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- 7D14.0%
- 3M-13.4%
- 1Y40.3%
- YTD-9.3%
The Semiconductors industry is up 14% in the last week, with Semiconductor Manufacturing International up 14%. This takes the industry's 12 month performance to a gain of 40%. As for the next few years, earnings are expected to grow by 35% per annum.
Industry Valuation and Performance
Has the Hong Kong Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 13 Apr 2026 | HK$1.2t | HK$184.2b | HK$1.8b | 28.4x | 644.3x | 6.4x |
| Wed, 11 Mar 2026 | HK$1.2t | HK$177.6b | -HK$2,620,477,821.36 | 31.1x | -458.8x | 6.8x |
| Fri, 06 Feb 2026 | HK$1.2t | HK$176.2b | -HK$4,727,065,604.18 | 24.5x | -252.3x | 6.8x |
| Sun, 04 Jan 2026 | HK$1.3t | HK$174.5b | -HK$3,418,085,022.15 | 24.3x | -370.7x | 7.3x |
| Tue, 02 Dec 2025 | HK$1.1t | HK$173.1b | -HK$2,847,630,436.94 | 27.4x | -382.5x | 6.3x |
| Thu, 30 Oct 2025 | HK$1.3t | HK$170.1b | -HK$2,771,281,833.84 | 46.4x | -452.3x | 7.4x |
| Sat, 27 Sep 2025 | HK$1.1t | HK$168.6b | -HK$3,429,138,305.36 | 27x | -334.6x | 6.8x |
| Mon, 25 Aug 2025 | HK$953.6b | HK$174.4b | HK$46.2m | 30.4x | 20652.1x | 5.5x |
| Wed, 23 Jul 2025 | HK$784.7b | HK$172.7b | HK$1.4b | 25.3x | 542.1x | 4.5x |
| Fri, 20 Jun 2025 | HK$664.1b | HK$172.7b | HK$1.4b | 22.5x | 477.3x | 3.8x |
| Sun, 18 May 2025 | HK$682.8b | HK$171.8b | HK$1.4b | 22.8x | 487.8x | 4x |
| Tue, 15 Apr 2025 | HK$747.9b | HK$165.6b | HK$1.5b | 22.3x | 491.6x | 4.5x |
| Thu, 13 Mar 2025 | HK$819.4b | HK$173.6b | HK$3.3b | 19.8x | 248.8x | 4.7x |
| Sat, 08 Feb 2025 | HK$783.5b | HK$178.1b | HK$7.6b | 13.4x | 103.7x | 4.4x |
| Mon, 06 Jan 2025 | HK$600.6b | HK$177.7b | HK$7.6b | 11.5x | 79.4x | 3.4x |
| Wed, 04 Dec 2024 | HK$589.8b | HK$177.3b | HK$8.6b | 13.5x | 68.6x | 3.3x |
| Fri, 01 Nov 2024 | HK$611.7b | HK$174.8b | HK$8.1b | 14.8x | 75.9x | 3.5x |
| Sun, 29 Sep 2024 | HK$441.2b | HK$178.4b | HK$9.2b | 10x | 47.8x | 2.5x |
| Tue, 27 Aug 2024 | HK$407.3b | HK$193.0b | HK$17.3b | 9.5x | 23.5x | 2.1x |
| Thu, 25 Jul 2024 | HK$418.5b | HK$190.0b | HK$19.2b | 10.8x | 21.8x | 2.2x |
| Sat, 22 Jun 2024 | HK$459.2b | HK$189.9b | HK$19.2b | 12.1x | 23.9x | 2.4x |
| Mon, 20 May 2024 | HK$443.6b | HK$190.1b | HK$19.3b | 12x | 23x | 2.3x |
| Wed, 17 Apr 2024 | HK$428.8b | HK$189.7b | HK$21.5b | 11x | 20x | 2.3x |
| Fri, 15 Mar 2024 | HK$471.9b | HK$198.7b | HK$36.5b | 13.2x | 12.9x | 2.4x |
| Sun, 11 Feb 2024 | HK$385.6b | HK$196.3b | HK$36.0b | 10.1x | 10.7x | 2x |
| Tue, 09 Jan 2024 | HK$430.8b | HK$197.0b | HK$37.3b | 10.5x | 11.6x | 2.2x |
| Thu, 07 Dec 2023 | HK$463.5b | HK$196.7b | HK$37.2b | 10.3x | 12.5x | 2.4x |
| Sat, 04 Nov 2023 | HK$509.1b | HK$198.0b | HK$40.5b | 10.9x | 12.6x | 2.6x |
| Mon, 02 Oct 2023 | HK$489.1b | HK$196.9b | HK$40.9b | 11.5x | 12x | 2.5x |
| Wed, 30 Aug 2023 | HK$507.1b | HK$188.8b | HK$42.4b | 10.2x | 11.9x | 2.7x |
| Fri, 28 Jul 2023 | HK$523.0b | HK$189.5b | HK$44.2b | 9.8x | 11.8x | 2.8x |
| Sun, 25 Jun 2023 | HK$540.4b | HK$191.0b | HK$44.9b | 10.5x | 12x | 2.8x |
| Tue, 23 May 2023 | HK$415.4b | HK$192.4b | HK$45.3b | 10.5x | 9.2x | 2.2x |
| Thu, 20 Apr 2023 | HK$628.5b | HK$196.1b | HK$46.6b | 11.3x | 13.5x | 3.2x |
Price to Earnings Ratio
13.5x
Current Industry PE
- Investors are optimistic on the Hong Kong Semiconductor industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 644x which is higher than its 3-year average PE of 388x.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 6.4x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 66% per year over the last three years,
- Revenues have also declined 2.1% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | 2.27% | |
| Tech | 9.02% | |
| Semiconductors | 14.00% | |
| Semiconductors | 15.76% | |
| Semiconductor Equipment | 6.42% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 154x.
- Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 26.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 45% over the next 5 years.
- This is better than its past earnings decline of 9.2% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 34% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 981 Semiconductor Manufacturing International | HK$58.25 | 14.2% +HK$58.0b | 24.7% | PE86.9x | |
| 9903 Shanghai Iluvatar CoreX Semiconductor | HK$314.80 | 43.2% +HK$24.2b | n/a | PS67.5x | |
| 1347 Hua Hong Semiconductor | HK$92.00 | 15.9% +HK$22.0b | 167.1% | PE371.9x | |
| 6082 Shanghai Biren Technology | HK$35.30 | 19.7% +HK$14.1b | n/a | PS72.5x | |
| 522 ASMPT | HK$114.20 | 13.5% +HK$5.7b | 130.2% | PE44x |