Narrative Update • Jul 06
Over the last 7 days, the Electronic Equipment and Components industry has dropped 9.1%, driven by Kingboard Laminates Holdings declining 19%. In contrast, VSTECS Holdings has gained 12%. This takes the industry's 12 month performance to a gain of 49%. As for the next few years, earnings are expected to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Jul 2026 | HK$818.8b | HK$875.1b | HK$34.0b | 19.4x | 24.1x | 0.9x |
| Sun, 07 Jun 2026 | HK$822.8b | HK$874.1b | HK$35.2b | 18x | 23.4x | 0.9x |
| Tue, 05 May 2026 | HK$633.0b | HK$664.2b | HK$31.5b | 14.9x | 20.1x | 1x |
| Thu, 02 Apr 2026 | HK$513.7b | HK$656.7b | HK$31.4b | 11.4x | 16.3x | 0.8x |
| Sat, 28 Feb 2026 | HK$534.1b | HK$625.2b | HK$18.5b | 14.8x | 28.8x | 0.9x |
| Mon, 26 Jan 2026 | HK$475.4b | HK$621.0b | HK$18.2b | 13x | 26.1x | 0.8x |
| Wed, 24 Dec 2025 | HK$453.0b | HK$614.5b | HK$18.1b | 12.3x | 25.1x | 0.7x |
| Fri, 21 Nov 2025 | HK$435.3b | HK$611.8b | HK$16.7b | 13.7x | 26x | 0.7x |
| Sun, 19 Oct 2025 | HK$464.6b | HK$610.4b | HK$17.0b | 14.9x | 27.3x | 0.8x |
| Tue, 16 Sep 2025 | HK$478.8b | HK$610.8b | HK$17.0b | 12.1x | 28.2x | 0.8x |
| Thu, 14 Aug 2025 | HK$470.9b | HK$593.3b | HK$14.2b | 12.5x | 33.1x | 0.8x |
| Sat, 12 Jul 2025 | HK$415.9b | HK$593.7b | HK$13.8b | 11x | 30.1x | 0.7x |
| Mon, 09 Jun 2025 | HK$369.7b | HK$592.4b | HK$10.9b | 10.3x | 33.8x | 0.6x |
| Wed, 07 May 2025 | HK$362.9b | HK$585.7b | HK$10.9b | 9.9x | 33.4x | 0.6x |
| Fri, 04 Apr 2025 | HK$383.8b | HK$585.1b | HK$10.9b | 10.1x | 35.3x | 0.7x |
| Sun, 02 Mar 2025 | HK$421.9b | HK$548.1b | HK$9.4b | 9.2x | 44.8x | 0.8x |
| Tue, 28 Jan 2025 | HK$384.1b | HK$549.4b | HK$8.9b | 8.4x | 43.4x | 0.7x |
| Thu, 26 Dec 2024 | HK$378.9b | HK$547.9b | HK$8.8b | 8.5x | 42.9x | 0.7x |
| Sat, 23 Nov 2024 | HK$351.7b | HK$548.4b | HK$8.8b | 8.7x | 40x | 0.6x |
| Mon, 21 Oct 2024 | HK$341.4b | HK$551.7b | HK$8.7b | 9.2x | 39.3x | 0.6x |
| Wed, 18 Sep 2024 | HK$282.2b | HK$550.5b | HK$8.8b | 7.9x | 32.1x | 0.5x |
| Fri, 16 Aug 2024 | HK$295.3b | HK$526.8b | HK$11.9b | 9.3x | 24.8x | 0.6x |
| Sun, 14 Jul 2024 | HK$335.2b | HK$524.9b | HK$11.0b | 10.5x | 30.6x | 0.6x |
| Tue, 11 Jun 2024 | HK$311.5b | HK$526.1b | HK$11.0b | 11x | 28.4x | 0.6x |
| Thu, 09 May 2024 | HK$296.9b | HK$528.4b | HK$10.6b | 10.3x | 27.9x | 0.6x |
| Sat, 06 Apr 2024 | HK$273.8b | HK$529.2b | HK$11.1b | 8.1x | 24.7x | 0.5x |
| Mon, 04 Mar 2024 | HK$266.4b | HK$540.6b | HK$13.1b | 7.1x | 20.3x | 0.5x |
| Wed, 31 Jan 2024 | HK$241.9b | HK$545.6b | HK$13.4b | 7.2x | 18.1x | 0.4x |
| Fri, 29 Dec 2023 | HK$324.9b | HK$543.8b | HK$12.6b | 7.7x | 25.9x | 0.6x |
| Sun, 26 Nov 2023 | HK$279.8b | HK$541.8b | HK$14.0b | 7.1x | 20x | 0.5x |
| Tue, 24 Oct 2023 | HK$263.7b | HK$540.5b | HK$13.9b | 7.2x | 19x | 0.5x |
| Thu, 21 Sep 2023 | HK$308.2b | HK$539.1b | HK$13.7b | 7.9x | 22.4x | 0.6x |
| Sat, 19 Aug 2023 | HK$281.2b | HK$578.7b | HK$18.1b | 6.9x | 15.5x | 0.5x |
| Mon, 17 Jul 2023 | HK$317.6b | HK$585.4b | HK$19.6b | 7.2x | 16.2x | 0.5x |
16.2x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 2.85% | |
| Tech | 0.32% | |
| Electronic Equipment and Components | -9.12% | |
| Technology Distributors | 7.12% | |
| Electronic Equipment and Instruments | 0.91% | |
| Electronic Manufacturing Services | 0.15% | |
| Electronic Components | -15.97% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 856 VSTECS Holdings | HK$9.86 | 11.7% +HK$1.5b | 30.1% | PE10.4x | |
| 3393 Wasion Holdings | HK$20.06 | 5.2% +HK$1.0b | 136.0% | PE17.2x | |
| 2038 FIH Mobile | HK$18.97 | 7.0% +HK$971.0m | 75.6% | PE36x | |
| 1236 Shenzhen Ldrobot | HK$35.54 | 7.7% +HK$846.7m | n/a | PS13.7x | |
| 2272 Keytop Parking | HK$116.00 | 6.7% +HK$738.2m | n/a | PE105.1x |