Amuse Group Holding's (HKG:8545) Returns On Capital Not Reflecting Well On The Business
May 11
Hong Kong (HSI) Leisure Industry Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies20
- 7D2.4%
- 3M2.4%
- 1Y-1.2%
- YTD5.2%
Over the last 7 days, the Leisure industry has risen 2.4%, driven by gains from Ferretti of 5.9%. Despite this gain, the industry's performance has been flat over the past year. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Hong Kong Leisure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | HK$20.1b | HK$34.7b | HK$1.9b | 5.5x | 10.7x | 0.6x |
| Tue, 16 Apr 2024 | HK$19.1b | HK$34.6b | HK$1.9b | 5.4x | 10.3x | 0.6x |
| Thu, 14 Mar 2024 | HK$20.1b | HK$33.9b | HK$1.3b | 10x | 15.2x | 0.6x |
| Sat, 10 Feb 2024 | HK$19.2b | HK$33.8b | HK$1.3b | 9.2x | 14.6x | 0.6x |
| Mon, 08 Jan 2024 | HK$18.7b | HK$34.0b | HK$1.3b | 8.4x | 14.1x | 0.5x |
| Wed, 06 Dec 2023 | HK$20.4b | HK$33.8b | HK$1.3b | 8.6x | 16x | 0.6x |
| Fri, 03 Nov 2023 | HK$22.7b | HK$39.4b | HK$1.4b | 10.5x | 16.1x | 0.6x |
| Sun, 01 Oct 2023 | HK$39.5b | HK$34.2b | HK$1.3b | 10.8x | 30.9x | 1.2x |
| Tue, 29 Aug 2023 | HK$39.0b | HK$35.3b | HK$1.2b | 10.5x | 33.7x | 1.1x |
| Thu, 27 Jul 2023 | HK$36.0b | HK$36.6b | HK$871.5m | 11.6x | 41.3x | 1x |
| Sat, 24 Jun 2023 | HK$20.8b | HK$36.9b | HK$826.1m | 15.1x | 25.2x | 0.6x |
| Mon, 22 May 2023 | HK$20.6b | HK$37.0b | HK$1.1b | 16.3x | 18.9x | 0.6x |
| Wed, 19 Apr 2023 | HK$20.1b | HK$37.3b | HK$1.1b | 16.7x | 18x | 0.5x |
| Fri, 17 Mar 2023 | HK$20.2b | HK$39.4b | HK$873.5m | 17.3x | 23.1x | 0.5x |
| Sun, 12 Feb 2023 | HK$19.9b | HK$39.3b | HK$918.4m | 19.9x | 21.7x | 0.5x |
| Tue, 10 Jan 2023 | HK$19.6b | HK$39.2b | HK$910.0m | 20.1x | 21.5x | 0.5x |
| Thu, 08 Dec 2022 | HK$19.1b | HK$39.0b | HK$920.4m | 19.9x | 20.7x | 0.5x |
| Sat, 05 Nov 2022 | HK$19.5b | HK$37.9b | HK$707.2m | 20.8x | 27.6x | 0.5x |
| Mon, 03 Oct 2022 | HK$20.0b | HK$38.0b | HK$717.2m | 18.4x | 27.9x | 0.5x |
| Wed, 31 Aug 2022 | HK$22.2b | HK$38.1b | HK$816.0m | 18.8x | 27.3x | 0.6x |
| Fri, 29 Jul 2022 | HK$20.5b | HK$36.3b | HK$649.0m | 17.7x | 31.6x | 0.6x |
| Sun, 26 Jun 2022 | HK$19.9b | HK$36.3b | HK$564.0m | 13.7x | 35.3x | 0.5x |
| Tue, 24 May 2022 | HK$20.7b | HK$36.3b | HK$621.6m | 13.7x | 33.2x | 0.6x |
| Thu, 21 Apr 2022 | HK$13.6b | HK$28.5b | HK$499.3m | 12.5x | 27.2x | 0.5x |
| Sat, 19 Mar 2022 | HK$13.6b | HK$26.5b | HK$700.1m | 12.2x | 19.4x | 0.5x |
| Mon, 14 Feb 2022 | HK$14.7b | HK$26.1b | HK$441.3m | 12.6x | 33.4x | 0.6x |
| Wed, 12 Jan 2022 | HK$14.8b | HK$26.1b | HK$453.9m | 12.3x | 32.6x | 0.6x |
| Fri, 10 Dec 2021 | HK$15.5b | HK$26.2b | HK$477.8m | 17.4x | 32.5x | 0.6x |
| Sun, 07 Nov 2021 | HK$20.5b | HK$36.7b | HK$758.7m | 16.5x | 27.1x | 0.6x |
| Tue, 05 Oct 2021 | HK$20.4b | HK$36.7b | HK$761.7m | 15.9x | 26.7x | 0.6x |
| Thu, 02 Sep 2021 | HK$21.0b | HK$36.7b | HK$761.4m | 15.4x | 27.5x | 0.6x |
| Sat, 31 Jul 2021 | HK$22.2b | HK$36.7b | HK$761.4m | 16.8x | 29.2x | 0.6x |
Price to Earnings Ratio
47.9x
Current Industry PE
- Investors are pessimistic on the Hong Kong Leisure industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 10.7x which is lower than its 3-year average PE of 25.8x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Leisure industry have grown 57% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Hong Kong Consumer Discretionary industry?
| HK Market | 2.56% | |
| Consumer Discretionary | 2.09% | |
| Leisure | 2.40% | |
| Leisure Products | 2.40% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 9638 Ferretti | HK$27.00 | 5.9% +HK$507.7m | 16.9% | PE13x | |
| 635 Playmates Holdings | HK$0.59 | 7.3% +HK$82.8m | -14.5% | PE118.1x | |
| 869 Playmates Toys | HK$0.69 | 9.5% +HK$70.8m | -9.2% | PE3.6x | |
| 413 South China Holdings | HK$0.046 | 4.5% +HK$26.0m | 4.5% | PS0.2x | |
| 1792 CMON | HK$0.041 | 17.1% +HK$13.0m | -4.7% | PE15.1x |
