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Hong Kong (HSI) Electronic Equipment and Components Industry Analysis

UpdatedMar 02, 2026
DataAggregated Company Financials
Companies80
  • 7D5.9%
  • 3M16.0%
  • 1Y23.9%
  • YTD12.3%

Over the last 7 days, the Electronic Equipment and Components industry has risen 5.9%, driven by gains from Kingboard Laminates Holdings of 16%. Meanwhile, Sunny Optical Technology (Group) actually underperformed within the industry, shrinking 6.0% in the last week. This means that the industry has gained 24% over the past year. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

Has the Hong Kong Electronic Equipment and Components Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 02 Mar 2026HK$534.0bHK$625.1bHK$18.5b15.8x28.8x0.9x
Wed, 28 Jan 2026HK$475.0bHK$621.4bHK$18.3b16.5x26x0.8x
Fri, 26 Dec 2025HK$454.9bHK$614.8bHK$18.1b12.3x25.1x0.7x
Sun, 23 Nov 2025HK$419.9bHK$612.0bHK$17.9b13.8x23.5x0.7x
Tue, 21 Oct 2025HK$464.6bHK$610.5bHK$17.0b15.2x27.3x0.8x
Thu, 18 Sep 2025HK$482.0bHK$611.1bHK$17.0b13.9x28.4x0.8x
Sat, 16 Aug 2025HK$490.5bHK$592.4bHK$14.2b12.2x34.5x0.8x
Mon, 14 Jul 2025HK$413.0bHK$593.8bHK$13.8b11.1x29.9x0.7x
Wed, 11 Jun 2025HK$379.0bHK$592.5bHK$11.0b10.2x34.6x0.6x
Fri, 09 May 2025HK$363.9bHK$586.0bHK$10.9b10.1x33.4x0.6x
Sun, 06 Apr 2025HK$383.7bHK$585.1bHK$10.9b10.1x35.3x0.7x
Tue, 04 Mar 2025HK$419.3bHK$547.8bHK$9.4b9.3x44.4x0.8x
Thu, 30 Jan 2025HK$382.9bHK$549.6bHK$8.9b8.4x43.2x0.7x
Sat, 28 Dec 2024HK$385.7bHK$547.7bHK$8.8b8.4x43.7x0.7x
Mon, 25 Nov 2024HK$351.7bHK$548.4bHK$8.8b8.7x40x0.6x
Wed, 23 Oct 2024HK$338.9bHK$551.4bHK$8.7b9.2x39x0.6x
Fri, 20 Sep 2024HK$286.8bHK$552.1bHK$8.8b8x32.7x0.5x
Sun, 18 Aug 2024HK$306.8bHK$529.6bHK$7.7b9.4x39.9x0.6x
Tue, 16 Jul 2024HK$328.6bHK$524.7bHK$11.0b10.2x30x0.6x
Thu, 13 Jun 2024HK$309.3bHK$525.9bHK$11.0b10.7x28.2x0.6x
Sat, 11 May 2024HK$302.2bHK$528.3bHK$10.6b10.5x28.4x0.6x
Mon, 08 Apr 2024HK$273.8bHK$529.2bHK$11.1b8.1x24.7x0.5x
Wed, 06 Mar 2024HK$263.4bHK$540.4bHK$13.1b7x20.1x0.5x
Fri, 02 Feb 2024HK$231.4bHK$544.2bHK$13.3b7.2x17.4x0.4x
Sun, 31 Dec 2023HK$286.8bHK$545.4bHK$13.4b7.7x21.4x0.5x
Tue, 28 Nov 2023HK$281.9bHK$541.6bHK$14.0b7.3x20.2x0.5x
Thu, 26 Oct 2023HK$262.5bHK$540.5bHK$13.9b7.2x18.9x0.5x
Sat, 23 Sep 2023HK$267.9bHK$539.0bHK$13.7b8x19.5x0.5x
Mon, 21 Aug 2023HK$281.3bHK$578.7bHK$18.1b7.7x15.5x0.5x
Wed, 19 Jul 2023HK$317.2bHK$584.7bHK$19.5b7.1x16.2x0.5x
Fri, 16 Jun 2023HK$322.5bHK$587.6bHK$20.2b6.3x16x0.5x
Sun, 14 May 2023HK$328.3bHK$601.9bHK$20.3b6.5x16.2x0.5x
Tue, 11 Apr 2023HK$350.7bHK$603.5bHK$20.4b6.7x17.2x0.6x
Thu, 09 Mar 2023HK$359.7bHK$623.5bHK$31.4b6.2x11.5x0.6x
Price to Earnings Ratio

11.5x


Total Market Cap: HK$359.7bTotal Earnings: HK$31.4bTotal Revenue: HK$623.5bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Electronic Equipment and Components Industry Price to Earnings3Y Average 27.4x202420252026
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 27.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • The earnings for companies in the Electronic industry have declined 16% 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 Market0.15%
Tech1.26%
Electronic Equipment and Components5.91%
Electronic Components10.79%
Electronic Manufacturing Services2.29%
Electronic Equipment and Instruments2.11%
Technology Distributors-4.50%
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 14.1%, 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 12.0x.
Forecasted Growth
  • Analysts are most optimistic on the Electronic Equipment and Instruments industry, expecting annual earnings growth of 33% 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 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
1888 Kingboard Laminates HoldingsHK$23.7216.4%
+HK$10.5b		175.2%PE48.6x
148 Kingboard HoldingsHK$40.5010.0%
+HK$4.1b		84.5%PE16.6x
6088 FIT Hon TengHK$6.149.6%
+HK$3.8b		111.7%PE36.5x
3969 China Railway Signal & CommunicationHK$3.732.2%
+HK$847.2m		6.9%PE9.5x
2038 FIH MobileHK$22.002.6%
+HK$437.0m		141.8%PE126x

Latest News

6088
HK$6.14
FIT Hon Teng
7D
9.6%
1Y
111.7%
1478
HK$8.62
Q Technology (Group)
7D
-5.4%
1Y
21.1%
3969
HK$3.73
China Railway Signal & Communication
7D
2.2%
1Y
6.9%
148
HK$40.50
Kingboard Holdings
7D
10.0%
1Y
84.5%
400
HK$3.07
Ingdan
7D
-22.5%
1Y
106.0%
2498
HK$34.58
Robosense Technology
7D
-5.8%
1Y
-18.9%

2498: Future Margin Improvements And Narrowing Losses Will Support Balanced Outlook

Analysts have lifted their fair value estimate for Robosense Technology from about HK$38.76 to roughly HK$40.00, citing updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Robosense Technology issued consolidated earnings guidance for the year ended December 31, 2025, based on preliminary unaudited management accounts for the Group.
1888
HK$23.72
Kingboard Laminates Holdings
7D
16.4%
1Y
175.2%
2018
HK$35.56
AAC Technologies Holdings
7D
-7.7%
1Y
-21.5%

2018: Higher Assumed P/E Will Support Future Upside Potential

Analysts have lifted their price target on AAC Technologies Holdings to HK$70.42, citing updated assumptions on the discount rate, revenue growth, profit margin, and future P/E that collectively support this revised valuation level. Valuation Changes Fair Value: HK$70.42 is unchanged, indicating that the updated inputs collectively support the previous fair value estimate.
856
HK$7.71
VSTECS Holdings
7D
-7.3%
1Y
31.8%
3393
HK$28.00
Wasion Holdings
7D
0.5%
1Y
269.4%

3393: Brazil Contract Win Will Support Cautious View On Rich Share Pricing

Analysts have adjusted their HK$ price target for Wasion Holdings to reflect a fair value move from about HK$16.24 to around HK$19.43, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E multiples. What's in the News Wasion da Amazonia Industria de Instrumentos Electronicos SA, a wholly owned Brazil subsidiary of Wasion Holdings, won a CPFL project tender in December 2025 with a contract value above RMB 80 million, or about HK$88.32 million (Key Developments) CPFL, the project counterparty, is described as a leading power utility group in Brazil, serving more than 10 million customers across power generation, transmission, distribution and electricity commercialization (Key Developments) The CPFL contract win is presented by the board as evidence of growing international recognition of the Wasion brand among overseas electricity industry customers (Key Developments) Valuation Changes Fair Value: HK$16.24 to HK$19.43, a higher implied valuation level in the latest update.
2382
HK$55.30
Sunny Optical Technology (Group)
7D
-6.0%
1Y
-34.7%

2382: Earnings Guidance And Share Repurchases Will Shape A Balanced Outlook

Analysts have nudged their price target for Sunny Optical Technology (Group) slightly higher to HK$61.97 from HK$61.30, reflecting updated assumptions around marginally stronger revenue, a modestly higher profit margin, and a slightly lower future P/E multiple. What's in the News Management issued earnings guidance for 2025, with profit attributable to owners of the company projected at about RMB 4,588.6 million to RMB 4,723.5 million, compared with approximately RMB 2,699.2 million for 2024 (company guidance).
2038
HK$22.00
FIH Mobile
7D
2.6%
1Y
141.8%
1415
HK$26.94
Cowell e Holdings
7D
-7.6%
1Y
-8.7%

With Cowell e Holdings Inc. (HKG:1415) It Looks Like You'll Get What You Pay For

Feb 10
With Cowell e Holdings Inc. (HKG:1415) It Looks Like You'll Get What You Pay For
3336
HK$1.90
Ju Teng International Holdings
7D
6.7%
1Y
13.8%
1050
HK$2.59
Karrie International Holdings
7D
-5.5%
1Y
194.3%

We Like The Quality Of Karrie International Holdings' (HKG:1050) Earnings

Dec 29
We Like The Quality Of Karrie International Holdings' (HKG:1050) Earnings
327
HK$4.94
PAX Global Technology
7D
2.7%
1Y
-0.4%