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- 7D-8.0%
- 3M-12.0%
- 1Y27.1%
- YTD-14.6%
Over the last 7 days, the Semiconductors industry has dropped 8.0%, driven by a pullback from Semiconductor Manufacturing International of 8.4%. In the past year, the industry has gained 27%. Looking forward, earnings are forecast to grow by 32% 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 |
|---|---|---|---|---|---|---|
| Wed, 25 Mar 2026 | HK$1.1t | HK$177.4b | -HK$2,616,020,850.23 | 30.6x | -413.1x | 6.1x |
| Fri, 20 Feb 2026 | HK$1.3t | HK$177.5b | -HK$4,715,641,733.07 | 24.5x | -269.9x | 7.2x |
| Sun, 18 Jan 2026 | HK$1.3t | HK$175.6b | -HK$4,678,862,733.70 | 25.6x | -283.8x | 7.6x |
| Tue, 16 Dec 2025 | HK$1.1t | HK$173.8b | -HK$3,416,545,691.71 | 27.8x | -310.3x | 6.1x |
| Thu, 13 Nov 2025 | HK$1.1t | HK$170.8b | -HK$3,198,861,096.63 | 22.7x | -356.2x | 6.7x |
| Sat, 11 Oct 2025 | HK$1.2t | HK$168.8b | -HK$3,446,149,059.82 | 26.5x | -347.1x | 7.1x |
| Mon, 08 Sep 2025 | HK$998.8b | HK$168.9b | -HK$3,432,186,728.73 | 22.6x | -291x | 5.9x |
| Wed, 06 Aug 2025 | HK$849.7b | HK$171.8b | HK$315.6m | 28x | 2692.4x | 4.9x |
| Fri, 04 Jul 2025 | HK$724.4b | HK$172.9b | HK$1.4b | 23.5x | 503.3x | 4.2x |
| Sun, 01 Jun 2025 | HK$672.2b | HK$172.4b | HK$1.4b | 21.2x | 480.9x | 3.9x |
| Tue, 29 Apr 2025 | HK$717.1b | HK$167.1b | HK$1.6b | 22.1x | 454.9x | 4.3x |
| Thu, 27 Mar 2025 | HK$755.8b | HK$172.3b | HK$3.1b | 26.8x | 242.9x | 4.4x |
| Sat, 22 Feb 2025 | HK$871.3b | HK$178.7b | HK$7.1b | 14.3x | 123.3x | 4.9x |
| Mon, 20 Jan 2025 | HK$716.6b | HK$177.8b | HK$7.6b | 12.1x | 94.7x | 4x |
| Wed, 18 Dec 2024 | HK$552.7b | HK$177.1b | HK$8.6b | 12.7x | 64.3x | 3.1x |
| Fri, 15 Nov 2024 | HK$612.8b | HK$177.8b | HK$8.6b | 12.8x | 71.2x | 3.4x |
| Sun, 13 Oct 2024 | HK$540.9b | HK$177.8b | HK$9.2b | 11.6x | 58.6x | 3x |
| Tue, 10 Sep 2024 | HK$382.5b | HK$177.9b | HK$9.2b | 9.5x | 41.4x | 2.2x |
| Thu, 08 Aug 2024 | HK$405.7b | HK$190.8b | HK$19.7b | 10.2x | 20.6x | 2.1x |
| Sat, 06 Jul 2024 | HK$423.5b | HK$190.1b | HK$19.2b | 11x | 22x | 2.2x |
| Mon, 03 Jun 2024 | HK$448.7b | HK$190.4b | HK$19.3b | 12.5x | 23.3x | 2.4x |
| Wed, 01 May 2024 | HK$432.5b | HK$189.2b | HK$21.5b | 11.8x | 20.1x | 2.3x |
| Fri, 29 Mar 2024 | HK$448.2b | HK$189.9b | HK$23.2b | 11.9x | 19.3x | 2.4x |
| Sun, 25 Feb 2024 | HK$407.2b | HK$195.9b | HK$35.8b | 11x | 11.4x | 2.1x |
| Tue, 23 Jan 2024 | HK$401.3b | HK$196.8b | HK$37.2b | 9.1x | 10.8x | 2x |
| Thu, 21 Dec 2023 | HK$455.6b | HK$196.8b | HK$37.3b | 9.8x | 12.2x | 2.3x |
| Sat, 18 Nov 2023 | HK$485.7b | HK$195.9b | HK$37.0b | 11.1x | 13.1x | 2.5x |
| Mon, 16 Oct 2023 | HK$494.1b | HK$196.7b | HK$40.9b | 10.1x | 12.1x | 2.5x |
| Wed, 13 Sep 2023 | HK$500.9b | HK$197.0b | HK$40.9b | 12x | 12.2x | 2.5x |
| Fri, 11 Aug 2023 | HK$526.4b | HK$191.4b | HK$43.6b | 10x | 12.1x | 2.7x |
| Sun, 09 Jul 2023 | HK$530.4b | HK$190.5b | HK$44.7b | 10.1x | 11.9x | 2.8x |
| Tue, 06 Jun 2023 | HK$546.1b | HK$191.7b | HK$45.1b | 10.3x | 12.1x | 2.8x |
| Thu, 04 May 2023 | HK$577.0b | HK$196.7b | HK$46.7b | 11.4x | 12.4x | 2.9x |
| Sat, 01 Apr 2023 | HK$573.6b | HK$196.3b | HK$46.6b | 10.3x | 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 6.1x.
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 | -2.68% | |
| Tech | -5.51% | |
| Semiconductors | -7.99% | |
| Semiconductor Equipment | -4.88% | |
| Semiconductors | -8.51% | |
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 27.4%, 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 | |
|---|---|---|---|---|---|
| 522 ASMPT | HK$109.50 | 0.5% +HK$208.9m | 88.8% | PE42.2x | |
| 6939 MEGAIN Holding (Cayman) | HK$1.74 | 7.4% +HK$62.3m | 262.5% | PS5.1x | |
| 2149 BaTeLab | HK$41.00 | 1.7% +HK$44.1m | 0% | PE12.9x | |
| 1679 Risecomm Group Holdings | HK$0.54 | 3.8% +HK$4.3m | -6.1% | PS0.7x | |
| 8529 UBoT Holding | HK$0.18 | 0.6% +HK$512.5k | 21.9% | PE7.1x |
