Narrative Update • Jul 30
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.7%, driven by a pullback from Kingboard Laminates Holdings of 22%. In contrast, Roake (Shandong) Robotics Group has gained 22%. In the past year, the industry has gained 11%. Earnings are forecast to grow by 21% annually.
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, 01 Aug 2026 | HK$622.1b | HK$879.1b | HK$34.1b | 16.3x | 18.2x | 0.7x |
| Mon, 29 Jun 2026 | HK$966.7b | HK$873.7b | HK$35.4b | 18.2x | 27.3x | 1.1x |
| Wed, 27 May 2026 | HK$742.8b | HK$666.8b | HK$31.3b | 16.9x | 23.7x | 1.1x |
| Fri, 24 Apr 2026 | HK$585.9b | HK$663.4b | HK$31.2b | 13.3x | 18.8x | 0.9x |
| Sun, 22 Mar 2026 | HK$510.0b | HK$646.8b | HK$23.4b | 12.4x | 21.8x | 0.8x |
| Tue, 17 Feb 2026 | HK$487.9b | HK$623.1b | HK$18.3b | 13.8x | 26.6x | 0.8x |
| Thu, 15 Jan 2026 | HK$459.8b | HK$620.8b | HK$18.2b | 12.4x | 25.2x | 0.7x |
| Sat, 13 Dec 2025 | HK$457.9b | HK$614.1b | HK$18.0b | 12.1x | 25.4x | 0.7x |
| Mon, 10 Nov 2025 | HK$453.2b | HK$611.3b | HK$16.7b | 13.3x | 27.1x | 0.7x |
| Wed, 08 Oct 2025 | HK$522.5b | HK$611.0b | HK$17.0b | 14.9x | 30.7x | 0.9x |
| Fri, 05 Sep 2025 | HK$455.2b | HK$611.1b | HK$17.0b | 11.8x | 26.8x | 0.7x |
| Sun, 03 Aug 2025 | HK$415.8b | HK$586.0b | HK$13.7b | 11.1x | 30.3x | 0.7x |
| Tue, 01 Jul 2025 | HK$395.2b | HK$593.7b | HK$14.0b | 10.6x | 28.2x | 0.7x |
| Thu, 29 May 2025 | HK$356.0b | HK$592.0b | HK$10.9b | 9.9x | 32.7x | 0.6x |
| Sat, 26 Apr 2025 | HK$360.8b | HK$584.2b | HK$10.9b | 9.8x | 33.2x | 0.6x |
| Mon, 24 Mar 2025 | HK$430.5b | HK$574.7b | HK$11.3b | 9x | 38.2x | 0.7x |
| Wed, 19 Feb 2025 | HK$426.5b | HK$548.7b | HK$9.1b | 9.2x | 46.7x | 0.8x |
| Fri, 17 Jan 2025 | HK$367.4b | HK$547.9b | HK$8.8b | 8.1x | 41.6x | 0.7x |
| Sun, 15 Dec 2024 | HK$375.6b | HK$548.0b | HK$8.8b | 8.4x | 42.4x | 0.7x |
| Tue, 12 Nov 2024 | HK$356.7b | HK$549.1b | HK$8.8b | 9x | 40.6x | 0.6x |
| Thu, 10 Oct 2024 | HK$347.0b | HK$552.5b | HK$8.7b | 9.1x | 39.9x | 0.6x |
| Sat, 07 Sep 2024 | HK$295.1b | HK$551.6b | HK$8.8b | 7.8x | 33.7x | 0.5x |
| Mon, 05 Aug 2024 | HK$293.0b | HK$526.3b | HK$11.3b | 9.9x | 25.9x | 0.6x |
| Wed, 03 Jul 2024 | HK$322.3b | HK$524.7b | HK$11.0b | 10.8x | 29.4x | 0.6x |
| Fri, 31 May 2024 | HK$305.3b | HK$526.5b | HK$11.0b | 10.7x | 27.8x | 0.6x |
| Sun, 28 Apr 2024 | HK$282.2b | HK$528.3b | HK$10.6b | 9.9x | 26.5x | 0.5x |
| Tue, 26 Mar 2024 | HK$276.5b | HK$525.1b | HK$12.7b | 7.7x | 21.8x | 0.5x |
| Thu, 22 Feb 2024 | HK$259.1b | HK$541.3b | HK$13.3b | 6.9x | 19.5x | 0.5x |
| Sat, 20 Jan 2024 | HK$247.8b | HK$545.4b | HK$13.4b | 6.8x | 18.5x | 0.5x |
| Mon, 18 Dec 2023 | HK$284.6b | HK$542.0b | HK$13.6b | 7.6x | 20.9x | 0.5x |
| Wed, 15 Nov 2023 | HK$280.8b | HK$540.0b | HK$14.0b | 6.9x | 20x | 0.5x |
| Fri, 13 Oct 2023 | HK$264.1b | HK$540.8b | HK$13.9b | 7.5x | 19x | 0.5x |
| Sun, 10 Sep 2023 | HK$285.5b | HK$538.8b | HK$13.7b | 7.9x | 20.8x | 0.5x |
| Tue, 08 Aug 2023 | HK$303.5b | HK$599.3b | HK$19.7b | 6.8x | 15.4x | 0.5x |
15.4x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 2.63% | |
| Tech | -5.20% | |
| Electronic Equipment and Components | -6.72% | |
| Electronic Manufacturing Services | 0.52% | |
| Electronic Equipment and Instruments | 0.37% | |
| Technology Distributors | -2.62% | |
| Electronic Components | -13.93% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3752 Roake (Shandong) Robotics Group | HK$56.90 | 22.1% +HK$2.7b | n/a | PS24.6x | |
| 3969 China Railway Signal & Communication | HK$3.37 | 4.0% +HK$1.4b | -1.5% | PE8.4x | |
| 1392 Shenzhen HQVT Technology | HK$16.33 | 11.6% +HK$1.3b | n/a | PE370.9x | |
| 2498 Robosense Technology | HK$23.82 | 8.0% +HK$831.1m | -19.7% | PS4.7x | |
| 2038 FIH Mobile | HK$19.30 | 5.0% +HK$720.4m | 35.9% | PE36.5x |