Narrative Update • Jun 03

In the last week, the Communications Equipment industry is up 16%, with Yangtze Optical Fibre And Cable Limited up 20%. During this same period, the FS.COM underperformed, falling 9.7%. This means that the industry has gained 600% over the past year. 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 |
|---|---|---|---|---|---|---|
| Fri, 05 Jun 2026 | HK$373.7b | HK$52.6b | HK$3.2b | 26.8x | 116.5x | 7.1x |
| Sun, 03 May 2026 | HK$360.8b | HK$258.7b | HK$7.3b | 23.6x | 49.5x | 1.4x |
| Tue, 31 Mar 2026 | HK$336.5b | HK$255.1b | HK$6.9b | 19.3x | 48.9x | 1.3x |
| Thu, 26 Feb 2026 | HK$271.9b | HK$251.8b | HK$6.5b | 14.7x | 42x | 1.1x |
| Sat, 24 Jan 2026 | HK$185.7b | HK$248.0b | HK$6.4b | 13.5x | 29.1x | 0.7x |
| Mon, 22 Dec 2025 | HK$176.8b | HK$245.0b | HK$6.3b | 13.9x | 28.1x | 0.7x |
| Wed, 19 Nov 2025 | HK$156.1b | HK$243.0b | HK$6.3b | 13.8x | 24.9x | 0.6x |
| Fri, 17 Oct 2025 | HK$181.2b | HK$242.3b | HK$6.4b | 12.7x | 28.5x | 0.7x |
| Sun, 14 Sep 2025 | HK$189.5b | HK$242.6b | HK$6.4b | 13.9x | 29.8x | 0.8x |
| Tue, 12 Aug 2025 | HK$156.0b | HK$240.4b | HK$6.0b | 16x | 25.8x | 0.6x |
| Thu, 10 Jul 2025 | HK$126.6b | HK$240.4b | HK$6.0b | 13.8x | 21x | 0.5x |
| Sat, 07 Jun 2025 | HK$122.6b | HK$240.3b | HK$6.0b | 13.9x | 20.3x | 0.5x |
| Mon, 05 May 2025 | HK$122.9b | HK$234.2b | HK$5.9b | 13.3x | 20.8x | 0.5x |
| Wed, 02 Apr 2025 | HK$140.2b | HK$234.6b | HK$5.8b | 15.4x | 24x | 0.6x |
| Fri, 28 Feb 2025 | HK$178.5b | HK$207.8b | HK$6.6b | 14.3x | 26.9x | 0.9x |
| Sun, 26 Jan 2025 | HK$145.2b | HK$208.7b | HK$6.7b | 12.4x | 21.7x | 0.7x |
| Tue, 24 Dec 2024 | HK$130.3b | HK$206.9b | HK$6.6b | 10.9x | 19.7x | 0.6x |
| Thu, 21 Nov 2024 | HK$111.7b | HK$208.6b | HK$6.7b | 10.3x | 16.7x | 0.5x |
| Sat, 19 Oct 2024 | HK$122.1b | HK$212.0b | HK$6.9b | 10.8x | 17.7x | 0.6x |
| Mon, 16 Sep 2024 | HK$93.7b | HK$213.1b | HK$6.9b | 9.7x | 13.5x | 0.4x |
| Wed, 14 Aug 2024 | HK$102.4b | HK$188.5b | HK$7.3b | 12.7x | 14x | 0.5x |
| Fri, 12 Jul 2024 | HK$121.6b | HK$186.7b | HK$7.2b | 15.9x | 16.8x | 0.7x |
| Sun, 09 Jun 2024 | HK$116.4b | HK$187.1b | HK$7.2b | 14.1x | 16.1x | 0.6x |
| Tue, 07 May 2024 | HK$99.8b | HK$188.5b | HK$7.2b | 13.5x | 13.9x | 0.5x |
| Thu, 04 Apr 2024 | HK$97.1b | HK$189.2b | HK$7.4b | 11.8x | 13.1x | 0.5x |
| Sat, 02 Mar 2024 | HK$104.7b | HK$180.1b | HK$5.2b | 9.1x | 20.2x | 0.6x |
| Mon, 29 Jan 2024 | HK$96.5b | HK$181.4b | HK$5.1b | 9.2x | 18.9x | 0.5x |
| Wed, 27 Dec 2023 | HK$111.0b | HK$181.6b | HK$5.1b | 9.9x | 21.7x | 0.6x |
| Fri, 24 Nov 2023 | HK$121.3b | HK$181.2b | HK$5.1b | 9.7x | 23.8x | 0.7x |
| Sun, 22 Oct 2023 | HK$118.6b | HK$179.0b | HK$5.0b | 10.4x | 23.6x | 0.7x |
| Tue, 19 Sep 2023 | HK$122.2b | HK$179.3b | HK$5.0b | 11.1x | 24.3x | 0.7x |
| Thu, 17 Aug 2023 | HK$104.4b | HK$165.5b | HK$3.6b | 13.1x | 28.7x | 0.6x |
| Sat, 15 Jul 2023 | HK$103.0b | HK$168.2b | HK$3.6b | 17.1x | 28.3x | 0.6x |
| Mon, 12 Jun 2023 | HK$97.1b | HK$168.9b | HK$3.6b | 13.9x | 27x | 0.6x |
27x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | 0.85% | |
| Tech | -1.12% | |
| Communications | 16.25% | |
| Communications Equipment | 16.25% | |
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$239.20 | 5.3% +HK$9.9b | 1,282.7% | PE146.9x | |
| 1523 Plover Bay Technologies | HK$9.50 | 11.5% +HK$1.1b | 58.3% | PE29.5x | |
| 303 Vtech Holdings | HK$55.35 | 8.0% +HK$1.0b | 0.4% | PE13.4x | |
| 9963 Transtech Optelecom Science Holdings | HK$8.30 | 35.8% +HK$654.8m | 2,305.8% | PS25.8x | |
| 1720 Putian Communication Group | HK$0.79 | 77.5% +HK$379.5m | 659.6% | PE29.6x |