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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedDec 07, 2021
DataAggregated Company Financials
Companies41
- 7D-0.3%
- 3M-8.4%
- 1Y-3.8%
- YTD-9.3%
Over the last 7 days, the Consumer Durables industry has remained flat, although notably Skyworth Group gained 6.7%. As for the longer term, the industry has declined 3.8% in the last year.
Industry Valuation and Performance
Has the Hong Kong Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 09 Dec 2021 | HK$174.3b | HK$256.8b | HK$14.7b | 7.7x |
| Sat, 06 Nov 2021 | HK$176.5b | HK$252.6b | HK$14.4b | 7.9x |
| Mon, 04 Oct 2021 | HK$183.0b | HK$249.1b | HK$14.1b | 8.1x |
| Wed, 01 Sep 2021 | HK$204.0b | HK$250.0b | HK$11.0b | 8.2x |
| Thu, 08 Jul 2021 | HK$232.9b | HK$250.0b | HK$11.0b | 8.3x |
| Wed, 31 Mar 2021 | HK$223.4b | HK$230.8b | HK$9.8b | 9.1x |
| Sat, 02 Jan 2021 | HK$190.8b | HK$211.1b | HK$8.3b | 9.2x |
| Tue, 06 Oct 2020 | HK$137.6b | HK$194.4b | HK$3.6b | 10.3x |
| Fri, 10 Jul 2020 | HK$106.6b | HK$169.1b | HK$1.2b | 9.7x |
| Thu, 02 Apr 2020 | HK$88.4b | HK$170.6b | HK$2.2b | 11.1x |
| Sun, 05 Jan 2020 | HK$109.0b | HK$170.8b | HK$3.3b | 14x |
| Wed, 09 Oct 2019 | HK$83.7b | HK$149.8b | HK$3.4b | 14.9x |
| Tue, 02 Jul 2019 | HK$78.1b | HK$160.9b | HK$3.0b | 13.7x |
| Fri, 05 Apr 2019 | HK$87.3b | HK$164.9b | HK$3.0b | 14.8x |
| Mon, 07 Jan 2019 | HK$73.7b | HK$167.6b | HK$2.7b | 12x |
PE Ratio
12x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 11.4x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Consumer Durables industry have grown 76% per year over the last three years, and revenues for these companies have grown 15% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Durables industry?
| Housewares and Specialties | 1.64% | |
| Consumer Electronics | 0.64% | |
| Household Appliances | -0.047% | |
| Home Furnishings | -0.68% | |
| Homebuilding | -18.89% | |
Industry PE: Investors are most optimistic about the Consumer Electronics industry even though it's trading below its 3-year average PE ratio of 13.5x. However analysts are expecting annual earnings growth of 6.6%, which is lower than the prior year's growth of 88% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Homebuilding industry, which is trading below its 3-year average of 17.7x.
Forecasted Growth: Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 25% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Consumer Electronics industry is expected to see its earnings grow by 6.6% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| 1999 Man Wah Holdings | 2.4%+HK$1.1b | -20.5% | PE21.8x | |
| 751 Skyworth Group | 5.8%+HK$712.2m | 135.7% | PE6.4x | |
| 776 Imperium Technology Group | 7.7%+HK$367.0m | 199.1% | PS28.6x | |
| 1691 JS Global Lifestyle | 0.1%+HK$69.9m | -7.6% | PE14.5x | |
| 176 Superactive Group | 16.9%+HK$52.8m | 16.1% | PS3.4x |
