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Hong Kong (HSI) Semiconductors Industry Analysis

UpdatedFeb 06, 2025
DataAggregated Company Financials
Companies23
  • 7D12.5%
  • 3M27.7%
  • 1Y99.1%
  • YTD36.9%

In the last week, the Semiconductors industry is up 13%, with Semiconductor Manufacturing International up 26%. This means that the industry has gained 99% over the past year. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 06 Feb 2025HK$750.2bHK$178.2bHK$7.6b12.4x99.3x4.2x
Sat, 04 Jan 2025HK$601.3bHK$177.7bHK$7.6b11.5x79.5x3.4x
Mon, 02 Dec 2024HK$594.9bHK$177.6bHK$8.6b13.4x69.3x3.3x
Wed, 30 Oct 2024HK$639.4bHK$177.2bHK$9.2b12.5x69.3x3.6x
Fri, 27 Sep 2024HK$409.7bHK$178.5bHK$9.2b9.9x44.3x2.3x
Sun, 25 Aug 2024HK$404.7bHK$192.9bHK$17.3b9.5x23.4x2.1x
Tue, 23 Jul 2024HK$450.6bHK$190.0bHK$19.2b11.4x23.5x2.4x
Thu, 20 Jun 2024HK$466.1bHK$190.0bHK$19.2b12.3x24.2x2.5x
Sat, 18 May 2024HK$443.7bHK$190.1bHK$19.3b12x23x2.3x
Mon, 15 Apr 2024HK$428.0bHK$189.8bHK$21.5b11.6x19.9x2.3x
Wed, 13 Mar 2024HK$486.8bHK$198.9bHK$36.5b13.7x13.3x2.4x
Fri, 09 Feb 2024HK$388.8bHK$196.8bHK$36.2b10.1x10.8x2x
Sun, 07 Jan 2024HK$439.4bHK$197.4bHK$37.3b10.5x11.8x2.2x
Tue, 05 Dec 2023HK$465.7bHK$197.1bHK$37.3b10.4x12.5x2.4x
Thu, 02 Nov 2023HK$497.8bHK$197.9bHK$40.5b10.6x12.3x2.5x
Sat, 30 Sep 2023HK$488.9bHK$196.9bHK$40.9b11.5x12x2.5x
Mon, 28 Aug 2023HK$482.8bHK$188.2bHK$42.5b9.9x11.4x2.6x
Wed, 26 Jul 2023HK$524.5bHK$191.0bHK$44.9b10.2x11.7x2.7x
Fri, 23 Jun 2023HK$547.3bHK$191.0bHK$44.9b10.4x12.2x2.9x
Sun, 21 May 2023HK$537.9bHK$192.4bHK$45.3b10.4x11.9x2.8x
Tue, 18 Apr 2023HK$638.2bHK$196.4bHK$46.7b11.9x13.7x3.3x
Thu, 16 Mar 2023HK$551.2bHK$182.3bHK$40.0b9.3x13.8x3x
Sat, 11 Feb 2023HK$557.8bHK$181.7bHK$40.6b8.5x13.7x3.1x
Mon, 09 Jan 2023HK$543.8bHK$180.7bHK$40.4b7.6x13.5x3x
Wed, 07 Dec 2022HK$526.3bHK$179.1bHK$40.4b7x13x2.9x
Fri, 04 Nov 2022HK$512.8bHK$172.6bHK$38.6b5.9x13.3x3x
Sun, 02 Oct 2022HK$491.7bHK$173.4bHK$39.1b6.9x12.6x2.8x
Tue, 30 Aug 2022HK$518.8bHK$167.6bHK$34.3b10x15.1x3.1x
Thu, 28 Jul 2022HK$547.4bHK$156.9bHK$36.1b10.5x15.2x3.5x
Sat, 25 Jun 2022HK$586.7bHK$165.1bHK$36.3b12.8x16.2x3.6x
Mon, 23 May 2022HK$553.8bHK$165.1bHK$36.3b10.3x15.2x3.4x
Wed, 20 Apr 2022HK$562.5bHK$156.6bHK$34.0b11.5x16.6x3.6x
Fri, 18 Mar 2022HK$582.8bHK$143.5bHK$22.3b17x26.1x4.1x
Sun, 13 Feb 2022HK$579.8bHK$140.7bHK$22.7b17x25.6x4.1x
Price to Earnings Ratio

25.6x


Total Market Cap: HK$579.8bTotal Earnings: HK$22.7bTotal Revenue: HK$140.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Semiconductors Industry Price to Earnings3Y Average 23.1x202320242025
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 99x which is higher than its 3-year average PE of 23.1x.
  • The 3-year average PS ratio of 2.9x is lower than the industry's current PS ratio of 4.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 31% per year over the last three years.
  • Meanwhile revenues for these companies have grown 8.2% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

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

HK Market0.88%
Tech6.64%
Semiconductors12.53%
Semiconductors16.11%
Semiconductor Equipment-0.88%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 27.9x.
    • Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings decline of 49.7% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.6x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 17% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 24% 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
981 Semiconductor Manufacturing InternationalHK$47.9026.1%
+HK$79.0b
231.7%PE87.7x
1347 Hua Hong SemiconductorHK$27.2019.0%
+HK$7.5b
77.8%PE50.6x
2577 InnoScience (Suzhou) Technology HoldingHK$45.9517.4%
+HK$6.0b
n/aPS56.4x
1385 Shanghai Fudan Microelectronics GroupHK$17.7822.6%
+HK$2.7b
69.3%PE27.5x
2533 Black Sesame International HoldingHK$28.2010.2%
+HK$1.5b
n/aPS38.9x
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Latest News

1347

HK$27.20

Hua Hong Semiconductor

7D

19.0%

1Y

77.8%

1385

HK$17.78

Shanghai Fudan Microelectronics Group

7D

22.6%

1Y

69.3%

981

HK$47.90

Semiconductor Manufacturing International

7D

26.1%

1Y

231.7%

6865

HK$11.98

Flat Glass Group

7D

4.4%

1Y

-13.8%

3800

HK$1.17

GCL Technology Holdings

7D

-4.9%

1Y

15.8%

2533

HK$28.20

Black Sesame International Holding

7D

10.2%

1Y

n/a

2577

HK$45.95

InnoScience (Suzhou) Technology Holding

7D

17.4%

1Y

n/a