Narrative Update • Jul 14

Over the last 7 days, the Interactive Home Entertainment industry has dropped 8.2%, driven by a pullback from NetEase of 4.2%. Meanwhile, 7Road Holdings actually outperformed within the industry, gaining 72% in the last week. The industry has fallen 11% in the last year. As for the next few years, earnings are expected to grow by 9.0% 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 |
|---|---|---|---|---|---|---|
| Wed, 29 Jul 2026 | HK$727.0b | HK$180.8b | HK$45.5b | 12.1x | 16x | 4x |
| Fri, 26 Jun 2026 | HK$663.8b | HK$180.2b | HK$45.2b | 11.9x | 14.7x | 3.7x |
| Sun, 24 May 2026 | HK$667.3b | HK$180.2b | HK$44.2b | 12.6x | 15.1x | 3.7x |
| Tue, 21 Apr 2026 | HK$686.8b | HK$177.5b | HK$43.8b | 14.8x | 15.7x | 3.9x |
| Thu, 19 Mar 2026 | HK$700.5b | HK$177.5b | HK$39.8b | 14.2x | 17.6x | 3.9x |
| Sat, 14 Feb 2026 | HK$703.2b | HK$176.2b | HK$41.0b | 14.2x | 17.2x | 4x |
| Mon, 12 Jan 2026 | HK$808.1b | HK$173.1b | HK$43.3b | 13.4x | 18.7x | 4.7x |
| Wed, 10 Dec 2025 | HK$793.7b | HK$171.8b | HK$42.8b | 14.6x | 18.5x | 4.6x |
| Fri, 07 Nov 2025 | HK$817.6b | HK$167.5b | HK$40.0b | 13.9x | 20.5x | 4.9x |
| Sun, 05 Oct 2025 | HK$879.5b | HK$167.6b | HK$40.1b | 15.2x | 21.9x | 5.2x |
| Tue, 02 Sep 2025 | HK$813.2b | HK$167.7b | HK$40.1b | 15.2x | 20.3x | 4.8x |
| Thu, 31 Jul 2025 | HK$766.7b | HK$167.1b | HK$36.2b | 15.9x | 21.2x | 4.6x |
| Sat, 28 Jun 2025 | HK$776.5b | HK$167.3b | HK$36.2b | 13.7x | 21.5x | 4.6x |
| Mon, 26 May 2025 | HK$703.0b | HK$166.5b | HK$36.7b | 11.2x | 19.2x | 4.2x |
| Wed, 23 Apr 2025 | HK$596.5b | HK$160.0b | HK$32.9b | 11.5x | 18.2x | 3.7x |
| Fri, 21 Mar 2025 | HK$611.6b | HK$162.8b | HK$34.1b | 13.3x | 17.9x | 3.8x |
| Sun, 16 Feb 2025 | HK$644.6b | HK$162.6b | HK$30.8b | 12.6x | 20.9x | 4x |
| Tue, 14 Jan 2025 | HK$568.6b | HK$161.1b | HK$30.5b | 12.3x | 18.6x | 3.5x |
| Thu, 12 Dec 2024 | HK$579.0b | HK$162.1b | HK$30.7b | 13.4x | 18.8x | 3.6x |
| Sat, 09 Nov 2024 | HK$473.7b | HK$164.7b | HK$32.3b | 11.7x | 14.7x | 2.9x |
| Mon, 07 Oct 2024 | HK$98.6b | HK$49.4b | HK$1.0b | 10.6x | 98.3x | 2x |
| Wed, 04 Sep 2024 | HK$71.2b | HK$49.2b | HK$1.0b | 9.3x | 71x | 1.4x |
| Fri, 02 Aug 2024 | HK$78.5b | HK$49.5b | HK$2.4b | 6.8x | 33.1x | 1.6x |
| Sun, 30 Jun 2024 | HK$87.2b | HK$49.4b | HK$2.4b | 7.7x | 36.9x | 1.8x |
| Tue, 28 May 2024 | HK$100.4b | HK$49.8b | HK$2.0b | 10.6x | 50.5x | 2x |
| Thu, 25 Apr 2024 | HK$90.9b | HK$49.8b | HK$1.9b | 9.7x | 48x | 1.8x |
| Sat, 23 Mar 2024 | HK$94.9b | HK$52.3b | -HK$202,498,106.88 | 18.3x | -468.7x | 1.8x |
| Mon, 19 Feb 2024 | HK$94.0b | HK$52.4b | -HK$231,242,155.81 | 17.9x | -406.7x | 1.8x |
| Wed, 17 Jan 2024 | HK$75.5b | HK$44.1b | -HK$722,499,454.00 | 15.7x | -104.5x | 1.7x |
| Fri, 15 Dec 2023 | HK$81.6b | HK$44.3b | -HK$726,082,181.00 | 16.3x | -112.3x | 1.8x |
| Sun, 12 Nov 2023 | HK$90.2b | HK$43.2b | -HK$7,253,834,287.00 | 14.6x | -12.4x | 2.1x |
| Tue, 10 Oct 2023 | HK$93.1b | HK$51.6b | -HK$6,786,124,303.00 | 15.1x | -13.7x | 1.8x |
| Thu, 07 Sep 2023 | HK$95.0b | HK$44.0b | -HK$7,393,045,926.00 | 16.3x | -12.8x | 2.2x |
| Sat, 05 Aug 2023 | HK$104.1b | HK$43.3b | -HK$8,882,878,886.00 | 14.1x | -11.7x | 2.4x |
-11.7x
How does Hong Kong Interactive Home Entertainment compare with similar industries?
| HK Market | 0.65% | |
| Telecom | -2.39% | |
| Entertainment | -3.16% | |
| Interactive Home Entertainment | -3.62% | |
| Movies and Entertainment | 0.38% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9999 NetEase | HK$203.20 | 5.3% +HK$32.7b | -1.0% | PE16.5x | |
| 2400 XD | HK$46.50 | 11.0% +HK$2.2b | -12.6% | PE12.5x | |
| 3888 Kingsoft | HK$25.66 | 4.5% +HK$1.5b | -25.9% | PE10.7x | |
| 797 7Road Holdings | HK$1.55 | 34.8% +HK$1.0b | 118.3% | PE90.7x | |
| 3798 Homeland Interactive Technology | HK$1.35 | 8.9% +HK$130.4m | 13.4% | PE23.4x |