Have your own idea? Try our Stock Screener
Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedJul 17, 2025
DataAggregated Company Financials
Companies59
- 7D0.5%
- 3M24.0%
- 1Y2.0%
- YTD6.1%
Over the last 7 days, the Consumer Discretionary industry has remained flat, although notably Mobile World Investment gained 3.7%. In line with that, the industry has also been flat over the past 12 months. Looking forward, earnings are forecast to grow by 20% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 18 Jul 2025 | ₫376.8t | ₫348.0t | ₫10.5t | 14.5x | 36x | 1.1x |
| Sun, 15 Jun 2025 | ₫198.5t | ₫330.0t | ₫9.7t | 14.1x | 20.4x | 0.6x |
| Tue, 13 May 2025 | ₫185.3t | ₫325.6t | ₫9.5t | 13.3x | 19.4x | 0.6x |
| Thu, 10 Apr 2025 | ₫145.7t | ₫314.5t | ₫8.8t | 12.2x | 16.5x | 0.5x |
| Sat, 08 Mar 2025 | ₫198.0t | ₫309.2t | ₫9.1t | 14.5x | 21.8x | 0.6x |
| Mon, 03 Feb 2025 | ₫198.2t | ₫297.6t | ₫8.1t | 12.9x | 24.4x | 0.7x |
| Wed, 01 Jan 2025 | ₫199.1t | ₫288.8t | ₫7.0t | 13.8x | 28.4x | 0.7x |
| Fri, 29 Nov 2024 | ₫193.8t | ₫288.8t | ₫7.0t | 13.4x | 27.7x | 0.7x |
| Sun, 27 Oct 2024 | ₫200.2t | ₫282.4t | ₫6.3t | 13.5x | 32x | 0.7x |
| Tue, 24 Sep 2024 | ₫209.0t | ₫280.3t | ₫6.0t | 14x | 34.7x | 0.7x |
| Thu, 22 Aug 2024 | ₫218.1t | ₫280.2t | ₫6.0t | 14.1x | 36.3x | 0.8x |
| Sat, 20 Jul 2024 | ₫206.8t | ₫269.9t | ₫4.7t | 17.8x | 44.1x | 0.8x |
| Mon, 17 Jun 2024 | ₫203.9t | ₫271.2t | ₫4.7t | 16.4x | 43.3x | 0.8x |
| Wed, 15 May 2024 | ₫194.0t | ₫269.7t | ₫4.9t | 15.2x | 39.9x | 0.7x |
| Fri, 12 Apr 2024 | ₫180.9t | ₫263.2t | ₫4.1t | 16.2x | 44.5x | 0.7x |
| Sun, 10 Mar 2024 | ₫172.9t | ₫262.5t | ₫4.1t | 15.4x | 42.3x | 0.7x |
| Tue, 06 Feb 2024 | ₫164.9t | ₫262.8t | ₫4.1t | 14.2x | 39.8x | 0.6x |
| Thu, 04 Jan 2024 | ₫155.1t | ₫262.0t | ₫4.6t | 11x | 33.8x | 0.6x |
| Sat, 02 Dec 2023 | ₫144.6t | ₫262.0t | ₫4.7t | 10.1x | 30.6x | 0.6x |
| Mon, 30 Oct 2023 | ₫144.7t | ₫257.9t | ₫5.4t | 12.6x | 26.6x | 0.6x |
| Wed, 27 Sep 2023 | ₫162.8t | ₫259.0t | ₫5.4t | 12x | 29.9x | 0.6x |
| Fri, 25 Aug 2023 | ₫159.3t | ₫258.8t | ₫5.8t | 12.8x | 27.6x | 0.6x |
| Sun, 23 Jul 2023 | ₫161.0t | ₫260.1t | ₫6.8t | 12.4x | 23.7x | 0.6x |
| Tue, 20 Jun 2023 | ₫138.6t | ₫263.0t | ₫7.0t | 11.4x | 19.7x | 0.5x |
| Thu, 18 May 2023 | ₫132.6t | ₫262.8t | ₫7.2t | 12.3x | 18.4x | 0.5x |
| Sat, 15 Apr 2023 | ₫136.0t | ₫277.0t | ₫9.1t | 9.3x | 15x | 0.5x |
| Mon, 13 Mar 2023 | ₫137.3t | ₫276.0t | ₫9.2t | 10.1x | 14.9x | 0.5x |
| Wed, 08 Feb 2023 | ₫148.0t | ₫268.3t | ₫9.3t | 9.8x | 16x | 0.6x |
| Fri, 06 Jan 2023 | ₫146.7t | ₫269.5t | ₫10.0t | 8.9x | 14.7x | 0.5x |
| Sun, 04 Dec 2022 | ₫149.8t | ₫269.5t | ₫10.0t | 8.7x | 15x | 0.6x |
| Tue, 01 Nov 2022 | ₫156.5t | ₫257.5t | ₫9.4t | 9.5x | 16.7x | 0.6x |
| Thu, 29 Sep 2022 | ₫181.6t | ₫248.4t | ₫8.8t | 10.2x | 20.7x | 0.7x |
| Sat, 27 Aug 2022 | ₫195.1t | ₫248.3t | ₫8.7t | 10.9x | 22.3x | 0.8x |
| Mon, 25 Jul 2022 | ₫187.2t | ₫237.6t | ₫8.9t | 12.4x | 21.1x | 0.8x |
Price to Earnings Ratio
21.1x
Current Industry PE
- Investors are optimistic on the Vietnamese Consumer Discretionary industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 36.1x which is higher than its 3-year average PE of 26.9x.
- The 3-year average PS ratio of 0.64x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 5.6% per year over the last three years.
- Revenues for these companies have grown 14% 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 | 3.00% | |
| Consumer Discretionary | 0.52% | |
| Auto | 18.53% | |
| Auto Components | 6.68% | |
| Retail Distributors | 5.38% | |
| Leisure | 4.29% | |
| Luxury | 4.01% | |
| Specialty Stores | 2.90% | |
| Consumer Durables | 1.99% | |
| Hospitality | -2.85% | |
| Consumer Services | -3.41% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 47.4x.
- 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 Auto Components industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| MWG Mobile World Investment | ₫70.50k | 3.7% +₫3.7t | 8.5% | PE23.9x | |
| PNJ Phu Nhuan Jewelry | ₫86.30k | 4.9% +₫1.4t | -10.1% | PE15.7x | |
| FRT FPT Digital Retail | ₫152.40k | 3.8% +₫940.1b | 9.5% | PE58.8x | |
| HHS Hoang Huy Investment Services | ₫17.45k | 6.7% +₫404.8b | 65.9% | PE22.5x | |
| PAC Dry Cell and Storage Battery | ₫28.90k | 25.1% +₫404.3b | -3.7% | PE17.5x |