Narrative Update • Jun 03

The Electronic Equipment and Instruments is pretty flat in the last 7 days, but Nuobikan Artificial Intelligence Technology (Chengdu) has stood out, gaining 20%. As for the the longer term, the industry is up 18% over the past 12 months. As for the next few years, earnings are expected to grow by 25% per annum.
Has the Hong Kong Electronic Equipment and Instruments Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 12 Jun 2026 | HK$189.4b | HK$113.3b | HK$7.9b | 9.4x | 23.8x | 1.7x |
| Sun, 10 May 2026 | HK$185.8b | HK$111.9b | HK$7.9b | 9.5x | 23.4x | 1.7x |
| Tue, 07 Apr 2026 | HK$164.2b | HK$110.3b | HK$7.6b | 8.9x | 21.7x | 1.5x |
| Thu, 05 Mar 2026 | HK$163.9b | HK$105.2b | HK$5.5b | 13.5x | 29.8x | 1.6x |
| Sat, 31 Jan 2026 | HK$144.9b | HK$102.6b | HK$5.1b | 10.1x | 28.5x | 1.4x |
| Mon, 29 Dec 2025 | HK$137.6b | HK$101.7b | HK$5.0b | 10.3x | 27.3x | 1.4x |
| Wed, 26 Nov 2025 | HK$127.5b | HK$100.9b | HK$5.0b | 9.6x | 25.4x | 1.3x |
| Fri, 24 Oct 2025 | HK$138.3b | HK$99.9b | HK$5.1b | 10.3x | 27.1x | 1.4x |
| Sun, 21 Sep 2025 | HK$141.8b | HK$100.0b | HK$5.1b | 10.6x | 27.9x | 1.4x |
| Tue, 19 Aug 2025 | HK$141.6b | HK$98.3b | HK$4.8b | 10.9x | 29.6x | 1.4x |
| Thu, 17 Jul 2025 | HK$130.6b | HK$97.2b | HK$4.6b | 11x | 28.5x | 1.3x |
| Sat, 14 Jun 2025 | HK$121.0b | HK$97.1b | HK$4.6b | 9.6x | 26.5x | 1.2x |
| Mon, 12 May 2025 | HK$119.4b | HK$95.9b | HK$4.5b | 9.8x | 26.7x | 1.2x |
| Wed, 09 Apr 2025 | HK$113.6b | HK$94.9b | HK$4.5b | 9.1x | 25.5x | 1.2x |
| Fri, 07 Mar 2025 | HK$132.7b | HK$91.3b | HK$1.9b | 10.7x | 68.4x | 1.5x |
| Sun, 02 Feb 2025 | HK$125.0b | HK$91.9b | HK$1.7b | 10.3x | 74.2x | 1.4x |
| Tue, 31 Dec 2024 | HK$127.4b | HK$91.1b | HK$1.4b | 10.6x | 92.3x | 1.4x |
| Thu, 28 Nov 2024 | HK$120.6b | HK$92.0b | HK$1.4b | 9.6x | 86.8x | 1.3x |
| Sat, 26 Oct 2024 | HK$117.3b | HK$94.6b | HK$1.4b | 8.9x | 85.2x | 1.2x |
| Mon, 23 Sep 2024 | HK$99.8b | HK$95.4b | HK$1.4b | 8x | 72x | 1x |
| Wed, 21 Aug 2024 | HK$112.0b | HK$95.0b | HK$1.8b | 10.6x | 62.5x | 1.2x |
| Fri, 19 Jul 2024 | HK$108.2b | HK$90.8b | HK$5.5b | 10.3x | 19.6x | 1.2x |
| Sun, 16 Jun 2024 | HK$104.9b | HK$90.9b | HK$5.5b | 12x | 19.2x | 1.2x |
| Tue, 14 May 2024 | HK$109.6b | HK$91.1b | HK$5.5b | 12.1x | 20x | 1.2x |
| Thu, 11 Apr 2024 | HK$100.4b | HK$92.1b | HK$5.9b | 9.4x | 17x | 1.1x |
| Sat, 09 Mar 2024 | HK$101.6b | HK$92.5b | HK$5.9b | 8.4x | 17.1x | 1.1x |
| Mon, 05 Feb 2024 | HK$68.9b | HK$93.3b | HK$6.1b | 7.4x | 11.3x | 0.7x |
| Wed, 03 Jan 2024 | HK$71.7b | HK$93.7b | HK$6.1b | 8x | 11.7x | 0.8x |
| Fri, 01 Dec 2023 | HK$71.1b | HK$93.9b | HK$6.3b | 7.4x | 11.3x | 0.8x |
| Sun, 29 Oct 2023 | HK$72.3b | HK$93.0b | HK$6.1b | 7.3x | 11.9x | 0.8x |
| Tue, 26 Sep 2023 | HK$77.5b | HK$91.4b | HK$5.9b | 8.2x | 13.1x | 0.8x |
| Thu, 24 Aug 2023 | HK$84.8b | HK$94.3b | HK$5.9b | 8.4x | 14.3x | 0.9x |
| Sat, 22 Jul 2023 | HK$86.0b | HK$82.6b | HK$6.0b | 8.2x | 14.4x | 1x |
| Mon, 19 Jun 2023 | HK$88.9b | HK$83.5b | HK$6.4b | 8x | 14x | 1.1x |
14x
How does Hong Kong Electronic Equipment and Instruments compare with similar industries?
| HK Market | -3.25% | |
| Tech | -8.10% | |
| Electronic Equipment and Components | -2.19% | |
| Electronic Equipment and Instruments | -9.51% | |
| Electronic Components | 4.37% | |
| Technology Distributors | -10.02% | |
| Electronic Manufacturing Services | -10.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 1236 Shenzhen Ldrobot | HK$42.78 | 9.7% +HK$1.3b | n/a | PS16.5x | |
| 31 China Aerospace International Holdings | HK$0.73 | 17.7% +HK$339.4m | 78.0% | PS0.6x | |
| 2885 Peiport Holdings | HK$0.95 | 2.2% +HK$8.0m | 43.9% | PE112.5x | |
| 320 Computime Group | HK$0.49 | 1.0% +HK$4.2m | 8.9% | PE6.1x | |
| 8511 Min Fu International Holding | HK$0.88 | 2.3% +HK$621.9k | -24.1% | PS0.8x |