Narrative Update • May 26

Over the last 7 days, the Auto Components industry has dropped 1.6%, driven by Minth Group declining 6.6%. In contrast, PATEO CONNECT Technology (Shanghai) has gained 25%. This takes the industry's 12 month performance to a gain of 29%. Earnings are forecast to grow by 39% annually.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 02 Jun 2026 | HK$238.0b | HK$352.7b | HK$7.6b | 14.3x | 31.5x | 0.7x |
| Thu, 30 Apr 2026 | HK$235.2b | HK$344.0b | HK$7.8b | 13.7x | 30.1x | 0.7x |
| Sat, 28 Mar 2026 | HK$213.2b | HK$326.3b | HK$10.3b | 11.5x | 20.7x | 0.7x |
| Mon, 23 Feb 2026 | HK$266.0b | HK$326.5b | HK$10.1b | 11.7x | 26.4x | 0.8x |
| Wed, 21 Jan 2026 | HK$236.8b | HK$323.9b | HK$10.0b | 12x | 23.7x | 0.7x |
| Fri, 19 Dec 2025 | HK$209.4b | HK$320.3b | HK$9.9b | 12.4x | 21.2x | 0.7x |
| Sun, 16 Nov 2025 | HK$216.6b | HK$315.5b | HK$10.2b | 12.1x | 21.3x | 0.7x |
| Tue, 14 Oct 2025 | HK$222.5b | HK$308.4b | HK$9.8b | 10.8x | 22.7x | 0.7x |
| Thu, 11 Sep 2025 | HK$187.8b | HK$308.5b | HK$10.1b | 10.8x | 18.7x | 0.6x |
| Sat, 09 Aug 2025 | HK$164.8b | HK$325.1b | HK$10.0b | 11.8x | 16.5x | 0.5x |
| Mon, 07 Jul 2025 | HK$148.3b | HK$325.7b | HK$10.0b | 10x | 14.9x | 0.5x |
| Wed, 04 Jun 2025 | HK$140.6b | HK$324.6b | HK$9.9b | 9.2x | 14.2x | 0.4x |
| Fri, 02 May 2025 | HK$130.9b | HK$316.5b | HK$9.5b | 9x | 13.8x | 0.4x |
| Sun, 30 Mar 2025 | HK$147.0b | HK$316.5b | HK$10.0b | 8.9x | 14.7x | 0.5x |
| Tue, 25 Feb 2025 | HK$142.4b | HK$326.4b | HK$10.0b | 7.2x | 14.2x | 0.4x |
| Thu, 23 Jan 2025 | HK$112.7b | HK$326.5b | HK$10.0b | 7.2x | 11.3x | 0.3x |
| Sat, 21 Dec 2024 | HK$115.7b | HK$325.0b | HK$9.6b | 7x | 12.1x | 0.4x |
| Mon, 18 Nov 2024 | HK$99.5b | HK$327.7b | HK$10.2b | 7.3x | 9.8x | 0.3x |
| Wed, 16 Oct 2024 | HK$99.6b | HK$330.8b | HK$10.2b | 7.9x | 9.7x | 0.3x |
| Fri, 13 Sep 2024 | HK$91.0b | HK$332.7b | HK$10.3b | 6.5x | 8.9x | 0.3x |
| Sun, 11 Aug 2024 | HK$86.3b | HK$313.1b | HK$9.6b | 5.7x | 9x | 0.3x |
| Tue, 09 Jul 2024 | HK$104.2b | HK$309.7b | HK$9.4b | 6.6x | 11.1x | 0.3x |
| Thu, 06 Jun 2024 | HK$113.2b | HK$310.6b | HK$9.4b | 6.6x | 12x | 0.4x |
| Sat, 04 May 2024 | HK$111.6b | HK$311.1b | HK$9.4b | 6.8x | 11.9x | 0.4x |
| Mon, 01 Apr 2024 | HK$123.9b | HK$312.0b | HK$9.3b | 6.9x | 13.3x | 0.4x |
| Wed, 28 Feb 2024 | HK$114.8b | HK$299.2b | HK$9.9b | 7.8x | 11.7x | 0.4x |
| Fri, 26 Jan 2024 | HK$109.7b | HK$299.8b | HK$9.9b | 7.3x | 11.1x | 0.4x |
| Sun, 24 Dec 2023 | HK$120.0b | HK$300.8b | HK$9.9b | 7.6x | 12.1x | 0.4x |
| Tue, 21 Nov 2023 | HK$125.2b | HK$297.2b | HK$10.0b | 7.5x | 12.5x | 0.4x |
| Thu, 19 Oct 2023 | HK$122.4b | HK$292.5b | HK$9.4b | 8.7x | 13.1x | 0.4x |
| Sat, 16 Sep 2023 | HK$124.0b | HK$293.7b | HK$9.4b | 9x | 13.2x | 0.4x |
| Mon, 14 Aug 2023 | HK$127.1b | HK$268.6b | HK$8.5b | 10.8x | 15x | 0.5x |
| Wed, 12 Jul 2023 | HK$133.8b | HK$269.8b | HK$8.5b | 12.2x | 15.7x | 0.5x |
| Fri, 09 Jun 2023 | HK$115.9b | HK$272.2b | HK$8.6b | 10.9x | 13.5x | 0.4x |
13.5x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -1.58% | |
| Consumer Discretionary | -1.64% | |
| Auto Components | -1.58% | |
| Tires and Rubber | -0.96% | |
| Auto Parts and Equipment | -1.60% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3931 CALB Group | HK$31.96 | 6.0% +HK$3.2b | 96.3% | PE30.2x | |
| 2889 PATEO CONNECT Technology (Shanghai) | HK$216.00 | 8.1% +HK$2.4b | n/a | PS8x | |
| 2632 Jiangsu New Vision Automotive Electronics | HK$132.70 | 8.1% +HK$1.2b | n/a | PS21.2x | |
| 2025 Ruifeng Power Group | HK$9.67 | 8.2% +HK$584.0m | 211.9% | PE286.9x | |
| 2665 Seyond Holdings | HK$7.68 | 3.5% +HK$337.9m | -16.4% | PS8.3x |