P/E. This reflects more cautious sector views after recent Chinese automaker delivery data.