Narrative Update • Jul 29

The Interactive Home Entertainment industry is up 3.3% in the last week, with NetEase up 3.0%. Meanwhile, 7Road Holdings actually underperformed within the industry, shrinking 53% in the last week. However, the industry is down 5.4% over the past year. Earnings are forecast to grow by 9.0% annually.
Has the Hong Kong Interactive Home Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 05 Aug 2026 | HK$750.7b | HK$181.3b | HK$45.6b | 12.8x | 16.5x | 4.1x |
| Fri, 03 Jul 2026 | HK$724.1b | HK$180.2b | HK$45.3b | 12.3x | 16x | 4x |
| Sun, 31 May 2026 | HK$706.2b | HK$181.1b | HK$45.3b | 12.3x | 15.6x | 3.9x |
| Tue, 28 Apr 2026 | HK$651.8b | HK$177.5b | HK$43.8b | 14.1x | 14.9x | 3.7x |
| Thu, 26 Mar 2026 | HK$657.9b | HK$176.4b | HK$39.7b | 12x | 16.6x | 3.7x |
| Sat, 21 Feb 2026 | HK$682.5b | HK$176.2b | HK$41.0b | 13.8x | 16.7x | 3.9x |
| Mon, 19 Jan 2026 | HK$810.4b | HK$173.4b | HK$43.4b | 14.5x | 18.7x | 4.7x |
| Wed, 17 Dec 2025 | HK$786.2b | HK$172.3b | HK$42.9b | 13.6x | 18.3x | 4.6x |
| Fri, 14 Nov 2025 | HK$827.3b | HK$168.0b | HK$40.1b | 14.3x | 20.6x | 4.9x |
| Sun, 12 Oct 2025 | HK$876.0b | HK$167.4b | HK$39.9b | 14.9x | 21.9x | 5.2x |
| Tue, 09 Sep 2025 | HK$820.7b | HK$167.6b | HK$40.1b | 14.9x | 20.5x | 4.9x |
| Thu, 07 Aug 2025 | HK$784.3b | HK$166.9b | HK$36.1b | 16.1x | 21.7x | 4.7x |
| Sat, 05 Jul 2025 | HK$777.1b | HK$167.5b | HK$36.2b | 13.9x | 21.4x | 4.6x |
| Mon, 02 Jun 2025 | HK$702.4b | HK$166.5b | HK$36.0b | 13.5x | 19.5x | 4.2x |
| Wed, 30 Apr 2025 | HK$626.7b | HK$160.8b | HK$33.1b | 11.5x | 19x | 3.9x |
| Fri, 28 Mar 2025 | HK$608.1b | HK$162.0b | HK$33.5b | 15.9x | 18.1x | 3.8x |
| Sun, 23 Feb 2025 | HK$628.7b | HK$162.0b | HK$33.1b | 14x | 19x | 3.9x |
| Tue, 21 Jan 2025 | HK$595.8b | HK$161.4b | HK$30.6b | 14.3x | 19.5x | 3.7x |
| Thu, 19 Dec 2024 | HK$566.7b | HK$161.7b | HK$30.6b | 13.6x | 18.5x | 3.5x |
| Sat, 16 Nov 2024 | HK$518.1b | HK$162.3b | HK$30.6b | 11.2x | 16.9x | 3.2x |
| Mon, 14 Oct 2024 | HK$88.2b | HK$49.4b | HK$1.0b | 10.6x | 88x | 1.8x |
| Wed, 11 Sep 2024 | HK$70.7b | HK$49.2b | HK$1.0b | 9.2x | 70.6x | 1.4x |
| Fri, 09 Aug 2024 | HK$75.0b | HK$49.8b | HK$2.4b | 6.5x | 31.5x | 1.5x |
| Sun, 07 Jul 2024 | HK$78.6b | HK$49.4b | HK$2.4b | 7.2x | 33.3x | 1.6x |
| Tue, 04 Jun 2024 | HK$96.4b | HK$49.9b | HK$2.0b | 10.6x | 48.4x | 1.9x |
| Thu, 02 May 2024 | HK$93.2b | HK$49.7b | HK$1.9b | 9.9x | 49.2x | 1.9x |
| Sat, 30 Mar 2024 | HK$90.3b | HK$51.5b | HK$2.2b | 9.8x | 41.4x | 1.8x |
| Mon, 26 Feb 2024 | HK$102.2b | HK$52.4b | -HK$231,244,286.04 | 17.4x | -441.8x | 1.9x |
| Wed, 24 Jan 2024 | HK$73.0b | HK$44.2b | -HK$723,994,816.00 | 15.4x | -100.8x | 1.7x |
| Fri, 22 Dec 2023 | HK$82.3b | HK$44.3b | -HK$725,116,759.00 | 16.5x | -113.5x | 1.9x |
| Sun, 19 Nov 2023 | HK$91.7b | HK$43.6b | -HK$7,314,529,942.00 | 15.3x | -12.5x | 2.1x |
| Tue, 17 Oct 2023 | HK$93.9b | HK$51.5b | -HK$6,767,546,164.00 | 15.2x | -13.9x | 1.8x |
| Thu, 14 Sep 2023 | HK$90.1b | HK$44.1b | -HK$7,410,255,658.00 | 16.2x | -12.2x | 2x |
| Sat, 12 Aug 2023 | HK$97.7b | HK$43.1b | -HK$8,838,054,852.00 | 13.9x | -11.1x | 2.3x |
-11.1x
How does Hong Kong Interactive Home Entertainment compare with similar industries?
| HK Market | 0.83% | |
| Telecom | 4.76% | |
| Entertainment | 3.64% | |
| Interactive Home Entertainment | 3.27% | |
| Movies and Entertainment | 6.33% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 3888 Kingsoft | HK$28.62 | 11.5% +HK$4.0b | -17.2% | PE11.9x | |
| 9890 Tanwan | HK$11.10 | 10.1% +HK$511.4m | -20.7% | PE3.2x | |
| 2400 XD | HK$47.28 | 1.7% +HK$372.7m | -34.7% | PE12.7x | |
| 6633 Qingci Games | HK$3.00 | 11.9% +HK$221.2m | -14.3% | PE14.7x | |
| 799 IGG | HK$3.57 | 5.6% +HK$217.6m | -25.2% | PE7x |