Narrative Update • Jul 10

Over the last 7 days, the Electronic Components industry has dropped 21%, driven by a pullback from Kingboard Laminates Holdings of 26%. Meanwhile, Ta Yang Group Holdings actually outperformed within the industry, gaining 31% in the last week. Over the past 12 months, the industry was up 116%. Looking forward, earnings are forecast to grow by 26% annually.
Has the Hong Kong Electronic Components Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Jul 2026 | HK$419.5b | HK$214.3b | HK$16.9b | 17.9x | 24.9x | 2x |
| Wed, 10 Jun 2026 | HK$493.1b | HK$213.4b | HK$18.5b | 22.6x | 26.7x | 2.3x |
| Fri, 08 May 2026 | HK$336.7b | HK$212.6b | HK$18.6b | 13.2x | 18.1x | 1.6x |
| Sun, 05 Apr 2026 | HK$243.8b | HK$212.1b | HK$18.6b | 12.1x | 13.1x | 1.1x |
| Tue, 03 Mar 2026 | HK$261.3b | HK$202.0b | HK$9.8b | 16.7x | 26.6x | 1.3x |
| Thu, 29 Jan 2026 | HK$227.3b | HK$201.1b | HK$9.8b | 18.9x | 23.2x | 1.1x |
| Sat, 27 Dec 2025 | HK$215.9b | HK$200.3b | HK$9.7b | 18.3x | 22.2x | 1.1x |
| Mon, 24 Nov 2025 | HK$195.4b | HK$199.3b | HK$9.6b | 18.2x | 20.3x | 1x |
| Wed, 22 Oct 2025 | HK$241.4b | HK$199.0b | HK$8.5b | 23.5x | 28.5x | 1.2x |
| Fri, 19 Sep 2025 | HK$233.1b | HK$199.2b | HK$8.5b | 24.1x | 27.5x | 1.2x |
| Sun, 17 Aug 2025 | HK$239.5b | HK$192.2b | HK$6.5b | 25.5x | 36.9x | 1.2x |
| Tue, 15 Jul 2025 | HK$192.6b | HK$197.6b | HK$6.5b | 17.8x | 29.5x | 1x |
| Thu, 12 Jun 2025 | HK$174.6b | HK$197.3b | HK$3.5b | 16.3x | 49.5x | 0.9x |
| Sat, 10 May 2025 | HK$162.8b | HK$196.0b | HK$3.5b | 14.8x | 46.9x | 0.8x |
| Mon, 07 Apr 2025 | HK$175.2b | HK$195.7b | HK$3.5b | 15x | 50.7x | 0.9x |
| Wed, 05 Mar 2025 | HK$200.1b | HK$181.3b | HK$5.4b | 13.3x | 37.3x | 1.1x |
| Fri, 31 Jan 2025 | HK$179.2b | HK$181.8b | HK$5.3b | 17.7x | 33.5x | 1x |
| Sun, 29 Dec 2024 | HK$182.0b | HK$181.1b | HK$5.3b | 18.6x | 34.2x | 1x |
| Tue, 26 Nov 2024 | HK$160.1b | HK$181.5b | HK$5.4b | 14.8x | 29.8x | 0.9x |
| Thu, 24 Oct 2024 | HK$145.4b | HK$182.0b | HK$5.4b | 13.4x | 27.1x | 0.8x |
| Sat, 21 Sep 2024 | HK$126.4b | HK$181.5b | HK$5.5b | 11.1x | 23.1x | 0.7x |
| Mon, 19 Aug 2024 | HK$131.7b | HK$171.3b | HK$4.1b | 14.4x | 31.7x | 0.8x |
| Wed, 17 Jul 2024 | HK$157.2b | HK$167.0b | HK$3.8b | 22.6x | 41x | 0.9x |
| Fri, 14 Jun 2024 | HK$143.1b | HK$167.9b | HK$4.3b | 18.6x | 32.9x | 0.9x |
| Sun, 12 May 2024 | HK$131.4b | HK$168.1b | HK$4.4b | 13.7x | 30.2x | 0.8x |
| Tue, 09 Apr 2024 | HK$116.6b | HK$168.3b | HK$4.4b | 15.4x | 26.8x | 0.7x |
| Thu, 07 Mar 2024 | HK$116.5b | HK$169.1b | HK$6.2b | 10.1x | 18.9x | 0.7x |
| Sat, 03 Feb 2024 | HK$112.4b | HK$172.0b | HK$6.3b | 11x | 17.8x | 0.7x |
| Mon, 01 Jan 2024 | HK$158.1b | HK$171.9b | HK$6.3b | 14.2x | 25.1x | 0.9x |
| Wed, 29 Nov 2023 | HK$162.9b | HK$171.7b | HK$6.5b | 14.3x | 25.2x | 0.9x |
| Fri, 27 Oct 2023 | HK$144.2b | HK$171.2b | HK$6.5b | 12.5x | 22.2x | 0.8x |
| Sun, 24 Sep 2023 | HK$134.5b | HK$171.3b | HK$6.5b | 12.3x | 20.7x | 0.8x |
| Tue, 22 Aug 2023 | HK$144.1b | HK$193.8b | HK$10.2b | 10.6x | 14.1x | 0.7x |
| Thu, 20 Jul 2023 | HK$167.3b | HK$196.8b | HK$11.0b | 9.6x | 15.2x | 0.9x |
15.2x
How does Hong Kong Electronic Components compare with similar industries?
| HK Market | 1.31% | |
| Tech | -2.57% | |
| Electronic Equipment and Components | -13.59% | |
| Electronic Components | -20.74% | |
| Technology Distributors | 2.01% | |
| Electronic Equipment and Instruments | -3.28% | |
| Electronic Manufacturing Services | -4.08% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1991 Ta Yang Group Holdings | HK$0.72 | 30.9% +HK$29.2m | 1.4% | PS0.2x | |
| 9609 Hebei Haiwei Electronic New Material Technology | HK$8.12 | 1.2% +HK$16.1m | n/a | PE23.5x | |
| 2078 PanAsialum Holdings | HK$0.12 | 0.9% +HK$1.2m | -6.5% | PS0.4x |