Narrative Update • Jun 17

The Semiconductor Equipment industry is up 6.7% in the last week, with ASMPT up 14%. This takes the industry's 12 month performance to a gain of 55%. Earnings are forecast to grow by 39% annually.
Has the Hong Kong Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 22 Jun 2026 | HK$231.0b | HK$77.8b | -HK$340,750,328.27 | 22x | -677.8x | 3x |
| Wed, 20 May 2026 | HK$227.1b | HK$77.5b | -HK$331,071,624.35 | 26.9x | -686x | 2.9x |
| Fri, 17 Apr 2026 | HK$214.9b | HK$76.7b | -HK$398,486,590.40 | 28x | -539.2x | 2.8x |
| Sun, 15 Mar 2026 | HK$169.0b | HK$74.0b | -HK$4,124,949,063.27 | 41.5x | -41x | 2.3x |
| Tue, 10 Feb 2026 | HK$177.5b | HK$74.1b | -HK$6,240,811,215.86 | 46.8x | -28.4x | 2.4x |
| Thu, 08 Jan 2026 | HK$164.5b | HK$73.2b | -HK$6,144,754,930.69 | 44.7x | -26.8x | 2.2x |
| Sat, 06 Dec 2025 | HK$138.8b | HK$72.0b | -HK$5,546,365,954.71 | 44.5x | -25x | 1.9x |
| Mon, 03 Nov 2025 | HK$152.4b | HK$71.6b | -HK$5,499,374,448.56 | 42.4x | -27.7x | 2.1x |
| Wed, 01 Oct 2025 | HK$143.9b | HK$70.4b | -HK$5,842,093,777.74 | 74.8x | -24.6x | 2x |
| Fri, 29 Aug 2025 | HK$134.4b | HK$76.0b | -HK$4,872,139,799.45 | 62.8x | -27.6x | 1.8x |
| Sun, 27 Jul 2025 | HK$135.2b | HK$76.9b | -HK$3,732,459,041.21 | 46.5x | -36.2x | 1.8x |
| Tue, 24 Jun 2025 | HK$100.6b | HK$76.7b | -HK$3,717,983,792.41 | 32.9x | -27.1x | 1.3x |
| Thu, 22 May 2025 | HK$106.1b | HK$76.4b | -HK$3,699,355,173.46 | 36.8x | -28.7x | 1.4x |
| Sat, 19 Apr 2025 | HK$100.2b | HK$75.4b | -HK$2,887,385,396.60 | 20.6x | -34.7x | 1.3x |
| Mon, 17 Mar 2025 | HK$135.0b | HK$87.4b | -HK$1,129,787,832.62 | 12.7x | -119.5x | 1.5x |
| Wed, 12 Feb 2025 | HK$143.6b | HK$92.4b | HK$2.7b | 11x | 52.5x | 1.6x |
| Fri, 10 Jan 2025 | HK$137.8b | HK$92.2b | HK$2.7b | 10.6x | 50.2x | 1.5x |
| Sun, 08 Dec 2024 | HK$156.0b | HK$92.6b | HK$2.7b | 8.9x | 57.2x | 1.7x |
| Tue, 05 Nov 2024 | HK$176.4b | HK$93.9b | HK$2.7b | 7.3x | 65.7x | 1.9x |
| Thu, 03 Oct 2024 | HK$165.0b | HK$97.2b | HK$3.9b | 7.9x | 42.7x | 1.7x |
| Sat, 31 Aug 2024 | HK$136.6b | HK$96.7b | HK$3.9b | 6.7x | 35.4x | 1.4x |
| Mon, 29 Jul 2024 | HK$140.8b | HK$109.3b | HK$10.9b | 8.1x | 12.9x | 1.3x |
| Wed, 26 Jun 2024 | HK$158.7b | HK$109.7b | HK$11.1b | 8.6x | 14.3x | 1.4x |
| Fri, 24 May 2024 | HK$187.2b | HK$109.7b | HK$11.1b | 11.3x | 16.9x | 1.7x |
| Sun, 21 Apr 2024 | HK$176.6b | HK$110.3b | HK$11.0b | 10.8x | 16.1x | 1.6x |
| Tue, 19 Mar 2024 | HK$203.7b | HK$110.0b | HK$10.5b | 13.6x | 19.4x | 1.9x |
| Thu, 15 Feb 2024 | HK$144.6b | HK$116.5b | HK$23.6b | 10.3x | 6.1x | 1.2x |
| Sat, 13 Jan 2024 | HK$165.5b | HK$117.2b | HK$23.8b | 11.8x | 7x | 1.4x |
| Mon, 11 Dec 2023 | HK$156.6b | HK$116.6b | HK$23.6b | 10.3x | 6.6x | 1.3x |
| Wed, 08 Nov 2023 | HK$170.2b | HK$115.5b | HK$23.3b | 13.2x | 7.3x | 1.5x |
| Fri, 06 Oct 2023 | HK$189.2b | HK$114.0b | HK$23.5b | 14.9x | 8.1x | 1.7x |
| Sun, 03 Sep 2023 | HK$203.6b | HK$114.6b | HK$23.7b | 17.6x | 8.6x | 1.8x |
| Tue, 01 Aug 2023 | HK$230.4b | HK$104.3b | HK$26.1b | 19.6x | 8.8x | 2.2x |
| Thu, 29 Jun 2023 | HK$242.8b | HK$105.0b | HK$26.5b | 14.9x | 9.1x | 2.3x |
9.1x
How does Hong Kong Semiconductor Equipment compare with similar industries?
| HK Market | -3.95% | |
| Tech | 5.75% | |
| Semiconductors | 10.79% | |
| Semiconductor Equipment | 6.65% | |
| Semiconductors | 11.48% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 522 ASMPT | HK$207.40 | 2.3% +HK$1.9b | 278.1% | PE66.9x | |
| 2658 Guangdong Tianyu Semiconductor | HK$51.20 | 3.4% +HK$668.6m | n/a | PS24.6x |