Narrative Update • Jun 29
Over the last 7 days, the Electronic Equipment and Components industry has dropped 7.7%, driven by a pullback from Sunny Optical Technology (Group) of 20%. In contrast, Kingboard Laminates Holdings has gained 14%. Over the past 12 months, the industry was up 90%. Earnings are forecast to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Tue, 30 Jun 2026 | HK$950.1b | HK$873.9b | HK$35.4b | 18.2x | 26.8x | 1.1x |
| Thu, 28 May 2026 | HK$763.3b | HK$667.8b | HK$31.2b | 17.2x | 24.4x | 1.1x |
| Sat, 25 Apr 2026 | HK$620.0b | HK$664.4b | HK$31.5b | 13.6x | 19.7x | 0.9x |
| Mon, 23 Mar 2026 | HK$510.0b | HK$646.8b | HK$23.4b | 12.4x | 21.8x | 0.8x |
| Wed, 18 Feb 2026 | HK$487.9b | HK$623.1b | HK$18.3b | 13.8x | 26.6x | 0.8x |
| Fri, 16 Jan 2026 | HK$465.6b | HK$621.0b | HK$18.2b | 12x | 25.5x | 0.7x |
| Sun, 14 Dec 2025 | HK$457.9b | HK$614.0b | HK$18.0b | 12.1x | 25.4x | 0.7x |
| Tue, 11 Nov 2025 | HK$457.8b | HK$611.3b | HK$16.7b | 14.2x | 27.4x | 0.7x |
| Thu, 09 Oct 2025 | HK$519.0b | HK$611.0b | HK$17.0b | 14.7x | 30.5x | 0.8x |
| Sat, 06 Sep 2025 | HK$463.3b | HK$611.3b | HK$17.0b | 12.1x | 27.3x | 0.8x |
| Mon, 04 Aug 2025 | HK$415.8b | HK$586.0b | HK$13.7b | 11.1x | 30.3x | 0.7x |
| Wed, 02 Jul 2025 | HK$395.2b | HK$593.7b | HK$14.0b | 10.6x | 28.2x | 0.7x |
| Fri, 30 May 2025 | HK$365.7b | HK$592.2b | HK$10.9b | 9.9x | 33.5x | 0.6x |
| Sun, 27 Apr 2025 | HK$357.8b | HK$584.3b | HK$10.9b | 9.8x | 33x | 0.6x |
| Tue, 25 Mar 2025 | HK$433.1b | HK$574.7b | HK$11.3b | 9.5x | 38.5x | 0.8x |
| Thu, 20 Feb 2025 | HK$426.5b | HK$548.7b | HK$9.1b | 9.2x | 46.7x | 0.8x |
| Sat, 18 Jan 2025 | HK$366.7b | HK$547.9b | HK$8.8b | 8.1x | 41.6x | 0.7x |
| Mon, 16 Dec 2024 | HK$375.6b | HK$548.0b | HK$8.8b | 8.4x | 42.4x | 0.7x |
| Wed, 13 Nov 2024 | HK$346.9b | HK$548.5b | HK$8.8b | 9x | 39.5x | 0.6x |
| Fri, 11 Oct 2024 | HK$352.1b | HK$552.3b | HK$8.7b | 9.3x | 40.5x | 0.6x |
| Sun, 08 Sep 2024 | HK$295.1b | HK$551.6b | HK$8.8b | 7.8x | 33.7x | 0.5x |
| Tue, 06 Aug 2024 | HK$280.9b | HK$526.1b | HK$11.3b | 9.4x | 24.8x | 0.5x |
| Thu, 04 Jul 2024 | HK$322.0b | HK$524.6b | HK$11.0b | 10.8x | 29.4x | 0.6x |
| Sat, 01 Jun 2024 | HK$301.7b | HK$526.4b | HK$11.0b | 10.5x | 27.5x | 0.6x |
| Mon, 29 Apr 2024 | HK$282.2b | HK$528.3b | HK$10.6b | 9.9x | 26.5x | 0.5x |
| Wed, 27 Mar 2024 | HK$275.2b | HK$528.8b | HK$12.8b | 7.8x | 21.6x | 0.5x |
| Fri, 23 Feb 2024 | HK$260.7b | HK$541.3b | HK$13.3b | 7.4x | 19.7x | 0.5x |
| Sun, 21 Jan 2024 | HK$248.1b | HK$544.9b | HK$13.3b | 6.8x | 18.6x | 0.5x |
| Tue, 19 Dec 2023 | HK$281.9b | HK$541.5b | HK$13.6b | 7.7x | 20.7x | 0.5x |
| Thu, 16 Nov 2023 | HK$291.0b | HK$540.8b | HK$14.1b | 7x | 20.7x | 0.5x |
| Sat, 14 Oct 2023 | HK$263.3b | HK$540.7b | HK$13.9b | 7.3x | 19x | 0.5x |
| Mon, 11 Sep 2023 | HK$285.5b | HK$538.8b | HK$13.7b | 7.9x | 20.8x | 0.5x |
| Wed, 09 Aug 2023 | HK$297.9b | HK$594.6b | HK$18.8b | 7.2x | 15.8x | 0.5x |
| Fri, 07 Jul 2023 | HK$312.4b | HK$583.7b | HK$19.5b | 7x | 16x | 0.5x |
16x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | -3.71% | |
| Tech | -3.12% | |
| Electronic Equipment and Components | -7.71% | |
| Technology Distributors | -3.25% | |
| Electronic Components | -7.24% | |
| Electronic Equipment and Instruments | -7.83% | |
| Electronic Manufacturing Services | -10.92% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1888 Kingboard Laminates Holdings | HK$99.15 | 13.6% +HK$37.3b | 937.1% | PE127.3x | |
| 3277 Gpixel Changchun Microelectronics | HK$111.00 | 16.5% +HK$6.8b | n/a | PE142.2x | |
| 6675 SENASIC Electronics Technology | HK$36.20 | 14.3% +HK$1.7b | n/a | PS24.9x | |
| 400 Ingdan | HK$5.54 | 23.7% +HK$1.7b | 274.3% | PE36.2x | |
| 3310 Viewtrix Technology | HK$40.22 | 10.5% +HK$1.6b | n/a | PS13.5x |