Narrative Update • Jul 13

Over the last 7 days, the Auto Components industry has dropped 7.9%, driven by CALB Group declining 14%. Meanwhile, PATEO CONNECT Technology (Shanghai) actually outperformed within the industry, gaining 7.0% in the last week. However, the industry is down 11% over the past year. As for the next few years, earnings are expected to grow by 36% 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, 14 Jul 2026 | HK$173.8b | HK$352.2b | HK$7.5b | 11.6x | 23x | 0.5x |
| Thu, 11 Jun 2026 | HK$213.8b | HK$352.2b | HK$7.5b | 13.1x | 28.3x | 0.6x |
| Sat, 09 May 2026 | HK$239.8b | HK$350.6b | HK$8.0b | 14.5x | 29.9x | 0.7x |
| Mon, 06 Apr 2026 | HK$229.1b | HK$341.2b | HK$8.4b | 14.1x | 27.3x | 0.7x |
| Wed, 04 Mar 2026 | HK$247.0b | HK$326.4b | HK$10.1b | 11x | 24.5x | 0.8x |
| Fri, 30 Jan 2026 | HK$245.8b | HK$324.7b | HK$10.0b | 11.6x | 24.5x | 0.8x |
| Sun, 28 Dec 2025 | HK$221.6b | HK$321.1b | HK$9.9b | 12x | 22.4x | 0.7x |
| Tue, 25 Nov 2025 | HK$214.1b | HK$318.1b | HK$9.8b | 11.3x | 21.8x | 0.7x |
| Thu, 23 Oct 2025 | HK$212.3b | HK$308.4b | HK$9.8b | 11x | 21.7x | 0.7x |
| Sat, 20 Sep 2025 | HK$211.2b | HK$308.3b | HK$10.1b | 11.1x | 21x | 0.7x |
| Mon, 18 Aug 2025 | HK$169.1b | HK$325.3b | HK$10.3b | 11.7x | 16.4x | 0.5x |
| Wed, 16 Jul 2025 | HK$155.5b | HK$325.3b | HK$10.0b | 10.9x | 15.6x | 0.5x |
| Fri, 13 Jun 2025 | HK$144.4b | HK$325.2b | HK$9.9b | 9.5x | 14.5x | 0.4x |
| Sun, 11 May 2025 | HK$133.9b | HK$318.6b | HK$9.5b | 8.7x | 14x | 0.4x |
| Tue, 08 Apr 2025 | HK$110.9b | HK$315.4b | HK$9.4b | 7.8x | 11.8x | 0.4x |
| Thu, 06 Mar 2025 | HK$141.4b | HK$325.9b | HK$10.0b | 7.8x | 14.2x | 0.4x |
| Sat, 01 Feb 2025 | HK$114.3b | HK$327.3b | HK$10.0b | 7.3x | 11.4x | 0.3x |
| Mon, 30 Dec 2024 | HK$118.4b | HK$324.6b | HK$9.6b | 7x | 12.4x | 0.4x |
| Wed, 27 Nov 2024 | HK$96.4b | HK$326.7b | HK$10.2b | 7.2x | 9.4x | 0.3x |
| Fri, 25 Oct 2024 | HK$99.9b | HK$331.1b | HK$10.3b | 7.7x | 9.7x | 0.3x |
| Sun, 22 Sep 2024 | HK$95.5b | HK$334.9b | HK$10.3b | 7x | 9.2x | 0.3x |
| Tue, 20 Aug 2024 | HK$87.9b | HK$314.2b | HK$9.5b | 6.1x | 9.3x | 0.3x |
| Thu, 18 Jul 2024 | HK$94.4b | HK$310.0b | HK$9.4b | 6.9x | 10.1x | 0.3x |
| Sat, 15 Jun 2024 | HK$111.5b | HK$310.4b | HK$9.4b | 6.6x | 11.8x | 0.4x |
| Mon, 13 May 2024 | HK$114.5b | HK$311.4b | HK$9.4b | 6.6x | 12.2x | 0.4x |
| Wed, 10 Apr 2024 | HK$123.7b | HK$311.8b | HK$9.4b | 6.7x | 13.1x | 0.4x |
| Fri, 08 Mar 2024 | HK$112.2b | HK$299.0b | HK$10.1b | 7.8x | 11.1x | 0.4x |
| Sun, 04 Feb 2024 | HK$107.6b | HK$299.2b | HK$9.9b | 7.5x | 10.9x | 0.4x |
| Tue, 02 Jan 2024 | HK$123.4b | HK$302.4b | HK$10.0b | 7.5x | 12.4x | 0.4x |
| Thu, 30 Nov 2023 | HK$122.9b | HK$299.0b | HK$10.1b | 7.6x | 12.2x | 0.4x |
| Sat, 28 Oct 2023 | HK$119.5b | HK$292.3b | HK$9.4b | 8.5x | 12.7x | 0.4x |
| Mon, 25 Sep 2023 | HK$124.4b | HK$292.8b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Wed, 23 Aug 2023 | HK$124.0b | HK$272.3b | HK$9.0b | 10.8x | 13.8x | 0.5x |
| Fri, 21 Jul 2023 | HK$132.5b | HK$270.3b | HK$8.5b | 11.7x | 15.6x | 0.5x |
15.6x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 0.38% | |
| Consumer Discretionary | -0.34% | |
| Auto Components | -7.92% | |
| Tires and Rubber | -0.93% | |
| Auto Parts and Equipment | -8.19% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2889 PATEO CONNECT Technology (Shanghai) | HK$132.80 | 15.5% +HK$2.7b | n/a | PS4.9x | |
| 6162 China Tianrui Automotive Interiors | HK$0.41 | 59.6% +HK$372.0m | 219.2% | PS2.4x | |
| 1760 Intron Technology Holdings | HK$2.00 | 5.3% +HK$108.8m | 39.9% | PE32.5x | |
| 1809 Prinx Chengshan Holdings | HK$7.32 | 2.2% +HK$102.2m | -2.4% | PE3.7x | |
| 1571 Xin Point Holdings | HK$3.81 | 1.1% +HK$40.3m | 1.3% | PE6.3x |