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Feb 12
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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedFeb 16, 2026
DataAggregated Company Financials
Companies36
- 7D2.2%
- 3M7.3%
- 1Y38.4%
- YTD23.2%
In the last week, the Consumer Durables industry is up 2.2%, with OneRobotics (Shenzhen) up 8.2%. This means that the industry has gained 38% over the past year. 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, 16 Feb 2026 | HK$160.0b | HK$300.9b | HK$9.4b | 9.3x | 17x | 0.5x |
| Wed, 14 Jan 2026 | HK$110.0b | HK$298.5b | HK$9.3b | 9x | 11.8x | 0.4x |
| Fri, 12 Dec 2025 | HK$109.0b | HK$296.7b | HK$9.3b | 8.3x | 11.8x | 0.4x |
| Sun, 09 Nov 2025 | HK$106.9b | HK$296.1b | HK$9.1b | 8.7x | 11.7x | 0.4x |
| Tue, 07 Oct 2025 | HK$109.1b | HK$296.3b | HK$9.1b | 8x | 11.9x | 0.4x |
| Thu, 04 Sep 2025 | HK$106.6b | HK$295.3b | HK$9.2b | 8.3x | 11.5x | 0.4x |
| Sat, 02 Aug 2025 | HK$79.4b | HK$245.2b | HK$4.5b | 8.2x | 17.6x | 0.3x |
| Mon, 30 Jun 2025 | HK$76.7b | HK$245.3b | HK$4.4b | 8.2x | 17.6x | 0.3x |
| Wed, 28 May 2025 | HK$77.3b | HK$243.4b | HK$4.3b | 7.9x | 18x | 0.3x |
| Fri, 25 Apr 2025 | HK$77.0b | HK$247.3b | HK$5.3b | 7.8x | 14.6x | 0.3x |
| Sun, 23 Mar 2025 | HK$80.5b | HK$247.5b | HK$4.8b | 8.2x | 16.6x | 0.3x |
| Tue, 18 Feb 2025 | HK$77.8b | HK$239.4b | HK$5.6b | 8.2x | 13.8x | 0.3x |
| Thu, 16 Jan 2025 | HK$73.5b | HK$238.7b | HK$5.6b | 7.6x | 13.1x | 0.3x |
| Sat, 14 Dec 2024 | HK$73.5b | HK$239.2b | HK$5.6b | 7.4x | 13.1x | 0.3x |
| Mon, 11 Nov 2024 | HK$76.2b | HK$240.8b | HK$6.0b | 6.8x | 12.7x | 0.3x |
| Wed, 09 Oct 2024 | HK$81.6b | HK$245.4b | HK$6.1b | 8.6x | 13.4x | 0.3x |
| Fri, 06 Sep 2024 | HK$67.8b | HK$243.2b | HK$5.8b | 7x | 11.8x | 0.3x |
| Sun, 04 Aug 2024 | HK$66.5b | HK$234.2b | HK$5.1b | 7.2x | 13x | 0.3x |
| Tue, 02 Jul 2024 | HK$75.3b | HK$232.9b | HK$5.1b | 7.2x | 14.8x | 0.3x |
| Thu, 30 May 2024 | HK$83.3b | HK$233.2b | HK$5.7b | 7.1x | 14.7x | 0.4x |
| Sat, 27 Apr 2024 | HK$75.7b | HK$232.2b | HK$5.2b | 7.2x | 14.4x | 0.3x |
| Mon, 25 Mar 2024 | HK$67.8b | HK$204.4b | HK$7.8b | 7x | 8.7x | 0.3x |
| Wed, 21 Feb 2024 | HK$62.5b | HK$204.8b | HK$7.8b | 7.5x | 8x | 0.3x |
| Fri, 19 Jan 2024 | HK$66.6b | HK$205.0b | HK$7.8b | 7x | 8.6x | 0.3x |
| Sun, 17 Dec 2023 | HK$68.8b | HK$205.1b | HK$7.8b | 7.1x | 8.8x | 0.3x |
| Tue, 14 Nov 2023 | HK$67.9b | HK$204.9b | HK$7.3b | 7.5x | 9.3x | 0.3x |
| Thu, 12 Oct 2023 | HK$70.7b | HK$246.4b | HK$7.3b | 8.2x | 9.6x | 0.3x |
| Sat, 09 Sep 2023 | HK$74.3b | HK$246.4b | HK$7.3b | 8.3x | 10.1x | 0.3x |
| Mon, 07 Aug 2023 | HK$84.8b | HK$242.4b | HK$7.6b | 8.7x | 11.2x | 0.3x |
| Wed, 05 Jul 2023 | HK$85.8b | HK$257.3b | HK$7.8b | 9.6x | 11x | 0.3x |
| Fri, 02 Jun 2023 | HK$102.2b | HK$259.2b | HK$7.2b | 10x | 14.2x | 0.4x |
| Sun, 30 Apr 2023 | HK$114.9b | HK$265.1b | HK$7.6b | 9.6x | 15.1x | 0.4x |
| Tue, 28 Mar 2023 | HK$113.4b | HK$269.2b | HK$8.9b | 9.2x | 12.7x | 0.4x |
| Thu, 23 Feb 2023 | HK$138.1b | HK$274.3b | HK$10.0b | 7.8x | 13.9x | 0.5x |
Price to Earnings Ratio
13.9x
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 17.0x 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 3.1% 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 | 0.51% | |
| Consumer Discretionary | 1.02% | |
| Consumer Durables | 2.23% | |
| Household Appliances | 4.55% | |
| Homebuilding | 0.43% | |
| Consumer Electronics | 0.35% | |
| Housewares and Specialties | -0.76% | |
| Home Furnishings | -0.87% | |
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 (20.0%) 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 5.3x.
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$170.20 | 8.2% +HK$2.9b | n/a | PE868.8x | |
| 2285 Chervon Holdings | HK$25.74 | 5.7% +HK$705.3m | 32.7% | PE11.5x | |
| 167 IDT International | HK$2.34 | 17.6% +HK$151.7m | 129.4% | PE5.9x | |
| 1070 TCL Electronics Holdings | HK$12.59 | 0.3% +HK$100.8m | 91.0% | PE14.4x | |
| 1920 China Wacan Group | HK$0.83 | 43.1% +HK$93.6m | 5.1% | PS2.3x |
