Header cover image

Hong Kong (HSI) Consumer Discretionary Sector Analysis

UpdatedDec 02, 2024
DataAggregated Company Financials
Companies446
  • 7D0.02%
  • 3M19.0%
  • 1Y16.2%
  • YTD19.1%

The Consumer Discretionary is pretty flat in the last 7 days, but Geely Automobile Holdings has stood out, gaining 7.9%. As for the the longer term, the industry is up 16% over the past 12 months. 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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 03 Dec 2024HK$4.2tHK$4.3tHK$200.9b10.1x21.1x1x
Thu, 31 Oct 2024HK$4.5tHK$4.2tHK$195.7b9.5x23x1.1x
Sat, 28 Sep 2024HK$4.4tHK$4.3tHK$197.0b8.9x22.1x1x
Mon, 26 Aug 2024HK$3.5tHK$4.2tHK$184.6b8.2x18.7x0.8x
Wed, 24 Jul 2024HK$3.7tHK$4.1tHK$173.6b8.5x21.1x0.9x
Fri, 21 Jun 2024HK$3.9tHK$4.0tHK$174.4b9.2x22.4x1x
Sun, 19 May 2024HK$4.1tHK$4.0tHK$173.2b9.5x23.7x1x
Tue, 16 Apr 2024HK$3.7tHK$4.0tHK$169.1b9.1x21.9x0.9x
Thu, 14 Mar 2024HK$3.7tHK$3.9tHK$169.4b9.8x21.7x0.9x
Sat, 10 Feb 2024HK$3.2tHK$3.9tHK$156.3b9.1x20.6x0.8x
Mon, 08 Jan 2024HK$3.5tHK$3.9tHK$156.0b10x22.2x0.9x
Wed, 06 Dec 2023HK$3.6tHK$3.9tHK$153.7b9.8x23.3x0.9x
Fri, 03 Nov 2023HK$3.9tHK$3.8tHK$147.9b9.3x26.7x1x
Sun, 01 Oct 2023HK$4.1tHK$3.8tHK$141.6b9.3x29.1x1.1x
Tue, 29 Aug 2023HK$4.3tHK$3.7tHK$135.4b10.3x31.8x1.2x
Thu, 27 Jul 2023HK$4.6tHK$3.6tHK$123.3b10.8x37.3x1.3x
Sat, 24 Jun 2023HK$4.4tHK$3.6tHK$114.0b10.7x38.9x1.2x
Mon, 22 May 2023HK$4.5tHK$3.7tHK$107.4b10.5x42.2x1.2x
Wed, 19 Apr 2023HK$4.8tHK$3.7tHK$109.0b10.5x44.4x1.3x
Fri, 17 Mar 2023HK$4.8tHK$3.6tHK$95.4b9.6x50.3x1.3x
Sun, 12 Feb 2023HK$5.4tHK$3.7tHK$101.5b10.8x53.7x1.5x
Tue, 10 Jan 2023HK$5.7tHK$3.7tHK$101.4b10.5x55.8x1.5x
Thu, 08 Dec 2022HK$5.3tHK$3.6tHK$98.5b9.6x53.5x1.5x
Sat, 05 Nov 2022HK$4.6tHK$3.4tHK$75.6b9x60.7x1.3x
Mon, 03 Oct 2022HK$4.6tHK$3.4tHK$64.1b9.1x72.1x1.4x
Wed, 31 Aug 2022HK$5.4tHK$9.2tHK$73.2b10x73.7x0.6x
Fri, 29 Jul 2022HK$5.8tHK$3.5tHK$70.1b10.4x82.4x1.6x
Sun, 26 Jun 2022HK$6.1tHK$3.5tHK$69.7b11.1x87x1.7x
Tue, 24 May 2022HK$5.3tHK$3.5tHK$74.9b10.5x70.9x1.5x
Thu, 21 Apr 2022HK$5.2tHK$3.6tHK$68.3b10.7x75.6x1.4x
Sat, 19 Mar 2022HK$5.1tHK$3.5tHK$58.4b10.1x87.5x1.5x
Mon, 14 Feb 2022HK$6.4tHK$3.5tHK$50.7b11.4x125.9x1.8x
Wed, 12 Jan 2022HK$6.3tHK$3.5tHK$51.2b11.5x123.1x1.8x
Fri, 10 Dec 2021HK$7.2tHK$3.5tHK$54.4b12.1x131.7x2.1x
Price to Earnings Ratio

131.7x


Total Market Cap: HK$7.2tTotal Earnings: HK$54.4bTotal Revenue: HK$3.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Discretionary Sector Price to Earnings3Y Average 50.1x202220232024
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 21.1x which is lower than its 3-year average PE of 50.2x.
  • The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 55% per year over the last three years.
  • Revenues for these companies have grown 7.4% 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 Market0.25%
Consumer Discretionary0.015%
Consumer Durables3.94%
Hospitality2.21%
Specialty Stores1.93%
Leisure1.86%
Retail Distributors0.63%
Online Retail and Ecommerce0%
Auto Components-0.29%
General Merchandise and Department Stores-0.54%
Auto-0.98%
Luxury-2.42%
Consumer Services-7.21%
Industry PE
  • Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 30.2x.
    • Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 12.7% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 27% per year.
  • In contrast, the Leisure industry is expected to see its earnings grow by 7.6% 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$167.403.3%
+HK$32.0b
93.6%PE29.2x
175 Geely Automobile HoldingsHK$14.4210.9%
+HK$14.3b
76.7%PE8.8x
1928 Sands ChinaHK$20.308.1%
+HK$12.3b
1.2%PE20x
27 Galaxy Entertainment GroupHK$35.108.7%
+HK$12.2b
-13.9%PE18.4x
6862 Haidilao International HoldingHK$16.008.8%
+HK$7.2b
9.0%PE19.5x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

1440

HK$5.58

Star Shine Holdings Group

7D

-59.9%

1Y

174.9%

2238

HK$3.73

Guangzhou Automobile Group

7D

21.5%

1Y

6.0%

9992

HK$92.35

Pop Mart International Group

7D

5.3%

1Y

315.1%

2443

HK$6.54

Autostreets Development

7D

-51.3%

1Y

n/a