Narrative Update • May 26

The Auto Components industry is down 3.6% over the last week with CALB Group the worst performer, down 6.5%. In contrast, Johnson Electric Holdings has gained 8.0%. This takes the industry's 12 month performance to a gain of 27%. Earnings are forecast to grow by 41% annually.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | HK$236.3b | HK$352.3b | HK$7.5b | 13.6x | 31.3x | 0.7x |
| Sun, 03 May 2026 | HK$226.6b | HK$344.2b | HK$7.8b | 13.4x | 29x | 0.7x |
| Tue, 31 Mar 2026 | HK$212.1b | HK$337.0b | HK$11.1b | 13.1x | 19.2x | 0.6x |
| Thu, 26 Feb 2026 | HK$267.0b | HK$328.3b | HK$10.1b | 11.9x | 26.4x | 0.8x |
| Sat, 24 Jan 2026 | HK$254.0b | HK$323.8b | HK$10.0b | 11.8x | 25.4x | 0.8x |
| Mon, 22 Dec 2025 | HK$216.4b | HK$320.3b | HK$9.9b | 12.8x | 21.9x | 0.7x |
| Wed, 19 Nov 2025 | HK$207.5b | HK$315.6b | HK$10.2b | 11.7x | 20.4x | 0.7x |
| Fri, 17 Oct 2025 | HK$216.7b | HK$308.4b | HK$9.8b | 12.5x | 22.1x | 0.7x |
| Sun, 14 Sep 2025 | HK$187.9b | HK$308.0b | HK$10.0b | 10.9x | 18.7x | 0.6x |
| Tue, 12 Aug 2025 | HK$169.6b | HK$325.1b | HK$10.0b | 12x | 17x | 0.5x |
| Thu, 10 Jul 2025 | HK$148.9b | HK$325.1b | HK$9.9b | 10.7x | 15x | 0.5x |
| Sat, 07 Jun 2025 | HK$142.5b | HK$324.9b | HK$9.9b | 9.4x | 14.3x | 0.4x |
| Mon, 05 May 2025 | HK$131.2b | HK$316.2b | HK$9.5b | 9.1x | 13.9x | 0.4x |
| Wed, 02 Apr 2025 | HK$142.1b | HK$317.3b | HK$9.5b | 9.8x | 15x | 0.4x |
| Fri, 28 Feb 2025 | HK$149.0b | HK$325.8b | HK$10.0b | 8.3x | 14.9x | 0.5x |
| Sun, 26 Jan 2025 | HK$113.0b | HK$327.2b | HK$10.0b | 7.2x | 11.3x | 0.3x |
| Tue, 24 Dec 2024 | HK$118.2b | HK$324.9b | HK$9.6b | 6.9x | 12.4x | 0.4x |
| Thu, 21 Nov 2024 | HK$100.7b | HK$327.1b | HK$10.1b | 7.6x | 9.9x | 0.3x |
| Sat, 19 Oct 2024 | HK$99.8b | HK$331.4b | HK$10.3b | 7.7x | 9.7x | 0.3x |
| Mon, 16 Sep 2024 | HK$92.8b | HK$333.6b | HK$10.3b | 6.6x | 9x | 0.3x |
| Wed, 14 Aug 2024 | HK$87.9b | HK$312.7b | HK$9.6b | 6x | 9.2x | 0.3x |
| Fri, 12 Jul 2024 | HK$108.1b | HK$309.8b | HK$9.4b | 7.1x | 11.5x | 0.3x |
| Sun, 09 Jun 2024 | HK$112.7b | HK$310.7b | HK$9.4b | 6.6x | 11.9x | 0.4x |
| Tue, 07 May 2024 | HK$112.6b | HK$311.9b | HK$9.4b | 6.6x | 11.9x | 0.4x |
| Thu, 04 Apr 2024 | HK$120.1b | HK$311.5b | HK$9.4b | 6.9x | 12.8x | 0.4x |
| Sat, 02 Mar 2024 | HK$115.1b | HK$299.3b | HK$10.1b | 8x | 11.4x | 0.4x |
| Mon, 29 Jan 2024 | HK$108.2b | HK$300.4b | HK$9.9b | 7.3x | 10.9x | 0.4x |
| Wed, 27 Dec 2023 | HK$120.1b | HK$300.7b | HK$9.9b | 7.6x | 12.1x | 0.4x |
| Fri, 24 Nov 2023 | HK$127.0b | HK$298.4b | HK$10.0b | 7.9x | 12.7x | 0.4x |
| Sun, 22 Oct 2023 | HK$119.8b | HK$292.4b | HK$9.4b | 8.6x | 12.8x | 0.4x |
| Tue, 19 Sep 2023 | HK$124.4b | HK$292.9b | HK$9.4b | 9x | 13.3x | 0.4x |
| Thu, 17 Aug 2023 | HK$123.4b | HK$269.7b | HK$8.8b | 10.9x | 14x | 0.5x |
| Sat, 15 Jul 2023 | HK$134.1b | HK$271.2b | HK$8.6b | 12.2x | 15.7x | 0.5x |
| Mon, 12 Jun 2023 | HK$117.3b | HK$272.3b | HK$8.6b | 10.9x | 13.7x | 0.4x |
13.7x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 0.85% | |
| Consumer Discretionary | 2.15% | |
| Auto Components | -3.76% | |
| Tires and Rubber | -0.79% | |
| Auto Parts and Equipment | -3.85% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 179 Johnson Electric Holdings | HK$26.68 | 8.0% +HK$1.8b | 19.9% | PE15.6x | |
| 2025 Ruifeng Power Group | HK$10.19 | 11.2% +HK$824.0m | 230.8% | PE302.6x | |
| 1760 Intron Technology Holdings | HK$2.07 | 22.5% +HK$413.4m | 38.0% | PE33.6x | |
| 1316 Nexteer Automotive Group | HK$5.01 | 2.7% +HK$326.3m | -11.6% | PE15.7x | |
| 2632 Jiangsu New Vision Automotive Electronics | HK$123.10 | 0.5% +HK$74.0m | n/a | PS19.7x |