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Hong Kong (HSI) Semiconductors Industry Analysis

UpdatedMar 18, 2024
DataAggregated Company Financials
Companies22
  • 7D2.0%
  • 3M3.1%
  • 1Y-23.2%
  • YTD3.6%

Over the last 7 days, the Semiconductors industry has risen 2.0%, driven by gains from GCL Technology Holdings of 4.5%. In the past year, the industry is down 23%. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

Has the Hong Kong Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024HK$470.9bHK$189.5bHK$22.7b13.3x20.7x2.5x
Wed, 14 Feb 2024HK$384.8bHK$195.9bHK$35.9b10.1x10.7x2x
Fri, 12 Jan 2024HK$429.4bHK$197.2bHK$37.3b10.5x11.5x2.2x
Sun, 10 Dec 2023HK$455.4bHK$196.6bHK$37.2b10.1x12.2x2.3x
Tue, 07 Nov 2023HK$516.8bHK$198.5bHK$40.6b11.4x12.7x2.6x
Thu, 05 Oct 2023HK$489.0bHK$196.9bHK$40.9b11.1x12x2.5x
Sat, 02 Sep 2023HK$511.1bHK$197.6bHK$41.1b11.9x12.4x2.6x
Mon, 31 Jul 2023HK$533.8bHK$189.3bHK$44.2b10x12.1x2.8x
Wed, 28 Jun 2023HK$549.3bHK$190.6bHK$44.8b10.4x12.3x2.9x
Fri, 26 May 2023HK$532.7bHK$192.3bHK$45.3b10.1x11.8x2.8x
Sun, 23 Apr 2023HK$610.2bHK$196.1bHK$46.6b11.3x13.1x3.1x
Tue, 21 Mar 2023HK$557.0bHK$182.1bHK$40.0b9.7x13.9x3.1x
Thu, 16 Feb 2023HK$548.0bHK$181.4bHK$40.6b8.6x13.5x3x
Sat, 14 Jan 2023HK$541.0bHK$181.8bHK$40.7b8x13.3x3x
Mon, 12 Dec 2022HK$521.6bHK$179.4bHK$40.1b7x13x2.9x
Wed, 09 Nov 2022HK$537.2bHK$173.4bHK$38.7b6.2x13.9x3.1x
Fri, 07 Oct 2022HK$504.9bHK$173.5bHK$39.1b7.2x12.9x2.9x
Sun, 04 Sep 2022HK$486.1bHK$175.2bHK$39.5b8.4x12.3x2.8x
Tue, 02 Aug 2022HK$540.5bHK$157.1bHK$36.1b10.7x15x3.4x
Thu, 30 Jun 2022HK$577.5bHK$165.0bHK$36.3b14.1x15.9x3.5x
Sat, 28 May 2022HK$548.2bHK$164.8bHK$36.3b9.9x15.1x3.3x
Mon, 25 Apr 2022HK$515.0bHK$156.5bHK$34.1b11.2x15.1x3.3x
Wed, 23 Mar 2022HK$578.5bHK$143.7bHK$22.3b17.2x25.9x4x
Fri, 18 Feb 2022HK$602.1bHK$140.9bHK$22.7b17.6x26.6x4.3x
Sun, 16 Jan 2022HK$597.1bHK$138.6bHK$22.3b16.9x26.8x4.3x
Tue, 14 Dec 2021HK$645.7bHK$138.6bHK$22.4b20.4x28.9x4.7x
Thu, 11 Nov 2021HK$645.6bHK$134.2bHK$21.6b18.9x29.9x4.8x
Sat, 09 Oct 2021HK$541.2bHK$110.3bHK$21.9b21.8x24.7x4.9x
Mon, 06 Sep 2021HK$628.3bHK$110.2bHK$21.9b25.3x28.7x5.7x
Wed, 04 Aug 2021HK$716.4bHK$127.5bHK$14.3b26.4x50.1x5.6x
Sat, 08 May 2021HK$565.9bHK$117.9bHK$8.1b25.2x70x4.8x
Price to Earnings Ratio

67x


Total Market Cap: HK$540.4bTotal Earnings: HK$8.1bTotal Revenue: HK$117.8bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Semiconductors Industry Price to Earnings3Y Average 22.5x202220232024
Current Industry PE
  • Investors are relatively neutral on the Hong Kong Semiconductor 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 22.5x.
  • The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 41% per year over the last three years.
  • Revenues for these companies have grown 17% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Hong Kong Tech industry?

HK Market1.55%
Tech3.81%
Semiconductors2.02%
Semiconductor Equipment3.24%
Semiconductors1.16%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 20.2x.
    • Analysts are expecting annual earnings growth of 2.6%, which is higher than its past year's earnings decline of 32.7% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 25.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 23% over the next 5 years.
  • This is better than its past earnings growth rate of 6.7% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 2.6% 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
3800 GCL Technology HoldingsHK$1.384.5%
+HK$1.6b
-26.6%PE13.6x
522 ASMPTHK$99.300.3%
+HK$124.4m
32.4%PE57.5x
1665 Pentamaster InternationalHK$0.792.6%
+HK$48.0m
-1.3%PE8x
2878 Solomon Systech (International)HK$0.303.4%
+HK$25.0m
-41.3%PE5.1x
1010 Balk 1798 GroupHK$0.4810.2%
+HK$20.0m
-53.4%PE17.5x
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1010

HK$0.48

Balk 1798 Group

7D

10.2%

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-53.4%

2203

HK$0.062

Brainhole Technology

7D

17.0%

1Y

-58.9%

757

HK$0.18

Solargiga Energy Holdings

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1.1%

1Y

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2149

HK$23.35

BaTeLab

7D

-0.6%

1Y

n/a

522

HK$99.30

ASMPT

7D

0.3%

1Y

32.4%

968

HK$6.25

Xinyi Solar Holdings

7D

-4.9%

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-26.6%

1385

HK$13.08

Shanghai Fudan Microelectronics Group

7D

-3.4%

1Y

-57.2%

1665

HK$0.79

Pentamaster International

7D

2.6%

1Y

-1.3%