Narrative Update • Sep 03

Over the last 7 days, the Auto industry has dropped 3.6%, driven by BYD declining 4.0%. On the other hand Ev Dynamics (Holdings) is actually up 6.6%. The industry has fallen 29% in the last year. As for the next few years, earnings are expected to grow by 21% per annum.
Has the Hong Kong Auto Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Sep 2026 | HK$1.4t | HK$2.3t | HK$84.5b | 9.6x | 16.7x | 0.6x |
| Sat, 08 Aug 2026 | HK$1.5t | HK$2.3t | HK$87.1b | 9x | 17.3x | 0.7x |
| Mon, 06 Jul 2026 | HK$1.5t | HK$2.3t | HK$86.7b | 10.3x | 16.8x | 0.6x |
| Wed, 03 Jun 2026 | HK$1.6t | HK$2.3t | HK$86.8b | 11.4x | 18.7x | 0.7x |
| Fri, 01 May 2026 | HK$1.8t | HK$2.3t | HK$92.4b | 14x | 19x | 0.8x |
| Sun, 29 Mar 2026 | HK$1.8t | HK$2.2t | HK$93.8b | 17.2x | 18.7x | 0.8x |
| Tue, 24 Feb 2026 | HK$1.7t | HK$2.3t | HK$93.9b | 13.5x | 17.9x | 0.7x |
| Thu, 22 Jan 2026 | HK$1.7t | HK$2.3t | HK$94.0b | 13.5x | 18.1x | 0.7x |
| Sat, 20 Dec 2025 | HK$1.7t | HK$2.2t | HK$92.7b | 14x | 18x | 0.7x |
| Mon, 17 Nov 2025 | HK$1.7t | HK$2.2t | HK$90.4b | 14.8x | 19.2x | 0.8x |
| Wed, 15 Oct 2025 | HK$1.9t | HK$2.3t | HK$92.5b | 15.2x | 20.4x | 0.8x |
| Fri, 12 Sep 2025 | HK$1.7t | HK$2.0t | HK$75.3b | 20.1x | 23.1x | 0.9x |
| Sun, 10 Aug 2025 | HK$1.7t | HK$1.9t | HK$85.7b | 20.7x | 19.6x | 0.9x |
| Tue, 08 Jul 2025 | HK$1.7t | HK$1.9t | HK$85.1b | 17.1x | 20x | 0.9x |
| Thu, 05 Jun 2025 | HK$1.8t | HK$1.9t | HK$85.0b | 25.2x | 21.6x | 1x |
| Sat, 03 May 2025 | HK$1.8t | HK$1.8t | HK$78.5b | 23.1x | 22.4x | 1x |
| Mon, 31 Mar 2025 | HK$1.9t | HK$1.8t | HK$77.8b | 19.6x | 24.1x | 1x |
| Wed, 26 Feb 2025 | HK$1.8t | HK$1.7t | HK$67.4b | 11x | 26.3x | 1.1x |
| Fri, 24 Jan 2025 | HK$1.4t | HK$1.7t | HK$67.3b | 11.8x | 20.8x | 0.8x |
| Sun, 22 Dec 2024 | HK$1.4t | HK$1.7t | HK$67.0b | 12.2x | 21.5x | 0.9x |
| Tue, 19 Nov 2024 | HK$1.4t | HK$1.7t | HK$67.6b | 12x | 21.3x | 0.9x |
| Thu, 17 Oct 2024 | HK$1.4t | HK$1.7t | HK$69.6b | 8.4x | 20.2x | 0.8x |
| Sat, 14 Sep 2024 | HK$1.2t | HK$1.7t | HK$70.0b | 6.9x | 17.4x | 0.7x |
| Mon, 12 Aug 2024 | HK$1.1t | HK$1.6t | HK$60.1b | 9.3x | 18.8x | 0.7x |
| Wed, 10 Jul 2024 | HK$1.2t | HK$1.6t | HK$59.3b | 10.2x | 20.4x | 0.8x |
| Fri, 07 Jun 2024 | HK$1.2t | HK$1.6t | HK$58.8b | 11.4x | 21.1x | 0.8x |
| Sun, 05 May 2024 | HK$1.2t | HK$1.6t | HK$58.9b | 15.9x | 20.8x | 0.8x |
| Tue, 02 Apr 2024 | HK$1.1t | HK$1.6t | HK$56.1b | 13.3x | 19.9x | 0.7x |
| Thu, 29 Feb 2024 | HK$1.1t | HK$1.5t | HK$66.9b | 11x | 15.8x | 0.7x |
| Sat, 27 Jan 2024 | HK$1.0t | HK$1.5t | HK$67.4b | 10.6x | 15.3x | 0.7x |
| Mon, 25 Dec 2023 | HK$1.1t | HK$1.5t | HK$65.3b | 14.3x | 17x | 0.7x |
| Wed, 22 Nov 2023 | HK$1.3t | HK$1.5t | HK$65.2b | 17x | 19.9x | 0.9x |
| Fri, 20 Oct 2023 | HK$1.3t | HK$1.4t | HK$58.3b | 16.3x | 22x | 0.9x |
| Sun, 17 Sep 2023 | HK$1.3t | HK$1.4t | HK$58.6b | 17.6x | 22.1x | 0.9x |
22.1x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -0.34% | |
| Consumer Discretionary | -2.51% | |
| Auto | -3.58% | |
| Motorcycle Manufacturers | -1.85% | |
| Automobile Manufacturers | -3.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 476 Ev Dynamics (Holdings) | HK$0.73 | 6.6% +HK$14.6m | -18.9% | PS5.8x | |
| 422 Vietnam Manufacturing and Export Processing (Holdings) | HK$0.27 | 3.9% +HK$9.1m | -36.1% | PE9.6x |