Narrative Update • Aug 03

Last week, the Tech Hardware Storage and Peripherals industry hasn't moved much but Lenovo Group is up 7.4% in that time. Unfortunately though, the industry is down 32% over the past 12 months. Earnings are forecast to grow by 21% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | HK$1.1t | HK$1.9t | HK$57.8b | 17.5x | 19.2x | 0.6x |
| Fri, 03 Jul 2026 | HK$926.7b | HK$1.9t | HK$57.1b | 14.6x | 16.2x | 0.5x |
| Sun, 31 May 2026 | HK$1.1t | HK$1.9t | HK$57.2b | 19.5x | 19.3x | 0.6x |
| Tue, 28 Apr 2026 | HK$984.2b | HK$1.9t | HK$60.6b | 19.5x | 16.3x | 0.5x |
| Thu, 26 Mar 2026 | HK$986.2b | HK$1.8t | HK$59.2b | 17.8x | 16.7x | 0.6x |
| Sat, 21 Feb 2026 | HK$1.1t | HK$1.8t | HK$61.9b | 18.4x | 17.1x | 0.6x |
| Mon, 19 Jan 2026 | HK$1.1t | HK$1.7t | HK$62.5b | 19.4x | 17.6x | 0.6x |
| Wed, 17 Dec 2025 | HK$1.2t | HK$1.7t | HK$62.1b | 18.1x | 19.5x | 0.7x |
| Fri, 14 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.7b | 15.6x | 24.7x | 0.8x |
| Sun, 12 Oct 2025 | HK$1.6t | HK$1.7t | HK$53.5b | 16.9x | 29.4x | 0.9x |
| Tue, 09 Sep 2025 | HK$1.6t | HK$1.7t | HK$54.2b | 18.9x | 29.4x | 0.9x |
| Thu, 07 Aug 2025 | HK$1.6t | HK$1.6t | HK$44.2b | 31.3x | 35.6x | 1x |
| Sat, 05 Jul 2025 | HK$1.6t | HK$1.6t | HK$44.3b | 32.6x | 37.1x | 1x |
| Mon, 02 Jun 2025 | HK$1.5t | HK$1.6t | HK$44.3b | 40x | 33x | 0.9x |
| Wed, 30 Apr 2025 | HK$1.4t | HK$1.5t | HK$37.5b | 42.8x | 36.4x | 0.9x |
| Fri, 28 Mar 2025 | HK$1.5t | HK$1.4t | HK$32.9b | 14.1x | 46.5x | 1.1x |
| Sun, 23 Feb 2025 | HK$1.5t | HK$1.4t | HK$25.5b | 15.9x | 58.7x | 1.1x |
| Tue, 21 Jan 2025 | HK$1.0t | HK$1.4t | HK$25.4b | 12.7x | 39.8x | 0.7x |
| Thu, 19 Dec 2024 | HK$910.1b | HK$1.4t | HK$25.4b | 13.5x | 35.8x | 0.7x |
| Sat, 16 Nov 2024 | HK$849.0b | HK$1.3t | HK$24.2b | 16.4x | 35x | 0.6x |
| Mon, 14 Oct 2024 | HK$754.0b | HK$1.3t | HK$24.5b | 15.9x | 30.7x | 0.6x |
| Wed, 11 Sep 2024 | HK$597.6b | HK$1.3t | HK$24.4b | 17.9x | 24.5x | 0.4x |
| Fri, 09 Aug 2024 | HK$538.9b | HK$1.3t | HK$22.5b | 22.6x | 23.9x | 0.4x |
| Sun, 07 Jul 2024 | HK$574.9b | HK$1.2t | HK$22.4b | 24.5x | 25.7x | 0.5x |
| Tue, 04 Jun 2024 | HK$613.1b | HK$1.3t | HK$22.5b | 21.5x | 27.3x | 0.5x |
| Thu, 02 May 2024 | HK$569.9b | HK$1.2t | HK$20.6b | 20.6x | 27.7x | 0.5x |
| Sat, 30 Mar 2024 | HK$507.8b | HK$1.2t | HK$21.5b | 19.1x | 23.6x | 0.4x |
| Mon, 26 Feb 2024 | HK$458.4b | HK$1.2t | HK$23.6b | 17.3x | 19.4x | 0.4x |
| Wed, 24 Jan 2024 | HK$479.8b | HK$1.2t | HK$24.6b | 16.2x | 19.5x | 0.4x |
| Fri, 22 Dec 2023 | HK$555.3b | HK$1.2t | HK$24.6b | 16.7x | 22.5x | 0.5x |
| Sun, 19 Nov 2023 | HK$542.8b | HK$1.2t | HK$17.6b | 15.4x | 30.9x | 0.4x |
| Tue, 17 Oct 2023 | HK$448.0b | HK$1.2t | HK$19.8b | 17.5x | 22.7x | 0.4x |
| Thu, 14 Sep 2023 | HK$424.9b | HK$1.2t | HK$19.9b | 20.8x | 21.3x | 0.3x |
| Sat, 12 Aug 2023 | HK$421.1b | HK$1.3t | HK$22.7b | 13x | 18.6x | 0.3x |
18.6x
How does Hong Kong Tech Hardware Storage and Peripherals compare with similar industries?
| HK Market | 0.83% | |
| Tech | 0.51% | |
| Tech Hardware | -0.65% | |
| Tech Hardware Storage and Peripherals | -0.65% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$25.16 | 7.4% +HK$21.6b | 125.9% | PE20.8x | |
| 3396 Legend Holdings | HK$14.26 | 10.1% +HK$3.1b | 39.4% | PE27.3x | |
| 6810 Shanghai Sunmi Technology | HK$61.75 | 9.0% +HK$2.0b | n/a | PE95x | |
| 2385 Readboy Education Holding | HK$6.33 | 3.5% +HK$74.6m | -4.2% | PS5.6x | |
| 2086 Leadway Technology Investment Group | HK$0.56 | 25.8% +HK$36.7m | -6.7% | PS2x |