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Vietnamese (HOSE) Consumer Discretionary Sector Analysis

UpdatedMar 19, 2024
DataAggregated Company Financials
Companies57
  • 7D-0.2%
  • 3M18.2%
  • 1Y27.7%
  • YTD12.8%

Over the last 7 days, the Consumer Discretionary industry has risen 1.6%, driven by gains from Binh Thanh Import Export Production and Trade of 21%. This takes the industry's 12 month performance to a gain of 28%. As for the next few years, earnings are expected to grow by 39% per annum.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024₫172.6t₫262.2t₫4.0t16.1x42.9x0.7x
Thu, 15 Feb 2024₫165.1t₫262.5t₫4.2t15x39.5x0.6x
Sat, 13 Jan 2024₫152.1t₫262.0t₫4.6t11.1x33.1x0.6x
Mon, 11 Dec 2023₫150.3t₫262.0t₫4.7t10.8x31.8x0.6x
Wed, 08 Nov 2023₫140.2t₫255.9t₫4.5t11.8x31.2x0.5x
Fri, 06 Oct 2023₫164.3t₫259.0t₫5.4t11.7x30.2x0.6x
Sun, 03 Sep 2023₫167.7t₫259.8t₫5.5t12.4x30.4x0.6x
Tue, 01 Aug 2023₫164.0t₫258.9t₫6.7t12.9x24.4x0.6x
Thu, 29 Jun 2023₫145.5t₫263.0t₫7.0t11.6x20.6x0.6x
Sat, 27 May 2023₫131.2t₫262.8t₫7.2t12.3x18.2x0.5x
Mon, 24 Apr 2023₫135.5t₫275.7t₫8.9t11.1x15.3x0.5x
Wed, 22 Mar 2023₫133.8t₫277.0t₫9.2t9.3x14.5x0.5x
Fri, 17 Feb 2023₫144.6t₫276.0t₫9.2t9.9x15.7x0.5x
Sun, 15 Jan 2023₫142.9t₫269.5t₫10.0t8.9x14.3x0.5x
Tue, 13 Dec 2022₫148.0t₫269.5t₫10.0t8.4x14.8x0.5x
Thu, 10 Nov 2022₫136.3t₫266.1t₫9.9t8.2x13.8x0.5x
Sat, 08 Oct 2022₫158.7t₫248.4t₫8.8t10.4x18.1x0.6x
Mon, 05 Sep 2022₫202.3t₫248.4t₫8.8t11.5x23x0.8x
Wed, 03 Aug 2022₫183.8t₫243.2t₫9.2t12.7x20x0.8x
Fri, 01 Jul 2022₫202.5t₫238.8t₫8.9t14.4x22.8x0.8x
Sun, 29 May 2022₫208.0t₫238.8t₫8.9t14.5x23.4x0.9x
Tue, 26 Apr 2022₫204.9t₫232.1t₫8.7t13.8x23.6x0.9x
Thu, 24 Mar 2022₫202.4t₫221.4t₫8.1t16.3x25.1x0.9x
Sat, 19 Feb 2022₫193.4t₫221.5t₫8.1t15.2x23.7x0.9x
Mon, 17 Jan 2022₫180.4t₫207.1t₫7.4t16.2x24.5x0.9x
Wed, 15 Dec 2021₫183.0t₫207.1t₫7.4t15.5x24.8x0.9x
Fri, 12 Nov 2021₫181.8t₫207.0t₫7.4t16.8x24.7x0.9x
Sun, 10 Oct 2021₫171.5t₫215.1t₫8.2t14.9x20.9x0.8x
Tue, 07 Sep 2021₫151.8t₫229.7t₫8.5t13.9x17.9x0.7x
Thu, 05 Aug 2021₫155.8t₫230.6t₫8.5t13.3x18.4x0.7x
Sun, 09 May 2021₫140.1t₫221.0t₫7.6t14.3x18.3x0.6x
Price to Earnings Ratio

17.2x


Total Market Cap: ₫131.7tTotal Earnings: ₫7.6tTotal Revenue: ₫221.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Discretionary Sector Price to Earnings3Y Average 22.7x202220232024
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 43.7x which is higher than its 3-year average PE of 22.6x.
  • 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 declined 19% per year over the last three years.
  • Meanwhile revenues for these companies have grown 5.9% 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, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Vietnamese Consumer Discretionary sector?

VN Market0.59%
Consumer Discretionary-0.21%
Consumer Durables6.13%
Luxury0.97%
Auto Components0.50%
Hospitality0.069%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Retail Distributors-0.42%
Consumer Services-0.44%
Leisure-1.23%
Specialty Stores-1.45%
Auto-8.04%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry which is trading above its 3-year average PE ratio of 73.6x.
    • Analysts are expecting annual earnings growth of 49.6%, which is higher than its past year's earnings decline of 45.7% per year.
  • Investors are most pessimistic about the Hospitality industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 0.32x.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 50% over the next 5 years.
  • This is better than its past earnings decline of 46% per year.
  • In contrast, the Luxury industry is expected to see its earnings grow by 20% 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
GIL Binh Thanh Import Export Production and Trade₫38.00k21.0%
+₫449.1b
103.2%PE93.5x
PTB Phu Tai₫66.00k9.1%
+₫368.2b
67.1%PE15.1x
STK Century Synthetic Fiber₫34.30k9.1%
+₫268.2b
50.6%PE37x
MSH Song Hong Garment₫42.80k5.4%
+₫165.0b
30.5%PE13.1x
CSM Southern Rubber Industry₫14.80k11.3%
+₫155.4b
5.0%PE24.7x
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