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Hong Kong (HSI) Basic Materials Industry Analysis
UpdatedJan 20, 2022
DataAggregated Company Financials
Companies17
- 7D0.5%
- 3M-0.6%
- 1Y-14.4%
- YTD7.2%
Over the last 7 days, the Basic Materials industry has dropped 4.4%, driven by pullbacks in West China Cement and Anhui Conch Cement of 3.5% and 0.1%, respectively. However, the industry is down 19% over the past year.
Industry Valuation and Performance
Has the Hong Kong Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Thu, 20 Jan 2022 | HK$485.8b | HK$815.5b | HK$80.2b | 6.2x |
| Sat, 18 Dec 2021 | HK$447.9b | HK$814.8b | HK$80.2b | 5.6x |
| Mon, 15 Nov 2021 | HK$439.0b | HK$811.6b | HK$80.5b | 5.8x |
| Wed, 13 Oct 2021 | HK$477.9b | HK$813.8b | HK$83.6b | 5.9x |
| Fri, 10 Sep 2021 | HK$548.1b | HK$811.8b | HK$83.4b | 7.4x |
| Sun, 08 Aug 2021 | HK$453.2b | HK$811.8b | HK$83.4b | 6.9x |
| Sat, 01 May 2021 | HK$533.8b | HK$794.6b | HK$83.7b | 6.9x |
| Tue, 02 Feb 2021 | HK$519.9b | HK$747.9b | HK$80.3b | 7x |
| Fri, 06 Nov 2020 | HK$526.5b | HK$695.6b | HK$77.1b | 7.2x |
| Mon, 10 Aug 2020 | HK$619.3b | HK$644.0b | HK$70.9b | 8.5x |
| Sun, 03 May 2020 | HK$591.8b | HK$629.6b | HK$67.7b | 8.6x |
| Wed, 05 Feb 2020 | HK$499.9b | HK$667.3b | HK$73.7b | 6.7x |
| Sat, 09 Nov 2019 | HK$457.1b | HK$650.7b | HK$71.8b | 6.4x |
| Fri, 02 Aug 2019 | HK$447.6b | HK$646.5b | HK$69.5b | 6x |
| Mon, 06 May 2019 | HK$464.3b | HK$629.0b | HK$68.8b | 6.5x |
| Thu, 07 Feb 2019 | HK$400.2b | HK$582.5b | HK$62.6b | 6.4x |
PE Ratio
6.4x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 6.8x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Basic Materials industry have grown 8.6% per year over the last three years, and revenues for these companies have grown 12% 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 Basic Materials industry?
| Construction Materials | 0.50% | |
Industry PE: Investors are most optimistic about the Construction Materials industry even though it's trading below its 3-year average PE ratio of 6.8x. This is likely because analysts are expecting annual earnings growth of 2.3%, which is higher than its past year's earnings decline of 4.9% per year.
Forecasted Growth: Analysts are most optimistic on the Construction Materials industry, expecting annual earnings growth of 2.3% over the next 5 years. This is better than its past earnings decline of 4.9% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 914 Anhui Conch Cement | HK$42.25 | 3.6% +HK$7.7b | -15.1% | PE5.6x | |
| 3323 China National Building Material | HK$10.82 | 4.0% +HK$3.5b | 3.8% | PE4.9x | |
| 1313 China Resources Cement Holdings | HK$6.73 | 4.5% +HK$2.0b | -25.9% | PE6.8x | |
| 1252 China Tianrui Group Cement | HK$6.54 | 7.0% +HK$1.3b | -11.7% | PE8.3x | |
| 691 China Shanshui Cement Group | HK$2.15 | 7.0% +HK$609.6m | 13.2% | PE2.9x |
