Narrative Update • Jul 14
Over the last 7 days, the Electronic Equipment and Components industry has dropped 13%, driven by Kingboard Laminates Holdings declining 33%. On the other hand BYD Electronic (International) is actually up 10%. In the past year, the industry has gained 27%. Looking forward, earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Sat, 18 Jul 2026 | HK$664.2b | HK$876.0b | HK$34.1b | 16.4x | 19.5x | 0.8x |
| Mon, 15 Jun 2026 | HK$853.9b | HK$874.3b | HK$35.2b | 17.2x | 24.3x | 1x |
| Wed, 13 May 2026 | HK$673.9b | HK$665.2b | HK$31.5b | 15.9x | 21.4x | 1x |
| Fri, 10 Apr 2026 | HK$540.9b | HK$663.3b | HK$31.1b | 11.6x | 17.4x | 0.8x |
| Sun, 08 Mar 2026 | HK$506.8b | HK$625.4b | HK$18.7b | 14.9x | 27.1x | 0.8x |
| Tue, 03 Feb 2026 | HK$456.6b | HK$622.0b | HK$18.3b | 14x | 25x | 0.7x |
| Thu, 01 Jan 2026 | HK$453.9b | HK$619.6b | HK$18.2b | 12.4x | 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 |
15x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 0.25% | |
| Tech | -11.62% | |
| Electronic Equipment and Components | -15.62% | |
| Electronic Manufacturing Services | 2.60% | |
| Technology Distributors | -7.59% | |
| Electronic Equipment and Instruments | -10.65% | |
| Electronic Components | -23.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 285 BYD Electronic (International) | HK$23.98 | 10.2% +HK$5.0b | -28.6% | PE13.3x | |
| 1770 DKE Holding | HK$78.00 | 26.8% +HK$844.6m | n/a | PE42.9x | |
| 1184 S.A.S. Dragon Holdings | HK$7.70 | 13.7% +HK$582.0m | 73.0% | PE8.7x | |
| 99 Wong's International Holdings | HK$1.44 | 20.0% +HK$114.8m | 7.5% | PS0.3x | |
| 110 China Fortune Holdings | HK$0.70 | 52.2% +HK$60.9m | 337.5% | PS2.8x |