Why Investors Shouldn't Be Surprised By GCL Technology Holdings Limited's (HKG:3800) 36% Share Price Surge
Jul 02
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Hong Kong (HSI) Semiconductor Equipment Industry Analysis
UpdatedJul 10, 2025
DataAggregated Company Financials
Companies7
- 7D7.0%
- 3M29.3%
- 1Y-15.0%
- YTDn/a
The Semiconductor Equipment industry is up 16% in the last week, with GCL Technology Holdings up 12%. In the same time, UBoT Holding was down 11%. However, the industry is down 15% over the past year. Earnings are forecast to grow by 60% annually.
Industry Valuation and Performance
Has the Hong Kong Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 10 Jul 2025 | HK$125.5b | HK$76.8b | -HK$3,722,354,188.56 | 43.8x | -33.7x | 1.6x |
| Sat, 07 Jun 2025 | HK$102.0b | HK$76.7b | -HK$3,719,989,348.22 | 34.7x | -27.4x | 1.3x |
| Mon, 05 May 2025 | HK$103.8b | HK$75.2b | -HK$3,623,085,922.06 | 39.2x | -28.6x | 1.4x |
| Wed, 02 Apr 2025 | HK$120.1b | HK$75.7b | -HK$2,915,018,954.60 | 25.3x | -41.2x | 1.6x |
| Fri, 28 Feb 2025 | HK$148.8b | HK$92.5b | HK$2.6b | 12.3x | 56.5x | 1.6x |
| Sun, 26 Jan 2025 | HK$143.1b | HK$92.8b | HK$2.7b | 10.4x | 52.6x | 1.5x |
| Tue, 24 Dec 2024 | HK$139.0b | HK$92.3b | HK$2.7b | 10.6x | 50.7x | 1.5x |
| Thu, 21 Nov 2024 | HK$162.6b | HK$92.8b | HK$2.7b | 7.2x | 59.9x | 1.8x |
| Sat, 19 Oct 2024 | HK$143.0b | HK$96.4b | HK$3.9b | 6.9x | 36.9x | 1.5x |
| Mon, 16 Sep 2024 | HK$125.9b | HK$96.7b | HK$3.9b | 6.5x | 32.6x | 1.3x |
| Wed, 14 Aug 2024 | HK$137.3b | HK$110.5b | HK$11.5b | 7.6x | 11.9x | 1.2x |
| Fri, 12 Jul 2024 | HK$154.1b | HK$109.7b | HK$11.1b | 7.9x | 13.9x | 1.4x |
| Sun, 09 Jun 2024 | HK$173.0b | HK$109.9b | HK$11.1b | 10x | 15.6x | 1.6x |
| Tue, 07 May 2024 | HK$193.4b | HK$110.0b | HK$11.1b | 12.3x | 17.4x | 1.8x |
| Thu, 04 Apr 2024 | HK$201.9b | HK$110.3b | HK$11.0b | 12.2x | 18.4x | 1.8x |
| Sat, 02 Mar 2024 | HK$168.5b | HK$119.2b | HK$24.3b | 10.4x | 6.9x | 1.4x |
| Mon, 29 Jan 2024 | HK$150.4b | HK$116.9b | HK$23.7b | 10.4x | 6.4x | 1.3x |
| Wed, 27 Dec 2023 | HK$158.5b | HK$117.0b | HK$23.7b | 10x | 6.7x | 1.4x |
| Fri, 24 Nov 2023 | HK$172.6b | HK$116.8b | HK$23.7b | 11.8x | 7.3x | 1.5x |
| Sun, 22 Oct 2023 | HK$177.6b | HK$113.8b | HK$23.5b | 14.2x | 7.6x | 1.6x |
| Tue, 19 Sep 2023 | HK$190.8b | HK$114.0b | HK$23.5b | 16.1x | 8.1x | 1.7x |
| Thu, 17 Aug 2023 | HK$208.9b | HK$105.7b | HK$25.3b | 18.7x | 8.3x | 2x |
| Sat, 15 Jul 2023 | HK$234.0b | HK$105.9b | HK$26.8b | 16.2x | 8.7x | 2.2x |
| Mon, 12 Jun 2023 | HK$214.9b | HK$106.2b | HK$26.9b | 14.1x | 8x | 2x |
| Wed, 10 May 2023 | HK$216.3b | HK$108.1b | HK$27.5b | 12x | 7.9x | 2x |
| Fri, 07 Apr 2023 | HK$242.0b | HK$107.9b | HK$27.5b | 11.9x | 8.8x | 2.2x |
| Sun, 05 Mar 2023 | HK$246.5b | HK$95.0b | HK$20.0b | 8.2x | 12.3x | 2.6x |
| Tue, 31 Jan 2023 | HK$266.3b | HK$95.2b | HK$20.9b | 8.2x | 12.8x | 2.8x |
| Thu, 29 Dec 2022 | HK$234.8b | HK$93.1b | HK$20.3b | 7.1x | 11.5x | 2.5x |
| Sat, 26 Nov 2022 | HK$237.1b | HK$91.9b | HK$20.0b | 7.1x | 11.8x | 2.6x |
| Mon, 24 Oct 2022 | HK$219.9b | HK$91.3b | HK$20.3b | 5.8x | 10.8x | 2.4x |
| Wed, 21 Sep 2022 | HK$260.4b | HK$93.0b | HK$20.7b | 6.2x | 12.6x | 2.8x |
| Fri, 19 Aug 2022 | HK$305.9b | HK$84.7b | HK$15.8b | 9.8x | 19.4x | 3.6x |
| Sun, 17 Jul 2022 | HK$325.0b | HK$83.2b | HK$16.8b | 9x | 19.4x | 3.9x |
Price to Earnings Ratio
19.4x
Current Industry PE
- Investors are pessimistic on the Hong Kong Semiconductor Equipment industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The 3-year average PS ratio of 1.9x is higher than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- Total earnings for the Semiconductor Equipment industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 2.6% per year, which is driving profits down.
Industry Comparison
How does Hong Kong Semiconductor Equipment compare with similar industries?
| HK Market | -0.39% | |
| Tech | -0.95% | |
| Semiconductors | 2.51% | |
| Semiconductor Equipment | 6.96% | |
| Semiconductors | 1.65% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3800 GCL Technology Holdings | HK$1.22 | 11.9% +HK$3.7b | 11.9% | PS2.1x | |
| 6865 Flat Glass Group | HK$10.60 | 8.4% +HK$1.9b | -0.4% | PE64.1x | |
| 968 Xinyi Solar Holdings | HK$2.84 | 2.9% +HK$726.3m | -18.2% | PE23.4x | |
| 522 ASMPT | HK$58.70 | 2.5% +HK$603.9m | -44.8% | PE98.2x | |
| 757 Solargiga Energy Holdings | HK$0.094 | 16.0% +HK$43.2m | -18.3% | PS0.08x |