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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedDec 06, 2022
DataAggregated Company Financials
Companies40
- 7D19.9%
- 3M10.4%
- 1Y-33.9%
- YTD-31.5%
Over the last 7 days, the Consumer Durables industry has risen 13%, driven by gains from JS Global Lifestyle of 40%. In the same time, Imperium Technology Group was down 9.5%. In contrast, the industry has lost 39% in the last 12 months. Looking forward, earnings are forecast to grow by 22% annually.
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 |
|---|---|---|---|---|---|---|
| Tue, 06 Dec 2022 | HK$131.6b | HK$271.5b | HK$9.8b | 7.3x | 13.4x | 0.5x |
| Thu, 03 Nov 2022 | HK$97.3b | HK$269.1b | HK$10.5b | 6.8x | 9.3x | 0.4x |
| Sat, 01 Oct 2022 | HK$100.1b | HK$270.0b | HK$10.8b | 7.1x | 9.3x | 0.4x |
| Mon, 29 Aug 2022 | HK$124.4b | HK$214.1b | HK$11.5b | 9.3x | 10.8x | 0.6x |
| Wed, 27 Jul 2022 | HK$131.7b | HK$276.7b | HK$13.2b | 8.3x | 10x | 0.5x |
| Fri, 24 Jun 2022 | HK$133.5b | HK$279.3b | HK$12.9b | 8.7x | 10.3x | 0.5x |
| Sun, 22 May 2022 | HK$135.1b | HK$279.4b | HK$12.9b | 8.6x | 10.4x | 0.5x |
| Tue, 19 Apr 2022 | HK$139.4b | HK$282.3b | HK$13.1b | 9x | 10.6x | 0.5x |
| Thu, 17 Mar 2022 | HK$134.7b | HK$275.7b | HK$14.4b | 7.4x | 9.4x | 0.5x |
| Sat, 12 Feb 2022 | HK$180.3b | HK$269.3b | HK$15.6b | 8x | 11.6x | 0.7x |
| Mon, 10 Jan 2022 | HK$163.1b | HK$256.8b | HK$14.7b | 7.8x | 11.1x | 0.6x |
| Wed, 08 Dec 2021 | HK$174.3b | HK$256.8b | HK$14.7b | 7.7x | 11.9x | 0.7x |
| Fri, 05 Nov 2021 | HK$177.0b | HK$252.5b | HK$14.4b | 7.9x | 12.3x | 0.7x |
| Sun, 03 Oct 2021 | HK$183.0b | HK$249.1b | HK$14.1b | 8.1x | 13x | 0.7x |
| Tue, 31 Aug 2021 | HK$207.7b | HK$250.0b | HK$11.0b | 8.2x | 18.9x | 0.8x |
| Wed, 07 Jul 2021 | HK$232.9b | HK$250.0b | HK$11.0b | 8.3x | 21.2x | 0.9x |
| Sat, 10 Apr 2021 | HK$223.4b | HK$230.8b | HK$9.8b | 9.1x | 22.8x | 1x |
| Fri, 01 Jan 2021 | HK$190.8b | HK$211.1b | HK$8.3b | 9.2x | 22.9x | 0.9x |
| Mon, 05 Oct 2020 | HK$137.6b | HK$194.4b | HK$3.6b | 10.3x | 38.5x | 0.7x |
| Thu, 09 Jul 2020 | HK$106.6b | HK$169.1b | HK$1.2b | 9.7x | 89.7x | 0.6x |
| Wed, 01 Apr 2020 | HK$88.4b | HK$170.6b | HK$2.2b | 11.1x | 40.2x | 0.5x |
| Sat, 04 Jan 2020 | HK$109.0b | HK$170.8b | HK$3.3b | 14x | 32.9x | 0.6x |
Price to Earnings Ratio
32.9x
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 12.8x which is lower than its 3-year average PE of 28.5x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 44% per year over the last three years.
- Revenues for these companies have grown 17% 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 Discretionary industry?
| HK Market | 8.87% | |
| Consumer Discretionary | 19.58% | |
| Consumer Durables | 19.93% | |
| Household Appliances | 25.05% | |
| Home Furnishings | 17.46% | |
| Consumer Electronics | 13.82% | |
| Housewares and Specialties | 2.23% | |
| Homebuilding | -4.05% | |
Industry PE
- Investors are most optimistic about the Household Appliances industry which is trading above its 3-year average PE ratio of 9.4x.
- Analysts are expecting annual earnings growth of 20.5%, which is higher than its past year's earnings decline of 14.3% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Electronics industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings decline of 32% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| 1691 JS Global Lifestyle | HK$10.38 | 39.9% +HK$10.3b | -28.2% | PE11.8x | |
| 1999 Man Wah Holdings | HK$7.94 | 23.5% +HK$5.9b | -29.5% | PE13.2x | |
| 2285 Chervon Holdings | HK$42.30 | 10.3% +HK$1.9b | n/a | PE21.8x | |
| 751 Skyworth Group | HK$3.24 | 19.1% +HK$1.3b | -34.1% | PE5.4x | |
| 1478 Q Technology (Group) | HK$4.58 | 21.5% +HK$959.5m | -59.0% | PE10.7x |