Narrative Update • Aug 10

The Communications Equipment industry is up 4.8% in the last week, with Yangtze Optical Fibre And Cable Limited up 5.9%. This means that the industry has gained 178% over the past year. As for the next few years, earnings are expected to grow by 16% per annum.
Has the Hong Kong Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 24 Aug 2026 | HK$278.3b | HK$55.9b | HK$5.9b | 20.1x | 47x | 5x |
| Wed, 22 Jul 2026 | HK$296.2b | HK$52.6b | HK$3.2b | 19x | 91.8x | 5.6x |
| Fri, 19 Jun 2026 | HK$367.1b | HK$52.6b | HK$3.2b | 27.4x | 114.4x | 7x |
| Sun, 17 May 2026 | HK$384.9b | HK$259.3b | HK$7.3b | 26.2x | 52.7x | 1.5x |
| Tue, 14 Apr 2026 | HK$378.7b | HK$257.5b | HK$6.9b | 23.9x | 55x | 1.5x |
| Thu, 12 Mar 2026 | HK$292.1b | HK$251.9b | HK$6.5b | 14x | 44.8x | 1.2x |
| Sat, 07 Feb 2026 | HK$229.8b | HK$249.3b | HK$6.4b | 14.1x | 35.9x | 0.9x |
| Mon, 05 Jan 2026 | HK$184.0b | HK$246.8b | HK$6.3b | 13.9x | 29x | 0.7x |
| Wed, 03 Dec 2025 | HK$162.5b | HK$244.3b | HK$6.3b | 14.7x | 25.9x | 0.7x |
| Fri, 31 Oct 2025 | HK$174.6b | HK$242.6b | HK$6.4b | 13.5x | 27.4x | 0.7x |
| Sun, 28 Sep 2025 | HK$189.4b | HK$242.3b | HK$6.3b | 12.9x | 29.8x | 0.8x |
| Tue, 26 Aug 2025 | HK$167.8b | HK$239.8b | HK$6.3b | 20x | 26.8x | 0.7x |
| Thu, 24 Jul 2025 | HK$131.6b | HK$241.0b | HK$6.0b | 14.1x | 21.8x | 0.5x |
| Sat, 21 Jun 2025 | HK$120.0b | HK$240.5b | HK$6.0b | 13.5x | 19.9x | 0.5x |
| Mon, 19 May 2025 | HK$126.5b | HK$238.5b | HK$6.0b | 13.7x | 21.1x | 0.5x |
| Wed, 16 Apr 2025 | HK$118.7b | HK$232.6b | HK$5.8b | 14.3x | 20.5x | 0.5x |
| Fri, 14 Mar 2025 | HK$162.8b | HK$208.4b | HK$6.7b | 13.1x | 24.4x | 0.8x |
| Sun, 09 Feb 2025 | HK$170.2b | HK$207.7b | HK$6.6b | 13x | 25.6x | 0.8x |
| Tue, 07 Jan 2025 | HK$132.3b | HK$206.4b | HK$6.6b | 10.3x | 20x | 0.6x |
| Thu, 05 Dec 2024 | HK$125.5b | HK$208.0b | HK$6.7b | 10.1x | 18.8x | 0.6x |
| Sat, 02 Nov 2024 | HK$116.1b | HK$212.0b | HK$6.8b | 11.4x | 17x | 0.5x |
| Mon, 30 Sep 2024 | HK$111.3b | HK$214.5b | HK$7.0b | 9.9x | 15.9x | 0.5x |
| Wed, 28 Aug 2024 | HK$104.2b | HK$188.2b | HK$7.0b | 9.7x | 14.9x | 0.6x |
| Fri, 26 Jul 2024 | HK$105.7b | HK$187.4b | HK$7.2b | 11.8x | 14.6x | 0.6x |
| Sun, 23 Jun 2024 | HK$124.5b | HK$186.7b | HK$7.2b | 13.8x | 17.3x | 0.7x |
| Tue, 21 May 2024 | HK$114.3b | HK$187.7b | HK$7.2b | 14.9x | 15.9x | 0.6x |
| Thu, 18 Apr 2024 | HK$89.6b | HK$189.2b | HK$7.4b | 12.7x | 12.1x | 0.5x |
| Sat, 16 Mar 2024 | HK$101.7b | HK$180.0b | HK$5.2b | 9.2x | 19.7x | 0.6x |
| Mon, 12 Feb 2024 | HK$98.0b | HK$180.7b | HK$5.2b | 9.3x | 19x | 0.5x |
| Wed, 10 Jan 2024 | HK$111.0b | HK$181.7b | HK$5.1b | 9.6x | 21.7x | 0.6x |
| Fri, 08 Dec 2023 | HK$107.8b | HK$181.5b | HK$5.1b | 9.8x | 21.1x | 0.6x |
| Sun, 05 Nov 2023 | HK$117.3b | HK$178.5b | HK$4.9b | 10x | 23.7x | 0.7x |
| Tue, 03 Oct 2023 | HK$120.3b | HK$179.5b | HK$5.0b | 10.7x | 23.9x | 0.7x |
| Thu, 31 Aug 2023 | HK$119.8b | HK$180.1b | HK$5.0b | 10.2x | 23.9x | 0.7x |
23.9x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | 3.64% | |
| Tech | 0.30% | |
| Communications | 4.81% | |
| Communications Equipment | 4.81% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9963 Transtech Optelecom Science Holdings | HK$11.08 | 8.1% +HK$248.2m | 2,935.6% | PS34.4x | |
| 1613 Synertone Communication | HK$1.01 | 12.3% +HK$58.9m | 286.5% | PS14.6x | |
| 8033 Vodatel Networks Holdings | HK$0.12 | 9.0% +HK$6.2m | -8.3% | PE6.7x | |
| 1063 Suncorp Technologies | HK$0.34 | 4.7% +HK$4.6m | -52.1% | PE3.4x | |
| 8245 Canopy SkyFire Group | HK$0.14 | 9.6% +HK$3.5m | -30.8% | PS1.4x |