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Hong Kong (HSI) Consumer Durables Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies38
  • 7D6.6%
  • 3M-1.0%
  • 1Y-40.3%
  • YTD-5.6%

The Consumer Durables industry is up 6.6% in the last week, with Man Wah Holdings up 15%. However, the industry is down 40% over the past year. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the Hong Kong Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024HK$67.6bHK$204.9bHK$7.8b7.5x8.7x0.3x
Wed, 14 Feb 2024HK$59.7bHK$204.8bHK$7.8b7.2x7.7x0.3x
Fri, 12 Jan 2024HK$68.6bHK$205.1bHK$7.8b7.2x8.8x0.3x
Sun, 10 Dec 2023HK$66.8bHK$204.9bHK$7.8b7.2x8.6x0.3x
Tue, 07 Nov 2023HK$69.9bHK$205.1bHK$7.3b7.6x9.5x0.3x
Thu, 05 Oct 2023HK$72.3bHK$246.6bHK$7.4b8.1x9.8x0.3x
Sat, 02 Sep 2023HK$73.3bHK$247.3bHK$7.4b8.2x10x0.3x
Mon, 31 Jul 2023HK$86.1bHK$257.4bHK$7.8b9.3x11.1x0.3x
Wed, 28 Jun 2023HK$102.7bHK$258.0bHK$7.2b9.6x14.3x0.4x
Fri, 26 May 2023HK$105.1bHK$259.8bHK$7.2b9.6x14.6x0.4x
Sun, 23 Apr 2023HK$116.3bHK$265.3bHK$7.6b9.7x15.3x0.4x
Tue, 21 Mar 2023HK$115.1bHK$269.0bHK$9.7b8.5x11.9x0.4x
Thu, 16 Feb 2023HK$136.4bHK$275.1bHK$10.0b7.8x13.7x0.5x
Sat, 14 Jan 2023HK$142.4bHK$275.9bHK$10.0b7.7x14.2x0.5x
Mon, 12 Dec 2022HK$131.3bHK$272.3bHK$9.9b8x13.3x0.5x
Wed, 09 Nov 2022HK$102.1bHK$270.1bHK$10.5b6.9x9.7x0.4x
Fri, 07 Oct 2022HK$106.2bHK$270.1bHK$10.8b7x9.9x0.4x
Sun, 04 Sep 2022HK$120.9bHK$272.6bHK$10.9b8.4x11.1x0.4x
Tue, 02 Aug 2022HK$122.6bHK$276.4bHK$13.1b8.2x9.4x0.4x
Thu, 30 Jun 2022HK$143.7bHK$278.8bHK$12.9b9x11.1x0.5x
Sat, 28 May 2022HK$127.0bHK$278.8bHK$12.9b8.3x9.8x0.5x
Mon, 25 Apr 2022HK$136.1bHK$280.5bHK$13.1b9x10.4x0.5x
Wed, 23 Mar 2022HK$148.5bHK$276.7bHK$14.0b8.2x10.6x0.5x
Fri, 18 Feb 2022HK$178.9bHK$269.6bHK$15.6b8.2x11.5x0.7x
Sun, 16 Jan 2022HK$199.3bHK$269.1bHK$15.6b8.5x12.8x0.7x
Tue, 14 Dec 2021HK$185.2bHK$257.0bHK$14.7b7.9x12.6x0.7x
Thu, 11 Nov 2021HK$178.6bHK$252.6bHK$14.4b8x12.4x0.7x
Sat, 09 Oct 2021HK$175.9bHK$249.0bHK$14.1b7.8x12.5x0.7x
Mon, 06 Sep 2021HK$206.4bHK$248.6bHK$14.1b8.4x14.6x0.8x
Wed, 04 Aug 2021HK$211.9bHK$250.0bHK$11.0b7.9x19.3x0.8x
Sat, 08 May 2021HK$231.1bHK$230.8bHK$9.8b8.7x23.6x1x
Price to Earnings Ratio

22.8x


Total Market Cap: HK$223.4bTotal Earnings: HK$9.8bTotal Revenue: HK$230.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Consumer Durables Industry Price to Earnings3Y Average 12.8x202220232024
Current Industry PE
  • Investors are pessimistic on the Hong Kong Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 8.7x which is lower than its 3-year average PE of 12.8x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have declined 7.4% per year over the last three years,
  • Revenues have also declined 3.9% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?

HK Market1.55%
Consumer Discretionary5.94%
Consumer Durables6.57%
Home Furnishings11.68%
Consumer Electronics4.12%
Household Appliances3.73%
Homebuilding0.83%
Housewares and Specialties-3.27%
Industry PE
  • Investors are most optimistic about the Consumer Electronics industry which is trading above its 3-year average PE ratio of 12.6x.
    • Analysts are expecting annual earnings growth of 20.3%, which is higher than its past year's earnings decline of 2.3% per year.
  • Investors are most pessimistic about the Housewares and Specialties industry, which is trading below its 3-year average of 3.7x.
Forecasted Growth
  • Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 2.3% per year.
  • In contrast, the Household Appliances industry is expected to see its earnings grow by 4.7% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
1999 Man Wah HoldingsHK$5.6112.9%
+HK$2.5b
-17.5%PE11.1x
2285 Chervon HoldingsHK$16.9214.9%
+HK$1.1b
-51.1%PE8.8x
751 Skyworth GroupHK$2.954.2%
+HK$280.7m
-24.7%PE8.4x
328 Alco HoldingsHK$7.0863.9%
+HK$263.5m
272.6%PE1.3x
1691 JS Global LifestyleHK$1.494.9%
+HK$243.2m
-80.7%PE2.1x
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3882

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27.8%

1Y

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1920

HK$0.41

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751

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1Y

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2285

HK$16.92

Chervon Holdings

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14.9%

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Man Wah Holdings

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12.9%

1Y

-17.5%

1575

HK$0.19

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28.0%

1Y

1.1%

1418

HK$0.14

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-2.8%

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53.3%

1070

HK$3.04

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7D

2.4%

1Y

-1.3%

328

HK$7.08

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63.9%

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272.6%

1198

HK$0.80

Royale Home Holdings

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-3.6%

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-60.0%

684

HK$0.84

Allan International Holdings

7D

-4.5%

1Y

-27.6%