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Hong Kong (HSI) Auto Industry Analysis
UpdatedDec 17, 2024
DataAggregated Company Financials
Companies13
- 7D-2.3%
- 3M19.9%
- 1Y27.2%
- YTD24.9%
In the last week, the Auto industry is up 2.9%, with Yadea Group Holdings up 16%. This means that the industry has gained 27% over the past year. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| 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 |
| Wed, 26 Jan 2022 | HK$1.7t | HK$1.0t | HK$51.8b | 16.5x | 31.9x | 1.6x |
| Fri, 24 Dec 2021 | HK$1.9t | HK$1.0t | HK$51.6b | 19.3x | 37.2x | 1.9x |
Price to Earnings Ratio
37.2x
Current Industry PE
- Investors are pessimistic on the Hong Kong Auto 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 21.4x which is lower than its 3-year average PE of 24.4x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
- The earnings for companies in the Auto industry have grown 9.2% 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 | -2.45% | |
| Consumer Discretionary | -2.80% | |
| Auto | -2.29% | |
| Motorcycle Manufacturers | 15.08% | |
| Automobile Manufacturers | -2.76% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry even though it's trading below its 3-year average PE ratio of 24.6x.
- Analysts are expecting annual earnings growth of 17.6%, which is higher than its past year's earnings decline of 5.5% per year.
- Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 20.0x.
Forecasted Growth
- Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 18% over the next 5 years.
- This is better than its past earnings decline of 5.5% per year.
- In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| 1585 Yadea Group Holdings | HK$13.50 | 12.7% +HK$4.6b | -0.4% | PE15.5x | |
| 2333 Great Wall Motor | HK$14.04 | 2.8% +HK$3.2b | 41.1% | PE9x | |
| 1114 Brilliance China Automotive Holdings | HK$3.50 | 14.4% +HK$2.2b | -10.5% | PE3x | |
| 489 Dongfeng Motor Group | HK$4.11 | 2.5% +HK$825.3m | 12.9% | PS0.3x | |
| 2238 Guangzhou Automobile Group | HK$3.59 | 1.4% +HK$515.3m | 6.5% | PE909.2x |
