Narrative Update • Jul 21

Over the last 7 days, the Tech Hardware Storage and Peripherals industry has risen 3.5%, driven by gains from Lenovo Group of 14%. In contrast, the industry has lost 37% in the last 12 months. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 27 Jul 2026 | HK$1.1t | HK$1.9t | HK$57.7b | 16.8x | 18.4x | 0.6x |
| Wed, 24 Jun 2026 | HK$943.0b | HK$1.9t | HK$57.1b | 17.1x | 16.5x | 0.5x |
| Fri, 22 May 2026 | HK$988.6b | HK$1.9t | HK$60.9b | 17.7x | 16.2x | 0.5x |
| Sun, 19 Apr 2026 | HK$995.9b | HK$1.9t | HK$60.5b | 18.2x | 16.5x | 0.5x |
| Tue, 17 Mar 2026 | HK$1.0t | HK$1.8t | HK$62.1b | 17.2x | 16.3x | 0.6x |
| Thu, 12 Feb 2026 | HK$1.1t | HK$1.8t | HK$63.1b | 19.3x | 17.6x | 0.6x |
| Sat, 10 Jan 2026 | HK$1.1t | HK$1.7t | HK$62.7b | 17x | 17.9x | 0.6x |
| Mon, 08 Dec 2025 | HK$1.3t | HK$1.7t | HK$62.0b | 18.8x | 20.4x | 0.7x |
| Wed, 05 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.5b | 16.9x | 24.9x | 0.8x |
| Fri, 03 Oct 2025 | HK$1.7t | HK$1.7t | HK$53.6b | 17.2x | 31x | 1x |
| Sun, 31 Aug 2025 | HK$1.6t | HK$1.6t | HK$53.8b | 21.5x | 28.8x | 1x |
| Tue, 29 Jul 2025 | HK$1.6t | HK$1.6t | HK$44.3b | 32.5x | 37.1x | 1x |
| Thu, 26 Jun 2025 | HK$1.6t | HK$1.6t | HK$44.5b | 34.3x | 36.3x | 1x |
| Sat, 24 May 2025 | HK$1.5t | HK$1.5t | HK$38.2b | 50.5x | 39.8x | 1x |
| Mon, 21 Apr 2025 | HK$1.2t | HK$1.5t | HK$37.5b | 30.8x | 32.3x | 0.8x |
| Wed, 19 Mar 2025 | HK$1.6t | HK$1.4t | HK$28.3b | 19.5x | 57.5x | 1.2x |
| Fri, 14 Feb 2025 | HK$1.2t | HK$1.4t | HK$25.5b | 15.3x | 48x | 0.9x |
| Sun, 12 Jan 2025 | HK$980.6b | HK$1.4t | HK$25.4b | 12.9x | 38.6x | 0.7x |
| Tue, 10 Dec 2024 | HK$913.5b | HK$1.4t | HK$25.5b | 13.5x | 35.9x | 0.7x |
| Thu, 07 Nov 2024 | HK$851.1b | HK$1.3t | HK$24.3b | 15.9x | 35x | 0.6x |
| Sat, 05 Oct 2024 | HK$781.5b | HK$1.3t | HK$24.6b | 19.4x | 31.8x | 0.6x |
| Mon, 02 Sep 2024 | HK$627.0b | HK$1.3t | HK$24.5b | 18.8x | 25.6x | 0.5x |
| Wed, 31 Jul 2024 | HK$552.2b | HK$1.2t | HK$22.4b | 24x | 24.6x | 0.4x |
| Fri, 28 Jun 2024 | HK$574.9b | HK$1.2t | HK$22.4b | 25.5x | 25.7x | 0.5x |
| Sun, 26 May 2024 | HK$617.4b | HK$1.3t | HK$22.5b | 20.1x | 27.5x | 0.5x |
| Tue, 23 Apr 2024 | HK$516.2b | HK$1.2t | HK$21.5b | 19x | 24x | 0.4x |
| Thu, 21 Mar 2024 | HK$501.3b | HK$1.2t | HK$25.5b | 19.9x | 19.7x | 0.4x |
| Sat, 17 Feb 2024 | HK$462.0b | HK$1.2t | HK$24.5b | 16.4x | 18.8x | 0.4x |
| Mon, 15 Jan 2024 | HK$515.4b | HK$1.2t | HK$24.6b | 17.1x | 20.9x | 0.4x |
| Wed, 13 Dec 2023 | HK$527.2b | HK$1.2t | HK$24.6b | 15.8x | 21.5x | 0.4x |
| Fri, 10 Nov 2023 | HK$549.6b | HK$1.2t | HK$19.7b | 16.1x | 27.8x | 0.4x |
| Sun, 08 Oct 2023 | HK$424.0b | HK$1.2t | HK$19.8b | 15.2x | 21.4x | 0.3x |
| Tue, 05 Sep 2023 | HK$450.5b | HK$1.2t | HK$19.9b | 22.5x | 22.6x | 0.4x |
| Thu, 03 Aug 2023 | HK$432.6b | HK$1.3t | HK$22.7b | 13.4x | 19.1x | 0.3x |
19.1x
How does Hong Kong Tech Hardware Storage and Peripherals compare with similar industries?
| HK Market | 2.48% | |
| Tech | 2.88% | |
| Tech Hardware | 3.45% | |
| Tech Hardware Storage and Peripherals | 3.45% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$24.32 | 13.5% +HK$36.0b | 131.2% | PE20.1x | |
| 1810 Xiaomi | HK$28.68 | 3.4% +HK$24.1b | -49.5% | PE18x | |
| 3396 Legend Holdings | HK$13.81 | 12.5% +HK$3.6b | 32.0% | PE26.5x | |
| 901 Shenzhen SDMC Technology | HK$59.90 | 4.6% +HK$555.3m | n/a | PE45.3x | |
| 2028 Jolimark Holdings | HK$1.73 | 19.3% +HK$205.9m | 3,045.5% | PS7.7x |