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Vietnamese (HOSE) Consumer Discretionary Sector Analysis

UpdatedDec 07, 2022
DataAggregated Company Financials
Companies63
  • 7D1.4%
  • 3M-26.1%
  • 1Y-25.5%
  • YTD-28.0%

In the last week, the Consumer Discretionary industry is up 1.4%, with Mobile World Investment up 0.6%. In the past year, the industry is down 26%. Earnings are forecast to grow by 24% annually.

Sector Valuation and Performance

Has the Vietnamese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 07 Dec 2022₫144.9t₫269.5t₫10.0t8.5x14.5x0.5x
Fri, 04 Nov 2022₫150.3t₫257.7t₫9.4t9.5x16x0.6x
Sun, 02 Oct 2022₫178.9t₫248.4t₫8.8t10.9x20.4x0.7x
Tue, 30 Aug 2022₫202.0t₫248.3t₫8.7t11x23.1x0.8x
Thu, 28 Jul 2022₫182.1t₫241.4t₫9.0t12.6x20.2x0.8x
Sat, 25 Jun 2022₫200.7t₫238.8t₫8.9t14.2x22.6x0.8x
Mon, 23 May 2022₫191.0t₫238.8t₫8.9t14.3x21.5x0.8x
Wed, 20 Apr 2022₫225.3t₫229.2t₫8.5t16.3x26.7x1x
Fri, 18 Mar 2022₫198.6t₫221.4t₫8.1t16.2x24.4x0.9x
Sun, 13 Feb 2022₫191.2t₫221.2t₫8.1t15.8x23.5x0.9x
Tue, 11 Jan 2022₫181.2t₫207.1t₫7.4t16.4x24.6x0.9x
Thu, 09 Dec 2021₫180.5t₫207.1t₫7.4t16x24.5x0.9x
Sat, 06 Nov 2021₫179.1t₫208.4t₫7.5t16.9x23.8x0.9x
Mon, 04 Oct 2021₫168.2t₫215.1t₫8.2t13.8x20.5x0.8x
Wed, 01 Sep 2021₫152.4t₫230.6t₫8.5t14.4x18x0.7x
Thu, 08 Jul 2021₫146.1t₫230.6t₫8.5t13.3x17.2x0.6x
Wed, 31 Mar 2021₫131.7t₫221.0t₫7.6t15x17.2x0.6x
Sat, 02 Jan 2021₫111.4t₫215.9t₫7.4t13.7x15x0.5x
Tue, 06 Oct 2020₫93.3t₫213.2t₫7.1t10.9x13.1x0.4x
Fri, 10 Jul 2020₫79.2t₫215.2t₫7.2t13.3x10.9x0.4x
Thu, 02 Apr 2020₫61.1t₫219.2t₫7.9t9.7x7.7x0.3x
Sun, 05 Jan 2020₫102.5t₫215.2t₫7.9t13.5x13x0.5x
Price to Earnings Ratio

13x


Total Market Cap: ₫102.5tTotal Earnings: ₫7.9tTotal Revenue: ₫215.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Discretionary Sector Price to Earnings3Y Average 17.4x20212022
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 14.5x which is lower than its 3-year average PE of 17.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.62x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 8.2% per year over the last three years.
  • Revenues for these companies have grown 7.8% 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 Market1.75%
Consumer Discretionary1.44%
Auto18.82%
Consumer Durables6.98%
Specialty Stores3.42%
Leisure0%
Online Retail and Ecommerce0%
General Merchanise and Department Stores0%
Luxury-0.32%
Hospitality-0.93%
Auto Components-2.07%
Retail Distributors-6.73%
Consumer Services-20.55%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 102% over the next 5 years.
    • However this is lower than its past earnings growth rate of 207% per year.
    • In contrast, the Auto Components industry is expected to see its earnings grow by 9.7% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    MWG Mobile World Investment₫44.85k1.7%
    +₫1.1t
    -33.0%PE13x
    TTF Truong Thanh Furniture₫4.75k6.5%
    +₫114.1b
    -56.4%PE802.6x
    MSH Song Hong Garment₫38.90k3.5%
    +₫97.5b
    -39.1%PE7.5x
    TNC Thong Nhat Rubber₫68.40k6.9%
    +₫84.7b
    91.6%n/a
    DRC Danang Rubber₫21.05k2.9%
    +₫71.3b
    -38.2%PE8.7x
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    Latest News

    MWG

    ₫44,850.00

    Mobile World Investment

    7D

    1.7%

    1Y

    -33.0%

    FRT

    ₫70,000.00

    FPT Digital Retail

    7D

    -1.4%

    1Y

    63.3%

    TNC

    ₫68,400.00

    Thong Nhat Rubber

    7D

    6.9%

    1Y

    91.6%

    TMT

    ₫9,400.00

    TMT Motor

    7D

    9.4%

    1Y

    -46.0%

    MSH

    ₫38,900.00

    Song Hong Garment

    7D

    3.5%

    1Y

    -39.1%

    DRC

    ₫21,050.00

    Danang Rubber

    7D

    2.9%

    1Y

    -38.2%

    PAC

    ₫32,400.00

    Dry Cell and Storage Battery

    7D

    -4.7%

    1Y

    -12.4%

    GMC

    ₫11,200.00

    Garmex Saigon

    7D

    -11.5%

    1Y

    -61.0%

    PNJ

    ₫108,700.00

    Phu Nhuan Jewelry

    7D

    -4.2%

    1Y

    12.5%

    IBC

    ₫7,600.00

    Apax Holdings

    7D

    -25.1%

    1Y

    -65.1%

    CTF

    ₫27,700.00

    City Auto

    7D

    -1.8%

    1Y

    43.6%

    TTF

    ₫4,750.00

    Truong Thanh Furniture

    7D

    6.5%

    1Y

    -56.4%

    OCH

    ₫6,300.00

    One Capital

    7D

    -8.7%

    1Y

    -34.4%