Narrative Update • Jul 20
Over the last 7 days, the Electronic Equipment and Components industry has dropped 1.1%, driven by Kingboard Laminates Holdings declining 10%. Meanwhile, Sunny Optical Technology (Group) actually outperformed within the industry, gaining 8.2% in the last week. This takes the industry's 12 month performance to a gain of 16%. Earnings are forecast to grow by 21% 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, 25 Jul 2026 | HK$667.0b | HK$877.8b | HK$34.0b | 17.1x | 19.6x | 0.8x |
| Mon, 22 Jun 2026 | HK$997.6b | HK$874.0b | HK$35.2b | 17.9x | 28.4x | 1.1x |
| Wed, 20 May 2026 | HK$676.6b | HK$665.3b | HK$31.3b | 16.6x | 21.7x | 1x |
| Fri, 17 Apr 2026 | HK$563.7b | HK$663.5b | HK$31.2b | 11.8x | 18.1x | 0.8x |
| Sun, 15 Mar 2026 | HK$511.3b | HK$628.2b | HK$18.8b | 14.7x | 27.2x | 0.8x |
| Tue, 10 Feb 2026 | HK$470.6b | HK$622.7b | HK$18.3b | 14.4x | 25.7x | 0.8x |
| Thu, 08 Jan 2026 | HK$461.4b | HK$619.6b | HK$18.2b | 12.4x | 25.4x | 0.7x |
| Sat, 06 Dec 2025 | HK$451.0b | HK$613.7b | HK$18.0b | 12x | 25x | 0.7x |
| Mon, 03 Nov 2025 | HK$475.7b | HK$611.2b | HK$16.7b | 14x | 28.5x | 0.8x |
| Wed, 01 Oct 2025 | HK$518.5b | HK$610.9b | HK$17.0b | 14.2x | 30.5x | 0.8x |
| Fri, 29 Aug 2025 | HK$489.0b | HK$608.3b | HK$17.3b | 12.2x | 28.2x | 0.8x |
| Sun, 27 Jul 2025 | HK$428.6b | HK$593.8b | HK$13.8b | 12.1x | 31x | 0.7x |
| Tue, 24 Jun 2025 | HK$378.4b | HK$592.5b | HK$11.0b | 10.4x | 34.5x | 0.6x |
| Thu, 22 May 2025 | HK$369.3b | HK$588.7b | HK$11.0b | 10.1x | 33.6x | 0.6x |
| Sat, 19 Apr 2025 | HK$338.0b | HK$584.2b | HK$10.8b | 9.6x | 31.2x | 0.6x |
| Mon, 17 Mar 2025 | HK$429.3b | HK$548.9b | HK$10.0b | 9.8x | 43.1x | 0.8x |
| Wed, 12 Feb 2025 | HK$412.5b | HK$548.7b | HK$9.1b | 8.6x | 45.1x | 0.8x |
| Fri, 10 Jan 2025 | HK$361.3b | HK$547.6b | HK$8.8b | 8.1x | 41x | 0.7x |
| Sun, 08 Dec 2024 | HK$371.8b | HK$548.2b | HK$8.9b | 8.6x | 42x | 0.7x |
| Tue, 05 Nov 2024 | HK$329.5b | HK$551.2b | HK$8.8b | 8.7x | 37.3x | 0.6x |
| Thu, 03 Oct 2024 | HK$343.2b | HK$553.6b | HK$8.7b | 9.1x | 39.3x | 0.6x |
| Sat, 31 Aug 2024 | HK$304.6b | HK$551.3b | HK$8.7b | 8.2x | 35.2x | 0.6x |
| Mon, 29 Jul 2024 | HK$301.2b | HK$524.2b | HK$11.4b | 9.9x | 26.5x | 0.6x |
| Wed, 26 Jun 2024 | HK$319.2b | HK$525.0b | HK$11.0b | 11.7x | 29x | 0.6x |
| Fri, 24 May 2024 | HK$304.1b | HK$527.8b | HK$10.6b | 10.5x | 28.6x | 0.6x |
| Sun, 21 Apr 2024 | HK$271.8b | HK$529.4b | HK$11.1b | 9.3x | 24.6x | 0.5x |
| Tue, 19 Mar 2024 | HK$289.2b | HK$529.3b | HK$13.5b | 7.5x | 21.4x | 0.5x |
| Thu, 15 Feb 2024 | HK$251.4b | HK$541.4b | HK$13.3b | 6.6x | 18.9x | 0.5x |
| Sat, 13 Jan 2024 | HK$265.3b | HK$544.5b | HK$13.3b | 7.6x | 19.9x | 0.5x |
| Mon, 11 Dec 2023 | HK$272.2b | HK$541.3b | HK$13.6b | 7.5x | 20x | 0.5x |
| Wed, 08 Nov 2023 | HK$281.0b | HK$540.4b | HK$14.0b | 6.9x | 20.1x | 0.5x |
| Fri, 06 Oct 2023 | HK$259.7b | HK$541.0b | HK$13.9b | 7.3x | 18.7x | 0.5x |
| Sun, 03 Sep 2023 | HK$298.4b | HK$540.5b | HK$13.8b | 7.9x | 21.6x | 0.6x |
| Tue, 01 Aug 2023 | HK$307.6b | HK$584.8b | HK$19.6b | 7x | 15.7x | 0.5x |
15.7x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 2.50% | |
| Tech | 2.89% | |
| Electronic Equipment and Components | -1.05% | |
| Electronic Equipment and Instruments | 4.95% | |
| Technology Distributors | 1.38% | |
| Electronic Manufacturing Services | -0.36% | |
| Electronic Components | -4.62% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2382 Sunny Optical Technology (Group) | HK$58.35 | 8.2% +HK$4.7b | -23.9% | PE11.7x | |
| 3277 Gpixel Changchun Microelectronics | HK$67.80 | 15.9% +HK$4.1b | n/a | PE88.6x | |
| 3393 Wasion Holdings | HK$19.05 | 9.9% +HK$1.8b | 103.5% | PE16.3x | |
| 1770 DKE Holding | HK$98.30 | 26.0% +HK$1.0b | n/a | PE54x | |
| 2038 FIH Mobile | HK$18.38 | 6.9% +HK$924.0m | 37.6% | PE34.8x |