Returns On Capital At Dongyue Group (HKG:189) Have Hit The Brakes
Dec 16
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Hong Kong (HSI) Chemicals Industry Analysis
UpdatedJan 01, 2026
DataAggregated Company Financials
Companies38
- 7D0.8%
- 3M3.8%
- 1Y32.2%
- YTD32.9%
In the last week, the Chemicals industry is up 2.3%, with Dongyue Group up 5.9%. In the same time, Global New Material International Holdings was down 5.6%. In the last 12 months, the industry was up 33%. Earnings are forecast to grow by 45% annually.
Industry Valuation and Performance
Has the Hong Kong Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 01 Jan 2026 | HK$167.3b | HK$321.5b | HK$10.6b | 8.6x | 15.8x | 0.5x |
| Sat, 29 Nov 2025 | HK$161.4b | HK$318.2b | HK$10.5b | 9.3x | 15.4x | 0.5x |
| Mon, 27 Oct 2025 | HK$156.2b | HK$315.4b | HK$10.4b | 9x | 15x | 0.5x |
| Wed, 24 Sep 2025 | HK$157.5b | HK$319.4b | HK$10.4b | 8x | 15.2x | 0.5x |
| Fri, 22 Aug 2025 | HK$162.2b | HK$327.0b | HK$8.9b | 10.7x | 18.3x | 0.5x |
| Sun, 20 Jul 2025 | HK$146.6b | HK$328.0b | HK$8.9b | 9.8x | 16.5x | 0.4x |
| Tue, 17 Jun 2025 | HK$142.4b | HK$328.0b | HK$8.8b | 9.5x | 16.3x | 0.4x |
| Thu, 15 May 2025 | HK$133.2b | HK$324.4b | HK$8.6b | 9.4x | 15.4x | 0.4x |
| Sat, 12 Apr 2025 | HK$126.1b | HK$320.2b | HK$8.6b | 9x | 14.6x | 0.4x |
| Mon, 10 Mar 2025 | HK$131.8b | HK$329.8b | HK$8.5b | 9.7x | 15.4x | 0.4x |
| Wed, 05 Feb 2025 | HK$125.3b | HK$330.0b | HK$8.6b | 9.7x | 14.6x | 0.4x |
| Fri, 03 Jan 2025 | HK$127.3b | HK$327.2b | HK$8.5b | 9.3x | 15x | 0.4x |
| Sun, 01 Dec 2024 | HK$125.6b | HK$330.2b | HK$8.3b | 9.3x | 15.2x | 0.4x |
| Tue, 29 Oct 2024 | HK$127.9b | HK$334.0b | HK$8.4b | 9.4x | 15.3x | 0.4x |
| Thu, 26 Sep 2024 | HK$120.2b | HK$341.9b | HK$8.8b | 8.6x | 13.7x | 0.4x |
| Sat, 24 Aug 2024 | HK$116.1b | HK$327.3b | HK$9.1b | 8.9x | 12.7x | 0.4x |
| Mon, 22 Jul 2024 | HK$123.1b | HK$322.0b | HK$9.9b | 10.2x | 12.4x | 0.4x |
| Wed, 19 Jun 2024 | HK$129.3b | HK$323.6b | HK$10.1b | 10.1x | 12.8x | 0.4x |
| Fri, 17 May 2024 | HK$135.3b | HK$322.3b | HK$10.1b | 10.4x | 13.4x | 0.4x |
| Sun, 14 Apr 2024 | HK$119.2b | HK$323.5b | HK$10.1b | 8.7x | 11.8x | 0.4x |
| Tue, 12 Mar 2024 | HK$113.8b | HK$315.8b | HK$11.2b | 5.2x | 10.2x | 0.4x |
| Thu, 08 Feb 2024 | HK$108.9b | HK$318.8b | HK$11.0b | 5.7x | 9.9x | 0.3x |
| Sat, 06 Jan 2024 | HK$118.5b | HK$321.1b | HK$11.4b | 5.8x | 10.4x | 0.4x |
| Mon, 04 Dec 2023 | HK$115.4b | HK$318.6b | HK$11.3b | 5.1x | 10.3x | 0.4x |
| Wed, 01 Nov 2023 | HK$116.0b | HK$311.6b | HK$11.0b | 5.3x | 10.6x | 0.4x |
| Fri, 29 Sep 2023 | HK$119.2b | HK$298.5b | HK$9.1b | 5.7x | 13.2x | 0.4x |
| Sun, 27 Aug 2023 | HK$123.7b | HK$306.1b | HK$10.8b | 5.6x | 11.4x | 0.4x |
| Tue, 25 Jul 2023 | HK$130.7b | HK$311.1b | HK$13.0b | 5x | 10x | 0.4x |
| Thu, 22 Jun 2023 | HK$122.5b | HK$311.8b | HK$13.0b | 4.9x | 9.4x | 0.4x |
| Sat, 20 May 2023 | HK$139.1b | HK$318.5b | HK$13.4b | 5.1x | 10.4x | 0.4x |
| Mon, 17 Apr 2023 | HK$146.9b | HK$330.4b | HK$14.1b | 5x | 10.4x | 0.4x |
| Wed, 15 Mar 2023 | HK$146.1b | HK$343.3b | HK$15.3b | 5.3x | 9.6x | 0.4x |
| Fri, 10 Feb 2023 | HK$157.1b | HK$348.4b | HK$16.0b | 5.4x | 9.8x | 0.5x |
| Sun, 08 Jan 2023 | HK$147.4b | HK$343.9b | HK$15.8b | 5x | 9.3x | 0.4x |
Price to Earnings Ratio
9.3x
Current Industry PE
- Investors are optimistic on the Hong Kong Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.9x which is higher than its 3-year average PE of 13.0x.
- The industry is trading close to its 3-year average PS ratio of 0.41x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 12% per year over the last three years,
- Revenues have also declined 2.2% 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 Materials industry?
| HK Market | -0.21% | |
| Materials | 1.05% | |
| Chemicals | 0.79% | |
| Commodity Chemicals | 2.19% | |
| Fertilizers and Agricultural Chemicals | 1.30% | |
| Industrial Gases | 1.12% | |
| Specialty Chemicals | 0.75% | |
| Diversified Chemicals | -3.19% | |
Industry PE
- Investors are most optimistic about the Specialty Chemicals industry which is trading above its 3-year average PE ratio of 25.9x.
- Analysts are expecting annual earnings growth of 33.0%, which is higher than its past year's earnings growth of 15.9% per year.
- Investors are most pessimistic about the Diversified Chemicals industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 4.8x.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 101% over the next 5 years.
- This is better than its past earnings growth rate of 23% per year.
- In contrast, the Diversified Chemicals industry is expected to see its earnings grow by 3.8% 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 | |
|---|---|---|---|---|---|
| 189 Dongyue Group | HK$10.82 | 5.9% +HK$1.0b | 33.3% | PE13.1x | |
| 338 Sinopec Shanghai Petrochemical | HK$1.37 | 3.8% +HK$527.1m | 14.2% | PS0.2x | |
| 9879 Migao Group Holdings | HK$8.00 | 5.8% +HK$399.9m | 20.3% | PE20.3x | |
| 1866 China XLX Fertiliser | HK$9.00 | 2.3% +HK$291.0m | 119.5% | PE8.6x | |
| 336 Huabao International Holdings | HK$3.99 | 1.3% +HK$161.5m | 89.1% | PS3.4x |
