Narrative Update • May 26

Over the last 7 days, the Auto Components industry has dropped 1.6%, driven by Minth Group declining 9.2%. Meanwhile, CALB Group actually outperformed within the industry, gaining 6.0% in the last week. This takes the industry's 12 month performance to a gain of 29%. As for the next few years, earnings are expected to grow by 39% 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 |
|---|---|---|---|---|---|---|
| Wed, 03 Jun 2026 | HK$238.0b | HK$352.7b | HK$7.6b | 14.3x | 31.5x | 0.7x |
| Fri, 01 May 2026 | HK$226.6b | HK$344.2b | HK$7.8b | 13.4x | 28.9x | 0.7x |
| Sun, 29 Mar 2026 | HK$213.2b | HK$328.8b | HK$10.6b | 13.2x | 20x | 0.6x |
| Tue, 24 Feb 2026 | HK$272.8b | HK$326.8b | HK$10.1b | 11.5x | 27.1x | 0.8x |
| Thu, 22 Jan 2026 | HK$241.4b | HK$323.8b | HK$10.0b | 11.8x | 24.2x | 0.7x |
| Sat, 20 Dec 2025 | HK$216.4b | HK$320.3b | HK$9.9b | 12.8x | 21.9x | 0.7x |
| Mon, 17 Nov 2025 | HK$216.8b | HK$315.5b | HK$10.2b | 12.1x | 21.3x | 0.7x |
| Wed, 15 Oct 2025 | HK$212.5b | HK$308.0b | HK$9.8b | 10.5x | 21.7x | 0.7x |
| Fri, 12 Sep 2025 | HK$189.5b | HK$308.4b | HK$10.1b | 11x | 18.8x | 0.6x |
| Sun, 10 Aug 2025 | HK$164.8b | HK$325.0b | HK$10.0b | 11.8x | 16.5x | 0.5x |
| Tue, 08 Jul 2025 | HK$146.5b | HK$325.3b | HK$10.0b | 9.9x | 14.7x | 0.5x |
| Thu, 05 Jun 2025 | HK$143.8b | HK$324.7b | HK$9.9b | 9.4x | 14.5x | 0.4x |
| Sat, 03 May 2025 | HK$131.2b | HK$316.3b | HK$9.5b | 9.1x | 13.9x | 0.4x |
| Mon, 31 Mar 2025 | HK$147.0b | HK$317.8b | HK$9.6b | 9.9x | 15.2x | 0.5x |
| Wed, 26 Feb 2025 | HK$142.7b | HK$326.0b | HK$10.0b | 7.5x | 14.3x | 0.4x |
| Fri, 24 Jan 2025 | HK$111.0b | HK$325.8b | HK$10.0b | 7.2x | 11.1x | 0.3x |
| Sun, 22 Dec 2024 | HK$115.7b | HK$325.2b | HK$9.6b | 6.9x | 12.1x | 0.4x |
| Tue, 19 Nov 2024 | HK$98.8b | HK$327.7b | HK$10.2b | 7.2x | 9.7x | 0.3x |
| Thu, 17 Oct 2024 | HK$98.9b | HK$331.1b | HK$10.2b | 7.9x | 9.7x | 0.3x |
| Sat, 14 Sep 2024 | HK$92.8b | HK$333.5b | HK$10.3b | 6.6x | 9x | 0.3x |
| Mon, 12 Aug 2024 | HK$86.3b | HK$313.1b | HK$9.6b | 5.7x | 9x | 0.3x |
| Wed, 10 Jul 2024 | HK$105.6b | HK$309.7b | HK$9.4b | 6.7x | 11.3x | 0.3x |
| Fri, 07 Jun 2024 | HK$111.5b | HK$310.7b | HK$9.4b | 6.6x | 11.8x | 0.4x |
| Sun, 05 May 2024 | HK$111.6b | HK$311.0b | HK$9.4b | 6.8x | 11.9x | 0.4x |
| Tue, 02 Apr 2024 | HK$123.9b | HK$311.7b | HK$9.3b | 6.9x | 13.3x | 0.4x |
| Thu, 29 Feb 2024 | HK$113.8b | HK$299.2b | HK$9.9b | 7.7x | 11.5x | 0.4x |
| Sat, 27 Jan 2024 | HK$108.2b | HK$300.9b | HK$9.9b | 7.3x | 10.9x | 0.4x |
| Mon, 25 Dec 2023 | HK$120.0b | HK$300.8b | HK$9.9b | 7.6x | 12.1x | 0.4x |
| Wed, 22 Nov 2023 | HK$125.5b | HK$298.2b | HK$10.0b | 7.4x | 12.5x | 0.4x |
| Fri, 20 Oct 2023 | HK$119.2b | HK$292.4b | HK$9.4b | 8.4x | 12.7x | 0.4x |
| Sun, 17 Sep 2023 | HK$125.4b | HK$293.7b | HK$9.4b | 8.7x | 13.3x | 0.4x |
| Tue, 15 Aug 2023 | HK$125.2b | HK$268.0b | HK$8.5b | 11x | 14.8x | 0.5x |
| Thu, 13 Jul 2023 | HK$134.0b | HK$270.0b | HK$8.5b | 12.4x | 15.7x | 0.5x |
| Sat, 10 Jun 2023 | HK$117.3b | HK$272.2b | HK$8.6b | 10.9x | 13.7x | 0.4x |
13.7x
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 |