Narrative Update • Jun 04

Over the last 7 days, the Real Estate Development industry has dropped 1.8%, driven by Henderson Land Development declining 3.3%. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 14% annually.
Has the Hong Kong Real Estate Development Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Jun 2026 | HK$1.2t | HK$2.0t | HK$65.2b | 14.9x | 18.6x | 0.6x |
| Mon, 11 May 2026 | HK$1.3t | HK$2.0t | HK$61.9b | 16.6x | 21.3x | 0.7x |
| Wed, 08 Apr 2026 | HK$1.1t | HK$2.0t | HK$60.1b | 14.6x | 18.2x | 0.6x |
| Fri, 06 Mar 2026 | HK$1.2t | HK$2.1t | -HK$95,003,450,770.35 | 18.7x | -12.5x | 0.6x |
| Sun, 01 Feb 2026 | HK$1.2t | HK$2.0t | -HK$96,959,833,322.07 | 18.9x | -12.5x | 0.6x |
| Tue, 30 Dec 2025 | HK$1.1t | HK$2.0t | -HK$95,795,451,231.37 | 17.9x | -11.2x | 0.5x |
| Thu, 27 Nov 2025 | HK$1.2t | HK$2.0t | -HK$98,553,618,375.92 | 18.9x | -11.7x | 0.6x |
| Sat, 25 Oct 2025 | HK$1.1t | HK$2.0t | -HK$106,002,597,151.89 | 20.8x | -10.6x | 0.6x |
| Mon, 22 Sep 2025 | HK$1.2t | HK$2.0t | -HK$105,204,263,772.75 | 21x | -11.1x | 0.6x |
| Wed, 20 Aug 2025 | HK$1.2t | HK$2.4t | -HK$140,784,885,978.02 | 19.4x | -8.2x | 0.5x |
| Fri, 18 Jul 2025 | HK$1.1t | HK$2.4t | -HK$139,129,433,282.63 | 19.3x | -7.8x | 0.5x |
| Sun, 15 Jun 2025 | HK$1.0t | HK$2.4t | -HK$137,842,151,834.28 | 17x | -7.5x | 0.4x |
| Tue, 13 May 2025 | HK$1.0t | HK$2.3t | -HK$136,376,918,322.12 | 17x | -7.5x | 0.4x |
| Thu, 10 Apr 2025 | HK$951.2b | HK$2.3t | -HK$131,221,310,036.14 | 15.3x | -7.2x | 0.4x |
| Sat, 08 Mar 2025 | HK$1.1t | HK$2.8t | -HK$236,257,518,073.60 | 8.4x | -4.5x | 0.4x |
| Mon, 03 Feb 2025 | HK$956.9b | HK$2.8t | -HK$234,812,479,814.38 | 7.5x | -4.1x | 0.3x |
| Wed, 01 Jan 2025 | HK$965.8b | HK$2.4t | -HK$81,255,305,967.16 | 7.6x | -11.9x | 0.4x |
| Fri, 29 Nov 2024 | HK$991.3b | HK$2.5t | -HK$82,693,125,452.23 | 7.7x | -12x | 0.4x |
| Sun, 27 Oct 2024 | HK$1.1t | HK$2.5t | -HK$81,893,890,390.24 | 8.2x | -12.8x | 0.4x |
| Tue, 24 Sep 2024 | HK$899.0b | HK$2.5t | -HK$79,375,932,154.05 | 7.7x | -11.3x | 0.4x |
| Thu, 22 Aug 2024 | HK$898.6b | HK$2.7t | -HK$85,920,105,953.83 | 4.9x | -10.5x | 0.3x |
| Sat, 20 Jul 2024 | HK$968.4b | HK$2.7t | -HK$82,079,192,910.67 | 6.1x | -11.8x | 0.4x |
| Mon, 17 Jun 2024 | HK$1.0t | HK$3.2t | -HK$143,848,961,200.84 | 5.8x | -7.2x | 0.3x |
| Wed, 15 May 2024 | HK$1.1t | HK$3.2t | -HK$144,323,689,364.74 | 5.9x | -7.7x | 0.3x |
| Fri, 12 Apr 2024 | HK$945.9b | HK$3.3t | -HK$154,751,630,891.63 | 4.8x | -6.1x | 0.3x |
| Sun, 10 Mar 2024 | HK$937.1b | HK$3.1t | -HK$215,203,529,918.76 | 4.6x | -4.4x | 0.3x |
| Tue, 06 Feb 2024 | HK$935.0b | HK$3.1t | -HK$216,208,042,394.46 | 4.8x | -4.3x | 0.3x |
| Thu, 04 Jan 2024 | HK$1.1t | HK$3.2t | -HK$219,515,125,024.00 | 5.6x | -4.9x | 0.3x |
| Sat, 02 Dec 2023 | HK$1.1t | HK$3.2t | -HK$220,106,625,326.00 | 5.9x | -5.2x | 0.3x |
| Mon, 30 Oct 2023 | HK$1.2t | HK$3.2t | -HK$210,347,297,094.00 | 6.9x | -5.5x | 0.4x |
| Wed, 27 Sep 2023 | HK$1.2t | HK$3.2t | -HK$200,181,698,378.00 | 7x | -6.1x | 0.4x |
| Fri, 25 Aug 2023 | HK$1.3t | HK$3.8t | -HK$82,315,759,343.00 | 6.7x | -15.6x | 0.3x |
| Sun, 23 Jul 2023 | HK$1.4t | HK$4.0t | -HK$33,789,895,189.00 | 6.4x | -40.3x | 0.3x |
| Tue, 20 Jun 2023 | HK$1.5t | HK$4.1t | -HK$31,996,382,970.00 | 6.3x | -45.9x | 0.4x |
-45.9x
How does Hong Kong Real Estate Development compare with similar industries?
| HK Market | 0.19% | |
| Real Estate | -0.58% | |
| Real Estate | -0.40% | |
| Real Estate Development | 0.41% | |
| Real Estate Services | 4.47% | |
| Real Estate Operating Companies | 0.53% | |
| Diversified Real Estate | -3.40% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1109 China Resources Land | HK$37.28 | 3.8% +HK$9.7b | 37.8% | PE9x | |
| 960 Longfor Group Holdings | HK$8.75 | 12.5% +HK$6.9b | -10.2% | PE52.5x | |
| 688 China Overseas Land & Investment | HK$15.69 | 0.3% +HK$547.2m | 12.9% | PE11.7x | |
| 3380 Logan Group | HK$1.53 | 5.5% +HK$441.9m | 84.3% | PS1.2x | |
| 1113 CK Asset Holdings | HK$46.28 | 0.2% +HK$280.0m | 38.4% | PE14.9x |