Is TCL Electronics Holdings Limited (HKG:1070) Trading At A 45% Discount?
Feb 01
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Hong Kong (HSI) Consumer Electronics Industry Analysis
UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies9
- 7D-0.7%
- 3M39.6%
- 1Y98.0%
- YTDn/a
Over the last 7 days, the Consumer Electronics industry has dropped 1.3%, driven by a pullback from TCL Electronics Holdings of 2.3%. On the other hand Home Control International is actually up 14%. This takes the industry's 12 month performance to a gain of 93%. As for the next few years, earnings are expected to grow by 20% per annum.
Industry Valuation and Performance
Has the Hong Kong Consumer Electronics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 04 Feb 2026 | HK$49.9b | HK$192.5b | HK$2.5b | 26.5x | 19.7x | 0.3x |
| Fri, 02 Jan 2026 | HK$40.5b | HK$191.5b | HK$2.5b | 18.8x | 16x | 0.2x |
| Sun, 30 Nov 2025 | HK$39.1b | HK$190.6b | HK$2.5b | 17x | 15.5x | 0.2x |
| Tue, 28 Oct 2025 | HK$36.9b | HK$190.1b | HK$2.5b | 17x | 14.5x | 0.2x |
| Thu, 25 Sep 2025 | HK$40.6b | HK$190.0b | HK$2.5b | 16x | 16x | 0.2x |
| Sat, 23 Aug 2025 | HK$34.2b | HK$173.7b | HK$2.2b | 13.4x | 15.4x | 0.2x |
| Mon, 21 Jul 2025 | HK$36.0b | HK$173.5b | HK$2.2b | 14.9x | 16.5x | 0.2x |
| Wed, 18 Jun 2025 | HK$33.6b | HK$173.5b | HK$2.2b | 14.8x | 15.1x | 0.2x |
| Fri, 16 May 2025 | HK$35.4b | HK$172.9b | HK$2.2b | 15.4x | 16x | 0.2x |
| Sun, 13 Apr 2025 | HK$28.4b | HK$172.2b | HK$2.3b | 11.8x | 12.3x | 0.2x |
| Tue, 11 Mar 2025 | HK$26.7b | HK$164.8b | HK$2.3b | 9.9x | 11.6x | 0.2x |
| Thu, 06 Feb 2025 | HK$25.4b | HK$164.8b | HK$2.3b | 9.8x | 11.1x | 0.2x |
| Sat, 04 Jan 2025 | HK$25.1b | HK$164.3b | HK$2.3b | 11x | 11x | 0.2x |
| Mon, 02 Dec 2024 | HK$22.2b | HK$165.1b | HK$2.3b | 10.7x | 9.7x | 0.1x |
| Wed, 30 Oct 2024 | HK$23.3b | HK$166.0b | HK$2.3b | 11.8x | 10.1x | 0.1x |
| Fri, 27 Sep 2024 | HK$22.2b | HK$167.4b | HK$2.3b | 10.7x | 9.5x | 0.1x |
| Sun, 25 Aug 2024 | HK$19.7b | HK$169.2b | HK$1.8b | 10.2x | 11.1x | 0.1x |
| Tue, 23 Jul 2024 | HK$21.9b | HK$157.1b | HK$1.3b | 14.3x | 16.5x | 0.1x |
| Thu, 20 Jun 2024 | HK$24.8b | HK$157.4b | HK$1.4b | 6.5x | 18x | 0.2x |
| Sat, 18 May 2024 | HK$24.0b | HK$158.0b | HK$1.7b | 7x | 14.2x | 0.2x |
| Mon, 15 Apr 2024 | HK$20.9b | HK$158.2b | HK$1.6b | 6.7x | 13x | 0.1x |
| Wed, 13 Mar 2024 | HK$16.7b | HK$102.0b | HK$947.1m | 7.6x | 17.6x | 0.2x |
| Fri, 09 Feb 2024 | HK$15.2b | HK$102.2b | HK$954.0m | 7.1x | 15.9x | 0.1x |
| Sun, 07 Jan 2024 | HK$15.6b | HK$102.1b | HK$950.2m | 7.9x | 16.5x | 0.2x |
| Tue, 05 Dec 2023 | HK$16.2b | HK$102.1b | HK$950.9m | 7.9x | 17x | 0.2x |
| Thu, 02 Nov 2023 | HK$16.0b | HK$101.6b | HK$886.3m | 10.7x | 18.1x | 0.2x |
| Sat, 30 Sep 2023 | HK$17.5b | HK$143.3b | HK$924.7m | 10.4x | 18.9x | 0.1x |
| Mon, 28 Aug 2023 | HK$20.6b | HK$143.6b | HK$947.0m | 11.9x | 21.8x | 0.1x |
| Wed, 26 Jul 2023 | HK$25.3b | HK$149.9b | HK$1.2b | 12.5x | 21.9x | 0.2x |
| Fri, 23 Jun 2023 | HK$24.1b | HK$149.8b | HK$1.1b | 9.4x | 21.6x | 0.2x |
| Sun, 21 May 2023 | HK$26.3b | HK$151.4b | HK$1.1b | 11.3x | 23.1x | 0.2x |
| Tue, 18 Apr 2023 | HK$27.5b | HK$153.4b | HK$1.1b | 11x | 24.5x | 0.2x |
| Thu, 16 Mar 2023 | HK$26.3b | HK$153.6b | HK$1.8b | 12.5x | 14.6x | 0.2x |
| Sat, 11 Feb 2023 | HK$30.4b | HK$159.6b | HK$2.1b | 9.6x | 14.5x | 0.2x |
Price to Earnings Ratio
14.5x
Current Industry PE
- Investors are optimistic on the Hong Kong Consumer Electronics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.3x which is higher than its 3-year average PE of 15.7x.
- The industry is trading close to its 3-year average PS ratio of 0.17x.
Past Earnings Growth
- The earnings for companies in the Consumer Electronics industry have grown 6.4% per year over the last three years.
- Revenues for these companies have grown 6.4% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Hong Kong Consumer Electronics compare with similar industries?
| HK Market | -1.27% | |
| Consumer Discretionary | -3.48% | |
| Consumer Durables | 0.50% | |
| Consumer Electronics | -0.67% | |
| Homebuilding | 4.70% | |
| Household Appliances | 1.40% | |
| Home Furnishings | 0.47% | |
| Housewares and Specialties | -3.48% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1070 TCL Electronics Holdings | HK$12.60 | 1.8% +HK$554.6m | 85.3% | PE14.4x | |
| 751 Skyworth Group | HK$7.20 | 1.6% +HK$208.1m | 168.7% | PE39.2x | |
| 927 Fujikon Industrial Holdings | HK$0.65 | 4.8% +HK$68.1m | -1.5% | PS0.4x | |
| 1747 Home Control International | HK$4.90 | 1.4% +HK$37.5m | 1,407.7% | PE77.4x | |
| 8147 Millennium Pacific Group Holdings | HK$0.69 | 1.5% +HK$2.1m | 137.9% | PE38.5x |