Narrative Update • May 26

The Auto Components industry is up 4.3% in the last week, with PATEO CONNECT Technology (Shanghai) up 16%. In the same time, Johnson Electric Holdings was down 12%. This means that the industry has gained 26% over the past year. Looking forward, earnings are forecast to grow by 40% annually.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 May 2026 | HK$238.0b | HK$352.4b | HK$7.6b | 14.3x | 31.5x | 0.7x |
| Mon, 27 Apr 2026 | HK$234.9b | HK$343.8b | HK$7.8b | 13.6x | 30x | 0.7x |
| Wed, 25 Mar 2026 | HK$217.3b | HK$329.1b | HK$10.3b | 10.8x | 21.1x | 0.7x |
| Fri, 20 Feb 2026 | HK$265.6b | HK$326.5b | HK$10.1b | 11.8x | 26.4x | 0.8x |
| Sun, 18 Jan 2026 | HK$240.7b | HK$323.6b | HK$10.0b | 12.5x | 24.1x | 0.7x |
| Tue, 16 Dec 2025 | HK$213.1b | HK$320.1b | HK$9.9b | 12.5x | 21.6x | 0.7x |
| Thu, 13 Nov 2025 | HK$220.9b | HK$315.0b | HK$10.1b | 12.2x | 21.8x | 0.7x |
| Sat, 11 Oct 2025 | HK$223.8b | HK$308.9b | HK$9.8b | 11.2x | 22.8x | 0.7x |
| Mon, 08 Sep 2025 | HK$188.8b | HK$308.3b | HK$10.1b | 10.9x | 18.8x | 0.6x |
| Wed, 06 Aug 2025 | HK$162.5b | HK$324.9b | HK$10.0b | 11.5x | 16.3x | 0.5x |
| Fri, 04 Jul 2025 | HK$149.1b | HK$325.8b | HK$10.0b | 10.1x | 15x | 0.5x |
| Sun, 01 Jun 2025 | HK$142.2b | HK$324.0b | HK$9.9b | 9.5x | 14.3x | 0.4x |
| Tue, 29 Apr 2025 | HK$127.7b | HK$315.6b | HK$9.5b | 8.8x | 13.5x | 0.4x |
| Thu, 27 Mar 2025 | HK$146.2b | HK$326.8b | HK$10.7b | 9.1x | 13.7x | 0.4x |
| Sat, 22 Feb 2025 | HK$143.6b | HK$326.1b | HK$10.0b | 7.5x | 14.4x | 0.4x |
| Mon, 20 Jan 2025 | HK$109.2b | HK$324.2b | HK$9.9b | 7.2x | 11x | 0.3x |
| Wed, 18 Dec 2024 | HK$114.5b | HK$325.4b | HK$9.6b | 6.9x | 11.9x | 0.4x |
| Fri, 15 Nov 2024 | HK$99.0b | HK$327.1b | HK$10.1b | 7.4x | 9.8x | 0.3x |
| Sun, 13 Oct 2024 | HK$106.1b | HK$332.8b | HK$10.3b | 8.2x | 10.3x | 0.3x |
| Tue, 10 Sep 2024 | HK$96.7b | HK$332.6b | HK$10.3b | 6.4x | 9.4x | 0.3x |
| Thu, 08 Aug 2024 | HK$87.3b | HK$312.5b | HK$9.5b | 5.6x | 9.2x | 0.3x |
| Sat, 06 Jul 2024 | HK$105.9b | HK$309.8b | HK$9.4b | 6.8x | 11.3x | 0.3x |
| Mon, 03 Jun 2024 | HK$119.1b | HK$311.2b | HK$9.5b | 6.8x | 12.6x | 0.4x |
| Wed, 01 May 2024 | HK$129.4b | HK$311.3b | HK$9.4b | 6.6x | 13.8x | 0.4x |
| Fri, 29 Mar 2024 | HK$124.0b | HK$311.1b | HK$9.4b | 7x | 13.2x | 0.4x |
| Sun, 25 Feb 2024 | HK$111.4b | HK$299.2b | HK$9.9b | 7.6x | 11.3x | 0.4x |
| Tue, 23 Jan 2024 | HK$107.0b | HK$299.0b | HK$9.9b | 7.1x | 10.9x | 0.4x |
| Thu, 21 Dec 2023 | HK$119.8b | HK$300.2b | HK$9.9b | 7.6x | 12.1x | 0.4x |
| Sat, 18 Nov 2023 | HK$122.1b | HK$296.1b | HK$10.0b | 7.2x | 12.3x | 0.4x |
| Mon, 16 Oct 2023 | HK$124.7b | HK$292.7b | HK$9.4b | 8.6x | 13.3x | 0.4x |
| Wed, 13 Sep 2023 | HK$125.2b | HK$293.4b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Fri, 11 Aug 2023 | HK$129.6b | HK$269.4b | HK$8.5b | 11.3x | 15.2x | 0.5x |
| Sun, 09 Jul 2023 | HK$127.2b | HK$269.1b | HK$8.5b | 11.6x | 15x | 0.5x |
| Tue, 06 Jun 2023 | HK$118.4b | HK$272.6b | HK$8.6b | 11.3x | 13.8x | 0.4x |
13.8x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -1.58% | |
| Consumer Discretionary | -1.65% | |
| Auto Components | -1.58% | |
| Tires and Rubber | -0.96% | |
| Auto Parts and Equipment | -1.59% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2889 PATEO CONNECT Technology (Shanghai) | HK$201.20 | 16.3% +HK$4.2b | n/a | PS7.4x | |
| 2025 Ruifeng Power Group | HK$9.15 | 2.8% +HK$200.0m | 187.7% | PE271.9x | |
| 2665 Seyond Holdings | HK$7.63 | 1.7% +HK$168.9m | -16.2% | PS8.2x | |
| 360 New Focus Auto Tech Holdings | HK$0.05 | 6.4% +HK$51.7m | -10.7% | PS1.3x | |
| 951 Chaowei Power Holdings | HK$1.72 | 2.4% +HK$44.2m | 31.3% | PE4.5x |