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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedJan 30, 2025
DataAggregated Company Financials
Companies58
- 7D3.0%
- 3M-2.6%
- 1Y23.1%
- YTD-0.3%
The Consumer Discretionary industry is up 3.0% in the last week, with Mobile World Investment up 1.5%. This means that the industry has gained 23% over the past year. Earnings are forecast to grow by 29% 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, 31 Jan 2025 | ₫198.2t | ₫293.9t | ₫8.1t | 13.4x | 24.6x | 0.7x |
| Sun, 29 Dec 2024 | ₫199.9t | ₫288.8t | ₫7.0t | 13.8x | 28.5x | 0.7x |
| Tue, 26 Nov 2024 | ₫191.8t | ₫288.8t | ₫7.0t | 13.3x | 27.4x | 0.7x |
| Thu, 24 Oct 2024 | ₫201.5t | ₫282.4t | ₫6.4t | 13.6x | 31.7x | 0.7x |
| Sat, 21 Sep 2024 | ₫209.0t | ₫280.2t | ₫6.0t | 14x | 34.7x | 0.7x |
| Mon, 19 Aug 2024 | ₫210.9t | ₫278.9t | ₫6.0t | 14.5x | 35.3x | 0.8x |
| Wed, 17 Jul 2024 | ₫207.2t | ₫269.9t | ₫4.7t | 18.3x | 44.2x | 0.8x |
| Fri, 14 Jun 2024 | ₫207.5t | ₫271.2t | ₫4.7t | 16.8x | 44.1x | 0.8x |
| Sun, 12 May 2024 | ₫193.1t | ₫269.7t | ₫4.9t | 15.2x | 39.7x | 0.7x |
| Tue, 09 Apr 2024 | ₫175.9t | ₫263.2t | ₫4.1t | 16.4x | 43.2x | 0.7x |
| Thu, 07 Mar 2024 | ₫173.4t | ₫262.5t | ₫4.1t | 15.3x | 42.4x | 0.7x |
| Sat, 03 Feb 2024 | ₫166.7t | ₫262.9t | ₫4.0t | 12.7x | 41.3x | 0.6x |
| Mon, 01 Jan 2024 | ₫154.3t | ₫262.0t | ₫4.6t | 10.5x | 33.6x | 0.6x |
| Wed, 29 Nov 2023 | ₫142.8t | ₫262.0t | ₫4.7t | 11.6x | 30.2x | 0.5x |
| Fri, 27 Oct 2023 | ₫144.7t | ₫257.9t | ₫5.4t | 12.6x | 26.6x | 0.6x |
| Sun, 24 Sep 2023 | ₫166.8t | ₫259.0t | ₫5.4t | 12.3x | 30.6x | 0.6x |
| Tue, 22 Aug 2023 | ₫157.8t | ₫258.8t | ₫5.8t | 12.6x | 27.3x | 0.6x |
| Thu, 20 Jul 2023 | ₫154.6t | ₫261.1t | ₫6.9t | 12.3x | 22.3x | 0.6x |
| Sat, 17 Jun 2023 | ₫138.9t | ₫263.0t | ₫7.0t | 11.4x | 19.7x | 0.5x |
| Mon, 15 May 2023 | ₫133.9t | ₫262.8t | ₫7.2t | 12.4x | 18.6x | 0.5x |
| Wed, 12 Apr 2023 | ₫137.4t | ₫277.0t | ₫9.1t | 9.3x | 15.1x | 0.5x |
| Fri, 10 Mar 2023 | ₫137.9t | ₫276.0t | ₫9.2t | 10.1x | 15x | 0.5x |
| Sun, 05 Feb 2023 | ₫150.9t | ₫169.4t | ₫6.8t | 10.4x | 22.3x | 0.9x |
| Tue, 03 Jan 2023 | ₫145.1t | ₫269.5t | ₫10.0t | 8.6x | 14.5x | 0.5x |
| Thu, 01 Dec 2022 | ₫145.1t | ₫269.5t | ₫10.0t | 8.6x | 14.5x | 0.5x |
| Sat, 29 Oct 2022 | ₫159.1t | ₫251.1t | ₫8.9t | 9.6x | 17.8x | 0.6x |
| Mon, 26 Sep 2022 | ₫191.4t | ₫248.4t | ₫8.8t | 10.4x | 21.8x | 0.8x |
| Wed, 24 Aug 2022 | ₫192.0t | ₫248.3t | ₫8.7t | 10.9x | 22x | 0.8x |
| Fri, 22 Jul 2022 | ₫187.0t | ₫236.5t | ₫8.8t | 12.6x | 21.1x | 0.8x |
| Sun, 19 Jun 2022 | ₫212.7t | ₫238.8t | ₫8.9t | 14.7x | 23.9x | 0.9x |
| Tue, 17 May 2022 | ₫177.9t | ₫238.4t | ₫8.9t | 13.5x | 20x | 0.7x |
| Thu, 14 Apr 2022 | ₫224.3t | ₫229.2t | ₫8.4t | 15.5x | 26.6x | 1x |
| Sat, 12 Mar 2022 | ₫198.1t | ₫221.5t | ₫8.1t | 15.5x | 24.3x | 0.9x |
| Mon, 07 Feb 2022 | ₫180.7t | ₫218.6t | ₫8.1t | 14.2x | 22.4x | 0.8x |
Price to Earnings Ratio
22.4x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.3x.
- The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 10% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Discretionary sector?
| VN Market | 0.40% | |
| Consumer Discretionary | 1.42% | |
| Leisure | 5.19% | |
| Specialty Stores | 2.03% | |
| Consumer Services | 2.01% | |
| Consumer Durables | 1.09% | |
| Luxury | 0.59% | |
| Online Retail and Ecommerce | 0% | 0 |
| General Merchandise and Department Stores | 0% | 0 |
| Hospitality | -0.10% | |
| Auto Components | -0.11% | |
| Retail Distributors | -0.86% | |
| Auto | -4.80% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 133x.
- Analysts are expecting annual earnings growth of 33.2%, which is lower than the prior year's growth of 728.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 33% over the next 5 years.
- In contrast, the Auto Components industry is expected to see its earnings grow by 3.3% 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 | ₫60.10k | 1.5% +₫1.3t | 30.1% | PE23.6x | |
| FRT FPT Digital Retail | ₫206.00k | 3.8% +₫1.0t | 74.3% | PS0.8x | |
| PNJ Phu Nhuan Jewelry | ₫97.60k | 0.5% +₫169.0b | 6.4% | PE18.1x | |
| PTB Phu Tai | ₫62.40k | 2.0% +₫80.3b | 14.9% | PE12.6x | |
| GIL Binh Thanh Import Export Production and Trade | ₫17.90k | 3.2% +₫54.3b | -10.8% | PE17x |