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- 7D10.5%
- 3M-14.9%
- 1Y44.3%
- YTD-12.2%
Over the last 7 days, the Semiconductors industry has risen 11%, driven by gains from Semiconductor Manufacturing International of 14%. In the last 12 months, the industry was up 44%. 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 |
|---|---|---|---|---|---|---|
| Fri, 10 Apr 2026 | HK$1.2t | HK$184.1b | HK$1.8b | 28.5x | 625.6x | 6.3x |
| Sun, 08 Mar 2026 | HK$1.2t | HK$177.3b | -HK$2,582,999,897.63 | 31.3x | -450.1x | 6.6x |
| Tue, 03 Feb 2026 | HK$1.2t | HK$176.1b | -HK$4,722,000,090.50 | 24.6x | -261.9x | 7x |
| Thu, 01 Jan 2026 | HK$1.2t | HK$174.3b | -HK$3,405,840,501.12 | 24x | -337.9x | 6.6x |
| Sat, 29 Nov 2025 | HK$1.1t | HK$173.0b | -HK$2,842,225,382.55 | 26.8x | -378.7x | 6.2x |
| Mon, 27 Oct 2025 | HK$1.2t | HK$168.6b | -HK$3,441,459,053.46 | 25.6x | -355.2x | 7.3x |
| Wed, 24 Sep 2025 | HK$1.1t | HK$168.8b | -HK$3,456,735,275.40 | 24.6x | -326.9x | 6.7x |
| Fri, 22 Aug 2025 | HK$871.2b | HK$174.2b | HK$42.4m | 27.6x | 20569.6x | 5x |
| Sun, 20 Jul 2025 | HK$767.3b | HK$172.6b | HK$1.4b | 23.8x | 529.3x | 4.4x |
| Tue, 17 Jun 2025 | HK$674.5b | HK$172.8b | HK$1.4b | 23.4x | 486.1x | 3.9x |
| Thu, 15 May 2025 | HK$700.2b | HK$171.6b | HK$1.4b | 22.3x | 501.8x | 4.1x |
| Sat, 12 Apr 2025 | HK$740.1b | HK$165.7b | HK$1.5b | 22.2x | 489.1x | 4.5x |
| Mon, 10 Mar 2025 | HK$845.3b | HK$173.7b | HK$3.3b | 20.5x | 256.8x | 4.9x |
| Wed, 05 Feb 2025 | HK$739.9b | HK$178.4b | HK$7.5b | 12.7x | 98.1x | 4.1x |
| Fri, 03 Jan 2025 | HK$602.7b | HK$177.8b | HK$7.6b | 11.4x | 79.8x | 3.4x |
| Sun, 01 Dec 2024 | HK$594.9b | HK$177.6b | HK$8.6b | 13.4x | 69.3x | 3.3x |
| Tue, 29 Oct 2024 | HK$650.7b | HK$177.3b | HK$9.2b | 12.7x | 70.5x | 3.7x |
| Thu, 26 Sep 2024 | HK$392.8b | HK$178.5b | HK$9.2b | 9.8x | 42.5x | 2.2x |
| Sat, 24 Aug 2024 | HK$404.2b | HK$192.5b | HK$17.3b | 9.5x | 23.3x | 2.1x |
| Mon, 22 Jul 2024 | HK$449.3b | HK$190.0b | HK$19.2b | 11.5x | 23.4x | 2.4x |
| Wed, 19 Jun 2024 | HK$467.5b | HK$190.1b | HK$19.2b | 12.7x | 24.3x | 2.5x |
| Fri, 17 May 2024 | HK$446.4b | HK$190.2b | HK$19.3b | 12.8x | 23.2x | 2.3x |
| Sun, 14 Apr 2024 | HK$428.0b | HK$189.8b | HK$21.5b | 11.6x | 19.9x | 2.3x |
| Tue, 12 Mar 2024 | HK$484.4b | HK$198.7b | HK$36.5b | 13.5x | 13.3x | 2.4x |
| Thu, 08 Feb 2024 | HK$377.8b | HK$196.8b | HK$36.2b | 9.9x | 10.4x | 1.9x |
| Sat, 06 Jan 2024 | HK$439.2b | HK$197.5b | HK$37.4b | 10.5x | 11.8x | 2.2x |
| Mon, 04 Dec 2023 | HK$472.4b | HK$197.0b | HK$37.3b | 10.4x | 12.7x | 2.4x |
| Wed, 01 Nov 2023 | HK$491.7b | HK$197.9b | HK$40.5b | 10.6x | 12.1x | 2.5x |
| Fri, 29 Sep 2023 | HK$481.1b | HK$196.8b | HK$40.9b | 11.3x | 11.8x | 2.4x |
| Sun, 27 Aug 2023 | HK$482.8b | HK$188.2b | HK$42.5b | 9.9x | 11.4x | 2.6x |
| Tue, 25 Jul 2023 | HK$510.5b | HK$190.5b | HK$44.8b | 9.9x | 11.4x | 2.7x |
| Thu, 22 Jun 2023 | HK$547.2b | HK$190.8b | HK$44.8b | 10.4x | 12.2x | 2.9x |
| Sat, 20 May 2023 | HK$537.6b | HK$192.4b | HK$45.3b | 10.4x | 11.9x | 2.8x |
| Mon, 17 Apr 2023 | HK$625.9b | HK$196.4b | HK$46.7b | 11.1x | 13.4x | 3.2x |
Price to Earnings Ratio
13.4x
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 626x which is higher than its 3-year average PE of 386x.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 6.3x.
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 | 1.85% | |
| Tech | 8.33% | |
| Semiconductors | 10.53% | |
| Semiconductors | 11.60% | |
| Semiconductor Equipment | 5.86% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 153x.
- Analysts are expecting annual earnings growth of 33.3%, 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 33% 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 |