Narrative Update • Jun 22
The Electronic Equipment and Components industry is up 8.5% in the last week, with Kingboard Holdings up 40%. In the same time, BYD Electronic (International) was down 11%. This means that the industry has gained 114% over the past year. 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 |
|---|---|---|---|---|---|---|
| Tue, 23 Jun 2026 | HK$1.0t | HK$873.8b | HK$35.2b | 18.5x | 28.9x | 1.2x |
| Thu, 21 May 2026 | HK$685.6b | HK$665.3b | HK$31.2b | 16.7x | 21.9x | 1x |
| Sat, 18 Apr 2026 | HK$574.5b | HK$663.7b | HK$31.2b | 12.1x | 18.4x | 0.9x |
| Mon, 16 Mar 2026 | HK$511.3b | HK$634.4b | HK$19.1b | 14.1x | 26.8x | 0.8x |
| Wed, 11 Feb 2026 | HK$478.4b | HK$623.1b | HK$18.3b | 14.1x | 26.1x | 0.8x |
| Fri, 09 Jan 2026 | HK$455.2b | HK$620.4b | HK$18.2b | 12.3x | 25x | 0.7x |
| Sun, 07 Dec 2025 | HK$450.9b | HK$613.7b | HK$18.0b | 12x | 25x | 0.7x |
| Tue, 04 Nov 2025 | HK$471.4b | HK$611.2b | HK$16.7b | 14.7x | 28.2x | 0.8x |
| Thu, 02 Oct 2025 | HK$518.5b | HK$611.0b | HK$17.0b | 14.4x | 30.5x | 0.8x |
| Sat, 30 Aug 2025 | HK$490.5b | HK$608.7b | HK$17.5b | 12.9x | 28.1x | 0.8x |
| Mon, 28 Jul 2025 | HK$428.6b | HK$593.8b | HK$13.8b | 12.1x | 31x | 0.7x |
| Wed, 25 Jun 2025 | HK$388.4b | HK$592.8b | HK$11.0b | 10.6x | 35.4x | 0.7x |
| Fri, 23 May 2025 | HK$365.5b | HK$588.5b | HK$11.0b | 10.1x | 33.3x | 0.6x |
| Sun, 20 Apr 2025 | HK$337.9b | HK$584.2b | HK$10.8b | 9.6x | 31.2x | 0.6x |
| Tue, 18 Mar 2025 | HK$433.4b | HK$548.9b | HK$10.0b | 9.7x | 43.5x | 0.8x |
| Thu, 13 Feb 2025 | HK$428.6b | HK$548.5b | HK$9.1b | 8.7x | 46.9x | 0.8x |
| Sat, 11 Jan 2025 | HK$361.4b | HK$547.8b | HK$8.8b | 8.1x | 41x | 0.7x |
| Mon, 09 Dec 2024 | HK$371.8b | HK$548.2b | HK$8.9b | 8.6x | 42x | 0.7x |
| Wed, 06 Nov 2024 | HK$350.1b | HK$550.9b | HK$8.8b | 8.8x | 39.7x | 0.6x |
| Fri, 04 Oct 2024 | HK$342.2b | HK$553.0b | HK$8.7b | 8.6x | 39.3x | 0.6x |
| Sun, 01 Sep 2024 | HK$304.8b | HK$551.9b | HK$8.8b | 8.1x | 34.6x | 0.6x |
| Tue, 30 Jul 2024 | HK$301.3b | HK$524.1b | HK$11.4b | 9.6x | 26.5x | 0.6x |
| Thu, 27 Jun 2024 | HK$319.2b | HK$524.7b | HK$11.1b | 11.5x | 28.8x | 0.6x |
| Sat, 25 May 2024 | HK$302.0b | HK$527.9b | HK$10.6b | 10.9x | 28.4x | 0.6x |
| Mon, 22 Apr 2024 | HK$271.8b | HK$529.4b | HK$11.1b | 9.3x | 24.6x | 0.5x |
| Wed, 20 Mar 2024 | HK$284.7b | HK$528.2b | HK$13.1b | 7.6x | 21.7x | 0.5x |
| Fri, 16 Feb 2024 | HK$253.3b | HK$542.6b | HK$13.3b | 6.5x | 19x | 0.5x |
| Sun, 14 Jan 2024 | HK$265.3b | HK$544.5b | HK$13.3b | 7.6x | 19.9x | 0.5x |
| Tue, 12 Dec 2023 | HK$271.7b | HK$540.9b | HK$13.6b | 7.4x | 20x | 0.5x |
| Thu, 09 Nov 2023 | HK$279.6b | HK$540.3b | HK$14.0b | 6.9x | 20x | 0.5x |
| Sat, 07 Oct 2023 | HK$250.2b | HK$541.1b | HK$13.9b | 7.3x | 18x | 0.5x |
| Mon, 04 Sep 2023 | HK$298.4b | HK$540.5b | HK$13.8b | 7.9x | 21.6x | 0.6x |
| Wed, 02 Aug 2023 | HK$303.6b | HK$584.3b | HK$19.5b | 7x | 15.5x | 0.5x |
| Fri, 30 Jun 2023 | HK$308.5b | HK$585.0b | HK$19.8b | 6.5x | 15.5x | 0.5x |
15.5x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | -4.48% | |
| Tech | 2.55% | |
| Electronic Equipment and Components | 8.47% | |
| Electronic Components | 15.63% | |
| Electronic Equipment and Instruments | -1.60% | |
| Electronic Manufacturing Services | -3.29% | |
| Technology Distributors | -4.75% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 148 Kingboard Holdings | HK$127.80 | 29.1% +HK$31.9b | 431.4% | PE32.2x | |
| 1888 Kingboard Laminates Holdings | HK$87.25 | 1.6% +HK$4.2b | 848.4% | PE112x | |
| 3277 Gpixel Changchun Microelectronics | HK$95.30 | 5.9% +HK$2.3b | n/a | PE121.9x | |
| 2382 Sunny Optical Technology (Group) | HK$76.40 | 2.4% +HK$1.9b | 13.0% | PE15.3x | |
| 3310 Viewtrix Technology | HK$36.40 | 9.7% +HK$1.4b | n/a | PS12.2x |