Returns Are Gaining Momentum At Shanghai Fudan Microelectronics Group (HKG:1385)
Jul 14
Have your own idea? Try our Stock Screener
Hong Kong (HSI) Semiconductors Industry Analysis
UpdatedJul 14, 2025
DataAggregated Company Financials
Companies14
- 7D2.6%
- 3M-3.1%
- 1Y129.8%
- YTDn/a
Over the last 7 days, the Semiconductors industry has risen 2.6%, driven by gains from Semiconductor Manufacturing International of 4.6%. This means that the industry has gained 130% over the past year. Earnings are forecast to grow by 25% 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 |
|---|---|---|---|---|---|---|
| Mon, 14 Jul 2025 | HK$628.4b | HK$95.9b | HK$5.2b | 22.8x | 121.5x | 6.6x |
| Wed, 11 Jun 2025 | HK$581.9b | HK$96.0b | HK$5.1b | 23.7x | 113.9x | 6.1x |
| Fri, 09 May 2025 | HK$621.9b | HK$90.5b | HK$4.4b | 23.5x | 142.1x | 6.9x |
| Sun, 06 Apr 2025 | HK$612.3b | HK$90.5b | HK$4.4b | 23.1x | 138.9x | 6.8x |
| Tue, 04 Mar 2025 | HK$665.9b | HK$86.2b | HK$4.4b | 27.2x | 150.4x | 7.7x |
| Thu, 30 Jan 2025 | HK$545.7b | HK$85.6b | HK$4.8b | 22.3x | 113.2x | 6.4x |
| Sat, 28 Dec 2024 | HK$504.2b | HK$85.3b | HK$4.8b | 24.3x | 104.8x | 5.9x |
| Mon, 25 Nov 2024 | HK$422.0b | HK$84.8b | HK$5.9b | 21.6x | 71.9x | 5x |
| Wed, 23 Oct 2024 | HK$479.3b | HK$81.1b | HK$5.4b | 20.3x | 89.4x | 5.9x |
| Fri, 20 Sep 2024 | HK$249.6b | HK$81.3b | HK$5.4b | 11.5x | 46.4x | 3.1x |
| Sun, 18 Aug 2024 | HK$283.9b | HK$81.8b | HK$5.8b | 10.9x | 49.3x | 3.5x |
| Tue, 16 Jul 2024 | HK$288.5b | HK$80.3b | HK$8.1b | 12.2x | 35.5x | 3.6x |
| Thu, 13 Jun 2024 | HK$294.0b | HK$80.3b | HK$8.2b | 14x | 36x | 3.7x |
| Sat, 11 May 2024 | HK$257.8b | HK$80.3b | HK$8.2b | 13.3x | 31.4x | 3.2x |
| Mon, 08 Apr 2024 | HK$245.8b | HK$79.5b | HK$10.5b | 11.7x | 23.4x | 3.1x |
| Wed, 06 Mar 2024 | HK$271.5b | HK$79.4b | HK$12.2b | 12x | 22.2x | 3.4x |
| Fri, 02 Feb 2024 | HK$236.0b | HK$80.4b | HK$13.7b | 8.2x | 17.3x | 2.9x |
| Sun, 31 Dec 2023 | HK$298.3b | HK$80.0b | HK$13.5b | 10.3x | 22x | 3.7x |
| Tue, 28 Nov 2023 | HK$319.5b | HK$79.8b | HK$13.6b | 10x | 23.6x | 4x |
| Thu, 26 Oct 2023 | HK$311.0b | HK$82.8b | HK$17.4b | 8.6x | 17.9x | 3.8x |
| Sat, 23 Sep 2023 | HK$294.8b | HK$82.7b | HK$17.4b | 9.1x | 17x | 3.6x |
| Mon, 21 Aug 2023 | HK$279.9b | HK$82.4b | HK$17.1b | 8.7x | 16.4x | 3.4x |
| Wed, 19 Jul 2023 | HK$303.9b | HK$85.2b | HK$18.1b | 9.1x | 16.8x | 3.6x |
| Fri, 16 Jun 2023 | HK$334.4b | HK$85.3b | HK$18.1b | 9.3x | 18.4x | 3.9x |
| Sun, 14 May 2023 | HK$315.7b | HK$86.0b | HK$17.9b | 8.7x | 17.6x | 3.7x |
| Tue, 11 Apr 2023 | HK$375.6b | HK$88.4b | HK$19.2b | 9.6x | 19.6x | 4.2x |
| Thu, 09 Mar 2023 | HK$297.4b | HK$86.9b | HK$20.0b | 10.2x | 14.9x | 3.4x |
| Sat, 04 Feb 2023 | HK$306.8b | HK$86.9b | HK$19.9b | 9.1x | 15.4x | 3.5x |
| Mon, 02 Jan 2023 | HK$284.4b | HK$86.4b | HK$19.7b | 8.6x | 14.4x | 3.3x |
| Wed, 30 Nov 2022 | HK$282.2b | HK$86.5b | HK$20.2b | 7.1x | 14x | 3.3x |
| Fri, 28 Oct 2022 | HK$286.9b | HK$81.2b | HK$18.6b | 6.2x | 15.5x | 3.5x |
| Sun, 25 Sep 2022 | HK$266.5b | HK$81.3b | HK$18.6b | 8.4x | 14.4x | 3.3x |
| Tue, 23 Aug 2022 | HK$215.4b | HK$80.9b | HK$18.4b | 10.7x | 11.7x | 2.7x |
| Thu, 21 Jul 2022 | HK$217.5b | HK$73.8b | HK$19.1b | 12.8x | 11.4x | 2.9x |
Price to Earnings Ratio
11.4x
Current Industry PE
- Investors are optimistic on the Hong Kong Semiconductors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 121x which is higher than its 3-year average PE of 44.9x.
- The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 6.6x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have declined 35% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.1% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Comparison
How does Hong Kong Semiconductors compare with similar industries?
| HK Market | 1.04% | |
| Tech | 1.01% | |
| Semiconductors | 2.97% | |
| Semiconductors | 2.65% | |
| Semiconductor Equipment | 4.60% | |
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 | |
|---|---|---|---|---|---|
| 981 Semiconductor Manufacturing International | HK$45.95 | 4.6% +HK$16.0b | 153.9% | PE76.8x | |
| 2533 Black Sesame International Holding | HK$18.02 | 1.3% +HK$151.6m | n/a | PE33.2x | |
| 85 China Electronics Huada Technology | HK$1.44 | 2.1% +HK$60.9m | 10.8% | PE5x | |
| 243 QPL International Holdings | HK$0.30 | 47.1% +HK$27.7m | 92.3% | PS0.3x | |
| 712 Comtec Solar Systems Group | HK$0.10 | 13.0% +HK$12.7m | 14.3% | PS0.6x |
