Narrative Update • Jul 07

The Interactive Home Entertainment industry is up 4.6% in the last week, with NetEase up 1.4%. During this same period, the Sino-Entertainment Technology Holdings underperformed, falling 14%. In contrast, the industry has lost 3.3% in the last 12 months. As for the next few years, earnings are expected to grow by 9.3% per annum.
Has the Hong Kong Interactive Home Entertainment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | HK$773.6b | HK$180.0b | HK$45.3b | 13.2x | 17.1x | 4.3x |
| Sat, 06 Jun 2026 | HK$689.7b | HK$180.8b | HK$45.4b | 12.3x | 15.2x | 3.8x |
| Mon, 04 May 2026 | HK$667.3b | HK$177.3b | HK$43.8b | 13.5x | 15.2x | 3.8x |
| Wed, 01 Apr 2026 | HK$634.8b | HK$175.3b | HK$42.7b | 10.9x | 14.9x | 3.6x |
| Fri, 27 Feb 2026 | HK$664.0b | HK$178.0b | HK$41.4b | 13.6x | 16x | 3.7x |
| Sun, 25 Jan 2026 | HK$777.9b | HK$173.5b | HK$43.4b | 14.7x | 17.9x | 4.5x |
| Tue, 23 Dec 2025 | HK$787.2b | HK$171.4b | HK$42.9b | 12.8x | 18.4x | 4.6x |
| Thu, 20 Nov 2025 | HK$796.3b | HK$168.0b | HK$40.4b | 13.5x | 19.7x | 4.7x |
| Sat, 18 Oct 2025 | HK$827.0b | HK$167.3b | HK$39.9b | 13.9x | 20.7x | 4.9x |
| Mon, 15 Sep 2025 | HK$881.4b | HK$167.5b | HK$40.1b | 15.1x | 22x | 5.3x |
| Wed, 13 Aug 2025 | HK$773.1b | HK$166.9b | HK$36.7b | 15x | 21.1x | 4.6x |
| Fri, 11 Jul 2025 | HK$754.3b | HK$167.2b | HK$36.2b | 15.6x | 20.8x | 4.5x |
| Sun, 08 Jun 2025 | HK$733.1b | HK$166.8b | HK$36.1b | 13.1x | 20.3x | 4.4x |
| Tue, 06 May 2025 | HK$642.4b | HK$160.7b | HK$33.0b | 11.7x | 19.4x | 4x |
| Thu, 03 Apr 2025 | HK$631.6b | HK$161.4b | HK$33.2b | 12.2x | 19x | 3.9x |
| Sat, 01 Mar 2025 | HK$601.6b | HK$161.6b | HK$33.0b | 12.7x | 18.2x | 3.7x |
| Mon, 27 Jan 2025 | HK$605.7b | HK$162.9b | HK$30.9b | 13.1x | 19.6x | 3.7x |
| Wed, 25 Dec 2024 | HK$560.6b | HK$161.4b | HK$30.6b | 12.4x | 18.3x | 3.5x |
| Fri, 22 Nov 2024 | HK$533.0b | HK$162.9b | HK$31.0b | 11.2x | 17.2x | 3.3x |
| Sun, 20 Oct 2024 | HK$83.4b | HK$49.2b | HK$1.0b | 10.5x | 83.3x | 1.7x |
| Tue, 17 Sep 2024 | HK$71.6b | HK$49.3b | HK$1.0b | 8.9x | 71.4x | 1.5x |
| Thu, 15 Aug 2024 | HK$73.1b | HK$50.0b | HK$2.4b | 6.9x | 30.5x | 1.5x |
| Sat, 13 Jul 2024 | HK$78.7b | HK$49.4b | HK$2.4b | 6.9x | 33.3x | 1.6x |
| Mon, 10 Jun 2024 | HK$95.8b | HK$49.8b | HK$2.3b | 8.1x | 41x | 1.9x |
| Wed, 08 May 2024 | HK$95.9b | HK$49.9b | HK$1.9b | 9.8x | 50.5x | 1.9x |
| Fri, 05 Apr 2024 | HK$87.3b | HK$50.1b | HK$2.1b | 10.4x | 42.3x | 1.7x |
| Sun, 03 Mar 2024 | HK$93.6b | HK$52.4b | -HK$231,303,815.60 | 18.3x | -404.8x | 1.8x |
| Tue, 30 Jan 2024 | HK$72.9b | HK$44.1b | -HK$722,371,642.00 | 16.3x | -100.9x | 1.7x |
| Thu, 28 Dec 2023 | HK$79.7b | HK$44.2b | -HK$724,796,161.00 | 16.9x | -109.9x | 1.8x |
| Sat, 25 Nov 2023 | HK$87.9b | HK$44.1b | -HK$741,031,324.00 | 15.1x | -118.6x | 2x |
| Mon, 23 Oct 2023 | HK$90.1b | HK$51.4b | -HK$6,758,311,125.00 | 14x | -13.3x | 1.8x |
| Wed, 20 Sep 2023 | HK$89.2b | HK$44.0b | -HK$7,383,087,630.00 | 16.3x | -12.1x | 2x |
| Fri, 18 Aug 2023 | HK$95.8b | HK$42.9b | -HK$8,790,221,169.00 | 14.3x | -10.9x | 2.2x |
| Sun, 16 Jul 2023 | HK$104.6b | HK$43.5b | -HK$8,941,910,427.00 | 14x | -11.7x | 2.4x |
-11.7x
How does Hong Kong Interactive Home Entertainment compare with similar industries?
| HK Market | 3.43% | |
| Telecom | 7.95% | |
| Entertainment | 6.10% | |
| Interactive Home Entertainment | 5.89% | |
| Movies and Entertainment | 7.70% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9999 NetEase | HK$212.60 | 6.3% +HK$40.4b | 4.8% | PE17.3x | |
| 3888 Kingsoft | HK$23.98 | 6.5% +HK$2.0b | -27.6% | PE10x | |
| 799 IGG | HK$3.58 | 7.5% +HK$286.3m | -17.1% | PE7.1x | |
| 777 NetDragon Websoft Holdings | HK$7.72 | 6.3% +HK$242.0m | -29.7% | PE23.3x | |
| 1022 Feiyu Technology International | HK$0.43 | 24.3% +HK$148.7m | 67.3% | PE6.3x |