With EPS Growth And More, Cowell e Holdings (HKG:1415) Makes An Interesting Case
Dec 29
Have your own idea? Try our Stock Screener
Hong Kong (HSI) Electronic Equipment and Components Industry Analysis
UpdatedDec 31, 2025
DataAggregated Company Financials
Companies79
- 7D-0.05%
- 3M-13.8%
- 1Y19.9%
- YTD22.4%
Over the last 7 days, the Electronic Equipment and Components industry has remained flat, although notably Kingboard Laminates Holdings gained 6.9%. As for the the longer term, the industry is up 20% over the past 12 months. As for the next few years, earnings are expected to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Thu, 01 Jan 2026 | HK$453.8b | HK$615.6b | HK$18.1b | 12.1x | 25x | 0.7x |
| Sat, 29 Nov 2025 | HK$437.7b | HK$613.4b | HK$18.0b | 13.1x | 24.3x | 0.7x |
| Mon, 27 Oct 2025 | HK$489.1b | HK$610.5b | HK$17.0b | 15.3x | 28.8x | 0.8x |
| Wed, 24 Sep 2025 | HK$514.2b | HK$611.0b | HK$17.0b | 13.6x | 30.3x | 0.8x |
| Fri, 22 Aug 2025 | HK$479.1b | HK$592.3b | HK$14.7b | 12x | 32.5x | 0.8x |
| Sun, 20 Jul 2025 | HK$424.4b | HK$593.5b | HK$13.8b | 12.1x | 30.7x | 0.7x |
| Tue, 17 Jun 2025 | HK$379.1b | HK$592.7b | HK$11.0b | 10.2x | 34.6x | 0.6x |
| Thu, 15 May 2025 | HK$380.1b | HK$587.8b | HK$11.0b | 10.5x | 34.7x | 0.6x |
| Sat, 12 Apr 2025 | HK$348.2b | HK$584.1b | HK$10.8b | 9.6x | 32.1x | 0.6x |
| Mon, 10 Mar 2025 | HK$433.1b | HK$549.0b | HK$10.1b | 9.7x | 42.9x | 0.8x |
| Wed, 05 Feb 2025 | HK$394.1b | HK$549.7b | HK$9.2b | 8.6x | 43x | 0.7x |
| Fri, 03 Jan 2025 | HK$371.0b | HK$548.2b | HK$8.8b | 8.2x | 42x | 0.7x |
| Sun, 01 Dec 2024 | HK$360.0b | HK$548.8b | HK$8.9b | 8.4x | 40.6x | 0.7x |
| Tue, 29 Oct 2024 | HK$333.3b | HK$549.6b | HK$8.7b | 8.9x | 38.3x | 0.6x |
| Thu, 26 Sep 2024 | HK$302.3b | HK$552.5b | HK$8.8b | 8.2x | 34.2x | 0.5x |
| Sat, 24 Aug 2024 | HK$312.5b | HK$543.3b | HK$8.1b | 9.3x | 38.6x | 0.6x |
| Mon, 22 Jul 2024 | HK$320.6b | HK$524.7b | HK$11.0b | 10.1x | 29.3x | 0.6x |
| Wed, 19 Jun 2024 | HK$334.8b | HK$526.0b | HK$10.9b | 11.5x | 30.7x | 0.6x |
| Fri, 17 May 2024 | HK$308.2b | HK$528.2b | HK$10.6b | 10.6x | 29x | 0.6x |
| Sun, 14 Apr 2024 | HK$283.7b | HK$529.5b | HK$11.1b | 9.3x | 25.6x | 0.5x |
| Tue, 12 Mar 2024 | HK$276.9b | HK$528.8b | HK$12.9b | 7.1x | 21.4x | 0.5x |
| Thu, 08 Feb 2024 | HK$251.4b | HK$542.8b | HK$13.3b | 6.9x | 18.9x | 0.5x |
| Sat, 06 Jan 2024 | HK$286.1b | HK$544.9b | HK$13.4b | 7.6x | 21.4x | 0.5x |
| Mon, 04 Dec 2023 | HK$282.5b | HK$542.0b | HK$13.6b | 7.5x | 20.7x | 0.5x |
| Wed, 01 Nov 2023 | HK$266.4b | HK$539.9b | HK$14.0b | 6.9x | 19.1x | 0.5x |
| Fri, 29 Sep 2023 | HK$249.4b | HK$540.8b | HK$13.9b | 7.5x | 18x | 0.5x |
| Sun, 27 Aug 2023 | HK$325.0b | HK$560.4b | HK$16.3b | 8.4x | 20x | 0.6x |
| Tue, 25 Jul 2023 | HK$292.2b | HK$584.5b | HK$19.5b | 6.8x | 15x | 0.5x |
| Thu, 22 Jun 2023 | HK$308.1b | HK$587.2b | HK$20.3b | 6.5x | 15.1x | 0.5x |
| Sat, 20 May 2023 | HK$328.3b | HK$600.1b | HK$20.2b | 6.5x | 16.3x | 0.5x |
| Mon, 17 Apr 2023 | HK$353.3b | HK$603.6b | HK$20.4b | 6.8x | 17.3x | 0.6x |
| Wed, 15 Mar 2023 | HK$348.0b | HK$629.8b | HK$30.4b | 6x | 11.4x | 0.6x |
| Fri, 10 Feb 2023 | HK$389.5b | HK$626.7b | HK$31.6b | 6.8x | 12.3x | 0.6x |
| Sun, 08 Jan 2023 | HK$337.2b | HK$624.3b | HK$31.5b | 6.3x | 10.7x | 0.5x |
Price to Earnings Ratio
10.7x
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 26.6x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Electronic industry have declined 17% 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 | 0.27% | |
| Tech | 1.81% | |
| Electronic Equipment and Components | -0.053% | |
| Electronic Manufacturing Services | 1.83% | |
| Technology Distributors | 0.98% | |
| Electronic Components | -0.30% | |
| Electronic Equipment and Instruments | -0.98% | |
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 15.3%, 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 11.6x.
Forecasted Growth
- Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 39% 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 15% 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 | |
|---|---|---|---|---|---|
| 1888 Kingboard Laminates Holdings | HK$13.19 | 6.9% +HK$2.7b | 82.9% | PE27x | |
| 148 Kingboard Holdings | HK$29.36 | 2.2% +HK$687.2m | 57.2% | PE12x | |
| 2018 AAC Technologies Holdings | HK$39.00 | 1.0% +HK$467.4m | 4.0% | PE19.2x | |
| 2038 FIH Mobile | HK$19.49 | 2.7% +HK$394.3m | 111.8% | PE112.3x | |
| 2382 Sunny Optical Technology (Group) | HK$65.55 | 0.5% +HK$379.9m | -4.8% | PE19.6x |
