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Hong Kong (HSI) Consumer Services Industry Analysis
UpdatedJan 19, 2022
DataAggregated Company Financials
Companies63
- 7D-4.0%
- 3M-22.7%
- 1Y-49.7%
- YTD-5.5%
Over the last 7 days, the Consumer Services industry has dropped 4.0%, driven by a pullback from China Education Group Holdings of 6.9%. However, the industry is down 50% over the past year.
Industry Valuation and Performance
Has the Hong Kong Consumer Services Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 20 Jan 2022 | HK$161.3b | HK$57.3b | HK$7.4b | 12.2x |
| Sat, 18 Dec 2021 | HK$183.0b | HK$61.2b | HK$11.3b | 13.5x |
| Mon, 15 Nov 2021 | HK$194.5b | HK$56.2b | HK$10.3b | 14.5x |
| Wed, 13 Oct 2021 | HK$186.7b | HK$55.5b | HK$10.1b | 15.6x |
| Fri, 10 Sep 2021 | HK$200.2b | HK$55.3b | HK$10.0b | 15.7x |
| Sun, 08 Aug 2021 | HK$204.1b | HK$55.3b | HK$10.0b | 16.7x |
| Sat, 01 May 2021 | HK$302.7b | HK$51.5b | HK$9.3b | 23.5x |
| Tue, 02 Feb 2021 | HK$291.5b | HK$47.3b | HK$7.8b | 23.1x |
| Fri, 06 Nov 2020 | HK$254.7b | HK$43.6b | HK$7.1b | 19x |
| Mon, 10 Aug 2020 | HK$292.6b | HK$40.4b | HK$7.9b | 20.5x |
| Sun, 03 May 2020 | HK$252.4b | HK$40.9b | HK$8.4b | 18x |
| Wed, 05 Feb 2020 | HK$222.8b | HK$40.9b | HK$9.4b | 17.8x |
| Sat, 09 Nov 2019 | HK$212.8b | HK$37.3b | HK$8.5b | 16.7x |
| Fri, 02 Aug 2019 | HK$198.5b | HK$36.0b | HK$8.7b | 18.3x |
| Mon, 06 May 2019 | HK$166.5b | HK$29.0b | HK$7.5b | 17x |
| Thu, 07 Feb 2019 | HK$140.8b | HK$25.7b | HK$7.1b | 16.8x |
PE Ratio
16.8x
Current Industry PE: Investors are more pessimistic on the industry, considering it's trading at a PE ratio of 12.2x which is lower than its 3-year average PE of 18.3x. It appears they believe that earnings will not grow as fast as they have historically.
Past Earnings Growth: The earnings for companies in the Consumer Services industry have remained mostly flat over the last three years, while revenues for these companies have grown 31% 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 Services industry?
| Specialized Consumer Services | -2.99% | |
| Education Services | -4.35% | |
Industry PE: Investors are most optimistic about the Specialized Consumer Services industry, which is trading close to its 3-year average PE ratio of 17.5x. However analysts are expecting annual earnings growth of 20%, which is lower than the prior year's growth of 40% per year. So the market might believe that analysts are underestimating future growth. Meanwhile, investors are most pessimistic about the Education Services industry, which is trading below its 3-year average of 18.2x.
Forecasted Growth: Analysts are most optimistic on the Education Services industry, expecting annual earnings growth of 24% over the next 5 years. This is roughly in line with its past earnings growth rate. Meanwhile, the Specialized Consumer Services industry is expected to see its earnings grow by 20% 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 | |
|---|---|---|---|---|---|
| 1448 Fu Shou Yuan International Group | HK$6.26 | 2.1% +HK$301.6m | -20.4% | PE16x | |
| 1935 JH Educational Technology | HK$3.14 | 3.3% +HK$160.1m | -21.1% | PE14.3x | |
| 667 China East Education Holdings | HK$4.57 | 1.3% +HK$132.1m | -73.7% | PE33.1x | |
| 1969 China Chunlai Education Group | HK$1.95 | 3.7% +HK$84.0m | 43.4% | PE3.1x | |
| 2262 Steve Leung Design Group | HK$0.77 | 8.5% +HK$68.5m | -12.5% | PE28.3x |
