Have your own idea? Try our Stock Screener
Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedApr 08, 2026
DataAggregated Company Financials
Companies60
- 7D-3.7%
- 3M-12.5%
- 1Y41.0%
- YTD-11.1%
Over the last 7 days, the Consumer Discretionary industry has dropped 2.5%, driven by Mobile World Investment declining 4.6%. This takes the industry's 12 month performance to a gain of 33%. As for the next few years, earnings are expected to grow by 11% 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 |
|---|---|---|---|---|---|---|
| Wed, 08 Apr 2026 | ₫373.0t | ₫385.2t | ₫19.1t | 11.1x | 19.5x | 1x |
| Fri, 06 Mar 2026 | ₫382.8t | ₫386.8t | ₫19.6t | 11.3x | 19.5x | 1x |
| Sun, 01 Feb 2026 | ₫429.0t | ₫367.7t | ₫16.1t | 12.5x | 26.6x | 1.2x |
| Tue, 30 Dec 2025 | ₫407.6t | ₫362.9t | ₫15.9t | 12.8x | 25.6x | 1.1x |
| Thu, 27 Nov 2025 | ₫383.8t | ₫362.9t | ₫15.9t | 12.4x | 24.1x | 1.1x |
| Sat, 25 Oct 2025 | ₫385.8t | ₫359.3t | ₫15.8t | 15x | 24.4x | 1.1x |
| Mon, 22 Sep 2025 | ₫368.6t | ₫352.3t | ₫14.6t | 15.2x | 25.3x | 1x |
| Wed, 20 Aug 2025 | ₫355.9t | ₫352.2t | ₫14.6t | 16.2x | 24.4x | 1x |
| 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 |
Price to Earnings Ratio
15x
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 19.6x which is lower than its 3-year average PE of 28.6x.
- The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 12% 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 | -0.05% | |
| Consumer Discretionary | -3.72% | |
| Leisure | -1.28% | |
| Hospitality | -1.71% | |
| Consumer Durables | -2.80% | |
| Auto | -2.98% | |
| Auto Components | -3.97% | |
| Consumer Services | -4.55% | |
| Specialty Stores | -4.62% | |
| Luxury | -6.44% | |
| Retail Distributors | -6.56% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 149x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 14.2x.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 15% over the next 5 years.
- This is better than its past earnings decline of 34% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings decline by 5.9% 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 | |
|---|---|---|---|---|---|
| OCH One Capital Hospitality | ₫5.60k | 3.7% +₫40.0b | 9.8% | PE14.5x | |
| CTF City Auto | ₫18.65k | 1.9% +₫33.5b | -1.8% | PE195.8x | |
| SGH Saigon Hotel | ₫21.40k | 7.5% +₫18.5b | -28.7% | PE19.3x | |
| TDT TDT Investment and Development | ₫7.80k | 9.9% +₫16.7b | 14.7% | PE10.2x | |
| GIL Binh Thanh Import Export Production and Trade | ₫13.55k | 1.1% +₫14.8b | -4.9% | PE44x |