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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedFeb 20, 2026
DataAggregated Company Financials
Companies36
- 7D0.4%
- 3M12.9%
- 1Y38.8%
- YTD23.7%
Over the last 7 days, the Consumer Durables industry has dropped 3.8%, driven by a pullback from OneRobotics (Shenzhen) of 12%. Meanwhile, IDT International actually outperformed within the industry, gaining 40% in the last week. Over the past 12 months, the industry was up 38%. 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 |
|---|---|---|---|---|---|---|
| Fri, 20 Feb 2026 | HK$160.6b | HK$300.8b | HK$9.4b | 9.3x | 17.1x | 0.5x |
| Sun, 18 Jan 2026 | HK$110.6b | HK$298.6b | HK$9.3b | 8.5x | 11.9x | 0.4x |
| Tue, 16 Dec 2025 | HK$111.3b | HK$296.9b | HK$9.3b | 8.3x | 12x | 0.4x |
| Thu, 13 Nov 2025 | HK$111.9b | HK$296.1b | HK$9.1b | 8.7x | 12.2x | 0.4x |
| Sat, 11 Oct 2025 | HK$108.2b | HK$296.2b | HK$9.1b | 8.3x | 11.8x | 0.4x |
| Mon, 08 Sep 2025 | HK$110.8b | HK$295.3b | HK$9.2b | 7.9x | 12x | 0.4x |
| Wed, 06 Aug 2025 | HK$82.4b | HK$245.5b | HK$4.5b | 8.4x | 18.3x | 0.3x |
| Fri, 04 Jul 2025 | HK$79.4b | HK$245.2b | HK$4.4b | 8.2x | 18.1x | 0.3x |
| Sun, 01 Jun 2025 | HK$76.8b | HK$243.4b | HK$4.3b | 7.8x | 17.9x | 0.3x |
| Tue, 29 Apr 2025 | HK$78.8b | HK$247.2b | HK$5.3b | 7.8x | 15x | 0.3x |
| Thu, 27 Mar 2025 | HK$83.3b | HK$247.5b | HK$4.9b | 8x | 17x | 0.3x |
| Sat, 22 Feb 2025 | HK$79.6b | HK$239.3b | HK$5.6b | 8.1x | 14.2x | 0.3x |
| Mon, 20 Jan 2025 | HK$77.4b | HK$238.7b | HK$5.6b | 7.6x | 13.8x | 0.3x |
| Wed, 18 Dec 2024 | HK$73.4b | HK$239.0b | HK$5.6b | 7.2x | 13.1x | 0.3x |
| Fri, 15 Nov 2024 | HK$72.1b | HK$240.2b | HK$6.0b | 6.7x | 12x | 0.3x |
| Sun, 13 Oct 2024 | HK$80.4b | HK$245.2b | HK$6.1b | 8.4x | 13.3x | 0.3x |
| Tue, 10 Sep 2024 | HK$65.9b | HK$243.0b | HK$5.8b | 6.9x | 11.4x | 0.3x |
| Thu, 08 Aug 2024 | HK$66.0b | HK$233.9b | HK$5.1b | 7.2x | 12.9x | 0.3x |
| Sat, 06 Jul 2024 | HK$73.7b | HK$232.9b | HK$5.1b | 7.2x | 14.4x | 0.3x |
| Mon, 03 Jun 2024 | HK$81.4b | HK$233.4b | HK$5.7b | 7x | 14.3x | 0.3x |
| Wed, 01 May 2024 | HK$76.7b | HK$232.1b | HK$5.2b | 7.2x | 14.6x | 0.3x |
| Fri, 29 Mar 2024 | HK$69.1b | HK$252.5b | HK$7.4b | 6.9x | 9.4x | 0.3x |
| Sun, 25 Feb 2024 | HK$64.4b | HK$204.9b | HK$7.8b | 7.5x | 8.3x | 0.3x |
| Tue, 23 Jan 2024 | HK$61.9b | HK$204.9b | HK$7.8b | 6.8x | 8x | 0.3x |
| Thu, 21 Dec 2023 | HK$69.1b | HK$205.0b | HK$7.8b | 7.1x | 8.9x | 0.3x |
| Sat, 18 Nov 2023 | HK$68.9b | HK$204.7b | HK$7.4b | 7.4x | 9.3x | 0.3x |
| Mon, 16 Oct 2023 | HK$70.1b | HK$246.5b | HK$7.4b | 7.9x | 9.5x | 0.3x |
| Wed, 13 Sep 2023 | HK$73.6b | HK$246.7b | HK$7.3b | 8.4x | 10x | 0.3x |
| Fri, 11 Aug 2023 | HK$81.3b | HK$242.2b | HK$7.6b | 8.7x | 10.7x | 0.3x |
| Sun, 09 Jul 2023 | HK$82.9b | HK$257.2b | HK$7.8b | 9.7x | 10.6x | 0.3x |
| Tue, 06 Jun 2023 | HK$106.0b | HK$259.2b | HK$7.2b | 9.9x | 14.8x | 0.4x |
| Thu, 04 May 2023 | HK$114.5b | HK$265.1b | HK$7.6b | 9.8x | 15x | 0.4x |
| Sat, 01 Apr 2023 | HK$119.3b | HK$266.8b | HK$8.3b | 9.1x | 14.3x | 0.4x |
| Mon, 27 Feb 2023 | HK$127.2b | HK$273.6b | HK$9.9b | 7.8x | 12.8x | 0.5x |
Price to Earnings Ratio
12.8x
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 13.1x.
- 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 3.2% 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 | 0.67% | |
| Consumer Discretionary | 0.57% | |
| Consumer Durables | 0.39% | |
| Homebuilding | 2.65% | |
| Home Furnishings | 2.16% | |
| Consumer Electronics | 0.67% | |
| Household Appliances | -0.27% | |
| Housewares and Specialties | -0.65% | |
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 5.4x.
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$4.80 | 105.1% +HK$1.1b | 317.4% | PE12.1x | |
| 1920 China Wacan Group | HK$1.26 | 51.8% +HK$161.0m | 61.5% | PS3.5x | |
| 1568 Sundart Holdings | HK$0.84 | 3.7% +HK$64.7m | 95.3% | PE6.3x | |
| 2381 SMC Electric | HK$0.17 | 9.6% +HK$30.0m | 72.7% | PE13x | |
| 526 Lisi Group (Holdings) | HK$0.09 | 3.4% +HK$26.5m | -41.2% | PE6.6x |
