Returns On Capital At BAIC Motor (HKG:1958) Paint A Concerning Picture
May 30
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Hong Kong (HSI) Auto Industry Analysis
UpdatedJun 08, 2025
DataAggregated Company Financials
Companies14
- 7D1.5%
- 3M6.8%
- 1Y53.1%
- YTD35.1%
The Auto industry is up 1.5% in the last week, with BYD up 2.6%. Meanwhile, Dongfeng Motor Group actually underperformed within the industry, shrinking 21% in the last week. In the last 12 months, the industry was up 53%. As for the next few years, earnings are expected to grow by 18% per annum.
Industry Valuation and Performance
Has the Hong Kong Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 09 Jun 2025 | HK$1.8t | HK$1.9t | HK$84.9b | 25x | 21.4x | 0.9x |
| Wed, 07 May 2025 | HK$1.8t | HK$1.9t | HK$79.1b | 22.9x | 22.5x | 1x |
| Fri, 04 Apr 2025 | HK$1.8t | HK$1.8t | HK$77.6b | 18.8x | 23x | 1x |
| Sun, 02 Mar 2025 | HK$1.7t | HK$1.7t | HK$67.2b | 10.8x | 25.6x | 1x |
| Tue, 28 Jan 2025 | HK$1.4t | HK$1.7t | HK$67.6b | 10.2x | 20.8x | 0.8x |
| Thu, 26 Dec 2024 | HK$1.5t | HK$1.7t | HK$66.9b | 12.5x | 21.9x | 0.9x |
| Sat, 23 Nov 2024 | HK$1.4t | HK$1.7t | HK$67.4b | 10.9x | 20.4x | 0.8x |
| Mon, 21 Oct 2024 | HK$1.5t | HK$1.7t | HK$69.7b | 8.5x | 20.9x | 0.9x |
| Wed, 18 Sep 2024 | HK$1.2t | HK$1.7t | HK$69.9b | 7x | 17.5x | 0.7x |
| Fri, 16 Aug 2024 | HK$1.1t | HK$1.6t | HK$60.1b | 9.2x | 18.8x | 0.7x |
| Sun, 14 Jul 2024 | HK$1.3t | HK$1.6t | HK$59.4b | 10.5x | 21.3x | 0.8x |
| Tue, 11 Jun 2024 | HK$1.2t | HK$1.6t | HK$58.8b | 11.1x | 20.9x | 0.8x |
| Thu, 09 May 2024 | HK$1.2t | HK$1.6t | HK$59.0b | 15.2x | 20.8x | 0.8x |
| Sat, 06 Apr 2024 | HK$1.1t | HK$1.6t | HK$56.0b | 12.3x | 20.1x | 0.7x |
| Mon, 04 Mar 2024 | HK$1.1t | HK$1.5t | HK$67.0b | 12.1x | 16.3x | 0.7x |
| Wed, 31 Jan 2024 | HK$976.1b | HK$1.5t | HK$67.8b | 10.5x | 14.4x | 0.6x |
| Fri, 29 Dec 2023 | HK$1.1t | HK$1.5t | HK$65.7b | 15.1x | 17.5x | 0.8x |
| Sun, 26 Nov 2023 | HK$1.2t | HK$1.5t | HK$65.1b | 16.9x | 19.1x | 0.8x |
| Tue, 24 Oct 2023 | HK$1.3t | HK$1.4t | HK$58.3b | 16x | 21.9x | 0.9x |
| Thu, 21 Sep 2023 | HK$1.3t | HK$1.4t | HK$58.4b | 17.3x | 22x | 0.9x |
| Sat, 19 Aug 2023 | HK$1.2t | HK$1.3t | HK$61.2b | 10.8x | 20.4x | 1x |
| Mon, 17 Jul 2023 | HK$1.4t | HK$1.3t | HK$62.3b | 10.5x | 22.1x | 1x |
| Wed, 14 Jun 2023 | HK$1.3t | HK$1.3t | HK$62.0b | 10x | 21.7x | 1x |
| Fri, 12 May 2023 | HK$1.4t | HK$1.4t | HK$64.0b | 9.1x | 21.8x | 1x |
| Sun, 09 Apr 2023 | HK$1.4t | HK$1.3t | HK$64.4b | 6.8x | 21x | 1x |
| Tue, 07 Mar 2023 | HK$1.4t | HK$1.2t | HK$52.9b | 9.7x | 27.4x | 1.3x |
| Thu, 02 Feb 2023 | HK$1.6t | HK$1.2t | HK$56.3b | 8.7x | 28.7x | 1.4x |
| Sat, 31 Dec 2022 | HK$1.3t | HK$1.2t | HK$54.6b | 7.8x | 24.4x | 1.2x |
| Mon, 28 Nov 2022 | HK$1.2t | HK$1.1t | HK$52.7b | 7.5x | 23.3x | 1.1x |
| Wed, 26 Oct 2022 | HK$1.2t | HK$999.6b | HK$45.5b | 6.6x | 27.2x | 1.2x |
| Fri, 23 Sep 2022 | HK$1.4t | HK$1.0t | HK$44.5b | 10.5x | 30.4x | 1.3x |
| Sun, 21 Aug 2022 | HK$1.6t | HK$1.0t | HK$44.4b | 10.6x | 37.2x | 1.6x |
| Tue, 19 Jul 2022 | HK$1.8t | HK$1.0t | HK$45.8b | 11.9x | 38.7x | 1.7x |
| Thu, 16 Jun 2022 | HK$1.8t | HK$1.0t | HK$45.5b | 14.1x | 39.8x | 1.8x |
Price to Earnings Ratio
39.8x
Current Industry PE
- Investors are relatively neutral on the Hong Kong Auto 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 23.1x.
- The industry is trading close to its 3-year average PS ratio of 1.00x.
Past Earnings Growth
- The earnings for companies in the Auto industry have grown 23% per year over the last three years.
- Revenues for these companies have grown 23% 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 industry?
| HK Market | 2.26% | |
| Consumer Discretionary | 1.70% | |
| Auto | 1.53% | |
| Motorcycle Manufacturers | 2.51% | |
| Automobile Manufacturers | 1.50% | |
Industry PE
- Investors are most optimistic about the Motorcycle Manufacturers industry which is trading above its 3-year average PE ratio of 19.7x.
- Analysts are expecting annual earnings growth of 32.5%, which is higher than its past year's earnings decline of 35.8% per year.
- Investors are most pessimistic about the Automobile Manufacturers industry, which is trading close to its 3-year average of 23.3x.
Forecasted Growth
- Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 36% per year.
- In contrast, the Automobile Manufacturers industry is expected to see its earnings grow by 17% 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 | |
|---|---|---|---|---|---|
| 1211 BYD | HK$403.00 | 2.6% +HK$31.0b | 76.8% | PE25x | |
| 175 Geely Automobile Holdings | HK$17.94 | 1.8% +HK$3.2b | 84.0% | PE8x | |
| 1585 Yadea Group Holdings | HK$12.36 | 3.0% +HK$1.1b | -0.6% | PE27.1x | |
| 2333 Great Wall Motor | HK$12.30 | 1.0% +HK$1.0b | 5.5% | PE8.6x | |
| 805 New Gonow Recreational Vehicles | HK$1.27 | 0.8% +HK$9.6m | n/a | PE25.8x |
