Narrative Update • Aug 10

In the last week, the Communications Equipment industry is up 30%, with Yangtze Optical Fibre And Cable Limited up 22%. In the last 12 months, the industry was up 157%. As for the next few years, earnings are expected to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Sat, 29 Aug 2026 | HK$319.8b | HK$57.0b | HK$6.3b | 12.4x | 50.6x | 5.6x |
| Mon, 27 Jul 2026 | HK$251.7b | HK$52.6b | HK$3.2b | 17.4x | 78.1x | 4.8x |
| Wed, 24 Jun 2026 | HK$429.9b | HK$52.6b | HK$3.2b | 25.8x | 134.1x | 8.2x |
| Fri, 22 May 2026 | HK$378.4b | HK$259.6b | HK$7.3b | 25.2x | 51.8x | 1.5x |
| Sun, 19 Apr 2026 | HK$375.2b | HK$258.0b | HK$6.9b | 20.3x | 54.4x | 1.5x |
| Tue, 17 Mar 2026 | HK$281.5b | HK$251.1b | HK$6.5b | 13.8x | 43.3x | 1.1x |
| Thu, 12 Feb 2026 | HK$257.6b | HK$250.3b | HK$6.4b | 14.3x | 40x | 1x |
| Sat, 10 Jan 2026 | HK$182.2b | HK$247.3b | HK$6.4b | 13.7x | 28.7x | 0.7x |
| Mon, 08 Dec 2025 | HK$162.5b | HK$244.2b | HK$6.3b | 14.4x | 25.9x | 0.7x |
| Wed, 05 Nov 2025 | HK$162.5b | HK$242.9b | HK$6.3b | 13.1x | 25.6x | 0.7x |
| Fri, 03 Oct 2025 | HK$200.7b | HK$242.7b | HK$6.4b | 13.4x | 31.5x | 0.8x |
| Sun, 31 Aug 2025 | HK$186.2b | HK$240.1b | HK$6.3b | 13x | 29.6x | 0.8x |
| Tue, 29 Jul 2025 | HK$132.7b | HK$240.6b | HK$6.0b | 14.6x | 22x | 0.6x |
| Thu, 26 Jun 2025 | HK$124.9b | HK$240.7b | HK$6.0b | 13.9x | 20.7x | 0.5x |
| Sat, 24 May 2025 | HK$123.4b | HK$239.8b | HK$6.0b | 12.7x | 20.5x | 0.5x |
| Mon, 21 Apr 2025 | HK$115.7b | HK$233.2b | HK$5.8b | 13.9x | 20x | 0.5x |
| Wed, 19 Mar 2025 | HK$170.9b | HK$208.9b | HK$6.7b | 14x | 25.5x | 0.8x |
| Fri, 14 Feb 2025 | HK$174.8b | HK$207.5b | HK$6.6b | 13.6x | 26.3x | 0.8x |
| Sun, 12 Jan 2025 | HK$127.9b | HK$206.5b | HK$6.6b | 10.2x | 19.3x | 0.6x |
| Tue, 10 Dec 2024 | HK$137.6b | HK$207.9b | HK$6.7b | 10x | 20.7x | 0.7x |
| Thu, 07 Nov 2024 | HK$117.8b | HK$210.5b | HK$6.8b | 11.3x | 17.4x | 0.6x |
| Sat, 05 Oct 2024 | HK$118.1b | HK$213.3b | HK$6.9b | 10.9x | 17x | 0.6x |
| Mon, 02 Sep 2024 | HK$101.2b | HK$213.1b | HK$7.0b | 9.3x | 14.5x | 0.5x |
| Wed, 31 Jul 2024 | HK$102.6b | HK$187.2b | HK$7.3b | 12x | 14.1x | 0.5x |
| Fri, 28 Jun 2024 | HK$122.1b | HK$186.6b | HK$7.2b | 13.8x | 17x | 0.7x |
| Sun, 26 May 2024 | HK$111.3b | HK$187.2b | HK$7.2b | 14.1x | 15.4x | 0.6x |
| Tue, 23 Apr 2024 | HK$86.7b | HK$189.2b | HK$7.4b | 12.2x | 11.7x | 0.5x |
| Thu, 21 Mar 2024 | HK$102.7b | HK$180.0b | HK$5.2b | 9.3x | 19.9x | 0.6x |
| Sat, 17 Feb 2024 | HK$102.9b | HK$181.6b | HK$5.2b | 9x | 19.9x | 0.6x |
| Mon, 15 Jan 2024 | HK$112.7b | HK$181.2b | HK$5.1b | 9.5x | 22.1x | 0.6x |
| Wed, 13 Dec 2023 | HK$107.2b | HK$180.7b | HK$5.1b | 9.9x | 21.1x | 0.6x |
| Fri, 10 Nov 2023 | HK$116.2b | HK$178.5b | HK$4.9b | 9.9x | 23.5x | 0.7x |
| Sun, 08 Oct 2023 | HK$121.2b | HK$179.5b | HK$5.0b | 10.8x | 24.1x | 0.7x |
| Tue, 05 Sep 2023 | HK$125.0b | HK$180.2b | HK$5.0b | 11.1x | 24.8x | 0.7x |
24.8x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | -0.095% | |
| Tech | 0.66% | |
| Communications | 18.16% | |
| Communications Equipment | 18.16% | |
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$170.30 | 21.6% +HK$24.9b | 221.3% | PE34.9x | |
| 3355 FS.COM | HK$42.08 | 8.2% +HK$1.3b | n/a | PE24x | |
| 1300 Trigiant Group | HK$1.82 | 12.7% +HK$362.4m | 458.5% | PE9.5x | |
| 1613 Synertone Communication | HK$1.32 | 17.4% +HK$104.5m | 459.6% | PS19.1x | |
| 1523 Plover Bay Technologies | HK$7.40 | 1.0% +HK$83.0m | 12.6% | PE20.3x |