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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedFeb 10, 2026
DataAggregated Company Financials
Companies36
- 7D5.4%
- 3M10.3%
- 1Y40.2%
- YTD23.3%
Over the last 7 days, the Consumer Durables industry has risen 5.4%, driven by gains from OneRobotics (Shenzhen) of 3.8%. Meanwhile, IDT International actually underperformed within the industry, shrinking 9.4% in the last week. In the last 12 months, the industry was up 40%. Earnings are forecast to grow by 19% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 11 Feb 2026 | HK$160.1b | HK$300.6b | HK$9.4b | 8.9x | 17.1x | 0.5x |
| Fri, 09 Jan 2026 | HK$110.2b | HK$298.0b | HK$9.3b | 8.8x | 11.9x | 0.4x |
| Sun, 07 Dec 2025 | HK$112.8b | HK$296.5b | HK$9.2b | 8.1x | 12.2x | 0.4x |
| Tue, 04 Nov 2025 | HK$109.9b | HK$296.0b | HK$9.1b | 8.6x | 12x | 0.4x |
| Thu, 02 Oct 2025 | HK$109.0b | HK$296.2b | HK$9.1b | 8x | 11.9x | 0.4x |
| Sat, 30 Aug 2025 | HK$86.8b | HK$254.5b | HK$4.8b | 8.7x | 17.9x | 0.3x |
| Mon, 28 Jul 2025 | HK$80.0b | HK$245.2b | HK$4.4b | 8.6x | 18.2x | 0.3x |
| Wed, 25 Jun 2025 | HK$76.3b | HK$245.5b | HK$4.4b | 8x | 17.2x | 0.3x |
| Fri, 23 May 2025 | HK$78.9b | HK$243.2b | HK$4.3b | 8.3x | 18.4x | 0.3x |
| Sun, 20 Apr 2025 | HK$72.5b | HK$247.3b | HK$5.3b | 7.9x | 13.8x | 0.3x |
| Tue, 18 Mar 2025 | HK$80.5b | HK$237.4b | HK$4.2b | 8.4x | 19.3x | 0.3x |
| Thu, 13 Feb 2025 | HK$77.0b | HK$239.0b | HK$5.6b | 7.9x | 13.7x | 0.3x |
| Sat, 11 Jan 2025 | HK$72.6b | HK$238.7b | HK$5.6b | 7.5x | 12.9x | 0.3x |
| Mon, 09 Dec 2024 | HK$71.3b | HK$239.3b | HK$5.6b | 7.6x | 12.6x | 0.3x |
| Wed, 06 Nov 2024 | HK$81.7b | HK$244.8b | HK$6.1b | 7.5x | 13.5x | 0.3x |
| Fri, 04 Oct 2024 | HK$86.0b | HK$245.5b | HK$6.1b | 8.8x | 14.2x | 0.4x |
| Sun, 01 Sep 2024 | HK$68.0b | HK$243.3b | HK$5.8b | 7x | 11.8x | 0.3x |
| Tue, 30 Jul 2024 | HK$67.4b | HK$233.1b | HK$5.1b | 7x | 13.2x | 0.3x |
| Thu, 27 Jun 2024 | HK$77.2b | HK$232.7b | HK$5.3b | 6.7x | 14.7x | 0.3x |
| Sat, 25 May 2024 | HK$82.8b | HK$233.3b | HK$5.7b | 7.1x | 14.6x | 0.4x |
| Mon, 22 Apr 2024 | HK$73.1b | HK$231.1b | HK$5.2b | 7.1x | 14x | 0.3x |
| Wed, 20 Mar 2024 | HK$67.5b | HK$204.8b | HK$7.7b | 8.3x | 8.7x | 0.3x |
| Fri, 16 Feb 2024 | HK$59.4b | HK$205.1b | HK$7.8b | 7.2x | 7.6x | 0.3x |
| Sun, 14 Jan 2024 | HK$68.4b | HK$205.1b | HK$7.8b | 7.2x | 8.8x | 0.3x |
| Tue, 12 Dec 2023 | HK$66.1b | HK$204.8b | HK$7.8b | 7.1x | 8.5x | 0.3x |
| Thu, 09 Nov 2023 | HK$69.1b | HK$205.0b | HK$7.3b | 7.3x | 9.5x | 0.3x |
| Sat, 07 Oct 2023 | HK$70.7b | HK$246.7b | HK$7.4b | 8.2x | 9.6x | 0.3x |
| Mon, 04 Sep 2023 | HK$73.3b | HK$247.3b | HK$7.4b | 8.2x | 9.9x | 0.3x |
| Wed, 02 Aug 2023 | HK$87.5b | HK$257.2b | HK$7.8b | 9.6x | 11.3x | 0.3x |
| Fri, 30 Jun 2023 | HK$105.5b | HK$257.6b | HK$7.2b | 9.7x | 14.7x | 0.4x |
| Sun, 28 May 2023 | HK$104.2b | HK$259.7b | HK$7.2b | 9.7x | 14.5x | 0.4x |
| Tue, 25 Apr 2023 | HK$115.1b | HK$265.3b | HK$7.6b | 9.7x | 15.1x | 0.4x |
| Thu, 23 Mar 2023 | HK$117.9b | HK$268.8b | HK$9.6b | 8.6x | 12.2x | 0.4x |
| Sat, 18 Feb 2023 | HK$135.9b | HK$274.4b | HK$10.0b | 7.8x | 13.6x | 0.5x |
Price to Earnings Ratio
13.6x
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 17.1x which is higher than its 3-year average PE of 13.0x.
- 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 3.0% 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 | 1.87% | |
| Consumer Discretionary | 3.56% | |
| Consumer Durables | 5.38% | |
| Homebuilding | 7.49% | |
| Household Appliances | 6.89% | |
| Home Furnishings | 4.55% | |
| Consumer Electronics | 3.69% | |
| Housewares and Specialties | 0.29% | |
Industry PE
- Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 15.8x.
- Analysts expect its future annual earnings growth (20.1%) 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 5.2x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 25% 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 | |
|---|---|---|---|---|---|
| 6600 OneRobotics (Shenzhen) | HK$171.50 | 3.8% +HK$1.4b | n/a | PE875.8x | |
| 1070 TCL Electronics Holdings | HK$12.80 | 3.2% +HK$1.0b | 89.9% | PE14.7x | |
| 2580 Aux Electric | HK$13.54 | 3.5% +HK$730.6m | n/a | PE6.3x | |
| 2285 Chervon Holdings | HK$25.00 | 5.9% +HK$715.5m | 37.5% | PE11.2x | |
| 1999 Man Wah Holdings | HK$4.96 | 2.1% +HK$387.8m | 14.3% | PE9.3x |
