Narrative Update • Aug 10

Over the last 7 days, the Communications Equipment industry has dropped 5.0%, driven by a pullback from Yangtze Optical Fibre And Cable Limited of 5.0%. Meanwhile, Transtech Optelecom Science Holdings actually outperformed within the industry, gaining 8.1% in the last week. In the past year, the industry has gained 138%. Earnings are forecast to grow by 16% annually.
Has the Hong Kong Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 25 Aug 2026 | HK$284.8b | HK$55.9b | HK$5.9b | 20.1x | 48.2x | 5.1x |
| Thu, 23 Jul 2026 | HK$270.8b | HK$52.6b | HK$3.2b | 17.1x | 84x | 5.1x |
| Sat, 20 Jun 2026 | HK$367.1b | HK$52.6b | HK$3.2b | 27.4x | 114.4x | 7x |
| Mon, 18 May 2026 | HK$384.9b | HK$259.3b | HK$7.3b | 26.2x | 52.7x | 1.5x |
| Wed, 15 Apr 2026 | HK$377.4b | HK$258.1b | HK$6.9b | 22x | 54.7x | 1.5x |
| Fri, 13 Mar 2026 | HK$286.7b | HK$251.9b | HK$6.5b | 14x | 44x | 1.1x |
| Sun, 08 Feb 2026 | HK$229.8b | HK$249.3b | HK$6.4b | 14.1x | 35.9x | 0.9x |
| Tue, 06 Jan 2026 | HK$181.5b | HK$247.0b | HK$6.3b | 13.8x | 28.6x | 0.7x |
| Thu, 04 Dec 2025 | HK$162.6b | HK$244.4b | HK$6.3b | 14.4x | 25.9x | 0.7x |
| Sat, 01 Nov 2025 | HK$168.8b | HK$243.2b | HK$6.3b | 13.2x | 26.6x | 0.7x |
| Mon, 29 Sep 2025 | HK$189.4b | HK$242.3b | HK$6.3b | 12.9x | 29.8x | 0.8x |
| Wed, 27 Aug 2025 | HK$171.7b | HK$239.4b | HK$6.2b | 19.8x | 27.5x | 0.7x |
| Fri, 25 Jul 2025 | HK$134.4b | HK$241.2b | HK$6.0b | 15x | 22.2x | 0.6x |
| Sun, 22 Jun 2025 | HK$120.0b | HK$240.5b | HK$6.0b | 13.5x | 19.9x | 0.5x |
| Tue, 20 May 2025 | HK$125.6b | HK$238.6b | HK$6.0b | 13.4x | 21x | 0.5x |
| Thu, 17 Apr 2025 | HK$114.6b | HK$233.0b | HK$5.8b | 13.8x | 19.8x | 0.5x |
| Sat, 15 Mar 2025 | HK$165.3b | HK$208.7b | HK$6.7b | 13.3x | 24.7x | 0.8x |
| Mon, 10 Feb 2025 | HK$170.2b | HK$207.7b | HK$6.6b | 13x | 25.6x | 0.8x |
| Wed, 08 Jan 2025 | HK$135.3b | HK$206.4b | HK$6.6b | 10.3x | 20.5x | 0.7x |
| Fri, 06 Dec 2024 | HK$129.5b | HK$208.1b | HK$6.7b | 9.9x | 19.4x | 0.6x |
| Sun, 03 Nov 2024 | HK$116.1b | HK$212.0b | HK$6.8b | 11.4x | 17x | 0.5x |
| Tue, 01 Oct 2024 | HK$113.8b | HK$214.4b | HK$7.0b | 9.9x | 16.3x | 0.5x |
| Thu, 29 Aug 2024 | HK$102.5b | HK$187.8b | HK$7.0b | 9.6x | 14.7x | 0.5x |
| Sat, 27 Jul 2024 | HK$105.4b | HK$187.0b | HK$7.3b | 12x | 14.5x | 0.6x |
| Mon, 24 Jun 2024 | HK$124.5b | HK$186.7b | HK$7.2b | 13.8x | 17.3x | 0.7x |
| Wed, 22 May 2024 | HK$111.5b | HK$187.7b | HK$7.2b | 14.8x | 15.6x | 0.6x |
| Fri, 19 Apr 2024 | HK$89.5b | HK$189.2b | HK$7.4b | 12.7x | 12.1x | 0.5x |
| Sun, 17 Mar 2024 | HK$101.6b | HK$180.0b | HK$5.2b | 9.2x | 19.7x | 0.6x |
| Tue, 13 Feb 2024 | HK$98.0b | HK$180.0b | HK$5.1b | 9.3x | 19.1x | 0.5x |
| Thu, 11 Jan 2024 | HK$111.4b | HK$181.1b | HK$5.1b | 9.5x | 21.8x | 0.6x |
| Sat, 09 Dec 2023 | HK$106.1b | HK$181.1b | HK$5.1b | 10.2x | 20.8x | 0.6x |
| Mon, 06 Nov 2023 | HK$117.3b | HK$178.5b | HK$4.9b | 10x | 23.7x | 0.7x |
| Wed, 04 Oct 2023 | HK$120.3b | HK$179.5b | HK$5.0b | 10.7x | 23.9x | 0.7x |
| Fri, 01 Sep 2023 | HK$121.8b | HK$180.0b | HK$5.0b | 11.2x | 24.3x | 0.7x |
24.3x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | 1.35% | |
| Tech | -7.38% | |
| Communications | -4.95% | |
| Communications Equipment | -4.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 6869 Yangtze Optical Fibre And Cable Limited | HK$162.50 | 11.1% +HK$13.4b | 258.1% | PE33.3x | |
| 9963 Transtech Optelecom Science Holdings | HK$11.37 | 6.6% +HK$209.3m | 3,148.6% | PS35.3x | |
| 1613 Synertone Communication | HK$1.10 | 11.1% +HK$58.9m | 349.0% | PS16x | |
| 1202 Chengdu SIWI Science and Technology | HK$1.65 | 5.8% +HK$36.0m | 68.4% | PE189.8x | |
| 8227 Xi'an Haitian Antenna Technologies | HK$0.24 | 4.3% +HK$19.0m | 7.0% | PS14.5x |