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Hong Kong (HSI) Consumer Durables Industry Analysis
UpdatedMay 14, 2025
DataAggregated Company Financials
Companies35
- 7D4.8%
- 3M11.1%
- 1Y-3.7%
- YTD13.8%
TCL Electronics Holdings is up 5.0%, leading the way for the Consumer Durables industry, which has gained 4.8%. Meanwhile, IDT International actually underperformed within the industry, shrinking 12% in the last week. In the past year, the industry is down 3.7%. As for the next few years, earnings are expected to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Wed, 14 May 2025 | HK$79.0b | HK$243.7b | HK$4.5b | 8.3x | 17.5x | 0.3x |
| Fri, 11 Apr 2025 | HK$72.6b | HK$247.4b | HK$5.4b | 7.8x | 13.5x | 0.3x |
| Sun, 09 Mar 2025 | HK$78.6b | HK$238.5b | HK$4.9b | 8.6x | 16x | 0.3x |
| Tue, 04 Feb 2025 | HK$78.3b | HK$239.7b | HK$5.6b | 8.1x | 13.9x | 0.3x |
| Thu, 02 Jan 2025 | HK$76.2b | HK$238.8b | HK$5.6b | 7.8x | 13.6x | 0.3x |
| Sat, 30 Nov 2024 | HK$71.1b | HK$239.7b | HK$5.7b | 8.2x | 12.6x | 0.3x |
| Mon, 28 Oct 2024 | HK$82.4b | HK$244.6b | HK$6.1b | 7.5x | 13.6x | 0.3x |
| Wed, 25 Sep 2024 | HK$73.1b | HK$243.8b | HK$5.8b | 6.7x | 12.7x | 0.3x |
| Fri, 23 Aug 2024 | HK$66.7b | HK$234.3b | HK$5.2b | 7.3x | 12.9x | 0.3x |
| Sun, 21 Jul 2024 | HK$69.7b | HK$232.9b | HK$5.1b | 7.2x | 13.7x | 0.3x |
| Tue, 18 Jun 2024 | HK$79.2b | HK$232.8b | HK$5.4b | 6.7x | 14.8x | 0.3x |
| Thu, 16 May 2024 | HK$86.2b | HK$232.1b | HK$5.3b | 7.2x | 16.2x | 0.4x |
| Sat, 13 Apr 2024 | HK$71.8b | HK$231.2b | HK$5.2b | 7.2x | 13.7x | 0.3x |
| Mon, 11 Mar 2024 | HK$63.4b | HK$204.9b | HK$7.8b | 7.5x | 8.1x | 0.3x |
| Wed, 07 Feb 2024 | HK$61.4b | HK$205.2b | HK$7.8b | 7.1x | 7.9x | 0.3x |
| Fri, 05 Jan 2024 | HK$70.9b | HK$205.0b | HK$7.8b | 7.2x | 9.1x | 0.3x |
| Sun, 03 Dec 2023 | HK$68.3b | HK$205.1b | HK$7.8b | 7.1x | 8.8x | 0.3x |
| Tue, 31 Oct 2023 | HK$68.2b | HK$204.9b | HK$7.3b | 7.6x | 9.3x | 0.3x |
| Thu, 28 Sep 2023 | HK$71.6b | HK$246.4b | HK$7.3b | 8.2x | 9.7x | 0.3x |
| Sat, 26 Aug 2023 | HK$77.7b | HK$241.6b | HK$7.7b | 9.5x | 10.1x | 0.3x |
| Mon, 24 Jul 2023 | HK$85.3b | HK$257.4b | HK$7.8b | 8.9x | 10.9x | 0.3x |
| Wed, 21 Jun 2023 | HK$104.8b | HK$258.2b | HK$7.2b | 9.8x | 14.6x | 0.4x |
| Fri, 19 May 2023 | HK$108.6b | HK$260.0b | HK$7.2b | 9.9x | 15.1x | 0.4x |
| Sun, 16 Apr 2023 | HK$119.6b | HK$265.3b | HK$7.6b | 10x | 15.8x | 0.5x |
| Tue, 14 Mar 2023 | HK$124.5b | HK$272.3b | HK$10.0b | 7.8x | 12.4x | 0.5x |
| Thu, 09 Feb 2023 | HK$137.2b | HK$275.8b | HK$10.0b | 7.5x | 13.7x | 0.5x |
| Sat, 07 Jan 2023 | HK$136.3b | HK$274.3b | HK$9.9b | 7.7x | 13.7x | 0.5x |
| Mon, 05 Dec 2022 | HK$125.6b | HK$271.5b | HK$9.8b | 7.3x | 12.8x | 0.5x |
| Wed, 02 Nov 2022 | HK$93.2b | HK$268.8b | HK$10.5b | 6.8x | 8.9x | 0.3x |
| Fri, 30 Sep 2022 | HK$100.9b | HK$269.1b | HK$10.7b | 7x | 9.4x | 0.4x |
| Sun, 28 Aug 2022 | HK$124.4b | HK$272.1b | HK$11.5b | 9.3x | 10.8x | 0.5x |
| Tue, 26 Jul 2022 | HK$131.0b | HK$276.7b | HK$13.2b | 8.2x | 10x | 0.5x |
| Thu, 23 Jun 2022 | HK$134.7b | HK$279.5b | HK$12.9b | 8.8x | 10.4x | 0.5x |
| Sat, 21 May 2022 | HK$135.3b | HK$279.1b | HK$12.9b | 8.6x | 10.5x | 0.5x |
Price to Earnings Ratio
10.5x
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 17.5x which is higher than its 3-year average PE of 12.1x.
- The industry is trading close to its 3-year average PS ratio of 0.37x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 30% per year over the last three years,
- Revenues have also declined 4.4% 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 Market | 2.09% | |
| Consumer Discretionary | 1.58% | |
| Consumer Durables | 4.81% | |
| Household Appliances | 7.42% | |
| Home Furnishings | 6.40% | |
| Housewares and Specialties | 4.07% | |
| Consumer Electronics | 3.36% | |
| Homebuilding | -2.49% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry which is trading above its 3-year average PE ratio of 13.4x.
- Analysts are expecting annual earnings growth of 5.1%, which is lower than the prior year's growth of 17.7% per year.
- Investors are most pessimistic about the Homebuilding industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 5.0x.
Forecasted Growth
- Analysts are most optimistic on the Household Appliances industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings decline of 33% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 5.1% 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 | |
|---|---|---|---|---|---|
| 1070 TCL Electronics Holdings | HK$10.42 | 5.0% +HK$1.3b | 67.0% | PE14.9x | |
| 1999 Man Wah Holdings | HK$4.48 | 7.4% +HK$1.2b | -29.2% | PE7.5x | |
| 1691 JS Global Lifestyle | HK$1.96 | 10.1% +HK$625.4m | 29.8% | PE140.7x | |
| 2285 Chervon Holdings | HK$14.26 | 6.7% +HK$459.9m | -48.1% | PE8.3x | |
| 2549 Carote | HK$5.46 | 6.2% +HK$177.3m | n/a | PE7.9x |
