Narrative Update • Jul 20
Over the last 7 days, the Electronic Equipment and Components industry has dropped 6.6%, driven by Kingboard Laminates Holdings declining 18%. This takes the industry's 12 month performance to a gain of 21%. 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | HK$691.9b | HK$877.9b | HK$34.0b | 16.7x | 20.3x | 0.8x |
| Fri, 19 Jun 2026 | HK$997.7b | HK$874.1b | HK$35.2b | 17.9x | 28.4x | 1.1x |
| Sun, 17 May 2026 | HK$671.8b | HK$664.8b | HK$31.5b | 17.1x | 21.3x | 1x |
| Tue, 14 Apr 2026 | HK$549.6b | HK$663.4b | HK$31.2b | 11.7x | 17.6x | 0.8x |
| Thu, 12 Mar 2026 | HK$642.8b | HK$626.4b | HK$18.8b | 14.6x | 34.2x | 1x |
| Sat, 07 Feb 2026 | HK$456.6b | HK$622.2b | HK$18.3b | 14.2x | 25x | 0.7x |
| Mon, 05 Jan 2026 | HK$464.1b | HK$620.1b | HK$18.2b | 12.2x | 25.5x | 0.7x |
| Wed, 03 Dec 2025 | HK$451.2b | HK$613.8b | HK$18.0b | 12.2x | 25x | 0.7x |
| Fri, 31 Oct 2025 | HK$487.8b | HK$611.2b | HK$16.9b | 15.5x | 28.9x | 0.8x |
| Sun, 28 Sep 2025 | HK$499.5b | HK$610.6b | HK$17.0b | 13.3x | 29.4x | 0.8x |
| Tue, 26 Aug 2025 | HK$486.6b | HK$605.9b | HK$15.8b | 12.1x | 30.8x | 0.8x |
| Thu, 24 Jul 2025 | HK$420.9b | HK$594.0b | HK$13.8b | 12x | 30.4x | 0.7x |
| Sat, 21 Jun 2025 | HK$376.4b | HK$592.7b | HK$11.0b | 10.4x | 34.3x | 0.6x |
| Mon, 19 May 2025 | HK$372.8b | HK$588.1b | HK$11.0b | 10.4x | 34x | 0.6x |
| Wed, 16 Apr 2025 | HK$345.9b | HK$583.7b | HK$10.8b | 9.6x | 32x | 0.6x |
| Fri, 14 Mar 2025 | HK$426.7b | HK$548.7b | HK$10.0b | 9.7x | 42.8x | 0.8x |
| Sun, 09 Feb 2025 | HK$414.1b | HK$549.0b | HK$9.1b | 8.7x | 45.3x | 0.8x |
| Tue, 07 Jan 2025 | HK$370.4b | HK$547.6b | HK$8.8b | 8.2x | 42x | 0.7x |
| Thu, 05 Dec 2024 | HK$370.8b | HK$548.3b | HK$8.9b | 8.5x | 41.9x | 0.7x |
| Sat, 02 Nov 2024 | HK$327.0b | HK$549.9b | HK$8.7b | 9x | 37.6x | 0.6x |
| Mon, 30 Sep 2024 | HK$326.1b | HK$552.4b | HK$8.8b | 8.4x | 37x | 0.6x |
| Wed, 28 Aug 2024 | HK$304.2b | HK$549.9b | HK$8.7b | 8.3x | 35.1x | 0.6x |
| Fri, 26 Jul 2024 | HK$302.9b | HK$525.3b | HK$11.0b | 9.7x | 27.6x | 0.6x |
| Sun, 23 Jun 2024 | HK$330.8b | HK$526.1b | HK$10.6b | 11.5x | 31.1x | 0.6x |
| Tue, 21 May 2024 | HK$307.1b | HK$527.7b | HK$10.6b | 10.9x | 28.9x | 0.6x |
| Thu, 18 Apr 2024 | HK$276.2b | HK$529.4b | HK$11.1b | 8.9x | 25x | 0.5x |
| Sat, 16 Mar 2024 | HK$278.8b | HK$528.6b | HK$13.4b | 7.5x | 20.9x | 0.5x |
| Mon, 12 Feb 2024 | HK$252.7b | HK$541.9b | HK$13.3b | 6.6x | 19x | 0.5x |
| Wed, 10 Jan 2024 | HK$281.9b | HK$544.9b | HK$13.4b | 7.5x | 21.1x | 0.5x |
| Fri, 08 Dec 2023 | HK$270.6b | HK$541.9b | HK$13.6b | 7.5x | 19.9x | 0.5x |
| Sun, 05 Nov 2023 | HK$274.4b | HK$540.1b | HK$14.0b | 7x | 19.6x | 0.5x |
| Tue, 03 Oct 2023 | HK$259.7b | HK$541.1b | HK$13.9b | 7.4x | 18.7x | 0.5x |
| Thu, 31 Aug 2023 | HK$333.2b | HK$542.3b | HK$13.4b | 7.6x | 24.8x | 0.6x |
| Sat, 29 Jul 2023 | HK$305.6b | HK$584.6b | HK$19.5b | 7.1x | 15.6x | 0.5x |
15.6x
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 3.06% | |
| Tech | -5.14% | |
| Electronic Equipment and Components | -6.60% | |
| Electronic Manufacturing Services | 5.11% | |
| Technology Distributors | -1.05% | |
| Electronic Equipment and Instruments | -4.74% | |
| Electronic Components | -11.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 2018 AAC Technologies Holdings | HK$39.50 | 3.9% +HK$1.7b | 1.2% | PE15.7x | |
| 2382 Sunny Optical Technology (Group) | HK$57.30 | 2.7% +HK$1.6b | -23.1% | PE11.4x | |
| 285 BYD Electronic (International) | HK$23.80 | 2.4% +HK$1.3b | -28.8% | PE13.2x | |
| 3277 Gpixel Changchun Microelectronics | HK$72.35 | 2.8% +HK$890.2m | n/a | PE94.5x | |
| 1184 S.A.S. Dragon Holdings | HK$8.00 | 17.6% +HK$751.0m | 69.1% | PE9x |