Narrative Update • Aug 10

In the last week, the Communications Equipment industry is up 5.8%, with Yangtze Optical Fibre And Cable Limited up 19%. This takes the industry's 12 month performance to a gain of 181%. Looking forward, earnings are forecast to grow by 27% annually.
Has the Hong Kong Communications Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 18 Aug 2026 | HK$270.7b | HK$52.8b | HK$3.3b | 20.8x | 82.7x | 5.1x |
| Thu, 16 Jul 2026 | HK$324.3b | HK$54.0b | HK$3.1b | 22.4x | 104.4x | 6x |
| Sat, 13 Jun 2026 | HK$354.3b | HK$52.6b | HK$3.2b | 28.3x | 110.4x | 6.7x |
| Mon, 11 May 2026 | HK$408.3b | HK$259.5b | HK$7.3b | 25.2x | 55.9x | 1.6x |
| Wed, 08 Apr 2026 | HK$351.9b | HK$256.0b | HK$6.9b | 21.4x | 51.4x | 1.4x |
| Fri, 06 Mar 2026 | HK$268.2b | HK$251.0b | HK$6.5b | 14.1x | 41.3x | 1.1x |
| Sun, 01 Feb 2026 | HK$212.7b | HK$248.8b | HK$6.4b | 13.7x | 33.3x | 0.9x |
| Tue, 30 Dec 2025 | HK$181.3b | HK$245.9b | HK$6.3b | 14x | 28.7x | 0.7x |
| Thu, 27 Nov 2025 | HK$161.8b | HK$243.7b | HK$6.3b | 14.2x | 25.8x | 0.7x |
| Sat, 25 Oct 2025 | HK$177.0b | HK$242.3b | HK$6.4b | 12.9x | 27.8x | 0.7x |
| Mon, 22 Sep 2025 | HK$206.5b | HK$242.7b | HK$6.4b | 13.2x | 32.5x | 0.9x |
| Wed, 20 Aug 2025 | HK$158.5b | HK$239.0b | HK$6.0b | 18.2x | 26.4x | 0.7x |
| Fri, 18 Jul 2025 | HK$132.8b | HK$240.4b | HK$6.0b | 14.2x | 22x | 0.6x |
| Sun, 15 Jun 2025 | HK$118.8b | HK$240.4b | HK$6.0b | 13x | 19.7x | 0.5x |
| Tue, 13 May 2025 | HK$135.7b | HK$237.2b | HK$6.0b | 14.1x | 22.7x | 0.6x |
| Thu, 10 Apr 2025 | HK$107.3b | HK$231.7b | HK$5.8b | 13.7x | 18.6x | 0.5x |
| Sat, 08 Mar 2025 | HK$164.3b | HK$208.7b | HK$6.7b | 13.1x | 24.5x | 0.8x |
| Mon, 03 Feb 2025 | HK$143.9b | HK$208.7b | HK$6.7b | 11.5x | 21.5x | 0.7x |
| Wed, 01 Jan 2025 | HK$138.1b | HK$206.7b | HK$6.6b | 10.7x | 20.9x | 0.7x |
| Fri, 29 Nov 2024 | HK$118.0b | HK$208.4b | HK$6.7b | 10.2x | 17.7x | 0.6x |
| Sun, 27 Oct 2024 | HK$120.6b | HK$211.6b | HK$6.9b | 11.3x | 17.5x | 0.6x |
| Tue, 24 Sep 2024 | HK$97.0b | HK$214.0b | HK$7.0b | 9.5x | 13.9x | 0.5x |
| Thu, 22 Aug 2024 | HK$103.7b | HK$189.3b | HK$7.3b | 12.1x | 14.2x | 0.5x |
| Sat, 20 Jul 2024 | HK$113.2b | HK$186.6b | HK$7.2b | 15.5x | 15.7x | 0.6x |
| Mon, 17 Jun 2024 | HK$120.9b | HK$186.9b | HK$7.2b | 13.5x | 16.8x | 0.6x |
| Wed, 15 May 2024 | HK$112.9b | HK$188.0b | HK$7.2b | 14x | 15.7x | 0.6x |
| Fri, 12 Apr 2024 | HK$96.6b | HK$189.3b | HK$7.4b | 13.4x | 13.1x | 0.5x |
| Sun, 10 Mar 2024 | HK$102.1b | HK$180.2b | HK$5.2b | 9.2x | 19.8x | 0.6x |
| Tue, 06 Feb 2024 | HK$90.8b | HK$181.6b | HK$5.2b | 9.1x | 17.5x | 0.5x |
| Thu, 04 Jan 2024 | HK$114.2b | HK$181.3b | HK$5.1b | 9.9x | 22.3x | 0.6x |
| Sat, 02 Dec 2023 | HK$112.2b | HK$181.5b | HK$5.1b | 10x | 21.9x | 0.6x |
| Mon, 30 Oct 2023 | HK$118.6b | HK$178.9b | HK$5.0b | 10.3x | 23.6x | 0.7x |
| Wed, 27 Sep 2023 | HK$118.5b | HK$179.1b | HK$5.0b | 10.8x | 23.6x | 0.7x |
| Fri, 25 Aug 2023 | HK$113.4b | HK$166.1b | HK$3.7b | 10.5x | 30.4x | 0.7x |
30.4x
How does Hong Kong Communications Equipment compare with similar industries?
| HK Market | -1.30% | |
| Tech | 1.33% | |
| Communications | 5.78% | |
| Communications Equipment | 5.78% | |
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$148.20 | 18.9% +HK$19.4b | 291.6% | PE90.4x | |
| 3355 FS.COM | HK$38.68 | 5.7% +HK$832.0m | n/a | PE22.1x | |
| 9963 Transtech Optelecom Science Holdings | HK$10.25 | 34.8% +HK$790.8m | 2,494.9% | PS31.8x | |
| 1300 Trigiant Group | HK$1.97 | 19.8% +HK$574.6m | 488.1% | PE28.4x | |
| 1617 Nanfang Communication Holdings | HK$0.36 | 28.1% +HK$130.1m | 201.7% | PE16.8x |