Narrative Update • May 24

The Tech Hardware Storage and Peripherals industry is up 2.8% in the last week, with Lenovo Group up 27%. In the past year, the industry is down 34%. As for the next few years, earnings are expected to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Mon, 25 May 2026 | HK$1.0t | HK$1.9t | HK$64.4b | 18.3x | 16x | 0.5x |
| Wed, 22 Apr 2026 | HK$1.0t | HK$1.9t | HK$60.6b | 17.9x | 16.5x | 0.5x |
| Fri, 20 Mar 2026 | HK$1.1t | HK$1.8t | HK$62.1b | 18.8x | 17.5x | 0.6x |
| Sun, 15 Feb 2026 | HK$1.1t | HK$1.8t | HK$61.9b | 19.1x | 17.8x | 0.6x |
| Tue, 13 Jan 2026 | HK$1.1t | HK$1.8t | HK$62.8b | 17.2x | 18.3x | 0.7x |
| Thu, 11 Dec 2025 | HK$1.2t | HK$1.7t | HK$62.0b | 18.4x | 19.9x | 0.7x |
| Sat, 08 Nov 2025 | HK$1.3t | HK$1.7t | HK$53.6b | 16.7x | 24.2x | 0.8x |
| Mon, 06 Oct 2025 | HK$1.6t | HK$1.7t | HK$53.6b | 17.4x | 30.5x | 1x |
| Wed, 03 Sep 2025 | HK$1.6t | HK$1.7t | HK$54.2b | 18.6x | 30x | 1x |
| Fri, 01 Aug 2025 | HK$1.5t | HK$1.6t | HK$44.2b | 30.8x | 34.9x | 1x |
| Sun, 29 Jun 2025 | HK$1.7t | HK$1.6t | HK$44.5b | 34.9x | 37.7x | 1.1x |
| Tue, 27 May 2025 | HK$1.5t | HK$1.5t | HK$37.0b | 50.5x | 39.9x | 1x |
| Thu, 24 Apr 2025 | HK$1.4t | HK$1.5t | HK$37.5b | 30.8x | 36.4x | 0.9x |
| Sat, 22 Mar 2025 | HK$1.5t | HK$1.4t | HK$32.9b | 16x | 47x | 1.1x |
| Mon, 17 Feb 2025 | HK$1.3t | HK$1.4t | HK$25.5b | 15.4x | 51.2x | 1x |
| Wed, 15 Jan 2025 | HK$985.1b | HK$1.4t | HK$25.4b | 12.3x | 38.8x | 0.7x |
| Fri, 13 Dec 2024 | HK$931.0b | HK$1.4t | HK$25.5b | 13.9x | 36.5x | 0.7x |
| Sun, 10 Nov 2024 | HK$864.0b | HK$1.3t | HK$24.3b | 16.7x | 35.5x | 0.6x |
| Tue, 08 Oct 2024 | HK$820.6b | HK$1.4t | HK$24.6b | 21.7x | 33.3x | 0.6x |
| Thu, 05 Sep 2024 | HK$602.9b | HK$1.3t | HK$24.4b | 18.1x | 24.7x | 0.4x |
| Sat, 03 Aug 2024 | HK$542.3b | HK$1.3t | HK$22.5b | 23.3x | 24.1x | 0.4x |
| Mon, 01 Jul 2024 | HK$571.0b | HK$1.2t | HK$22.4b | 25.3x | 25.5x | 0.5x |
| Wed, 29 May 2024 | HK$625.7b | HK$1.2t | HK$22.4b | 20.1x | 27.9x | 0.5x |
| Fri, 26 Apr 2024 | HK$549.5b | HK$1.2t | HK$20.6b | 18.6x | 26.7x | 0.4x |
| Sun, 24 Mar 2024 | HK$512.7b | HK$1.2t | HK$25.4b | 19.6x | 20.2x | 0.4x |
| Tue, 20 Feb 2024 | HK$448.6b | HK$1.2t | HK$24.4b | 16.1x | 18.4x | 0.4x |
| Thu, 18 Jan 2024 | HK$472.6b | HK$1.2t | HK$24.6b | 15.5x | 19.2x | 0.4x |
| Sat, 16 Dec 2023 | HK$553.8b | HK$1.2t | HK$24.7b | 16.5x | 22.4x | 0.4x |
| Mon, 13 Nov 2023 | HK$537.0b | HK$1.2t | HK$19.8b | 14.2x | 27.2x | 0.4x |
| Wed, 11 Oct 2023 | HK$438.8b | HK$1.2t | HK$19.8b | 16.6x | 22.2x | 0.4x |
| Fri, 08 Sep 2023 | HK$427.5b | HK$1.2t | HK$19.9b | 20.9x | 21.5x | 0.3x |
| Sun, 06 Aug 2023 | HK$440.2b | HK$1.3t | HK$22.7b | 13.3x | 19.4x | 0.3x |
| Tue, 04 Jul 2023 | HK$403.4b | HK$1.3t | HK$22.7b | 13x | 17.8x | 0.3x |
| Thu, 01 Jun 2023 | HK$375.8b | HK$1.3t | HK$22.9b | 13.1x | 16.4x | 0.3x |
16.4x
How does Hong Kong Tech Hardware Storage and Peripherals compare with similar industries?
| HK Market | -1.48% | |
| Tech | 3.91% | |
| Tech Hardware | 2.78% | |
| Tech Hardware Storage and Peripherals | 2.78% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 992 Lenovo Group | HK$15.75 | 26.8% +HK$41.3b | 65.8% | PE13x | |
| 3396 Legend Holdings | HK$11.68 | 17.7% +HK$4.1b | 49.0% | PE22.5x | |
| 6810 Shanghai Sunmi Technology | HK$72.00 | 0.9% +HK$261.7m | n/a | PE112.9x | |
| 465 Futong Technology Development Holdings | HK$5.47 | 9.6% +HK$149.4m | 1,693.4% | PS11.9x | |
| 2385 Readboy Education Holding | HK$4.82 | 8.1% +HK$124.8m | -30.3% | PS4.3x |