With Cowell e Holdings Inc. (HKG:1415) It Looks Like You'll Get What You Pay For
Feb 10
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- 7D-5.5%
- 3M7.2%
- 1Y12.3%
- YTD6.4%
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.2%, driven by a pullback from Kingboard Laminates Holdings of 8.2%. In contrast, Nuobikan Artificial Intelligence Technology (Chengdu) has gained 24%. This takes the industry's 12 month performance to a gain of 9.8%. As for the next few years, earnings are expected to grow by 25% per annum.
Industry Valuation and Performance
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 |
|---|---|---|---|---|---|---|
| Sat, 07 Mar 2026 | HK$506.8b | HK$625.4b | HK$18.7b | 14.9x | 27.1x | 0.8x |
| Mon, 02 Feb 2026 | HK$468.0b | HK$621.9b | HK$18.3b | 13x | 25.6x | 0.8x |
| Wed, 31 Dec 2025 | HK$453.8b | HK$615.6b | HK$18.1b | 12.1x | 25x | 0.7x |
| Fri, 28 Nov 2025 | HK$439.3b | HK$612.8b | HK$18.0b | 13.4x | 24.4x | 0.7x |
| Sun, 26 Oct 2025 | HK$489.1b | HK$610.5b | HK$17.0b | 15.3x | 28.8x | 0.8x |
| Tue, 23 Sep 2025 | HK$519.5b | HK$610.8b | HK$17.0b | 13.5x | 30.6x | 0.9x |
| Thu, 21 Aug 2025 | HK$493.0b | HK$592.4b | HK$14.8b | 12.5x | 33.4x | 0.8x |
| Sat, 19 Jul 2025 | HK$424.4b | HK$593.5b | HK$13.8b | 12.1x | 30.7x | 0.7x |
| Mon, 16 Jun 2025 | HK$375.3b | HK$592.6b | HK$11.0b | 10.2x | 34.2x | 0.6x |
| Wed, 14 May 2025 | HK$377.7b | HK$587.6b | HK$10.9b | 10.3x | 34.5x | 0.6x |
| Fri, 11 Apr 2025 | HK$339.9b | HK$583.6b | HK$10.8b | 9.2x | 31.5x | 0.6x |
| Sun, 09 Mar 2025 | HK$433.1b | HK$549.0b | HK$10.1b | 9.7x | 42.9x | 0.8x |
| Tue, 04 Feb 2025 | HK$386.4b | HK$549.9b | HK$9.2b | 8.6x | 42.2x | 0.7x |
| Thu, 02 Jan 2025 | HK$383.1b | HK$547.9b | HK$8.8b | 8.2x | 43.4x | 0.7x |
| Sat, 30 Nov 2024 | HK$360.0b | HK$548.4b | HK$8.8b | 8.4x | 40.8x | 0.7x |
| Mon, 28 Oct 2024 | HK$327.9b | HK$549.7b | HK$8.7b | 9x | 37.7x | 0.6x |
| Wed, 25 Sep 2024 | HK$303.8b | HK$552.5b | HK$8.8b | 8x | 34.6x | 0.5x |
| Fri, 23 Aug 2024 | HK$311.9b | HK$540.5b | HK$8.2b | 9.1x | 38.3x | 0.6x |
| Sun, 21 Jul 2024 | HK$320.6b | HK$524.7b | HK$11.0b | 10.1x | 29.3x | 0.6x |
| Tue, 18 Jun 2024 | HK$327.1b | HK$526.0b | HK$10.9b | 11.6x | 30x | 0.6x |
| Thu, 16 May 2024 | HK$306.5b | HK$528.2b | HK$10.6b | 10.5x | 28.8x | 0.6x |
| Sat, 13 Apr 2024 | HK$283.7b | HK$529.5b | HK$11.1b | 9.3x | 25.6x | 0.5x |
| Mon, 11 Mar 2024 | HK$272.3b | HK$528.9b | HK$12.9b | 7.1x | 21x | 0.5x |
| Wed, 07 Feb 2024 | HK$249.3b | HK$543.0b | HK$13.3b | 7.1x | 18.7x | 0.5x |
| Fri, 05 Jan 2024 | HK$269.9b | HK$544.4b | HK$13.3b | 7.6x | 20.2x | 0.5x |
| Sun, 03 Dec 2023 | HK$282.5b | HK$542.0b | HK$13.6b | 7.5x | 20.7x | 0.5x |
| Tue, 31 Oct 2023 | HK$273.1b | HK$539.8b | HK$14.0b | 7x | 19.6x | 0.5x |
| Thu, 28 Sep 2023 | HK$252.3b | HK$540.5b | HK$13.9b | 7.5x | 18.2x | 0.5x |
| Sat, 26 Aug 2023 | HK$325.2b | HK$570.2b | HK$16.4b | 7.3x | 19.9x | 0.6x |
| Mon, 24 Jul 2023 | HK$297.0b | HK$584.7b | HK$19.5b | 7x | 15.2x | 0.5x |
| Wed, 21 Jun 2023 | HK$316.9b | HK$587.4b | HK$20.3b | 6.5x | 15.6x | 0.5x |
| Fri, 19 May 2023 | HK$331.3b | HK$600.0b | HK$20.1b | 6.4x | 16.4x | 0.6x |
| Sun, 16 Apr 2023 | HK$353.3b | HK$603.6b | HK$20.4b | 6.8x | 17.3x | 0.6x |
| Tue, 14 Mar 2023 | HK$356.8b | HK$629.8b | HK$30.4b | 6.1x | 11.7x | 0.6x |
Price to Earnings Ratio
11.7x
Current Industry PE
- Investors are relatively neutral on the Hong Kong Electronic industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.5x.
- The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 15% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | -1.89% | |
| Tech | -6.67% | |
| Electronic Equipment and Components | -5.49% | |
| Electronic Equipment and Instruments | 0.10% | |
| Technology Distributors | -2.21% | |
| Electronic Components | -8.26% | |
| Electronic Manufacturing Services | -8.53% | |
Industry PE
- Investors are most optimistic about the Electronic Manufacturing Services industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 18.0%, which is higher than its past year's earnings growth of 3.1% per year.
- Investors are most pessimistic about the Technology Distributors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 12.1x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 33% over the next 5 years.
- This is better than its past earnings decline of 10% per year.
- In contrast, the Technology Distributors industry is expected to see its earnings grow by 14% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2635 Nuobikan Artificial Intelligence Technology (Chengdu) | HK$562.50 | 24.1% +HK$4.1b | n/a | PE179.5x | |
| 3336 Ju Teng International Holdings | HK$2.11 | 19.2% +HK$287.5m | 31.1% | PS0.3x | |
| 3969 China Railway Signal & Communication | HK$3.69 | 0.3% +HK$105.9m | 7.6% | PE9.4x | |
| 1611 Sinohope Technology Holdings | HK$2.41 | 4.8% +HK$83.0m | 37.7% | PS0.2x | |
| 2350 MTT Group Holdings | HK$1.08 | 8.0% +HK$50.0m | 200.0% | PS0.9x |
