Narrative Update • May 26

In the last week, the Auto Components industry is up 6.2%, with PATEO CONNECT Technology (Shanghai) up 40%. During this same period, the BeijingWest Industries International underperformed, falling 9.4%. This takes the industry's 12 month performance to a gain of 32%. Earnings are forecast to grow by 37% annually.
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | HK$252.0b | HK$351.7b | HK$8.0b | 14x | 31.3x | 0.7x |
| Sat, 25 Apr 2026 | HK$234.9b | HK$343.8b | HK$7.8b | 13.6x | 30x | 0.7x |
| Mon, 23 Mar 2026 | HK$217.1b | HK$328.2b | HK$10.1b | 10.8x | 21.5x | 0.7x |
| Wed, 18 Feb 2026 | HK$265.6b | HK$326.6b | HK$10.1b | 11.8x | 26.4x | 0.8x |
| Fri, 16 Jan 2026 | HK$242.5b | HK$323.7b | HK$10.0b | 12.1x | 24.3x | 0.7x |
| Sun, 14 Dec 2025 | HK$216.6b | HK$319.9b | HK$9.9b | 12.9x | 21.9x | 0.7x |
| Tue, 11 Nov 2025 | HK$223.3b | HK$315.0b | HK$10.1b | 12.5x | 22.1x | 0.7x |
| Thu, 09 Oct 2025 | HK$230.1b | HK$308.3b | HK$10.1b | 11x | 22.9x | 0.7x |
| Sat, 06 Sep 2025 | HK$188.5b | HK$308.4b | HK$10.1b | 10.9x | 18.7x | 0.6x |
| Mon, 04 Aug 2025 | HK$157.6b | HK$324.0b | HK$9.9b | 11.3x | 15.9x | 0.5x |
| Wed, 02 Jul 2025 | HK$148.4b | HK$325.7b | HK$10.0b | 9.9x | 14.9x | 0.5x |
| Fri, 30 May 2025 | HK$146.8b | HK$324.4b | HK$9.9b | 9.9x | 14.8x | 0.5x |
| Sun, 27 Apr 2025 | HK$127.5b | HK$316.0b | HK$9.5b | 8.9x | 13.5x | 0.4x |
| Tue, 25 Mar 2025 | HK$152.8b | HK$327.3b | HK$10.3b | 9x | 14.8x | 0.5x |
| Thu, 20 Feb 2025 | HK$126.9b | HK$325.5b | HK$10.0b | 6.9x | 12.7x | 0.4x |
| Sat, 18 Jan 2025 | HK$109.2b | HK$324.2b | HK$9.9b | 7.2x | 11x | 0.3x |
| Mon, 16 Dec 2024 | HK$118.0b | HK$326.0b | HK$9.6b | 6.9x | 12.3x | 0.4x |
| Wed, 13 Nov 2024 | HK$102.1b | HK$327.3b | HK$10.2b | 7.5x | 10.1x | 0.3x |
| Fri, 11 Oct 2024 | HK$105.5b | HK$332.5b | HK$10.3b | 8.2x | 10.3x | 0.3x |
| Sun, 08 Sep 2024 | HK$99.2b | HK$333.6b | HK$10.3b | 6.6x | 9.6x | 0.3x |
| Tue, 06 Aug 2024 | HK$87.7b | HK$313.4b | HK$9.5b | 5.7x | 9.2x | 0.3x |
| Thu, 04 Jul 2024 | HK$105.6b | HK$309.7b | HK$9.4b | 6.9x | 11.3x | 0.3x |
| Sat, 01 Jun 2024 | HK$119.1b | HK$311.1b | HK$9.5b | 6.8x | 12.6x | 0.4x |
| Mon, 29 Apr 2024 | HK$128.2b | HK$311.3b | HK$9.4b | 6.4x | 13.6x | 0.4x |
| Wed, 27 Mar 2024 | HK$121.4b | HK$299.7b | HK$10.0b | 7.7x | 12.1x | 0.4x |
| Fri, 23 Feb 2024 | HK$112.3b | HK$299.3b | HK$9.9b | 7.7x | 11.4x | 0.4x |
| Sun, 21 Jan 2024 | HK$109.6b | HK$300.9b | HK$9.9b | 7.2x | 11.1x | 0.4x |
| Tue, 19 Dec 2023 | HK$115.0b | HK$298.6b | HK$10.0b | 7.5x | 11.5x | 0.4x |
| Thu, 16 Nov 2023 | HK$121.3b | HK$295.5b | HK$9.9b | 7.5x | 12.2x | 0.4x |
| Sat, 14 Oct 2023 | HK$124.7b | HK$292.7b | HK$9.4b | 8.6x | 13.3x | 0.4x |
| Mon, 11 Sep 2023 | HK$123.4b | HK$292.1b | HK$9.4b | 9.1x | 13.2x | 0.4x |
| Wed, 09 Aug 2023 | HK$131.1b | HK$268.7b | HK$8.5b | 11.5x | 15.5x | 0.5x |
| Fri, 07 Jul 2023 | HK$127.8b | HK$268.2b | HK$8.5b | 11.9x | 15.1x | 0.5x |
| Sun, 04 Jun 2023 | HK$117.6b | HK$273.6b | HK$8.6b | 10.9x | 13.6x | 0.4x |
13.6x
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | -1.59% | |
| Consumer Discretionary | -1.31% | |
| Auto Components | 8.58% | |
| Auto Parts and Equipment | 8.89% | |
| Tires and Rubber | -0.88% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2889 PATEO CONNECT Technology (Shanghai) | HK$230.20 | 39.9% +HK$9.9b | n/a | PS8.5x | |
| 3931 CALB Group | HK$31.72 | 7.5% +HK$3.9b | 93.4% | PE30.1x | |
| 425 Minth Group | HK$39.44 | 7.4% +HK$3.2b | 83.0% | PE14.9x | |
| 1316 Nexteer Automotive Group | HK$5.25 | 10.5% +HK$1.3b | -7.4% | PE16.5x | |
| 2431 Minieye Technology | HK$9.75 | 20.7% +HK$688.7m | -59.7% | PS4.6x |