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- 7D-7.8%
- 3M-15.6%
- 1Y22.3%
- YTD-18.0%
Over the last 7 days, the Semiconductors industry has dropped 7.8%, driven by a pullback from Semiconductor Manufacturing International of 7.7%. Over the past 12 months, the industry was up 22%. Looking forward, earnings are forecast to grow by 31% annually.
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 |
|---|---|---|---|---|---|---|
| Sun, 29 Mar 2026 | HK$1.1t | HK$181.9b | -HK$916,282,774.75 | 28.5x | -1171.5x | 5.9x |
| Tue, 24 Feb 2026 | HK$1.3t | HK$177.6b | -HK$4,720,370,617.42 | 24.3x | -272.1x | 7.2x |
| Thu, 22 Jan 2026 | HK$1.3t | HK$175.7b | -HK$4,685,835,544.05 | 25.3x | -279.3x | 7.4x |
| Sat, 20 Dec 2025 | HK$1.1t | HK$173.8b | -HK$3,423,344,292.19 | 27.7x | -311.3x | 6.1x |
| Mon, 17 Nov 2025 | HK$1.1t | HK$172.7b | -HK$2,884,887,644.39 | 22.2x | -395.2x | 6.6x |
| Wed, 15 Oct 2025 | HK$1.2t | HK$168.5b | -HK$3,422,141,870.02 | 24.6x | -339.3x | 6.9x |
| Fri, 12 Sep 2025 | HK$1.0t | HK$168.9b | -HK$3,442,532,323.04 | 23.1x | -296.7x | 6x |
| Sun, 10 Aug 2025 | HK$825.0b | HK$175.0b | HK$72.0m | 27.4x | 11455.6x | 4.7x |
| Tue, 08 Jul 2025 | HK$733.1b | HK$172.7b | HK$1.4b | 22.8x | 506.8x | 4.2x |
| Thu, 05 Jun 2025 | HK$676.3b | HK$172.6b | HK$1.4b | 22.2x | 485.8x | 3.9x |
| Sat, 03 May 2025 | HK$739.6b | HK$165.5b | HK$744.1m | 23.4x | 994x | 4.5x |
| Mon, 31 Mar 2025 | HK$751.3b | HK$165.9b | HK$1.2b | 25.9x | 639.5x | 4.5x |
| Wed, 26 Feb 2025 | HK$858.2b | HK$178.7b | HK$7.1b | 13.8x | 121.4x | 4.8x |
| Fri, 24 Jan 2025 | HK$701.1b | HK$178.1b | HK$7.6b | 12.1x | 92.8x | 3.9x |
| Sun, 22 Dec 2024 | HK$593.3b | HK$177.1b | HK$8.6b | 11.5x | 68.7x | 3.4x |
| Tue, 19 Nov 2024 | HK$599.3b | HK$178.0b | HK$8.6b | 12.9x | 69.6x | 3.4x |
| Thu, 17 Oct 2024 | HK$536.3b | HK$177.5b | HK$9.2b | 11.8x | 58.1x | 3x |
| Sat, 14 Sep 2024 | HK$367.7b | HK$178.1b | HK$9.2b | 9.4x | 39.7x | 2.1x |
| Mon, 12 Aug 2024 | HK$420.6b | HK$192.4b | HK$17.3b | 10.3x | 24.3x | 2.2x |
| Wed, 10 Jul 2024 | HK$434.9b | HK$190.1b | HK$19.2b | 11.1x | 22.6x | 2.3x |
| Fri, 07 Jun 2024 | HK$465.1b | HK$190.2b | HK$19.3b | 12.5x | 24.2x | 2.4x |
| Sun, 05 May 2024 | HK$439.9b | HK$189.1b | HK$21.5b | 12.2x | 20.5x | 2.3x |
| Tue, 02 Apr 2024 | HK$446.8b | HK$189.8b | HK$21.5b | 11.9x | 20.8x | 2.4x |
| Thu, 29 Feb 2024 | HK$409.4b | HK$195.9b | HK$35.8b | 11.1x | 11.4x | 2.1x |
| Sat, 27 Jan 2024 | HK$408.5b | HK$197.4b | HK$37.4b | 9.2x | 10.9x | 2.1x |
| Mon, 25 Dec 2023 | HK$457.9b | HK$197.0b | HK$37.3b | 9.9x | 12.3x | 2.3x |
| Wed, 22 Nov 2023 | HK$492.0b | HK$196.6b | HK$37.2b | 11x | 13.2x | 2.5x |
| Fri, 20 Oct 2023 | HK$490.5b | HK$196.6b | HK$40.8b | 9.9x | 12x | 2.5x |
| Sun, 17 Sep 2023 | HK$495.2b | HK$197.1b | HK$41.0b | 11.7x | 12.1x | 2.5x |
| Tue, 15 Aug 2023 | HK$500.8b | HK$188.5b | HK$42.5b | 9.5x | 11.8x | 2.7x |
| Thu, 13 Jul 2023 | HK$534.0b | HK$190.8b | HK$44.8b | 10.2x | 11.9x | 2.8x |
| Sat, 10 Jun 2023 | HK$534.1b | HK$191.6b | HK$45.1b | 10.1x | 11.9x | 2.8x |
| Mon, 08 May 2023 | HK$561.6b | HK$196.7b | HK$46.7b | 11.2x | 12x | 2.9x |
| Wed, 05 Apr 2023 | HK$599.1b | HK$196.2b | HK$46.6b | 10.6x | 12.9x | 3.1x |
Price to Earnings Ratio
12.9x
Current Industry PE
- Investors are optimistic on the Hong Kong Semiconductor industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 6.1x.
Past Earnings Growth
- Total earnings for the Semiconductor industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 3.3% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | -1.35% | |
| Tech | -2.65% | |
| Semiconductors | -7.76% | |
| Semiconductor Equipment | -4.01% | |
| Semiconductors | -8.41% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 149x.
- Analysts are expecting annual earnings growth of 27.3%, which is higher than its past year's earnings decline of 16.4% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 50% over the next 5 years.
- This is better than its past earnings decline of 1.3% per year.
- In contrast, the Semiconductors industry is expected to see its earnings grow by 27% 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 | |
|---|---|---|---|---|---|
| 522 ASMPT | HK$106.30 | 1.0% +HK$459.6m | 87.0% | PE40.9x | |
| 6939 MEGAIN Holding (Cayman) | HK$1.85 | 9.5% +HK$83.0m | 297.8% | PS5.5x | |
| 712 Comtec Solar Systems Group | HK$0.099 | 3.1% +HK$3.2m | 32.0% | PS0.4x | |
| 1305 Wai Chi Holdings | HK$0.74 | 1.4% +HK$2.2m | -9.8% | PE3.2x | |
| 1679 Risecomm Group Holdings | HK$0.54 | 1.9% +HK$2.2m | -13.6% | PS0.7x |