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Hong Kong (HSI) Auto Industry Analysis
UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies14
- 7D8.6%
- 3M30.8%
- 1Y72.1%
- YTD27.8%
Over the last 7 days, the Auto industry has risen 9.1%, driven by gains from BYD of 11%. During this same period, the Hybrid Kinetic Group underperformed, falling 8.3%. In the last 12 months, the industry was up 76%. Earnings are forecast to grow by 17% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 21 Feb 2025 | HK$1.7t | HK$1.7t | HK$67.4b | 10.6x | 25.6x | 1x |
| Sun, 19 Jan 2025 | HK$1.4t | HK$1.7t | HK$66.9b | 14.7x | 20.8x | 0.8x |
| Tue, 17 Dec 2024 | HK$1.4t | HK$1.7t | HK$67.1b | 12.3x | 21.2x | 0.9x |
| Thu, 14 Nov 2024 | HK$1.5t | HK$1.7t | HK$66.5b | 12.4x | 22.2x | 0.9x |
| Sat, 12 Oct 2024 | HK$1.5t | HK$1.7t | HK$70.0b | 9.3x | 22x | 0.9x |
| Mon, 09 Sep 2024 | HK$1.2t | HK$1.7t | HK$70.0b | 7.2x | 17.4x | 0.7x |
| Wed, 07 Aug 2024 | HK$1.1t | HK$1.6t | HK$60.3b | 9x | 18.7x | 0.7x |
| Fri, 05 Jul 2024 | HK$1.2t | HK$1.6t | HK$59.3b | 10x | 20.2x | 0.8x |
| Sun, 02 Jun 2024 | HK$1.2t | HK$1.6t | HK$58.9b | 11.8x | 20.6x | 0.8x |
| Tue, 30 Apr 2024 | HK$1.2t | HK$1.6t | HK$58.5b | 15.8x | 20.7x | 0.8x |
| Thu, 28 Mar 2024 | HK$1.1t | HK$1.6t | HK$67.0b | 11.6x | 16.9x | 0.7x |
| Sat, 24 Feb 2024 | HK$1.0t | HK$1.5t | HK$66.9b | 11.2x | 15.5x | 0.7x |
| Mon, 22 Jan 2024 | HK$1.1t | HK$1.5t | HK$65.2b | 13.5x | 16.3x | 0.7x |
| Wed, 20 Dec 2023 | HK$1.1t | HK$1.5t | HK$65.2b | 14.6x | 17x | 0.7x |
| Fri, 17 Nov 2023 | HK$1.3t | HK$1.5t | HK$64.1b | 17.2x | 20.3x | 0.9x |
| Sun, 15 Oct 2023 | HK$1.3t | HK$1.4t | HK$58.3b | 17x | 21.9x | 0.9x |
| Tue, 12 Sep 2023 | HK$1.3t | HK$1.4t | HK$58.5b | 17.7x | 22.2x | 0.9x |
| Thu, 10 Aug 2023 | HK$1.4t | HK$1.3t | HK$61.8b | 11.7x | 22.6x | 1.1x |
| Sat, 08 Jul 2023 | HK$1.4t | HK$1.3t | HK$61.7b | 10.5x | 22x | 1x |
| Mon, 05 Jun 2023 | HK$1.3t | HK$1.3t | HK$62.7b | 9.4x | 21x | 1x |
| Wed, 03 May 2023 | HK$1.4t | HK$1.4t | HK$64.3b | 8.3x | 21.1x | 1x |
| Fri, 31 Mar 2023 | HK$1.4t | HK$1.3t | HK$66.7b | 6.6x | 20.7x | 1.1x |
| Sun, 26 Feb 2023 | HK$1.4t | HK$1.1t | HK$52.7b | 10.2x | 27.2x | 1.2x |
| Tue, 24 Jan 2023 | HK$1.5t | HK$1.2t | HK$55.9b | 8.2x | 26.1x | 1.2x |
| Thu, 22 Dec 2022 | HK$1.3t | HK$1.1t | HK$54.0b | 8x | 24.9x | 1.2x |
| Sat, 19 Nov 2022 | HK$1.3t | HK$1.1t | HK$52.9b | 8.3x | 24.2x | 1.1x |
| Mon, 17 Oct 2022 | HK$1.3t | HK$999.3b | HK$44.6b | 6.8x | 28.8x | 1.3x |
| Wed, 14 Sep 2022 | HK$1.5t | HK$1.0t | HK$45.3b | 11.1x | 32.1x | 1.4x |
| Fri, 12 Aug 2022 | HK$1.7t | HK$1.0t | HK$46.0b | 10.9x | 36.6x | 1.6x |
| Sun, 10 Jul 2022 | HK$1.8t | HK$1.0t | HK$46.2b | 13x | 39.8x | 1.8x |
| Tue, 07 Jun 2022 | HK$1.8t | HK$1.0t | HK$46.0b | 13.7x | 38.1x | 1.7x |
| Thu, 05 May 2022 | HK$1.4t | HK$1.1t | HK$46.6b | 10.7x | 29.1x | 1.3x |
| Sat, 02 Apr 2022 | HK$1.4t | HK$1.1t | HK$45.7b | 11.6x | 30.3x | 1.3x |
| Mon, 28 Feb 2022 | HK$1.6t | HK$1.0t | HK$52.0b | 13.7x | 30x | 1.5x |
Price to Earnings Ratio
30x
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 23.7x.
- The industry is trading close to its 3-year average PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Auto industry have grown 8.9% per year over the last three years.
- Revenues for these companies have grown 18% 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 | 3.24% | |
| Consumer Discretionary | 3.42% | |
| Auto | 8.56% | |
| Automobile Manufacturers | 8.62% | |
| Motorcycle Manufacturers | 6.16% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry, which is trading close to its 3-year average PE ratio of 23.9x.
- Analysts expect its future annual earnings growth (17.5%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 19.3x.
Forecasted Growth
- Analysts are most optimistic on the Motorcycle Manufacturers industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings growth rate of 8.2% 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$375.00 | 10.6% +HK$104.6b | 100.2% | PE30x | |
| 175 Geely Automobile Holdings | HK$17.36 | 5.5% +HK$9.1b | 107.9% | PE10.6x | |
| 489 Dongfeng Motor Group | HK$4.64 | 21.8% +HK$6.8b | 37.7% | PS0.3x | |
| 2333 Great Wall Motor | HK$12.10 | 3.1% +HK$3.1b | 40.9% | PE7.7x | |
| 1585 Yadea Group Holdings | HK$12.64 | 6.8% +HK$2.4b | 8.4% | PE14.4x |
