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 05, 2026
DataAggregated Company Financials
Companies36
- 7D-10.0%
- 3M0.4%
- 1Y32.7%
- YTD5.8%
Over the last 7 days, the Consumer Durables industry has dropped 4.3%, driven by OneRobotics (Shenzhen) declining 25%. In contrast, IDT International has gained 58%. 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 |
|---|---|---|---|---|---|---|
| Thu, 05 Mar 2026 | HK$137.4b | HK$301.0b | HK$9.4b | 9.2x | 14.6x | 0.5x |
| Sat, 31 Jan 2026 | HK$154.2b | HK$299.9b | HK$9.4b | 8.7x | 16.5x | 0.5x |
| Mon, 29 Dec 2025 | HK$110.2b | HK$297.4b | HK$9.3b | 8.3x | 11.9x | 0.4x |
| Wed, 26 Nov 2025 | HK$107.9b | HK$296.5b | HK$9.2b | 8.9x | 11.8x | 0.4x |
| Fri, 24 Oct 2025 | HK$108.9b | HK$296.0b | HK$9.1b | 8.7x | 11.9x | 0.4x |
| Sun, 21 Sep 2025 | HK$110.0b | HK$296.2b | HK$9.1b | 8.1x | 12x | 0.4x |
| Tue, 19 Aug 2025 | HK$84.2b | HK$245.2b | HK$4.5b | 8.9x | 18.7x | 0.3x |
| Thu, 17 Jul 2025 | HK$80.6b | HK$245.0b | HK$4.4b | 8.4x | 18.4x | 0.3x |
| Sat, 14 Jun 2025 | HK$76.8b | HK$243.7b | HK$4.3b | 8.6x | 17.9x | 0.3x |
| Mon, 12 May 2025 | HK$77.7b | HK$243.1b | HK$4.5b | 8x | 17.2x | 0.3x |
| Wed, 09 Apr 2025 | HK$67.3b | HK$247.5b | HK$5.4b | 7.7x | 12.5x | 0.3x |
| Fri, 07 Mar 2025 | HK$78.9b | HK$238.4b | HK$4.9b | 8.4x | 16.1x | 0.3x |
| Sun, 02 Feb 2025 | HK$78.7b | HK$239.7b | HK$5.6b | 8.2x | 14x | 0.3x |
| Tue, 31 Dec 2024 | HK$76.1b | HK$238.7b | HK$5.6b | 7.8x | 13.6x | 0.3x |
| Thu, 28 Nov 2024 | HK$70.4b | HK$239.6b | HK$6.0b | 6.7x | 11.7x | 0.3x |
| Sat, 26 Oct 2024 | HK$82.4b | HK$244.5b | HK$6.1b | 7.5x | 13.6x | 0.3x |
| Mon, 23 Sep 2024 | HK$69.7b | HK$243.7b | HK$5.8b | 6.7x | 12.1x | 0.3x |
| Wed, 21 Aug 2024 | HK$66.7b | HK$234.1b | HK$5.2b | 7.2x | 12.9x | 0.3x |
| Fri, 19 Jul 2024 | HK$70.8b | HK$233.0b | HK$5.1b | 7.2x | 13.9x | 0.3x |
| Sun, 16 Jun 2024 | HK$80.5b | HK$232.8b | HK$5.4b | 6.6x | 15x | 0.3x |
| Tue, 14 May 2024 | HK$87.2b | HK$232.0b | HK$5.3b | 7.3x | 16.4x | 0.4x |
| Thu, 11 Apr 2024 | HK$73.4b | HK$231.2b | HK$5.2b | 7.2x | 14x | 0.3x |
| Sat, 09 Mar 2024 | HK$63.4b | HK$204.9b | HK$7.8b | 7.5x | 8.1x | 0.3x |
| Mon, 05 Feb 2024 | HK$61.1b | HK$205.0b | HK$7.8b | 7.3x | 7.9x | 0.3x |
| Wed, 03 Jan 2024 | HK$71.7b | HK$205.1b | HK$7.8b | 7.1x | 9.2x | 0.3x |
| Fri, 01 Dec 2023 | HK$68.4b | HK$205.1b | HK$7.7b | 7.1x | 8.8x | 0.3x |
| Sun, 29 Oct 2023 | HK$67.5b | HK$246.3b | HK$7.3b | 7.7x | 9.2x | 0.3x |
| Tue, 26 Sep 2023 | HK$72.0b | HK$246.3b | HK$7.3b | 8.4x | 9.8x | 0.3x |
| Thu, 24 Aug 2023 | HK$77.2b | HK$242.1b | HK$7.7b | 9.1x | 10x | 0.3x |
| Sat, 22 Jul 2023 | HK$85.3b | HK$257.5b | HK$7.8b | 8.9x | 10.9x | 0.3x |
| Mon, 19 Jun 2023 | HK$108.7b | HK$258.7b | HK$7.2b | 10x | 15.2x | 0.4x |
| Wed, 17 May 2023 | HK$112.2b | HK$261.0b | HK$7.2b | 9.8x | 15.6x | 0.4x |
| Fri, 14 Apr 2023 | HK$119.2b | HK$265.1b | HK$7.6b | 10x | 15.8x | 0.4x |
| Sun, 12 Mar 2023 | HK$124.0b | HK$271.9b | HK$10.0b | 7.8x | 12.4x | 0.5x |
Price to Earnings Ratio
12.4x
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 3.3% 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 | -4.00% | |
| Consumer Discretionary | -7.16% | |
| Consumer Durables | -9.96% | |
| Housewares and Specialties | 5.63% | |
| Consumer Electronics | -5.02% | |
| Home Furnishings | -9.02% | |
| Homebuilding | -11.23% | |
| Household Appliances | -14.60% | |
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 5.6x.
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$7.83 | 25.7% +HK$693.3m | 715.6% | PE19.8x | |
| 526 Lisi Group (Holdings) | HK$0.10 | 18.8% +HK$141.5m | -29.4% | PE7.4x | |
| 1691 JS Global Lifestyle | HK$1.74 | 0.6% +HK$34.7m | 0% | PS0.5x | |
| 396 Hing Lee (HK) Holdings | HK$0.26 | 10.6% +HK$20.2m | 209.5% | PE12.5x | |
| 1412 Q P Group Holdings | HK$1.21 | 2.5% +HK$16.0m | -7.6% | PE5.7x |
