Narrative Update • May 26

Over the last 7 days, the Auto Components industry has dropped 6.8%, driven by CALB Group declining 18%. On the other hand Intron Technology Holdings is actually up 48%. This takes the industry's 12 month performance to a gain of 18%. 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 |
|---|---|---|---|---|---|---|
| Wed, 10 Jun 2026 | HK$224.9b | HK$352.1b | HK$7.5b | 13.3x | 29.8x | 0.6x |
| Fri, 08 May 2026 | HK$232.3b | HK$350.6b | HK$8.0b | 13.6x | 29x | 0.7x |
| Sun, 05 Apr 2026 | HK$229.1b | HK$341.2b | HK$8.4b | 14.1x | 27.3x | 0.7x |
| Tue, 03 Mar 2026 | HK$263.6b | HK$328.8b | HK$10.1b | 11.5x | 26x | 0.8x |
| Thu, 29 Jan 2026 | HK$245.8b | HK$324.6b | HK$10.0b | 11.6x | 24.6x | 0.8x |
| Sat, 27 Dec 2025 | HK$221.6b | HK$321.1b | HK$9.9b | 12x | 22.4x | 0.7x |
| Mon, 24 Nov 2025 | HK$210.3b | HK$318.0b | HK$9.8b | 10.9x | 21.4x | 0.7x |
| Wed, 22 Oct 2025 | HK$212.5b | HK$308.5b | HK$9.8b | 11x | 21.7x | 0.7x |
| Fri, 19 Sep 2025 | HK$209.6b | HK$308.6b | HK$10.1b | 11.2x | 20.8x | 0.7x |
| Sun, 17 Aug 2025 | HK$169.1b | HK$325.3b | HK$10.3b | 11.7x | 16.4x | 0.5x |
| Tue, 15 Jul 2025 | HK$154.9b | HK$325.5b | HK$10.0b | 10.9x | 15.6x | 0.5x |
| Thu, 12 Jun 2025 | HK$146.2b | HK$324.8b | HK$9.9b | 9.6x | 14.7x | 0.5x |
| Sat, 10 May 2025 | HK$133.9b | HK$318.5b | HK$9.5b | 8.7x | 14x | 0.4x |
| Mon, 07 Apr 2025 | HK$137.6b | HK$316.7b | HK$9.5b | 9.4x | 14.5x | 0.4x |
| Wed, 05 Mar 2025 | HK$135.9b | HK$325.7b | HK$10.0b | 7.3x | 13.6x | 0.4x |
| Fri, 31 Jan 2025 | HK$114.3b | HK$327.2b | HK$10.0b | 7.3x | 11.4x | 0.3x |
| Sun, 29 Dec 2024 | HK$118.4b | HK$324.6b | HK$9.6b | 7x | 12.4x | 0.4x |
| Tue, 26 Nov 2024 | HK$97.0b | HK$326.4b | HK$10.2b | 7.1x | 9.5x | 0.3x |
| Thu, 24 Oct 2024 | HK$101.1b | HK$330.5b | HK$10.2b | 7.7x | 9.9x | 0.3x |
| Sat, 21 Sep 2024 | HK$95.5b | HK$334.8b | HK$10.3b | 7x | 9.2x | 0.3x |
| Mon, 19 Aug 2024 | HK$86.3b | HK$313.0b | HK$9.4b | 6x | 9.2x | 0.3x |
| Wed, 17 Jul 2024 | HK$108.1b | HK$309.6b | HK$9.4b | 7x | 11.5x | 0.3x |
| Fri, 14 Jun 2024 | HK$112.6b | HK$310.4b | HK$9.4b | 6.6x | 11.9x | 0.4x |
| Sun, 12 May 2024 | HK$114.5b | HK$311.4b | HK$9.4b | 6.6x | 12.2x | 0.4x |
| Tue, 09 Apr 2024 | HK$120.0b | HK$311.8b | HK$9.4b | 6.7x | 12.7x | 0.4x |
| Thu, 07 Mar 2024 | HK$112.1b | HK$299.1b | HK$10.1b | 7.6x | 11.1x | 0.4x |
| Sat, 03 Feb 2024 | HK$107.6b | HK$302.1b | HK$10.0b | 7.4x | 10.8x | 0.4x |
| Mon, 01 Jan 2024 | HK$123.4b | HK$301.8b | HK$9.9b | 7.5x | 12.4x | 0.4x |
| Wed, 29 Nov 2023 | HK$124.5b | HK$297.9b | HK$10.0b | 7.5x | 12.4x | 0.4x |
| Fri, 27 Oct 2023 | HK$118.2b | HK$292.2b | HK$9.4b | 8.4x | 12.6x | 0.4x |
| Sun, 24 Sep 2023 | HK$124.4b | HK$292.8b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Tue, 22 Aug 2023 | HK$124.3b | HK$269.9b | HK$8.9b | 10.5x | 14x | 0.5x |
| Thu, 20 Jul 2023 | HK$133.7b | HK$268.6b | HK$8.5b | 12x | 15.8x | 0.5x |
| Sat, 17 Jun 2023 | HK$121.3b | HK$272.3b | HK$8.6b | 12x | 14.1x | 0.4x |
14.1x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -4.05% | |
| Consumer Discretionary | -6.29% | |
| Auto Components | -8.06% | |
| Tires and Rubber | -3.87% | |
| Auto Parts and Equipment | -8.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1760 Intron Technology Holdings | HK$2.98 | 48.3% +HK$1.1b | 104.1% | PE48.5x | |
| 2025 Ruifeng Power Group | HK$10.67 | 10.3% +HK$800.0m | 228.3% | PE317.4x | |
| 2889 PATEO CONNECT Technology (Shanghai) | HK$219.80 | 1.8% +HK$570.0m | n/a | PS8.1x | |
| 2431 Minieye Technology | HK$10.76 | 9.3% +HK$379.4m | -58.3% | PS5.1x | |
| 1274 iMotion Automotive Technology (Suzhou) | HK$4.17 | 1.5% +HK$15.0m | -70.5% | PS0.9x |