Narrative Update • Jul 15
Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.0%, driven by Kingboard Laminates Holdings declining 28%. In contrast, BYD Electronic (International) has gained 8.8%. This takes the industry's 12 month performance to a gain of 35%. Earnings are forecast to grow by 23% 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 |
|---|---|---|---|---|---|---|
| Fri, 17 Jul 2026 | HK$713.1b | HK$876.5b | HK$34.2b | 17.3x | 20.9x | 0.8x |
| Sun, 14 Jun 2026 | HK$853.9b | HK$874.3b | HK$35.2b | 17.2x | 24.3x | 1x |
| Tue, 12 May 2026 | HK$681.9b | HK$665.0b | HK$31.5b | 15.8x | 21.6x | 1x |
| Thu, 09 Apr 2026 | HK$541.6b | HK$663.5b | HK$31.2b | 11.8x | 17.4x | 0.8x |
| 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 |
15.2x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 2.18% | |
| Tech | -7.28% | |
| Electronic Equipment and Components | -12.63% | |
| Electronic Manufacturing Services | 4.65% | |
| Technology Distributors | -4.30% | |
| Electronic Equipment and Instruments | -8.16% | |
| Electronic Components | -19.95% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 285 BYD Electronic (International) | HK$23.46 | 8.8% +HK$4.3b | -30.0% | PE13x | |
| 2018 AAC Technologies Holdings | HK$41.04 | 4.8% +HK$2.2b | -1.5% | PE16.3x | |
| 3752 Roake (Shandong) Robotics Group | HK$48.88 | 11.6% +HK$1.3b | n/a | PS21.2x | |
| 1184 S.A.S. Dragon Holdings | HK$7.80 | 20.0% +HK$813.6m | 77.3% | PE8.8x | |
| 2498 Robosense Technology | HK$23.74 | 1.2% +HK$132.2m | -29.1% | PS4.7x |