Narrative Update • Jun 06
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Hong Kong (HSI) Auto Industry Analysis
UpdatedJun 11, 2026
DataAggregated Company Financials
Companies14
- 7D-4.8%
- 3M-9.1%
- 1Y-30.6%
- YTD-13.5%
Over the last 7 days, the Auto industry has dropped 4.8%, driven by BYD declining 7.5%. Overall the industry is down 31% in 12 months. 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | HK$1.5t | HK$2.3t | HK$86.6b | 11.7x | 17.7x | 0.7x |
| Sat, 09 May 2026 | HK$1.7t | HK$2.3t | HK$86.2b | 13.9x | 20.2x | 0.8x |
| Mon, 06 Apr 2026 | HK$1.8t | HK$2.3t | HK$96.3b | 15.6x | 18.6x | 0.8x |
| Wed, 04 Mar 2026 | HK$1.6t | HK$2.3t | HK$93.8b | 12.6x | 17.5x | 0.7x |
| Fri, 30 Jan 2026 | HK$1.7t | HK$2.3t | HK$94.3b | 13x | 17.8x | 0.7x |
| Sun, 28 Dec 2025 | HK$1.7t | HK$2.3t | HK$93.1b | 13.8x | 18.4x | 0.8x |
| Tue, 25 Nov 2025 | HK$1.7t | HK$2.2t | HK$91.9b | 14.2x | 18.1x | 0.7x |
| Thu, 23 Oct 2025 | HK$1.8t | HK$2.2t | HK$96.1b | 15.2x | 18.8x | 0.8x |
| Sat, 20 Sep 2025 | HK$1.8t | HK$2.0t | HK$75.3b | 20.7x | 23.8x | 0.9x |
| Mon, 18 Aug 2025 | HK$1.7t | HK$1.9t | HK$79.5b | 21x | 21.6x | 0.9x |
| Wed, 16 Jul 2025 | HK$1.7t | HK$1.9t | HK$85.1b | 18.2x | 20.3x | 0.9x |
| Fri, 13 Jun 2025 | HK$1.8t | HK$1.9t | HK$85.1b | 17.3x | 21x | 0.9x |
| Sun, 11 May 2025 | HK$1.8t | HK$1.9t | HK$79.2b | 23.1x | 22.9x | 1x |
| Tue, 08 Apr 2025 | HK$1.5t | HK$1.8t | HK$77.2b | 22.3x | 20x | 0.9x |
| Thu, 06 Mar 2025 | HK$1.7t | HK$1.7t | HK$67.3b | 10.6x | 25.1x | 1x |
| Sat, 01 Feb 2025 | HK$1.4t | HK$1.7t | HK$67.7b | 9.3x | 20.7x | 0.8x |
| Mon, 30 Dec 2024 | HK$1.5t | HK$1.7t | HK$66.8b | 12.3x | 21.7x | 0.9x |
| Wed, 27 Nov 2024 | HK$1.4t | HK$1.7t | HK$67.5b | 10.7x | 20.4x | 0.8x |
| Fri, 25 Oct 2024 | HK$1.5t | HK$1.7t | HK$69.5b | 8.9x | 21.2x | 0.9x |
| Sun, 22 Sep 2024 | HK$1.3t | HK$1.7t | HK$70.3b | 7.4x | 17.9x | 0.7x |
| Tue, 20 Aug 2024 | HK$1.1t | HK$1.6t | HK$60.4b | 9.1x | 19x | 0.7x |
| Thu, 18 Jul 2024 | HK$1.3t | HK$1.6t | HK$59.4b | 10.1x | 21.1x | 0.8x |
| Sat, 15 Jun 2024 | HK$1.3t | HK$1.6t | HK$58.7b | 10.8x | 21.4x | 0.8x |
| Mon, 13 May 2024 | HK$1.2t | HK$1.6t | HK$59.0b | 16x | 21x | 0.8x |
| Wed, 10 Apr 2024 | HK$1.2t | HK$1.6t | HK$56.1b | 12.9x | 20.8x | 0.7x |
| Fri, 08 Mar 2024 | HK$1.1t | HK$1.5t | HK$66.9b | 11.9x | 16x | 0.7x |
| Sun, 04 Feb 2024 | HK$953.6b | HK$1.5t | HK$66.9b | 10.6x | 14.2x | 0.6x |
| Tue, 02 Jan 2024 | HK$1.2t | HK$1.5t | HK$65.8b | 15.2x | 17.6x | 0.8x |
| Thu, 30 Nov 2023 | HK$1.2t | HK$1.5t | HK$65.4b | 16x | 18.3x | 0.8x |
| Sat, 28 Oct 2023 | HK$1.3t | HK$1.4t | HK$57.4b | 16.4x | 22.5x | 0.9x |
| Mon, 25 Sep 2023 | HK$1.3t | HK$1.4t | HK$58.3b | 17.2x | 22.1x | 0.9x |
| Wed, 23 Aug 2023 | HK$1.2t | HK$1.3t | HK$61.2b | 10.6x | 20x | 0.9x |
| Fri, 21 Jul 2023 | HK$1.4t | HK$1.3t | HK$62.1b | 10.9x | 21.9x | 1x |
| Sun, 18 Jun 2023 | HK$1.4t | HK$1.3t | HK$62.3b | 10.4x | 22.4x | 1.1x |
Price to Earnings Ratio
22.4x
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 17.7x which is lower than its 3-year average PE of 20.2x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Auto industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 20% 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 | -3.25% | |
| Consumer Discretionary | -3.90% | |
| Auto | -4.84% | |
| Automobile Manufacturers | -4.84% | |
| Motorcycle Manufacturers | -4.91% | |
Industry PE
- Investors are most optimistic about the Automobile Manufacturers industry even though it's trading below its 3-year average PE ratio of 20.4x.
- Analysts are expecting annual earnings growth of 18.6%, which is higher than its past year's earnings decline of 27.2% per year.
- Investors are most pessimistic about the Motorcycle Manufacturers industry, which is trading below its 3-year average of 17.9x.
Forecasted Growth
- Analysts are most optimistic on the Automobile Manufacturers industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 27% per year.
- In contrast, the Motorcycle Manufacturers industry is expected to see its earnings grow by 12% 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 | |
|---|---|---|---|---|---|
| 175 Geely Automobile Holdings | HK$19.39 | 4.4% +HK$8.7b | 15.8% | PE11.8x | |
| 1114 Brilliance China Automotive Holdings | HK$2.63 | 1.9% +HK$252.3m | -14.6% | PE5.8x | |
| 805 New Gonow Recreational Vehicles | HK$3.61 | 0.3% +HK$9.6m | 159.7% | PE97.2x |