Narrative Update • Aug 04

In the last week, the Tech Hardware Storage and Peripherals industry is up 1.6%, with Lenovo Group up 18%. During this same period, the Xiaomi underperformed, falling 6.0%. However, the industry is down 27% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.
Has the Hong Kong Tech Hardware Storage and Peripherals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 09 Aug 2026 | HK$1.1t | HK$1.9t | HK$57.9b | 16.9x | 19.5x | 0.6x |
| Tue, 07 Jul 2026 | HK$925.4b | HK$1.9t | HK$57.1b | 14.8x | 16.2x | 0.5x |
| Thu, 04 Jun 2026 | HK$1.1t | HK$1.9t | HK$57.2b | 20x | 20.1x | 0.6x |
| Sat, 02 May 2026 | HK$923.6b | HK$1.9t | HK$60.5b | 18.4x | 15.3x | 0.5x |
| Mon, 30 Mar 2026 | HK$998.6b | HK$1.8t | HK$59.2b | 18.1x | 16.9x | 0.6x |
| Wed, 25 Feb 2026 | HK$1.1t | HK$1.8t | HK$62.2b | 18.5x | 17.3x | 0.6x |
| Fri, 23 Jan 2026 | HK$1.0t | HK$1.7t | HK$62.4b | 18.5x | 16.8x | 0.6x |
| Sun, 21 Dec 2025 | HK$1.2t | HK$1.7t | HK$62.2b | 17.9x | 19.3x | 0.7x |
| Tue, 18 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.6b | 15.7x | 23.8x | 0.8x |
| Thu, 16 Oct 2025 | HK$1.5t | HK$1.7t | HK$53.4b | 16.6x | 28x | 0.9x |
| Sat, 13 Sep 2025 | HK$1.6t | HK$1.7t | HK$54.2b | 19.3x | 29.9x | 1x |
| Mon, 11 Aug 2025 | HK$1.5t | HK$1.6t | HK$44.2b | 29.9x | 34x | 1x |
| Wed, 09 Jul 2025 | HK$1.7t | HK$1.6t | HK$44.3b | 32.6x | 37.8x | 1.1x |
| Fri, 06 Jun 2025 | HK$1.5t | HK$1.6t | HK$44.4b | 42.4x | 34.9x | 1x |
| Sun, 04 May 2025 | HK$1.5t | HK$1.5t | HK$37.5b | 51.4x | 40.5x | 1x |
| Tue, 01 Apr 2025 | HK$1.4t | HK$1.5t | HK$37.7b | 40.2x | 37x | 0.9x |
| Thu, 27 Feb 2025 | HK$1.6t | HK$1.4t | HK$28.3b | 14.5x | 56.7x | 1.1x |
| Sat, 25 Jan 2025 | HK$1.1t | HK$1.4t | HK$25.6b | 12.6x | 41.7x | 0.8x |
| Mon, 23 Dec 2024 | HK$931.7b | HK$1.4t | HK$25.4b | 13.5x | 36.7x | 0.7x |
| Wed, 20 Nov 2024 | HK$853.0b | HK$1.4t | HK$25.6b | 13.5x | 33.4x | 0.6x |
| Fri, 18 Oct 2024 | HK$738.8b | HK$1.3t | HK$24.4b | 16.1x | 30.2x | 0.6x |
| Sun, 15 Sep 2024 | HK$615.5b | HK$1.3t | HK$24.5b | 18.3x | 25.1x | 0.5x |
| Tue, 13 Aug 2024 | HK$559.3b | HK$1.3t | HK$22.5b | 23x | 24.9x | 0.4x |
| Thu, 11 Jul 2024 | HK$564.8b | HK$1.2t | HK$22.4b | 24.4x | 25.3x | 0.5x |
| Sat, 08 Jun 2024 | HK$596.1b | HK$1.2t | HK$22.4b | 20.3x | 26.6x | 0.5x |
| Mon, 06 May 2024 | HK$595.6b | HK$1.2t | HK$20.6b | 21.8x | 29x | 0.5x |
| Wed, 03 Apr 2024 | HK$539.2b | HK$1.2t | HK$21.6b | 21.5x | 25x | 0.4x |
| Fri, 01 Mar 2024 | HK$459.9b | HK$1.2t | HK$23.6b | 17.4x | 19.5x | 0.4x |
| Sun, 28 Jan 2024 | HK$469.7b | HK$1.2t | HK$24.6b | 15x | 19.1x | 0.4x |
| Tue, 26 Dec 2023 | HK$546.4b | HK$1.2t | HK$24.6b | 16.6x | 22.2x | 0.4x |
| Thu, 23 Nov 2023 | HK$521.8b | HK$1.2t | HK$24.6b | 15.3x | 21.2x | 0.4x |
| Sat, 21 Oct 2023 | HK$459.4b | HK$1.2t | HK$19.7b | 17.4x | 23.3x | 0.4x |
| Mon, 18 Sep 2023 | HK$433.2b | HK$1.2t | HK$19.9b | 20.5x | 21.8x | 0.3x |
| Wed, 16 Aug 2023 | HK$418.1b | HK$1.3t | HK$22.6b | 12.8x | 18.5x | 0.3x |
18.5x
How does Hong Kong Tech Hardware Storage and Peripherals compare with similar industries?
| HK Market | -1.00% | |
| Tech | 7.27% | |
| Tech Hardware | 1.61% | |
| Tech Hardware Storage and Peripherals | 1.61% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$28.10 | 17.8% +HK$52.6b | 154.8% | PE23.2x | |
| 3396 Legend Holdings | HK$15.85 | 20.4% +HK$6.3b | 53.9% | PE30.3x | |
| 6810 Shanghai Sunmi Technology | HK$64.80 | 10.1% +HK$2.4b | n/a | PE99.6x | |
| 901 Shenzhen SDMC Technology | HK$63.35 | 3.5% +HK$450.5m | n/a | PE47.8x | |
| 465 Futong Technology Development Holdings | HK$3.53 | 26.1% +HK$227.2m | 938.2% | PS7.6x |