Narrative Update • May 26

The Tech Hardware Storage and Peripherals industry is up 5.3% in the last week, with Lenovo Group up 44%. Meanwhile, Xiaomi actually underperformed within the industry, shrinking 5.8% in the last week. In contrast, the industry has lost 30% in the last 12 months. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Thu, 28 May 2026 | HK$1.0t | HK$1.9t | HK$57.3b | 18.6x | 18.1x | 0.5x |
| Sat, 25 Apr 2026 | HK$985.3b | HK$1.9t | HK$60.4b | 19.3x | 16.3x | 0.5x |
| Mon, 23 Mar 2026 | HK$1.0t | HK$1.8t | HK$62.2b | 17.1x | 16.1x | 0.6x |
| Wed, 18 Feb 2026 | HK$1.1t | HK$1.8t | HK$61.9b | 19x | 17.7x | 0.6x |
| Fri, 16 Jan 2026 | HK$1.1t | HK$1.8t | HK$62.8b | 16.9x | 17.9x | 0.6x |
| Sun, 14 Dec 2025 | HK$1.3t | HK$1.7t | HK$62.1b | 18.7x | 20.4x | 0.7x |
| Tue, 11 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.5b | 16.5x | 24.2x | 0.8x |
| Thu, 09 Oct 2025 | HK$1.6t | HK$1.7t | HK$53.6b | 17.2x | 30.1x | 1x |
| Sat, 06 Sep 2025 | HK$1.6t | HK$1.7t | HK$54.2b | 19.8x | 28.9x | 0.9x |
| Mon, 04 Aug 2025 | HK$1.5t | HK$1.6t | HK$44.1b | 30.8x | 35x | 1x |
| Wed, 02 Jul 2025 | HK$1.7t | HK$1.6t | HK$44.6b | 34.7x | 38.2x | 1.1x |
| Fri, 30 May 2025 | HK$1.5t | HK$1.6t | HK$44.3b | 40.5x | 33.6x | 0.9x |
| Sun, 27 Apr 2025 | HK$1.4t | HK$1.5t | HK$37.5b | 38.5x | 36.6x | 0.9x |
| Tue, 25 Mar 2025 | HK$1.6t | HK$1.4t | HK$32.8b | 16.7x | 48.9x | 1.1x |
| Thu, 20 Feb 2025 | HK$1.4t | HK$1.4t | HK$25.5b | 15.1x | 55x | 1x |
| Sat, 18 Jan 2025 | HK$1.0t | HK$1.4t | HK$25.4b | 12.9x | 40x | 0.7x |
| Mon, 16 Dec 2024 | HK$920.0b | HK$1.4t | HK$25.5b | 13.2x | 36.1x | 0.7x |
| Wed, 13 Nov 2024 | HK$865.1b | HK$1.3t | HK$24.2b | 17x | 35.7x | 0.7x |
| Fri, 11 Oct 2024 | HK$754.0b | HK$1.3t | HK$24.5b | 15.9x | 30.7x | 0.6x |
| Sun, 08 Sep 2024 | HK$599.3b | HK$1.3t | HK$24.5b | 18x | 24.5x | 0.4x |
| Tue, 06 Aug 2024 | HK$535.3b | HK$1.3t | HK$22.6b | 22.2x | 23.7x | 0.4x |
| Thu, 04 Jul 2024 | HK$581.5b | HK$1.2t | HK$22.4b | 25.4x | 26x | 0.5x |
| Sat, 01 Jun 2024 | HK$601.3b | HK$1.3t | HK$22.5b | 19.8x | 26.8x | 0.5x |
| Mon, 29 Apr 2024 | HK$571.6b | HK$1.2t | HK$20.6b | 18.6x | 27.8x | 0.5x |
| Wed, 27 Mar 2024 | HK$518.6b | HK$1.2t | HK$25.4b | 20.2x | 20.4x | 0.4x |
| Fri, 23 Feb 2024 | HK$466.7b | HK$1.2t | HK$24.4b | 16.8x | 19.1x | 0.4x |
| Sun, 21 Jan 2024 | HK$476.2b | HK$1.2t | HK$24.6b | 15.8x | 19.3x | 0.4x |
| Tue, 19 Dec 2023 | HK$551.3b | HK$1.2t | HK$24.6b | 16.5x | 22.4x | 0.4x |
| Thu, 16 Nov 2023 | HK$566.2b | HK$1.2t | HK$19.8b | 14.2x | 28.6x | 0.5x |
| Sat, 14 Oct 2023 | HK$448.0b | HK$1.2t | HK$19.8b | 17.5x | 22.7x | 0.4x |
| Mon, 11 Sep 2023 | HK$427.5b | HK$1.2t | HK$19.8b | 21x | 21.5x | 0.3x |
| Wed, 09 Aug 2023 | HK$432.8b | HK$1.3t | HK$22.7b | 13.1x | 19.1x | 0.3x |
| Fri, 07 Jul 2023 | HK$408.1b | HK$1.3t | HK$22.6b | 12.8x | 18x | 0.3x |
| Sun, 04 Jun 2023 | HK$388.2b | HK$1.3t | HK$22.9b | 13.2x | 16.9x | 0.3x |
16.9x
How does Hong Kong Tech Hardware Storage and Peripherals compare with similar industries?
| HK Market | -1.59% | |
| Tech | 6.25% | |
| Tech Hardware | 3.64% | |
| Tech Hardware Storage and Peripherals | 3.64% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$19.68 | 49.7% +HK$81.0b | 108.3% | PE16.3x | |
| 3396 Legend Holdings | HK$14.69 | 45.2% +HK$10.8b | 78.7% | PE28.2x | |
| 6810 Shanghai Sunmi Technology | HK$74.00 | 7.2% +HK$2.0b | n/a | PE114.4x | |
| 2028 Jolimark Holdings | HK$0.41 | 217.8% +HK$172.2m | 703.9% | PS1.5x | |
| 465 Futong Technology Development Holdings | HK$4.94 | 8.8% +HK$124.5m | 1,603.4% | PS10.7x |