Narrative Update • Aug 04

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has dropped 5.2%, driven by Xiaomi declining 13%. On the other hand Lenovo Group is actually up 19%. The industry has fallen 31% in the last year. 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Aug 2026 | HK$1.1t | HK$1.9t | HK$57.9b | 17.3x | 19.3x | 0.6x |
| Sun, 05 Jul 2026 | HK$926.9b | HK$1.9t | HK$57.2b | 14.7x | 16.2x | 0.5x |
| Tue, 02 Jun 2026 | HK$1.1t | HK$1.9t | HK$57.2b | 19.5x | 19.3x | 0.6x |
| Thu, 30 Apr 2026 | HK$955.9b | HK$1.9t | HK$60.5b | 19.1x | 15.8x | 0.5x |
| Sat, 28 Mar 2026 | HK$998.6b | HK$1.8t | HK$59.2b | 18.1x | 16.9x | 0.6x |
| Mon, 23 Feb 2026 | HK$1.1t | HK$1.8t | HK$61.9b | 18.4x | 17.1x | 0.6x |
| Wed, 21 Jan 2026 | HK$1.1t | HK$1.7t | HK$62.6b | 18.6x | 16.9x | 0.6x |
| Fri, 19 Dec 2025 | HK$1.2t | HK$1.7t | HK$62.2b | 17.8x | 19.1x | 0.7x |
| Sun, 16 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.7b | 16x | 24.1x | 0.8x |
| Tue, 14 Oct 2025 | HK$1.5t | HK$1.7t | HK$53.5b | 16.6x | 27.8x | 0.9x |
| Thu, 11 Sep 2025 | HK$1.6t | HK$1.7t | HK$54.2b | 19.2x | 29.6x | 1x |
| Sat, 09 Aug 2025 | HK$1.5t | HK$1.6t | HK$44.2b | 29.9x | 34.1x | 1x |
| Mon, 07 Jul 2025 | HK$1.6t | HK$1.6t | HK$44.3b | 32.6x | 37.1x | 1x |
| Wed, 04 Jun 2025 | HK$1.5t | HK$1.6t | HK$44.4b | 41.6x | 34.3x | 1x |
| Fri, 02 May 2025 | HK$1.4t | HK$1.5t | HK$37.5b | 44.5x | 38.2x | 1x |
| Sun, 30 Mar 2025 | HK$1.4t | HK$1.4t | HK$32.9b | 26.7x | 44x | 1x |
| Tue, 25 Feb 2025 | HK$1.5t | HK$1.4t | HK$28.3b | 13.7x | 52.7x | 1.1x |
| Thu, 23 Jan 2025 | HK$1.0t | HK$1.4t | HK$25.5b | 12.4x | 40x | 0.7x |
| Sat, 21 Dec 2024 | HK$931.7b | HK$1.4t | HK$25.4b | 13.5x | 36.7x | 0.7x |
| Mon, 18 Nov 2024 | HK$849.0b | HK$1.4t | HK$25.1b | 16.4x | 33.8x | 0.6x |
| Wed, 16 Oct 2024 | HK$736.0b | HK$1.3t | HK$24.4b | 16.2x | 30.1x | 0.5x |
| Fri, 13 Sep 2024 | HK$605.7b | HK$1.3t | HK$24.4b | 18.1x | 24.8x | 0.5x |
| Sun, 11 Aug 2024 | HK$554.8b | HK$1.3t | HK$22.5b | 22.9x | 24.6x | 0.4x |
| Tue, 09 Jul 2024 | HK$569.7b | HK$1.2t | HK$22.4b | 24.2x | 25.5x | 0.5x |
| Thu, 06 Jun 2024 | HK$604.4b | HK$1.2t | HK$22.4b | 20.5x | 26.9x | 0.5x |
| Sat, 04 May 2024 | HK$595.6b | HK$1.2t | HK$20.6b | 21.8x | 28.9x | 0.5x |
| Mon, 01 Apr 2024 | HK$507.8b | HK$1.2t | HK$21.6b | 19.7x | 23.5x | 0.4x |
| Wed, 28 Feb 2024 | HK$469.3b | HK$1.2t | HK$23.6b | 17.8x | 19.9x | 0.4x |
| Fri, 26 Jan 2024 | HK$496.9b | HK$1.2t | HK$24.6b | 16.7x | 20.2x | 0.4x |
| Sun, 24 Dec 2023 | HK$546.4b | HK$1.2t | HK$24.7b | 16.6x | 22.2x | 0.4x |
| Tue, 21 Nov 2023 | HK$551.6b | HK$1.2t | HK$17.6b | 15.7x | 31.3x | 0.5x |
| Thu, 19 Oct 2023 | HK$453.2b | HK$1.2t | HK$19.8b | 17.4x | 22.9x | 0.4x |
| Sat, 16 Sep 2023 | HK$433.5b | HK$1.2t | HK$19.9b | 20.8x | 21.8x | 0.3x |
| Mon, 14 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 | -0.38% | |
| Tech | 3.53% | |
| Tech Hardware | -5.16% | |
| Tech Hardware Storage and Peripherals | -5.16% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$25.94 | 19.3% +HK$52.1b | 132.6% | PE21.5x | |
| 3396 Legend Holdings | HK$14.88 | 17.3% +HK$5.2b | 43.9% | PE28.4x | |
| 6810 Shanghai Sunmi Technology | HK$64.20 | 11.7% +HK$2.7b | n/a | PE98.7x | |
| 901 Shenzhen SDMC Technology | HK$64.00 | 4.5% +HK$576.2m | n/a | PE48.3x | |
| 2385 Readboy Education Holding | HK$6.46 | 3.4% +HK$72.8m | -2.6% | PS5.8x |