There's Reason For Concern Over Hing Lee (HK) Holdings Limited's (HKG:396) Massive 53% Price Jump
Feb 12
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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedMar 02, 2026
DataAggregated Company Financials
Companies36
- 7D-4.3%
- 3M9.1%
- 1Y42.5%
- YTD16.0%
Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by a pullback from OneRobotics (Shenzhen) of 20%. Meanwhile, IDT International actually outperformed within the industry, gaining 64% in the last week. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 19% per annum.
Industry Valuation and Performance
Has the Hong Kong Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 02 Mar 2026 | HK$150.7b | HK$301.9b | HK$9.4b | 9.6x | 16x | 0.5x |
| Wed, 28 Jan 2026 | HK$155.7b | HK$299.7b | HK$9.4b | 8.9x | 16.6x | 0.5x |
| Fri, 26 Dec 2025 | HK$110.2b | HK$297.4b | HK$9.3b | 8.3x | 11.9x | 0.4x |
| Sun, 23 Nov 2025 | HK$108.2b | HK$296.2b | HK$9.2b | 8.3x | 11.8x | 0.4x |
| Tue, 21 Oct 2025 | HK$104.4b | HK$296.0b | HK$9.1b | 8.4x | 11.4x | 0.4x |
| Thu, 18 Sep 2025 | HK$110.8b | HK$295.4b | HK$9.2b | 8x | 12x | 0.4x |
| Sat, 16 Aug 2025 | HK$84.0b | HK$245.2b | HK$4.5b | 9x | 18.7x | 0.3x |
| Mon, 14 Jul 2025 | HK$79.0b | HK$245.2b | HK$4.4b | 8.3x | 18x | 0.3x |
| Wed, 11 Jun 2025 | HK$77.2b | HK$243.7b | HK$4.3b | 8.3x | 18x | 0.3x |
| Fri, 09 May 2025 | HK$82.6b | HK$248.1b | HK$5.2b | 8x | 15.7x | 0.3x |
| Sun, 06 Apr 2025 | HK$78.7b | HK$248.1b | HK$5.4b | 8.7x | 14.7x | 0.3x |
| Tue, 04 Mar 2025 | HK$78.0b | HK$237.9b | HK$4.9b | 8.2x | 15.9x | 0.3x |
| Thu, 30 Jan 2025 | HK$78.7b | HK$239.7b | HK$5.6b | 8.2x | 14x | 0.3x |
| Sat, 28 Dec 2024 | HK$73.5b | HK$238.7b | HK$5.6b | 7.3x | 13.1x | 0.3x |
| Mon, 25 Nov 2024 | HK$68.4b | HK$239.6b | HK$6.0b | 6.6x | 11.4x | 0.3x |
| Wed, 23 Oct 2024 | HK$81.3b | HK$244.6b | HK$6.1b | 7.4x | 13.4x | 0.3x |
| Fri, 20 Sep 2024 | HK$68.6b | HK$243.6b | HK$5.8b | 6.7x | 11.9x | 0.3x |
| Sun, 18 Aug 2024 | HK$67.1b | HK$233.9b | HK$5.2b | 7.2x | 13x | 0.3x |
| Tue, 16 Jul 2024 | HK$72.6b | HK$232.9b | HK$5.1b | 7.3x | 14.2x | 0.3x |
| Thu, 13 Jun 2024 | HK$77.9b | HK$233.2b | HK$5.7b | 6.6x | 13.7x | 0.3x |
| Sat, 11 May 2024 | HK$85.1b | HK$232.1b | HK$5.3b | 7.1x | 16x | 0.4x |
| Mon, 08 Apr 2024 | HK$71.1b | HK$231.1b | HK$5.2b | 7.2x | 13.6x | 0.3x |
| Wed, 06 Mar 2024 | HK$63.4b | HK$204.9b | HK$7.8b | 7.3x | 8.1x | 0.3x |
| Fri, 02 Feb 2024 | HK$62.3b | HK$205.0b | HK$7.8b | 7.3x | 8x | 0.3x |
| Sun, 31 Dec 2023 | HK$73.2b | HK$205.2b | HK$7.8b | 7.2x | 9.4x | 0.4x |
| Tue, 28 Nov 2023 | HK$70.3b | HK$204.9b | HK$7.4b | 7.2x | 9.5x | 0.3x |
| Thu, 26 Oct 2023 | HK$66.7b | HK$246.3b | HK$7.3b | 7.8x | 9.1x | 0.3x |
| Sat, 23 Sep 2023 | HK$73.4b | HK$246.4b | HK$7.3b | 8.3x | 10x | 0.3x |
| Mon, 21 Aug 2023 | HK$77.6b | HK$241.6b | HK$7.6b | 9.1x | 10.2x | 0.3x |
| Wed, 19 Jul 2023 | HK$84.7b | HK$257.4b | HK$7.8b | 9x | 10.9x | 0.3x |
| Fri, 16 Jun 2023 | HK$108.4b | HK$258.3b | HK$7.2b | 9.8x | 15.1x | 0.4x |
| Sun, 14 May 2023 | HK$111.6b | HK$264.4b | HK$7.6b | 9.6x | 14.6x | 0.4x |
| Tue, 11 Apr 2023 | HK$116.3b | HK$265.1b | HK$7.6b | 9.9x | 15.4x | 0.4x |
| Thu, 09 Mar 2023 | HK$128.7b | HK$273.5b | HK$9.9b | 7.9x | 13x | 0.5x |
Price to Earnings Ratio
13x
Current Industry PE
- Investors are optimistic on the Hong Kong Consumer Durables industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 16.0x which is higher than its 3-year average PE of 13.1x.
- The industry is trading close to its 3-year average PS ratio of 0.34x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 3.4% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 0.15% | |
| Consumer Discretionary | -1.64% | |
| Consumer Durables | -4.31% | |
| Home Furnishings | 5.95% | |
| Homebuilding | 1.49% | |
| Consumer Electronics | -0.33% | |
| Housewares and Specialties | -2.18% | |
| Household Appliances | -9.99% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 15.9x.
- Analysts expect its future annual earnings growth (20.5%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Housewares and Specialties industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 5.5x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 1.1% per year.
- In contrast, the Housewares and Specialties industry is expected to see its earnings grow by 2.9% 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 | |
|---|---|---|---|---|---|
| 167 IDT International | HK$7.20 | 64.0% +HK$1.2b | 727.6% | PE18.2x | |
| 1691 JS Global Lifestyle | HK$1.80 | 1.1% +HK$69.5m | 5.9% | PS0.5x | |
| 1198 Royale Home Holdings | HK$0.14 | 18.1% +HK$54.6m | -45.2% | PS0.7x | |
| 1568 Sundart Holdings | HK$0.86 | 2.4% +HK$43.2m | 97.7% | PE6.4x | |
| 526 Lisi Group (Holdings) | HK$0.096 | 4.3% +HK$35.4m | -36.0% | PE7x |
