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Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedApr 08, 2026
DataAggregated Company Financials
Companies450
  • 7D2.2%
  • 3M-6.2%
  • 1Y-0.6%
  • YTD-6.6%

Geely Automobile Holdings is up 14%, leading the way for the Consumer Discretionary industry, which has gained 2.1%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, 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
Wed, 08 Apr 2026HK$4.9tHK$5.2tHK$213.8b10.9x22.9x0.9x
Fri, 06 Mar 2026HK$4.9tHK$5.2tHK$223.2b10.4x21.7x0.9x
Sun, 01 Feb 2026HK$5.2tHK$5.1tHK$222.5b10.5x23.4x1x
Tue, 30 Dec 2025HK$5.2tHK$5.1tHK$220.0b10.4x23.7x1x
Thu, 27 Nov 2025HK$5.2tHK$5.0tHK$251.6b11x20.7x1x
Sat, 25 Oct 2025HK$5.4tHK$5.0tHK$254.5b10.8x21.2x1.1x
Mon, 22 Sep 2025HK$5.4tHK$4.7tHK$234.7b10.9x23.2x1.1x
Wed, 20 Aug 2025HK$5.5tHK$4.6tHK$243.7b12x22.6x1.2x
Fri, 18 Jul 2025HK$5.4tHK$4.6tHK$247.1b11x21.8x1.2x
Sun, 15 Jun 2025HK$5.4tHK$4.6tHK$244.2b10.5x22.1x1.2x
Tue, 13 May 2025HK$5.3tHK$4.6tHK$230.8b10.5x23.1x1.2x
Thu, 10 Apr 2025HK$4.7tHK$4.4tHK$225.3b9.6x20.8x1.1x
Sat, 08 Mar 2025HK$5.3tHK$4.4tHK$216.4b10.8x24.5x1.2x
Mon, 03 Feb 2025HK$4.3tHK$4.3tHK$201.3b10.1x21.1x1x
Wed, 01 Jan 2025HK$4.3tHK$4.2tHK$198.9b10x21.5x1x
Fri, 29 Nov 2024HK$4.2tHK$4.2tHK$190.4b9.8x22.3x1x
Sun, 27 Oct 2024HK$4.5tHK$4.2tHK$195.8b9.4x23.2x1.1x
Tue, 24 Sep 2024HK$3.7tHK$4.3tHK$196.4b8.9x19.1x0.9x
Thu, 22 Aug 2024HK$3.5tHK$4.1tHK$178.3b8.4x19.4x0.8x
Sat, 20 Jul 2024HK$3.7tHK$4.1tHK$173.7b8.7x21.4x0.9x
Mon, 17 Jun 2024HK$3.9tHK$4.0tHK$174.5b9.4x22.4x1x
Wed, 15 May 2024HK$4.1tHK$4.0tHK$172.7b9.6x23.7x1x
Fri, 12 Apr 2024HK$3.8tHK$4.0tHK$169.3b9.3x22.5x0.9x
Sun, 10 Mar 2024HK$3.5tHK$3.9tHK$169.5b9.6x20.4x0.9x
Tue, 06 Feb 2024HK$3.1tHK$3.9tHK$157.7b9.1x19.6x0.8x
Thu, 04 Jan 2024HK$3.5tHK$3.9tHK$155.8b10x22.5x0.9x
Sat, 02 Dec 2023HK$3.7tHK$3.9tHK$153.6b10.1x23.8x0.9x
Mon, 30 Oct 2023HK$4.0tHK$3.8tHK$141.8b9.4x28.5x1.1x
Wed, 27 Sep 2023HK$4.1tHK$3.8tHK$140.8b9.3x29x1.1x
Fri, 25 Aug 2023HK$4.4tHK$3.6tHK$130.0b10.1x33.6x1.2x
Sun, 23 Jul 2023HK$4.5tHK$3.6tHK$123.0b10.8x36.7x1.3x
Tue, 20 Jun 2023HK$4.7tHK$3.6tHK$114.6b10.7x40.8x1.3x
Thu, 18 May 2023HK$4.7tHK$3.7tHK$107.4b10.5x43.5x1.3x
Sat, 15 Apr 2023HK$4.8tHK$3.7tHK$109.4b10.4x43.9x1.3x
Price to Earnings Ratio

43.9x


Total Market Cap: HK$4.8tTotal Earnings: HK$109.4bTotal Revenue: HK$3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 24.9x202420252026
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 24.9x.
  • 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 Market1.65%
Consumer Discretionary2.22%
Consumer Durables4.64%
Auto4.10%
Leisure3.34%
Luxury2.72%
Auto Components2.38%
Retail Distributors1.37%
Hospitality0.14%
General Merchandise and Department Stores0.019%
Online Retail and Ecommerce0%0
Specialty Stores-0.12%
Consumer Services-0.26%
Industry PE
  • Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 54.2x.
    • Analysts are expecting annual earnings growth of 34.5%, 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?

CompanyLast Price7D1YValuation
9973 Chery AutomobileHK$32.0215.3%
+HK$24.6b		n/aPE8.6x
175 Geely Automobile HoldingsHK$23.828.4%
+HK$19.9b		66.3%PE13.4x
9863 Zhejiang Leapmotor TechnologyHK$53.0012.7%
+HK$8.5b		12.6%PE122.9x
2333 Great Wall MotorHK$13.457.3%
+HK$7.9b		17.6%PE10.2x
2020 ANTA Sports ProductsHK$80.553.2%
+HK$7.0b		0.4%PE14.5x

Latest News

175
HK$23.82
Geely Automobile Holdings
7D
8.4%
1Y
66.3%
2020
HK$80.55
ANTA Sports Products
7D
3.2%
1Y
0.4%
1913
HK$37.04
Prada
7D
-1.3%
1Y
-18.8%

1913: 2026 Dividend Catalyst Will Reward Patience After Tough 2025

Analysts have trimmed their fair value estimate for Prada to about HK$54 from roughly HK$59, citing slightly more conservative growth assumptions, a higher discount rate and lower future P/E expectations, along with recent rating downgrades from firms such as Kepler Cheuvreux and Macquarie, partly offset by a more constructive view from Barclays. Analyst Commentary Recent research on Prada shows a clear split between more constructive voices looking at potential upside and more cautious views focused on execution risk and valuation reset.
2333
HK$13.45
Great Wall Motor
7D
7.3%
1Y
17.6%

Great Wall Motor's (HKG:2333) Conservative Accounting Might Explain Soft Earnings

Apr 05
Great Wall Motor's (HKG:2333) Conservative Accounting Might Explain Soft Earnings
9863
HK$53.00
Zhejiang Leapmotor Technology
7D
12.7%
1Y
12.6%

9863: Electronics Self Reliance Will Support Future Upside Despite Sector Delivery Softness

Narrative Update: Zhejiang Leapmotor Technology Analysts have trimmed their price target on Zhejiang Leapmotor Technology by HK$11.11 to reflect slightly lower revenue growth and profit margin assumptions, a modestly higher discount rate, and an updated future P/E expectation. Analyst Commentary Bullish Takeaways Bullish analysts point to the Overweight rating and US$61 price target as a sign that, despite sector headwinds, Zhejiang Leapmotor is still viewed as having room for execution on its growth plans relative to current pricing.
2665
HK$8.09
Seyond Holdings
7D
-12.6%
1Y
-11.9%
9973
HK$32.02
Chery Automobile
7D
15.3%
1Y
n/a
3690
HK$80.25
Meituan
7D
-3.3%
1Y
-42.9%
1211
HK$103.90
BYD
7D
-0.8%
1Y
-7.0%
6181
HK$638.00
Laopu Gold
7D
-1.9%
1Y
-8.0%
2097
HK$283.00
MIXUE Group
7D
-2.3%
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
-2.4%
1Y
3.1%

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
6862
HK$14.82
Haidilao International Holding
7D
3.0%
1Y
-13.8%
7489
HK$5.60
VOYAH Automotive Technology
7D
9.4%
1Y
n/a
551
HK$15.36
Yue Yuen Industrial (Holdings)
7D
-3.1%
1Y
47.1%
6600
HK$98.45
OneRobotics (Shenzhen)
7D
7.0%
1Y
n/a