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Hong Kong (HSI) Software Industry Analysis

UpdatedDec 08, 2022
DataAggregated Company Financials
Companies36
  • 7D12.2%
  • 3M4.9%
  • 1Y-44.6%
  • YTD-56.9%

Over the last 7 days, the Software industry has risen 12%, driven by gains from SenseTime Group of 15%. In the same time, Xuan Wu Cloud Technology Holdings was down 14%. In the past year, the industry is down 42%. Earnings are forecast to grow by 49% annually.

Industry Valuation and Performance

Has the Hong Kong Software Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022HK$209.5bHK$49.2b-HK$25,640,314,842.0012.7x-8.2x4.3x
Sat, 05 Nov 2022HK$163.0bHK$47.9b-HK$25,129,742,029.0018.6x-6.5x3.4x
Mon, 03 Oct 2022HK$155.1bHK$48.9b-HK$25,779,374,501.0012.8x-6x3.2x
Wed, 31 Aug 2022HK$213.6bHK$48.6b-HK$26,534,639,616.0026.6x-8x4.4x
Fri, 29 Jul 2022HK$232.1bHK$48.4b-HK$42,031,023,236.0013x-5.5x4.8x
Sun, 26 Jun 2022HK$363.4bHK$42.1b-HK$41,023,302,085.0011.1x-8.9x8.6x
Tue, 24 May 2022HK$309.6bHK$42.0b-HK$40,969,278,158.0013.4x-7.6x7.4x
Thu, 21 Apr 2022HK$312.8bHK$43.6b-HK$42,310,119,443.0017.4x-7.4x7.2x
Sat, 19 Mar 2022HK$153.5bHK$35.3b-HK$19,049,448,615.0013x-8.1x4.3x
Mon, 14 Feb 2022HK$192.5bHK$34.0b-HK$19,138,396,109.0013.2x-10.1x5.7x
Wed, 12 Jan 2022HK$193.7bHK$33.0b-HK$18,387,967,160.0013.5x-10.5x5.9x
Fri, 10 Dec 2021HK$220.2bHK$33.1b-HK$18,482,642,879.0013.3x-11.9x6.7x
Sun, 07 Nov 2021HK$232.2bHK$32.9b-HK$18,234,241,301.0016x-12.7x7.1x
Tue, 05 Oct 2021HK$250.6bHK$32.7b-HK$18,103,762,905.0014.4x-13.8x7.7x
Thu, 02 Sep 2021HK$318.2bHK$39.9b-HK$16,758,870,486.7313.5x-19x8x
Sat, 31 Jul 2021HK$307.1bHK$39.9b-HK$16,758,870,486.7312.5x-18.3x7.7x
Tue, 04 May 2021HK$419.6bHK$37.8b-HK$8,664,362,516.4511.8x-48.4x11.1x
Fri, 05 Feb 2021HK$431.7bHK$34.2bHK$69.6m13.1x6199x12.6x
Mon, 09 Nov 2020HK$267.6bHK$36.4b-HK$1,300,053,234.3813.9x-205.8x7.4x
Sun, 02 Aug 2020HK$201.4bHK$32.1b-HK$756,340,559.4925.6x-266.3x6.3x
Wed, 06 May 2020HK$119.6bHK$27.3bHK$230.1m15.5x519.6x4.4x
Sat, 08 Feb 2020HK$100.8bHK$27.2bHK$661.0m16.5x152.4x3.7x
Price to Earnings Ratio

189.3x


Total Market Cap: HK$91.1bTotal Earnings: HK$481.1mTotal Revenue: HK$26.6bTotal Market Cap vs Earnings and Revenue0%0%0%
Hong Kong Software Industry Price to Earnings3Y Average 456.6x20212022
Current Industry PE
  • Investors are pessimistic on the Hong Kong Software industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The 3-year average PS ratio of 6.8x is higher than the industry's current PS ratio of 4.2x.
Past Earnings Growth
  • Total earnings for the Software industry have declined over the last three years, with the industry now making a loss overall.
  • Meanwhile revenues have grown 23% 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 Trends

Which industries have driven the changes within the Hong Kong Tech industry?

HK Market0.29%
Tech-0.24%
Software12.18%
Application Software12.51%
Systems Software7.30%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Systems Software industry, expecting annual earnings growth of 79% over the next 5 years.
    • This is better than its past earnings decline of 13% per year.
    • In contrast, the Application Software industry is expected to see its earnings grow by 47% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    20 SenseTime GroupHK$2.2015.2%
    +HK$9.7b
    n/aPS14.8x
    268 Kingdee International Software GroupHK$14.6213.5%
    +HK$6.0b
    -35.7%PS10.2x
    2013 WeimobHK$5.2520.4%
    +HK$2.3b
    -39.1%PS4.6x
    596 Inspur InternationalHK$4.1533.9%
    +HK$1.2b
    -2.4%PE59.5x
    909 Ming Yuan Cloud Group HoldingsHK$6.477.7%
    +HK$853.6m
    -70.9%PS5.2x
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    Latest News

    596

    HK$4.15

    Inspur International

    7D

    33.9%

    1Y

    -2.4%

    268

    HK$14.62

    Kingdee International Software Group

    7D

    13.5%

    1Y

    -35.7%

    8083

    HK$0.21

    China Youzan

    7D

    21.3%

    1Y

    -69.4%

    909

    HK$6.47

    Ming Yuan Cloud Group Holdings

    7D

    7.7%

    1Y

    -70.9%

    8048

    HK$0.032

    Yu Tak International Holdings

    7D

    -3.0%

    1Y

    -33.3%

    418

    HK$0.37

    Founder Holdings

    7D

    -7.5%

    1Y

    -58.4%

    3738

    HK$3.67

    Vobile Group

    7D

    5.8%

    1Y

    -47.6%

    2392

    HK$3.09

    Xuan Wu Cloud Technology Holdings

    7D

    -13.9%

    1Y

    n/a

    20

    HK$2.20

    SenseTime Group

    7D

    15.2%

    1Y

    n/a

    2013

    HK$5.25

    Weimob

    7D

    20.4%

    1Y

    -39.1%

    1808

    HK$1.35

    Enterprise Development Holdings

    7D

    -4.9%

    1Y

    -16.7%

    8071

    HK$0.029

    China Netcom Technology Holdings

    7D

    -9.4%

    1Y

    -9.4%

    8178

    HK$1.28

    China Information Technology Development

    7D

    -3.0%

    1Y

    -49.8%