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- 7D-8.3%
- 3M-10.3%
- 1Y27.7%
- YTD-13.0%
Over the last 7 days, the Semiconductors industry has dropped 8.3%, driven by a pullback from Semiconductor Manufacturing International of 8.4%. In the past year, the industry has gained 28%. As for the next few years, earnings are expected to grow by 32% 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 |
|---|---|---|---|---|---|---|
| Thu, 26 Mar 2026 | HK$1.1t | HK$177.3b | -HK$2,584,607,953.95 | 29.9x | -424.5x | 6.2x |
| Sat, 21 Feb 2026 | HK$1.2t | HK$177.6b | -HK$4,721,439,629.29 | 24.3x | -264.4x | 7x |
| Mon, 19 Jan 2026 | HK$1.3t | HK$175.6b | -HK$4,678,862,733.70 | 25.6x | -283.8x | 7.6x |
| Wed, 17 Dec 2025 | HK$1.0t | HK$173.8b | -HK$3,421,109,679.19 | 27.7x | -303.7x | 6x |
| Fri, 14 Nov 2025 | HK$1.2t | HK$171.0b | -HK$3,221,504,408.52 | 22.9x | -363.9x | 6.9x |
| Sun, 12 Oct 2025 | HK$1.2t | HK$168.7b | -HK$3,432,519,384.46 | 26.5x | -348.4x | 7.1x |
| Tue, 09 Sep 2025 | HK$992.4b | HK$168.9b | -HK$3,437,004,024.94 | 22.4x | -288.7x | 5.9x |
| Thu, 07 Aug 2025 | HK$856.5b | HK$171.9b | HK$314.7m | 27.4x | 2721.6x | 5x |
| Sat, 05 Jul 2025 | HK$734.7b | HK$172.8b | HK$1.4b | 23.7x | 510.2x | 4.3x |
| Mon, 02 Jun 2025 | HK$672.2b | HK$172.4b | HK$1.4b | 21.2x | 480.9x | 3.9x |
| Wed, 30 Apr 2025 | HK$720.4b | HK$167.4b | HK$1.6b | 22.3x | 460.2x | 4.3x |
| Fri, 28 Mar 2025 | HK$762.3b | HK$170.5b | HK$3.0b | 26.5x | 257.1x | 4.5x |
| Sun, 23 Feb 2025 | HK$871.3b | HK$178.7b | HK$7.1b | 14.3x | 123.3x | 4.9x |
| Tue, 21 Jan 2025 | HK$710.7b | HK$177.8b | HK$7.6b | 12x | 94x | 4x |
| Thu, 19 Dec 2024 | HK$560.9b | HK$177.1b | HK$8.6b | 12.4x | 65.3x | 3.2x |
| Sat, 16 Nov 2024 | HK$603.9b | HK$177.9b | HK$8.6b | 12.8x | 70.2x | 3.4x |
| Mon, 14 Oct 2024 | HK$540.9b | HK$177.8b | HK$9.2b | 11.6x | 58.6x | 3x |
| Wed, 11 Sep 2024 | HK$375.6b | HK$177.8b | HK$9.2b | 9.5x | 40.6x | 2.1x |
| Fri, 09 Aug 2024 | HK$416.2b | HK$190.7b | HK$19.7b | 10.2x | 21.1x | 2.2x |
| Sun, 07 Jul 2024 | HK$423.5b | HK$190.1b | HK$19.2b | 11x | 22x | 2.2x |
| Tue, 04 Jun 2024 | HK$455.9b | HK$190.4b | HK$19.3b | 12.5x | 23.7x | 2.4x |
| Thu, 02 May 2024 | HK$432.4b | HK$189.2b | HK$21.5b | 11.8x | 20.1x | 2.3x |
| Sat, 30 Mar 2024 | HK$448.3b | HK$190.2b | HK$21.4b | 12x | 21x | 2.4x |
| Mon, 26 Feb 2024 | HK$407.2b | HK$195.9b | HK$35.8b | 11x | 11.4x | 2.1x |
| Wed, 24 Jan 2024 | HK$409.5b | HK$197.2b | HK$37.3b | 9.3x | 11x | 2.1x |
| Fri, 22 Dec 2023 | HK$460.0b | HK$196.8b | HK$37.2b | 9.9x | 12.4x | 2.3x |
| Sun, 19 Nov 2023 | HK$486.4b | HK$195.8b | HK$37.0b | 11.1x | 13.1x | 2.5x |
| Tue, 17 Oct 2023 | HK$494.1b | HK$196.7b | HK$40.9b | 10.1x | 12.1x | 2.5x |
| Thu, 14 Sep 2023 | HK$497.5b | HK$197.1b | HK$41.0b | 11.6x | 12.1x | 2.5x |
| Sat, 12 Aug 2023 | HK$509.1b | HK$188.7b | HK$42.6b | 9.4x | 12x | 2.7x |
| Mon, 10 Jul 2023 | HK$530.4b | HK$190.5b | HK$44.7b | 10.1x | 11.9x | 2.8x |
| Wed, 07 Jun 2023 | HK$534.2b | HK$191.8b | HK$45.1b | 10.3x | 11.8x | 2.8x |
| Fri, 05 May 2023 | HK$567.3b | HK$196.7b | HK$46.7b | 11.4x | 12.1x | 2.9x |
| Sun, 02 Apr 2023 | HK$573.6b | HK$196.4b | HK$46.6b | 10.2x | 12.3x | 2.9x |
Price to Earnings Ratio
12.3x
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 6.2x.
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 3.4% per year, which is driving profits down.
Industry Trends
Which industries have driven the changes within the Hong Kong Tech industry?
| HK Market | -2.17% | |
| Tech | -5.21% | |
| Semiconductors | -8.31% | |
| Semiconductor Equipment | -4.78% | |
| Semiconductors | -8.89% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 147x.
- Analysts are expecting annual earnings growth of 27.3%, which is higher than its past year's earnings decline of 5.6% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 57% over the next 5 years.
- This is better than its past earnings decline of 16% 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 | |
|---|---|---|---|---|---|
| 6939 MEGAIN Holding (Cayman) | HK$1.85 | 10.1% +HK$88.2m | 289.5% | PS5.5x | |
| 1679 Risecomm Group Holdings | HK$0.54 | 10.2% +HK$10.8m | -10.0% | PS0.7x |