Narrative Update • May 26

Over the last 7 days, the Auto Components industry has dropped 2.7%, driven by CALB Group declining 13%. On the other hand Intron Technology Holdings is actually up 40%. Over the past 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 41% per annum.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 09 Jun 2026 | HK$230.8b | HK$352.6b | HK$7.6b | 13.9x | 30.5x | 0.7x |
| Thu, 07 May 2026 | HK$232.3b | HK$350.6b | HK$8.0b | 13.6x | 29x | 0.7x |
| Sat, 04 Apr 2026 | HK$229.1b | HK$341.1b | HK$8.4b | 14.1x | 27.2x | 0.7x |
| Mon, 02 Mar 2026 | HK$263.6b | HK$328.8b | HK$10.1b | 11.5x | 26x | 0.8x |
| Wed, 28 Jan 2026 | HK$247.3b | HK$324.2b | HK$10.0b | 11.8x | 24.7x | 0.8x |
| Fri, 26 Dec 2025 | HK$220.1b | HK$321.1b | HK$9.9b | 12x | 22.2x | 0.7x |
| Sun, 23 Nov 2025 | HK$210.3b | HK$318.0b | HK$9.8b | 10.9x | 21.4x | 0.7x |
| Tue, 21 Oct 2025 | HK$205.1b | HK$308.4b | HK$9.8b | 11.7x | 21x | 0.7x |
| Thu, 18 Sep 2025 | HK$208.5b | HK$308.6b | HK$10.1b | 11.3x | 20.7x | 0.7x |
| Sat, 16 Aug 2025 | HK$169.1b | HK$325.3b | HK$10.3b | 11.7x | 16.4x | 0.5x |
| Mon, 14 Jul 2025 | HK$151.1b | HK$325.5b | HK$10.0b | 10.7x | 15.2x | 0.5x |
| Wed, 11 Jun 2025 | HK$142.1b | HK$324.9b | HK$9.9b | 9.5x | 14.3x | 0.4x |
| Fri, 09 May 2025 | HK$134.4b | HK$318.3b | HK$9.5b | 8.8x | 14.1x | 0.4x |
| Sun, 06 Apr 2025 | HK$137.6b | HK$316.7b | HK$9.5b | 9.4x | 14.5x | 0.4x |
| Tue, 04 Mar 2025 | HK$138.3b | HK$325.1b | HK$10.0b | 7.4x | 13.9x | 0.4x |
| Thu, 30 Jan 2025 | HK$114.3b | HK$327.3b | HK$10.0b | 7.3x | 11.4x | 0.3x |
| Sat, 28 Dec 2024 | HK$118.4b | HK$324.5b | HK$9.6b | 7x | 12.4x | 0.4x |
| Mon, 25 Nov 2024 | HK$97.2b | HK$326.4b | HK$10.2b | 7.2x | 9.5x | 0.3x |
| Wed, 23 Oct 2024 | HK$100.7b | HK$331.0b | HK$10.2b | 7.7x | 9.8x | 0.3x |
| Fri, 20 Sep 2024 | HK$94.8b | HK$334.5b | HK$10.3b | 7.1x | 9.2x | 0.3x |
| Sun, 18 Aug 2024 | HK$86.3b | HK$313.0b | HK$9.4b | 6x | 9.2x | 0.3x |
| Tue, 16 Jul 2024 | HK$108.2b | HK$309.8b | HK$9.4b | 7x | 11.5x | 0.3x |
| Thu, 13 Jun 2024 | HK$112.3b | HK$310.4b | HK$9.4b | 6.6x | 11.9x | 0.4x |
| Sat, 11 May 2024 | HK$114.5b | HK$311.5b | HK$9.4b | 6.6x | 12.2x | 0.4x |
| Mon, 08 Apr 2024 | HK$117.7b | HK$311.6b | HK$9.4b | 6.7x | 12.5x | 0.4x |
| Wed, 06 Mar 2024 | HK$111.0b | HK$299.0b | HK$10.1b | 7.7x | 11x | 0.4x |
| Fri, 02 Feb 2024 | HK$110.0b | HK$299.5b | HK$9.9b | 7.6x | 11.1x | 0.4x |
| Sun, 31 Dec 2023 | HK$123.4b | HK$301.8b | HK$9.9b | 7.5x | 12.4x | 0.4x |
| Tue, 28 Nov 2023 | HK$124.0b | HK$297.7b | HK$10.0b | 7.9x | 12.4x | 0.4x |
| Thu, 26 Oct 2023 | HK$117.9b | HK$292.3b | HK$9.4b | 8.5x | 12.6x | 0.4x |
| Sat, 23 Sep 2023 | HK$124.4b | HK$292.6b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Mon, 21 Aug 2023 | HK$124.3b | HK$270.4b | HK$8.9b | 10.6x | 13.9x | 0.5x |
| Wed, 19 Jul 2023 | HK$135.6b | HK$270.0b | HK$8.5b | 12.2x | 15.9x | 0.5x |
| Fri, 16 Jun 2023 | HK$122.0b | HK$270.6b | HK$8.5b | 12.2x | 14.3x | 0.5x |
14.3x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -0.88% | |
| Consumer Discretionary | 0.20% | |
| Auto Components | -2.66% | |
| Tires and Rubber | -1.50% | |
| Auto Parts and Equipment | -2.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1760 Intron Technology Holdings | HK$2.61 | 40.3% +HK$815.9m | 75.2% | PE42.4x | |
| 2025 Ruifeng Power Group | HK$10.26 | 9.6% +HK$720.0m | 217.6% | PE304.6x | |
| 2889 PATEO CONNECT Technology (Shanghai) | HK$219.20 | 1.0% +HK$330.0m | n/a | PS8.1x | |
| 2632 Jiangsu New Vision Automotive Electronics | HK$124.30 | 1.4% +HK$209.8m | n/a | PS19.9x | |
| 2431 Minieye Technology | HK$10.23 | 3.4% +HK$140.2m | -61.0% | PS4.8x |