Narrative Update • Jul 20
Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.8%, driven by Kingboard Laminates Holdings declining 29%. In the past year, the industry has gained 22%. As for the next few years, earnings are expected to grow by 22% per annum.
Has the Hong Kong Electronic Equipment and Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 23 Jul 2026 | HK$685.9b | HK$877.7b | HK$34.0b | 17.3x | 20.2x | 0.8x |
| Sat, 20 Jun 2026 | HK$997.7b | HK$874.0b | HK$35.2b | 17.9x | 28.4x | 1.1x |
| Mon, 18 May 2026 | HK$671.8b | HK$664.8b | HK$31.5b | 17.1x | 21.3x | 1x |
| Wed, 15 Apr 2026 | HK$553.1b | HK$663.9b | HK$31.2b | 11.6x | 17.7x | 0.8x |
| Fri, 13 Mar 2026 | HK$515.9b | HK$626.4b | HK$18.8b | 14.7x | 27.5x | 0.8x |
| Sun, 08 Feb 2026 | HK$456.6b | HK$622.3b | HK$18.3b | 14.1x | 25x | 0.7x |
| Tue, 06 Jan 2026 | HK$462.0b | HK$620.2b | HK$18.2b | 12.2x | 25.4x | 0.7x |
| Thu, 04 Dec 2025 | HK$446.7b | HK$613.9b | HK$18.0b | 12.2x | 24.8x | 0.7x |
| Sat, 01 Nov 2025 | HK$475.7b | HK$611.3b | HK$16.9b | 14.6x | 28.1x | 0.8x |
| Mon, 29 Sep 2025 | HK$499.5b | HK$610.6b | HK$17.0b | 13.3x | 29.4x | 0.8x |
| Wed, 27 Aug 2025 | HK$492.1b | HK$607.1b | HK$17.0b | 12.1x | 28.9x | 0.8x |
| Fri, 25 Jul 2025 | HK$427.2b | HK$594.1b | HK$13.8b | 11.9x | 30.9x | 0.7x |
| Sun, 22 Jun 2025 | HK$376.4b | HK$592.7b | HK$11.0b | 10.4x | 34.3x | 0.6x |
| Tue, 20 May 2025 | HK$367.2b | HK$588.2b | HK$11.0b | 10.4x | 33.5x | 0.6x |
| Thu, 17 Apr 2025 | HK$335.3b | HK$584.0b | HK$10.8b | 9.5x | 30.9x | 0.6x |
| Sat, 15 Mar 2025 | HK$429.2b | HK$549.0b | HK$10.0b | 9.8x | 43.1x | 0.8x |
| Mon, 10 Feb 2025 | HK$414.1b | HK$549.0b | HK$9.1b | 8.7x | 45.3x | 0.8x |
| Wed, 08 Jan 2025 | HK$370.7b | HK$547.6b | HK$8.8b | 8.1x | 42x | 0.7x |
| Fri, 06 Dec 2024 | HK$373.8b | HK$548.3b | HK$8.9b | 8.5x | 42.2x | 0.7x |
| Sun, 03 Nov 2024 | HK$327.0b | HK$550.7b | HK$8.8b | 9x | 37.1x | 0.6x |
| Tue, 01 Oct 2024 | HK$343.3b | HK$553.5b | HK$8.7b | 9.1x | 39.3x | 0.6x |
| Thu, 29 Aug 2024 | HK$302.0b | HK$549.9b | HK$8.6b | 8.3x | 35.2x | 0.5x |
| Sat, 27 Jul 2024 | HK$301.4b | HK$524.9b | HK$11.0b | 9.9x | 27.5x | 0.6x |
| Mon, 24 Jun 2024 | HK$330.8b | HK$526.1b | HK$10.6b | 11.5x | 31.1x | 0.6x |
| Wed, 22 May 2024 | HK$309.1b | HK$527.8b | HK$10.6b | 10.8x | 29.1x | 0.6x |
| Fri, 19 Apr 2024 | HK$276.7b | HK$529.4b | HK$11.1b | 9.3x | 25x | 0.5x |
| Sun, 17 Mar 2024 | HK$278.8b | HK$529.4b | HK$13.5b | 7.4x | 20.6x | 0.5x |
| Tue, 13 Feb 2024 | HK$252.7b | HK$541.2b | HK$13.3b | 6.7x | 19.1x | 0.5x |
| Thu, 11 Jan 2024 | HK$261.6b | HK$544.4b | HK$13.3b | 7.4x | 19.6x | 0.5x |
| Sat, 09 Dec 2023 | HK$272.4b | HK$541.5b | HK$13.6b | 7.5x | 20x | 0.5x |
| Mon, 06 Nov 2023 | HK$274.4b | HK$540.1b | HK$14.0b | 7x | 19.6x | 0.5x |
| Wed, 04 Oct 2023 | HK$259.7b | HK$541.1b | HK$13.9b | 7.2x | 18.7x | 0.5x |
| Fri, 01 Sep 2023 | HK$297.2b | HK$541.6b | HK$13.4b | 8x | 22.2x | 0.5x |
| Sun, 30 Jul 2023 | HK$305.7b | HK$584.7b | HK$19.6b | 7.1x | 15.6x | 0.5x |
15.6x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 0.84% | |
| Tech | -3.85% | |
| Electronic Equipment and Components | -9.76% | |
| Electronic Manufacturing Services | 1.74% | |
| Technology Distributors | -1.59% | |
| Electronic Equipment and Instruments | -3.44% | |
| Electronic Components | -16.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2382 Sunny Optical Technology (Group) | HK$59.50 | 5.5% +HK$3.3b | -22.6% | PE11.9x | |
| 285 BYD Electronic (International) | HK$24.06 | 2.6% +HK$1.4b | -31.3% | PE13.4x | |
| 3393 Wasion Holdings | HK$19.63 | 7.0% +HK$1.3b | 111.5% | PE16.7x | |
| 3969 China Railway Signal & Communication | HK$3.25 | 3.5% +HK$1.2b | -8.5% | PE8.1x | |
| 1770 DKE Holding | HK$99.90 | 28.6% +HK$1.1b | n/a | PE54.8x |