Analysis Article • Jul 14
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Hong Kong (HSI) Auto Components Industry Analysis
UpdatedAug 01, 2026
DataAggregated Company Financials
Companies28
- 7D0.9%
- 3M-26.4%
- 1Y-16.3%
- YTD-31.7%
Last week, the Auto Components industry hasn't moved much but Johnson Electric Holdings is up 7.7% in that time. Unfortunately though, the industry is down 16% over the past 12 months. Looking forward, earnings are forecast to grow by 36% annually.
Industry Valuation and Performance
Has the Hong Kong Auto Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 01 Aug 2026 | HK$167.1b | HK$353.4b | HK$7.6b | 11.7x | 22x | 0.5x |
| Mon, 29 Jun 2026 | HK$182.4b | HK$351.5b | HK$7.5b | 12.1x | 24.2x | 0.5x |
| Wed, 27 May 2026 | HK$247.0b | HK$351.5b | HK$8.0b | 14.2x | 30.7x | 0.7x |
| Fri, 24 Apr 2026 | HK$236.7b | HK$343.8b | HK$7.8b | 13.1x | 30.3x | 0.7x |
| Sun, 22 Mar 2026 | HK$217.1b | HK$328.2b | HK$10.1b | 10.8x | 21.5x | 0.7x |
| Tue, 17 Feb 2026 | HK$265.6b | HK$326.6b | HK$10.1b | 11.8x | 26.4x | 0.8x |
| Thu, 15 Jan 2026 | HK$240.6b | HK$323.4b | HK$10.0b | 12.2x | 24.1x | 0.7x |
| Sat, 13 Dec 2025 | HK$236.0b | HK$320.0b | HK$9.9b | 12.9x | 23.9x | 0.7x |
| Mon, 10 Nov 2025 | HK$230.2b | HK$315.0b | HK$10.1b | 12.2x | 22.7x | 0.7x |
| Wed, 08 Oct 2025 | HK$230.2b | HK$308.3b | HK$10.1b | 11.3x | 22.9x | 0.7x |
| Fri, 05 Sep 2025 | HK$176.7b | HK$308.3b | HK$10.1b | 10.9x | 17.6x | 0.6x |
| Sun, 03 Aug 2025 | HK$157.6b | HK$324.0b | HK$9.9b | 11.3x | 15.9x | 0.5x |
| Tue, 01 Jul 2025 | HK$148.4b | HK$325.7b | HK$10.0b | 9.9x | 14.9x | 0.5x |
| Thu, 29 May 2025 | HK$141.9b | HK$324.8b | HK$9.7b | 9.8x | 14.6x | 0.4x |
| Sat, 26 Apr 2025 | HK$127.5b | HK$315.9b | HK$9.5b | 8.9x | 13.5x | 0.4x |
| Mon, 24 Mar 2025 | HK$153.3b | HK$327.4b | HK$10.3b | 8.9x | 14.8x | 0.5x |
| Wed, 19 Feb 2025 | HK$126.9b | HK$325.5b | HK$10.0b | 6.9x | 12.7x | 0.4x |
| Fri, 17 Jan 2025 | HK$108.2b | HK$324.1b | HK$9.9b | 7.2x | 10.9x | 0.3x |
| Sun, 15 Dec 2024 | HK$118.0b | HK$326.0b | HK$9.6b | 6.9x | 12.3x | 0.4x |
| Tue, 12 Nov 2024 | HK$102.7b | HK$328.4b | HK$10.2b | 7.7x | 10.1x | 0.3x |
| Thu, 10 Oct 2024 | HK$104.9b | HK$332.8b | HK$10.3b | 8x | 10.2x | 0.3x |
| Sat, 07 Sep 2024 | HK$99.2b | HK$333.6b | HK$10.3b | 6.6x | 9.6x | 0.3x |
| Mon, 05 Aug 2024 | HK$90.5b | HK$313.3b | HK$9.5b | 5.8x | 9.5x | 0.3x |
| Wed, 03 Jul 2024 | HK$105.6b | HK$309.8b | HK$9.4b | 6.8x | 11.2x | 0.3x |
| Fri, 31 May 2024 | HK$119.2b | HK$311.3b | HK$9.5b | 7.1x | 12.6x | 0.4x |
| Sun, 28 Apr 2024 | HK$128.2b | HK$311.3b | HK$9.4b | 6.4x | 13.6x | 0.4x |
| Tue, 26 Mar 2024 | HK$118.9b | HK$299.0b | HK$10.0b | 7.7x | 11.9x | 0.4x |
| Thu, 22 Feb 2024 | HK$110.5b | HK$299.3b | HK$9.9b | 7.6x | 11.2x | 0.4x |
| Sat, 20 Jan 2024 | HK$109.6b | HK$301.7b | HK$9.9b | 7.2x | 11x | 0.4x |
| Mon, 18 Dec 2023 | HK$118.0b | HK$299.4b | HK$10.1b | 7.7x | 11.7x | 0.4x |
| Wed, 15 Nov 2023 | HK$118.7b | HK$294.1b | HK$9.9b | 7.3x | 12x | 0.4x |
| Fri, 13 Oct 2023 | HK$125.1b | HK$292.8b | HK$9.4b | 8.5x | 13.3x | 0.4x |
| Sun, 10 Sep 2023 | HK$123.4b | HK$292.1b | HK$9.4b | 9.1x | 13.2x | 0.4x |
| Tue, 08 Aug 2023 | HK$132.7b | HK$269.4b | HK$8.5b | 11.6x | 15.6x | 0.5x |
Price to Earnings Ratio
15.6x
Current Industry PE
- Investors are optimistic on the Hong Kong Auto Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 22.0x which is higher than its 3-year average PE of 16.1x.
- The industry is trading close to its 3-year average PS ratio of 0.48x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have declined 3.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.5% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 2.63% | |
| Consumer Discretionary | 4.73% | |
| Auto Components | 0.90% | |
| Auto Parts and Equipment | 1.23% | |
| Tires and Rubber | -6.59% | |
Industry PE
- Investors are most optimistic about the Auto Parts and Equipment industry which is trading above its 3-year average PE ratio of 18.4x.
- Analysts are expecting annual earnings growth of 35.5%, which is higher than its past year's earnings growth of 0.01% per year.
- Investors are most pessimistic about the Tires and Rubber industry, which is trading below its 3-year average of 5.0x.
Forecasted Growth
- Analysts are most optimistic on the Auto Parts and Equipment industry, expecting annual earnings growth of 36% over the next 5 years.
- This is better than its past earnings growth rate of 0.01% per year.
- In contrast, the Auto Parts and Equipment industry is expected to see its earnings grow by 36% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 179 Johnson Electric Holdings | HK$18.59 | 7.7% +HK$1.2b | -19.0% | PE10.9x | |
| 1316 Nexteer Automotive Group | HK$4.20 | 6.9% +HK$677.7m | -26.3% | PE13.2x | |
| 3931 CALB Group | HK$16.91 | 1.5% +HK$443.1m | -14.8% | PE15.9x | |
| 425 Minth Group | HK$27.66 | 1.1% +HK$351.4m | 6.6% | PE10.4x | |
| 1057 Zhejiang Shibao | HK$3.93 | 11.0% +HK$320.8m | -22.6% | PE16x |