Narrative Update • Jun 05

Over the last 7 days, the Communications Equipment industry has risen 8.2%, driven by gains from Transtech Optelecom Science Holdings of 45%. In the same time, Yangtze Optical Fibre And Cable Limited was down 10%. In the last 12 months, the industry was up 645%. As for the next few years, earnings are expected to grow by 42% 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 |
|---|---|---|---|---|---|---|
| Thu, 11 Jun 2026 | HK$362.1b | HK$52.6b | HK$3.2b | 27.1x | 112.9x | 6.9x |
| Sat, 09 May 2026 | HK$408.3b | HK$259.4b | HK$7.3b | 25.2x | 55.9x | 1.6x |
| Mon, 06 Apr 2026 | HK$351.9b | HK$256.0b | HK$6.9b | 21.4x | 51.4x | 1.4x |
| Wed, 04 Mar 2026 | HK$277.7b | HK$250.2b | HK$6.5b | 14.3x | 42.9x | 1.1x |
| Fri, 30 Jan 2026 | HK$206.5b | HK$248.8b | HK$6.4b | 13.7x | 32.3x | 0.8x |
| Sun, 28 Dec 2025 | HK$183.1b | HK$245.8b | HK$6.3b | 14.2x | 29x | 0.7x |
| Tue, 25 Nov 2025 | HK$150.0b | HK$243.1b | HK$6.3b | 13.9x | 23.9x | 0.6x |
| Thu, 23 Oct 2025 | HK$176.9b | HK$242.3b | HK$6.4b | 12.8x | 27.8x | 0.7x |
| Sat, 20 Sep 2025 | HK$206.5b | HK$242.8b | HK$6.4b | 13.2x | 32.5x | 0.9x |
| Mon, 18 Aug 2025 | HK$159.3b | HK$239.7b | HK$6.0b | 16.3x | 26.4x | 0.7x |
| Wed, 16 Jul 2025 | HK$131.2b | HK$240.6b | HK$6.0b | 14.3x | 21.7x | 0.5x |
| Fri, 13 Jun 2025 | HK$120.8b | HK$240.5b | HK$6.0b | 13.5x | 20x | 0.5x |
| Sun, 11 May 2025 | HK$124.3b | HK$236.0b | HK$6.0b | 13.5x | 20.9x | 0.5x |
| Tue, 08 Apr 2025 | HK$107.2b | HK$233.0b | HK$5.8b | 13.3x | 18.5x | 0.5x |
| Thu, 06 Mar 2025 | HK$166.4b | HK$208.0b | HK$6.7b | 13.4x | 24.9x | 0.8x |
| Sat, 01 Feb 2025 | HK$143.9b | HK$208.8b | HK$6.7b | 11.4x | 21.5x | 0.7x |
| Mon, 30 Dec 2024 | HK$140.8b | HK$206.7b | HK$6.6b | 10.9x | 21.3x | 0.7x |
| Wed, 27 Nov 2024 | HK$116.6b | HK$208.8b | HK$6.7b | 10x | 17.4x | 0.6x |
| Fri, 25 Oct 2024 | HK$116.7b | HK$211.7b | HK$6.9b | 11.3x | 16.9x | 0.6x |
| Sun, 22 Sep 2024 | HK$97.0b | HK$214.0b | HK$7.0b | 9.5x | 13.9x | 0.5x |
| Tue, 20 Aug 2024 | HK$104.0b | HK$189.4b | HK$7.3b | 12.1x | 14.2x | 0.5x |
| Thu, 18 Jul 2024 | HK$116.5b | HK$186.8b | HK$7.2b | 15.8x | 16.1x | 0.6x |
| Sat, 15 Jun 2024 | HK$120.9b | HK$186.9b | HK$7.2b | 13.5x | 16.8x | 0.6x |
| Mon, 13 May 2024 | HK$109.9b | HK$188.2b | HK$7.2b | 14x | 15.3x | 0.6x |
| Wed, 10 Apr 2024 | HK$95.2b | HK$189.3b | HK$7.4b | 13.2x | 12.9x | 0.5x |
| Fri, 08 Mar 2024 | HK$101.5b | HK$179.9b | HK$5.2b | 9.2x | 19.6x | 0.6x |
| Sun, 04 Feb 2024 | HK$92.0b | HK$180.6b | HK$5.1b | 9.2x | 18.1x | 0.5x |
| Tue, 02 Jan 2024 | HK$117.8b | HK$182.8b | HK$5.1b | 9.8x | 22.9x | 0.6x |
| Thu, 30 Nov 2023 | HK$115.4b | HK$181.6b | HK$5.1b | 10x | 22.6x | 0.6x |
| Sat, 28 Oct 2023 | HK$118.6b | HK$178.9b | HK$5.0b | 10.3x | 23.6x | 0.7x |
| Mon, 25 Sep 2023 | HK$122.3b | HK$179.3b | HK$5.0b | 11x | 24.4x | 0.7x |
| Wed, 23 Aug 2023 | HK$112.2b | HK$165.7b | HK$3.7b | 12.9x | 30.3x | 0.7x |
| Fri, 21 Jul 2023 | HK$105.7b | HK$167.6b | HK$3.6b | 13.6x | 29.1x | 0.6x |
| Sun, 18 Jun 2023 | HK$101.2b | HK$168.9b | HK$3.6b | 16.8x | 28.2x | 0.6x |
28.2x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | -3.25% | |
| Tech | -8.10% | |
| Communications | -9.35% | |
| Communications Equipment | -9.35% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1300 Trigiant Group | HK$4.58 | 10.4% +HK$760.2m | 1,354.0% | PE66.6x | |
| 9963 Transtech Optelecom Science Holdings | HK$8.83 | 22.1% +HK$478.4m | 2,998.2% | PS27.4x | |
| 1617 Nanfang Communication Holdings | HK$0.71 | 22.4% +HK$211.4m | 617.2% | PE32.8x | |
| 8227 Xi'an Haitian Antenna Technologies | HK$0.27 | 58.8% +HK$189.8m | 8.4% | PS16.1x | |
| 1720 Putian Communication Group | HK$0.63 | 35.5% +HK$181.5m | 556.3% | PE23.6x |