Narrative Update • Jun 17

Over the last 7 days, the Communications Equipment industry has dropped 17%, driven by Yangtze Optical Fibre And Cable Limited declining 18%. Over the past 12 months, the industry was up 272%. Earnings are forecast to grow by 43% annually.
Has the Hong Kong Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 Jul 2026 | HK$279.3b | HK$54.0b | HK$3.1b | 18.2x | 89.9x | 5.2x |
| Tue, 16 Jun 2026 | HK$367.3b | HK$52.6b | HK$3.2b | 29.1x | 114.5x | 7x |
| Thu, 14 May 2026 | HK$424.6b | HK$259.9b | HK$7.3b | 28.5x | 58x | 1.6x |
| Sat, 11 Apr 2026 | HK$386.2b | HK$257.7b | HK$6.9b | 24.3x | 56x | 1.5x |
| Mon, 09 Mar 2026 | HK$260.0b | HK$250.7b | HK$6.5b | 14.1x | 40.1x | 1x |
| Wed, 04 Feb 2026 | HK$223.3b | HK$249.3b | HK$6.4b | 13.9x | 34.8x | 0.9x |
| Fri, 02 Jan 2026 | HK$179.5b | HK$246.5b | HK$6.3b | 13.8x | 28.3x | 0.7x |
| Sun, 30 Nov 2025 | HK$161.4b | HK$244.1b | HK$6.3b | 14.2x | 25.7x | 0.7x |
| Tue, 28 Oct 2025 | HK$182.4b | HK$242.7b | HK$6.4b | 13.3x | 28.6x | 0.8x |
| Thu, 25 Sep 2025 | HK$201.6b | HK$242.5b | HK$6.4b | 13.3x | 31.7x | 0.8x |
| Sat, 23 Aug 2025 | HK$161.7b | HK$239.4b | HK$6.2b | 21.2x | 25.9x | 0.7x |
| Mon, 21 Jul 2025 | HK$132.2b | HK$240.4b | HK$6.0b | 14.3x | 21.9x | 0.5x |
| Wed, 18 Jun 2025 | HK$120.7b | HK$240.4b | HK$6.0b | 13.8x | 20x | 0.5x |
| Fri, 16 May 2025 | HK$127.0b | HK$238.4b | HK$6.0b | 13.7x | 21.2x | 0.5x |
| Sun, 13 Apr 2025 | HK$117.7b | HK$233.5b | HK$5.8b | 14x | 20.3x | 0.5x |
| Tue, 11 Mar 2025 | HK$164.4b | HK$207.9b | HK$6.7b | 13.5x | 24.6x | 0.8x |
| Thu, 06 Feb 2025 | HK$147.7b | HK$207.9b | HK$6.7b | 12.3x | 22.2x | 0.7x |
| Sat, 04 Jan 2025 | HK$133.2b | HK$206.7b | HK$6.6b | 10.5x | 20.1x | 0.6x |
| Mon, 02 Dec 2024 | HK$119.3b | HK$208.6b | HK$6.7b | 10x | 17.9x | 0.6x |
| Wed, 30 Oct 2024 | HK$121.7b | HK$211.2b | HK$6.9b | 11.3x | 17.7x | 0.6x |
| Fri, 27 Sep 2024 | HK$107.9b | HK$214.8b | HK$7.0b | 9.9x | 15.4x | 0.5x |
| Sun, 25 Aug 2024 | HK$103.7b | HK$189.6b | HK$7.3b | 12.1x | 14.2x | 0.5x |
| Tue, 23 Jul 2024 | HK$113.5b | HK$186.5b | HK$7.2b | 15.6x | 15.7x | 0.6x |
| Thu, 20 Jun 2024 | HK$127.5b | HK$186.8b | HK$7.2b | 15x | 17.7x | 0.7x |
| Sat, 18 May 2024 | HK$113.0b | HK$187.9b | HK$7.2b | 14.5x | 15.8x | 0.6x |
| Mon, 15 Apr 2024 | HK$94.9b | HK$189.3b | HK$7.4b | 13.7x | 12.8x | 0.5x |
| Wed, 13 Mar 2024 | HK$104.8b | HK$180.4b | HK$5.2b | 9.3x | 20.2x | 0.6x |
| Fri, 09 Feb 2024 | HK$98.3b | HK$181.7b | HK$5.2b | 9.3x | 19x | 0.5x |
| Sun, 07 Jan 2024 | HK$112.4b | HK$181.5b | HK$5.1b | 9.9x | 22x | 0.6x |
| Tue, 05 Dec 2023 | HK$110.1b | HK$181.7b | HK$5.1b | 10x | 21.5x | 0.6x |
| Thu, 02 Nov 2023 | HK$108.8b | HK$178.2b | HK$4.9b | 9.8x | 22x | 0.6x |
| Sat, 30 Sep 2023 | HK$120.3b | HK$179.5b | HK$5.0b | 10.7x | 23.9x | 0.7x |
| Mon, 28 Aug 2023 | HK$112.6b | HK$166.5b | HK$4.1b | 10.4x | 27.6x | 0.7x |
| Wed, 26 Jul 2023 | HK$106.2b | HK$168.0b | HK$3.6b | 12.9x | 29.2x | 0.6x |
29.2x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | 0.25% | |
| Tech | -11.62% | |
| Communications | -16.51% | |
| Communications Equipment | -16.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 303 Vtech Holdings | HK$54.05 | 1.6% +HK$215.3m | -2.0% | PE13x | |
| 9963 Transtech Optelecom Science Holdings | HK$8.91 | 7.0% +HK$173.4m | 2,127.5% | PS27.7x | |
| 1085 Hengxin Technology | HK$1.89 | 6.2% +HK$51.2m | 54.9% | PS0.3x | |
| 8487 ISP Global | HK$0.073 | 25.9% +HK$15.7m | -27.0% | PS0.5x | |
| 1613 Synertone Communication | HK$0.48 | 5.4% +HK$13.4m | 100.4% | PS5.2x |