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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedJun 08, 2025
DataAggregated Company Financials
Companies59
- 7D-2.7%
- 3M-7.6%
- 1Y-9.5%
- YTD-7.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.8%, driven by pullbacks in Mobile World Investment and Phu Nhuan Jewelry of 2.6% and 8.2%, respectively. In contrast, Binh Thanh Import Export Production and Trade has gained 6.0%. However, the industry is down 9.6% over the past year. As for the next few years, earnings are expected to grow by 20% per annum.
Sector Valuation and Performance
Has the Vietnamese Consumer Discretionary Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 08 Jun 2025 | ₫193.5t | ₫330.0t | ₫9.7t | 13.8x | 19.9x | 0.6x |
| Tue, 06 May 2025 | ₫181.6t | ₫325.6t | ₫9.5t | 12.9x | 19x | 0.6x |
| Thu, 03 Apr 2025 | ₫183.3t | ₫314.2t | ₫8.9t | 13.6x | 20.7x | 0.6x |
| Sat, 01 Mar 2025 | ₫193.6t | ₫306.9t | ₫9.1t | 15x | 21.4x | 0.6x |
| Mon, 27 Jan 2025 | ₫198.2t | ₫290.2t | ₫7.1t | 12.9x | 27.7x | 0.7x |
| Wed, 25 Dec 2024 | ₫200.0t | ₫288.8t | ₫7.0t | 13.8x | 28.5x | 0.7x |
| Fri, 22 Nov 2024 | ₫190.7t | ₫288.8t | ₫7.0t | 13.2x | 27.2x | 0.7x |
| Sun, 20 Oct 2024 | ₫203.0t | ₫282.3t | ₫6.2t | 13.2x | 32.5x | 0.7x |
| Tue, 17 Sep 2024 | ₫205.5t | ₫280.2t | ₫6.0t | 14.1x | 34.2x | 0.7x |
| Thu, 15 Aug 2024 | ₫206.1t | ₫278.9t | ₫6.0t | 14x | 34.4x | 0.7x |
| Sat, 13 Jul 2024 | ₫208.5t | ₫269.9t | ₫4.7t | 18.3x | 44.5x | 0.8x |
| Mon, 10 Jun 2024 | ₫201.9t | ₫271.2t | ₫4.7t | 16.9x | 42.9x | 0.7x |
| Wed, 08 May 2024 | ₫193.4t | ₫270.3t | ₫4.8t | 15.5x | 40.5x | 0.7x |
| Fri, 05 Apr 2024 | ₫179.7t | ₫263.2t | ₫4.1t | 16.5x | 44.1x | 0.7x |
| Sun, 03 Mar 2024 | ₫169.8t | ₫262.5t | ₫4.2t | 14.8x | 40.6x | 0.6x |
| Tue, 30 Jan 2024 | ₫160.0t | ₫261.9t | ₫4.5t | 11.7x | 35.3x | 0.6x |
| Thu, 28 Dec 2023 | ₫153.6t | ₫262.0t | ₫4.6t | 10.9x | 33.5x | 0.6x |
| Sat, 25 Nov 2023 | ₫144.4t | ₫262.0t | ₫4.7t | 11.1x | 30.5x | 0.6x |
| Mon, 23 Oct 2023 | ₫151.4t | ₫257.9t | ₫5.5t | 12.4x | 27.4x | 0.6x |
| Wed, 20 Sep 2023 | ₫170.9t | ₫259.0t | ₫5.4t | 12.5x | 31.4x | 0.7x |
| Fri, 18 Aug 2023 | ₫166.0t | ₫258.8t | ₫5.8t | 12.7x | 28.7x | 0.6x |
| Sun, 16 Jul 2023 | ₫155.7t | ₫261.1t | ₫6.9t | 12.9x | 22.5x | 0.6x |
| Tue, 13 Jun 2023 | ₫141.9t | ₫263.0t | ₫7.0t | 11.3x | 20.1x | 0.5x |
| Thu, 11 May 2023 | ₫133.7t | ₫262.9t | ₫7.2t | 13.3x | 18.6x | 0.5x |
| Sat, 08 Apr 2023 | ₫134.0t | ₫277.0t | ₫9.2t | 9.3x | 14.6x | 0.5x |
| Mon, 06 Mar 2023 | ₫136.2t | ₫276.0t | ₫9.2t | 10.1x | 14.8x | 0.5x |
| Wed, 01 Feb 2023 | ₫152.4t | ₫269.0t | ₫9.7t | 9.9x | 15.7x | 0.6x |
| Fri, 30 Dec 2022 | ₫143.1t | ₫269.5t | ₫10.0t | 8.6x | 14.3x | 0.5x |
| Sun, 27 Nov 2022 | ₫132.2t | ₫269.5t | ₫10.0t | 8.4x | 13.2x | 0.5x |
| Tue, 25 Oct 2022 | ₫160.0t | ₫249.8t | ₫8.8t | 9.7x | 18.2x | 0.6x |
| Thu, 22 Sep 2022 | ₫191.6t | ₫248.4t | ₫8.8t | 10x | 21.8x | 0.8x |
| Sat, 20 Aug 2022 | ₫187.4t | ₫248.3t | ₫8.7t | 11.1x | 21.5x | 0.8x |
| Mon, 18 Jul 2022 | ₫181.4t | ₫236.9t | ₫8.8t | 12.3x | 20.5x | 0.8x |
| Wed, 15 Jun 2022 | ₫202.5t | ₫238.8t | ₫8.9t | 14.4x | 22.8x | 0.8x |
Price to Earnings Ratio
22.8x
Current Industry PE
- Investors are pessimistic on the Vietnamese Consumer Discretionary 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 19.7x which is lower than its 3-year average PE of 26.9x.
- The industry is trading close to its 3-year average PS ratio of 0.64x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 3.1% per year over the last three years.
- Revenues for these companies have grown 11% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Discretionary sector?
| VN Market | -0.051% | |
| Consumer Discretionary | -2.75% | |
| Auto Components | 0.91% | |
| Hospitality | -0.67% | |
| Consumer Durables | -1.26% | |
| Retail Distributors | -1.69% | |
| Specialty Stores | -2.30% | |
| Auto | -3.33% | |
| Consumer Services | -3.48% | |
| Luxury | -5.37% | |
| Leisure | -5.41% | |
Industry PE
- Investors are most optimistic about the Hospitality industry, which is trading close to its 3-year average PE ratio of 43.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 20% over the next 5 years.
- This is better than its past earnings decline of 3.3% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GIL Binh Thanh Import Export Production and Trade | ₫17.80k | 6.0% +₫98.7b | -27.9% | PE67.4x | |
| DRC Danang Rubber | ₫21.50k | 2.9% +₫71.3b | -38.7% | PE13.3x | |
| AST Taseco Air Services | ₫61.30k | 2.3% +₫63.0b | 2.3% | PE16.8x | |
| VTZ Viet Thanh Plastic Trading And Manufacturing | ₫17.40k | 4.8% +₫60.9b | 83.8% | PE22.6x | |
| SRC Sao Vang Rubber | ₫27.90k | 6.3% +₫46.3b | -9.4% | PE5.2x |