Narrative Update • Jun 05

Over the last 7 days, the Communications Equipment industry has dropped 4.7%, driven by a pullback from Yangtze Optical Fibre And Cable Limited of 5.3%. Meanwhile, Xi'an Haitian Antenna Technologies actually outperformed within the industry, gaining 89% in the last week. This takes the industry's 12 month performance to a gain of 590%. 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 |
|---|---|---|---|---|---|---|
| Mon, 15 Jun 2026 | HK$354.5b | HK$52.6b | HK$3.2b | 28.3x | 110.4x | 6.7x |
| Wed, 13 May 2026 | HK$429.3b | HK$259.8b | HK$7.3b | 28.4x | 58.7x | 1.7x |
| Fri, 10 Apr 2026 | HK$400.6b | HK$257.4b | HK$6.9b | 24.5x | 58.2x | 1.6x |
| Sun, 08 Mar 2026 | HK$260.0b | HK$250.7b | HK$6.5b | 14.1x | 40.1x | 1x |
| Tue, 03 Feb 2026 | HK$215.0b | HK$249.0b | HK$6.4b | 13.9x | 33.6x | 0.9x |
| Thu, 01 Jan 2026 | HK$179.5b | HK$246.4b | HK$6.3b | 13.8x | 28.3x | 0.7x |
| Sat, 29 Nov 2025 | HK$161.3b | HK$244.0b | HK$6.3b | 14.2x | 25.7x | 0.7x |
| Mon, 27 Oct 2025 | HK$177.0b | HK$242.3b | HK$6.4b | 12.9x | 27.8x | 0.7x |
| Wed, 24 Sep 2025 | HK$206.1b | HK$242.9b | HK$6.4b | 13.4x | 32.4x | 0.8x |
| Fri, 22 Aug 2025 | HK$154.5b | HK$239.2b | HK$6.2b | 20.1x | 24.8x | 0.6x |
| Sun, 20 Jul 2025 | HK$132.2b | HK$240.4b | HK$6.0b | 14.3x | 21.9x | 0.5x |
| Tue, 17 Jun 2025 | HK$119.8b | HK$240.5b | HK$6.0b | 13.7x | 19.8x | 0.5x |
| Thu, 15 May 2025 | HK$131.0b | HK$237.7b | HK$6.0b | 13.9x | 21.8x | 0.6x |
| Sat, 12 Apr 2025 | HK$117.6b | HK$233.0b | HK$5.8b | 14x | 20.3x | 0.5x |
| Mon, 10 Mar 2025 | HK$164.3b | HK$208.7b | HK$6.7b | 13.1x | 24.6x | 0.8x |
| Wed, 05 Feb 2025 | HK$147.8b | HK$208.6b | HK$6.7b | 12.4x | 22.1x | 0.7x |
| Fri, 03 Jan 2025 | HK$131.4b | HK$207.1b | HK$6.6b | 10.6x | 19.8x | 0.6x |
| Sun, 01 Dec 2024 | HK$119.3b | HK$208.6b | HK$6.7b | 10x | 17.9x | 0.6x |
| Tue, 29 Oct 2024 | HK$119.6b | HK$211.4b | HK$6.9b | 11.3x | 17.4x | 0.6x |
| Thu, 26 Sep 2024 | HK$102.1b | HK$214.6b | HK$7.0b | 9.6x | 14.6x | 0.5x |
| Sat, 24 Aug 2024 | HK$103.7b | HK$189.4b | HK$7.3b | 12.1x | 14.2x | 0.5x |
| Mon, 22 Jul 2024 | HK$113.2b | HK$186.6b | HK$7.2b | 15.5x | 15.7x | 0.6x |
| Wed, 19 Jun 2024 | HK$126.9b | HK$186.8b | HK$7.2b | 14.1x | 17.6x | 0.7x |
| Fri, 17 May 2024 | HK$112.8b | HK$188.2b | HK$7.2b | 14.5x | 15.7x | 0.6x |
| Sun, 14 Apr 2024 | HK$94.9b | HK$189.3b | HK$7.4b | 13.7x | 12.8x | 0.5x |
| Tue, 12 Mar 2024 | HK$103.4b | HK$180.1b | HK$5.2b | 9.3x | 20x | 0.6x |
| Thu, 08 Feb 2024 | HK$96.9b | HK$181.7b | HK$5.2b | 9.2x | 18.7x | 0.5x |
| Sat, 06 Jan 2024 | HK$112.4b | HK$181.7b | HK$5.1b | 9.9x | 22x | 0.6x |
| Mon, 04 Dec 2023 | HK$112.2b | HK$181.6b | HK$5.1b | 10x | 21.9x | 0.6x |
| Wed, 01 Nov 2023 | HK$110.1b | HK$178.2b | HK$4.9b | 10.1x | 22.3x | 0.6x |
| Fri, 29 Sep 2023 | HK$119.3b | HK$179.4b | HK$5.0b | 10.4x | 23.7x | 0.7x |
| Sun, 27 Aug 2023 | HK$112.6b | HK$166.5b | HK$4.1b | 10.4x | 27.6x | 0.7x |
| Tue, 25 Jul 2023 | HK$104.2b | HK$167.1b | HK$3.6b | 12.8x | 28.8x | 0.6x |
| Thu, 22 Jun 2023 | HK$97.4b | HK$167.5b | HK$3.6b | 16.8x | 27.3x | 0.6x |
27.3x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | 0.19% | |
| Tech | -3.30% | |
| Communications | -4.71% | |
| Communications Equipment | -4.71% | |
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 | 2.1% +HK$4.1b | 1,317.1% | PE146.6x | |
| 3355 FS.COM | HK$36.78 | 10.5% +HK$1.4b | n/a | PE21.1x | |
| 9963 Transtech Optelecom Science Holdings | HK$10.50 | 28.5% +HK$696.6m | 3,459.3% | PS32.6x | |
| 1523 Plover Bay Technologies | HK$9.37 | 2.2% +HK$221.2m | 59.1% | PE29.1x | |
| 8227 Xi'an Haitian Antenna Technologies | HK$0.31 | 52.7% +HK$203.0m | 24.5% | PS18.4x |