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- 7D6.7%
- 3M-7.2%
- 1Y49.1%
- YTD-3.5%
The Semiconductors industry is up 4.2% in the last week, with Shanghai Biren Technology up 40%. Meanwhile, Epiworld International actually underperformed within the industry, shrinking 8.1% in the last week. In the last 12 months, the industry was up 46%. Looking forward, earnings are forecast to grow by 36% 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 |
|---|---|---|---|---|---|---|
| Tue, 21 Apr 2026 | HK$1.3t | HK$185.2b | HK$2.2b | 28.4x | 601.8x | 7x |
| Thu, 19 Mar 2026 | HK$1.2t | HK$177.9b | -HK$2,628,280,747.87 | 32x | -452.5x | 6.7x |
| Sat, 14 Feb 2026 | HK$1.3t | HK$176.6b | -HK$4,775,670,356.44 | 24.2x | -266.8x | 7.2x |
| Mon, 12 Jan 2026 | HK$1.3t | HK$175.5b | -HK$4,665,056,214.20 | 25x | -272.7x | 7.3x |
| Wed, 10 Dec 2025 | HK$1.1t | HK$173.6b | -HK$3,395,502,773.92 | 27.2x | -331.1x | 6.5x |
| Fri, 07 Nov 2025 | HK$1.2t | HK$170.2b | -HK$3,044,380,798.38 | 23.9x | -392.8x | 7x |
| Sun, 05 Oct 2025 | HK$1.3t | HK$168.8b | -HK$3,448,544,688.27 | 28.9x | -385.1x | 7.9x |
| Tue, 02 Sep 2025 | HK$1.0t | HK$169.0b | -HK$3,401,189,127.70 | 24.5x | -307.2x | 6.2x |
| Thu, 31 Jul 2025 | HK$815.0b | HK$172.7b | HK$1.5b | 26.4x | 552.4x | 4.7x |
| Sat, 28 Jun 2025 | HK$723.2b | HK$172.8b | HK$1.4b | 24.5x | 523x | 4.2x |
| Mon, 26 May 2025 | HK$684.8b | HK$172.4b | HK$1.4b | 20.4x | 494x | 4x |
| Wed, 23 Apr 2025 | HK$731.9b | HK$167.0b | HK$1.6b | 21.7x | 462.2x | 4.4x |
| Fri, 21 Mar 2025 | HK$804.0b | HK$172.5b | HK$3.1b | 26.7x | 258.8x | 4.7x |
| Sun, 16 Feb 2025 | HK$760.8b | HK$178.9b | HK$7.1b | 12.7x | 107.6x | 4.3x |
| Tue, 14 Jan 2025 | HK$647.6b | HK$177.7b | HK$7.6b | 11.5x | 85.5x | 3.6x |
| Thu, 12 Dec 2024 | HK$583.6b | HK$177.3b | HK$8.6b | 12.9x | 67.9x | 3.3x |
| Sat, 09 Nov 2024 | HK$648.0b | HK$177.4b | HK$10.1b | 13.5x | 64.4x | 3.7x |
| Mon, 07 Oct 2024 | HK$557.2b | HK$177.9b | HK$9.2b | 14x | 60.4x | 3.1x |
| Wed, 04 Sep 2024 | HK$401.0b | HK$177.9b | HK$9.3b | 9.8x | 43.2x | 2.3x |
| Fri, 02 Aug 2024 | HK$419.5b | HK$190.4b | HK$19.6b | 10.3x | 21.4x | 2.2x |
| Sun, 30 Jun 2024 | HK$433.8b | HK$190.0b | HK$19.2b | 11.6x | 22.6x | 2.3x |
| Tue, 28 May 2024 | HK$443.0b | HK$190.0b | HK$19.2b | 11.9x | 23x | 2.3x |
| Thu, 25 Apr 2024 | HK$416.8b | HK$189.7b | HK$21.4b | 10.9x | 19.5x | 2.2x |
| Sat, 23 Mar 2024 | HK$464.7b | HK$189.0b | HK$22.7b | 12.7x | 20.4x | 2.5x |
| Mon, 19 Feb 2024 | HK$400.0b | HK$195.9b | HK$36.0b | 11x | 11.1x | 2x |
| Wed, 17 Jan 2024 | HK$430.9b | HK$197.0b | HK$37.2b | 10.5x | 11.6x | 2.2x |
| Fri, 15 Dec 2023 | HK$453.7b | HK$196.9b | HK$37.3b | 9.5x | 12.2x | 2.3x |
| Sun, 12 Nov 2023 | HK$478.6b | HK$195.3b | HK$36.9b | 10.7x | 13x | 2.5x |
| Tue, 10 Oct 2023 | HK$479.0b | HK$197.0b | HK$40.9b | 11.1x | 11.7x | 2.4x |
| Thu, 07 Sep 2023 | HK$528.6b | HK$197.1b | HK$41.0b | 12.4x | 12.9x | 2.7x |
| Sat, 05 Aug 2023 | HK$527.3b | HK$191.6b | HK$43.6b | 10.1x | 12.1x | 2.8x |
| Mon, 03 Jul 2023 | HK$550.5b | HK$190.3b | HK$44.7b | 10.3x | 12.3x | 2.9x |
| Wed, 31 May 2023 | HK$536.1b | HK$192.0b | HK$45.2b | 10.4x | 11.9x | 2.8x |
| Fri, 28 Apr 2023 | HK$572.0b | HK$196.6b | HK$46.1b | 11.6x | 12.4x | 2.9x |
Price to Earnings Ratio
12.4x
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 588x which is higher than its 3-year average PE of 392x.
- The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 6.9x.
Past Earnings Growth
- The earnings for companies in the Semiconductor industry have declined 64% per year over the last three years,
- Revenues have also declined 2.2% 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 | 1.70% | |
| Tech | 5.59% | |
| Semiconductors | 6.70% | |
| Semiconductors | 7.19% | |
| Semiconductor Equipment | 4.45% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 156x.
- Analysts are expecting annual earnings growth of 35.1%, which is higher than its past year's earnings decline of 16.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 43% 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 35% 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 | |
|---|---|---|---|---|---|
| 6082 Shanghai Biren Technology | HK$49.00 | 40.0% +HK$34.1b | n/a | PS100.6x | |
| 981 Semiconductor Manufacturing International | HK$59.80 | 4.6% +HK$21.2b | 30.0% | PE89.3x | |
| 9903 Shanghai Iluvatar CoreX Semiconductor | HK$426.00 | 20.2% +HK$18.2b | n/a | PS91.3x | |
| 1347 Hua Hong Semiconductor | HK$94.45 | 6.0% +HK$9.3b | 161.3% | PE381.9x | |
| 522 ASMPT | HK$138.60 | 17.8% +HK$8.7b | 184.9% | PE53.4x |
