Narrative Update • Jul 07

In the last week, the Automobile Manufacturers industry is up 11%, with BYD up 15%. In the past year, the industry is down 27%. Looking forward, earnings are forecast to grow by 19% annually.
Has the Hong Kong Automobile Manufacturers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 08 Jul 2026 | HK$1.4t | HK$2.2t | HK$82.9b | 10.7x | 17.1x | 0.6x |
| Fri, 05 Jun 2026 | HK$1.5t | HK$2.2t | HK$83.1b | 14x | 18.4x | 0.7x |
| Sun, 03 May 2026 | HK$1.7t | HK$2.2t | HK$83.0b | 16.5x | 20.7x | 0.8x |
| Tue, 31 Mar 2026 | HK$1.7t | HK$2.2t | HK$92.3b | 17.1x | 18.5x | 0.8x |
| Thu, 26 Feb 2026 | HK$1.6t | HK$2.3t | HK$92.1b | 9.9x | 17.7x | 0.7x |
| Sat, 24 Jan 2026 | HK$1.7t | HK$2.2t | HK$91.7b | 9.8x | 18.1x | 0.7x |
| Mon, 22 Dec 2025 | HK$1.6t | HK$2.2t | HK$90.5b | 9.9x | 18x | 0.7x |
| Wed, 19 Nov 2025 | HK$1.7t | HK$2.2t | HK$89.6b | 10.2x | 18.4x | 0.8x |
| Fri, 17 Oct 2025 | HK$1.8t | HK$2.1t | HK$93.9b | 11x | 19.1x | 0.8x |
| Sun, 14 Sep 2025 | HK$1.7t | HK$1.9t | HK$73.0b | 11.5x | 23x | 0.9x |
| Tue, 12 Aug 2025 | HK$1.7t | HK$1.9t | HK$84.2b | 19x | 19.7x | 0.9x |
| Thu, 10 Jul 2025 | HK$1.7t | HK$1.9t | HK$83.5b | 13.6x | 19.8x | 0.9x |
| Sat, 07 Jun 2025 | HK$1.8t | HK$1.9t | HK$83.5b | 17x | 21.2x | 0.9x |
| Mon, 05 May 2025 | HK$1.7t | HK$1.8t | HK$77.1b | 16.8x | 22.2x | 0.9x |
| Wed, 02 Apr 2025 | HK$1.8t | HK$1.8t | HK$76.3b | 14.9x | 23.2x | 1x |
| Fri, 28 Feb 2025 | HK$1.8t | HK$1.6t | HK$64.5b | 9.7x | 27.5x | 1.1x |
| Sun, 26 Jan 2025 | HK$1.4t | HK$1.6t | HK$64.8b | 8.8x | 21.1x | 0.8x |
| Tue, 24 Dec 2024 | HK$1.4t | HK$1.6t | HK$64.1b | 9x | 21.7x | 0.9x |
| Thu, 21 Nov 2024 | HK$1.4t | HK$1.6t | HK$64.6b | 8.3x | 21.4x | 0.8x |
| Sat, 19 Oct 2024 | HK$1.4t | HK$1.6t | HK$66.8b | 8.3x | 21.2x | 0.9x |
| Mon, 16 Sep 2024 | HK$1.2t | HK$1.6t | HK$67.1b | 6.3x | 17.6x | 0.7x |
| Wed, 14 Aug 2024 | HK$1.1t | HK$1.6t | HK$57.0b | 7x | 19x | 0.7x |
| Fri, 12 Jul 2024 | HK$1.2t | HK$1.5t | HK$56.3b | 8.1x | 21.3x | 0.8x |
| Sun, 09 Jun 2024 | HK$1.2t | HK$1.5t | HK$55.8b | 8.3x | 21.3x | 0.8x |
| Tue, 07 May 2024 | HK$1.2t | HK$1.5t | HK$56.1b | 8.5x | 21.2x | 0.8x |
| Thu, 04 Apr 2024 | HK$1.1t | HK$1.5t | HK$53.0b | 8.7x | 20.5x | 0.7x |
| Sat, 02 Mar 2024 | HK$1.1t | HK$1.5t | HK$64.1b | 7.3x | 16.4x | 0.7x |
| Mon, 29 Jan 2024 | HK$993.5b | HK$1.5t | HK$64.5b | 6.8x | 15.4x | 0.7x |
| Wed, 27 Dec 2023 | HK$1.1t | HK$1.5t | HK$62.5b | 7.3x | 17.1x | 0.7x |
| Fri, 24 Nov 2023 | HK$1.2t | HK$1.5t | HK$62.3b | 7.9x | 19.9x | 0.8x |
| Sun, 22 Oct 2023 | HK$1.2t | HK$1.4t | HK$55.6b | 6.8x | 22.1x | 0.9x |
| Tue, 19 Sep 2023 | HK$1.3t | HK$1.4t | HK$55.7b | 7.4x | 22.7x | 0.9x |
| Thu, 17 Aug 2023 | HK$1.2t | HK$1.3t | HK$58.8b | 6.3x | 20.7x | 1x |
| Sat, 15 Jul 2023 | HK$1.3t | HK$1.3t | HK$60.0b | 6.8x | 22x | 1x |
22x
How does Hong Kong Automobile Manufacturers compare with similar industries?
| HK Market | 1.04% | |
| Consumer Discretionary | 6.58% | |
| Auto | 11.22% | |
| Automobile Manufacturers | 11.32% | |
| Motorcycle Manufacturers | 7.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1211 BYD | HK$85.85 | 18.5% +HK$121.7b | -29.2% | PE24.8x | |
| 175 Geely Automobile Holdings | HK$18.99 | 12.6% +HK$23.0b | 11.7% | PE11.6x | |
| 9973 Chery Automobile | HK$25.62 | 5.3% +HK$7.4b | n/a | PE7x | |
| 9863 Zhejiang Leapmotor Technology | HK$36.88 | 7.0% +HK$3.4b | -37.8% | PE84.5x | |
| 7489 VOYAH Automotive Technology | HK$3.27 | 12.8% +HK$1.4b | n/a | PE10.3x |