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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies58
- 7D0.03%
- 3M1.5%
- 1Y15.5%
- YTD0.9%
Last week, the Consumer Discretionary industry hasn't moved much but Vinpearl is up 3.5% in that time. As for the the longer term, the industry is up 16% over the past 12 months. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Nov 2025 | ₫360.8t | ₫362.9t | ₫15.9t | 12.3x | 22.6x | 1x |
| Mon, 20 Oct 2025 | ₫375.8t | ₫353.4t | ₫14.8t | 15.8x | 25.4x | 1.1x |
| Wed, 17 Sep 2025 | ₫373.4t | ₫352.3t | ₫14.6t | 15.5x | 25.7x | 1.1x |
| Fri, 15 Aug 2025 | ₫366.8t | ₫352.3t | ₫14.6t | 16.1x | 25.2x | 1x |
| Sun, 13 Jul 2025 | ₫372.8t | ₫348.0t | ₫10.5t | 13.9x | 35.6x | 1.1x |
| Tue, 10 Jun 2025 | ₫192.1t | ₫330.0t | ₫9.7t | 13.6x | 19.7x | 0.6x |
| Thu, 08 May 2025 | ₫181.9t | ₫325.6t | ₫9.5t | 13x | 19.1x | 0.6x |
| Sat, 05 Apr 2025 | ₫164.5t | ₫314.2t | ₫8.9t | 12.7x | 18.6x | 0.5x |
| Mon, 03 Mar 2025 | ₫193.6t | ₫309.1t | ₫9.0t | 15x | 21.5x | 0.6x |
| Wed, 29 Jan 2025 | ₫198.2t | ₫293.7t | ₫8.0t | 12.9x | 24.7x | 0.7x |
| Fri, 27 Dec 2024 | ₫200.1t | ₫288.8t | ₫7.0t | 13.8x | 28.6x | 0.7x |
| Sun, 24 Nov 2024 | ₫191.4t | ₫288.8t | ₫7.0t | 13.2x | 27.3x | 0.7x |
| Tue, 22 Oct 2024 | ₫202.5t | ₫282.3t | ₫6.2t | 13.2x | 32.4x | 0.7x |
| Thu, 19 Sep 2024 | ₫209.7t | ₫280.2t | ₫6.0t | 14.1x | 34.8x | 0.7x |
| Sat, 17 Aug 2024 | ₫210.8t | ₫278.9t | ₫6.0t | 14.3x | 35.2x | 0.8x |
| Mon, 15 Jul 2024 | ₫208.5t | ₫269.9t | ₫4.7t | 18.3x | 44.5x | 0.8x |
| Wed, 12 Jun 2024 | ₫204.3t | ₫271.2t | ₫4.7t | 16.3x | 43.4x | 0.8x |
| Fri, 10 May 2024 | ₫193.3t | ₫269.6t | ₫4.8t | 15.5x | 40.2x | 0.7x |
| Sun, 07 Apr 2024 | ₫178.9t | ₫263.2t | ₫4.1t | 16.5x | 43.9x | 0.7x |
| Tue, 05 Mar 2024 | ₫171.4t | ₫262.5t | ₫4.1t | 15.4x | 42x | 0.7x |
| Thu, 01 Feb 2024 | ₫162.3t | ₫261.9t | ₫4.5t | 12x | 35.8x | 0.6x |
| Sat, 30 Dec 2023 | ₫154.3t | ₫262.0t | ₫4.6t | 10.5x | 33.6x | 0.6x |
| Mon, 27 Nov 2023 | ₫144.4t | ₫262.0t | ₫4.7t | 11.1x | 30.5x | 0.6x |
| Wed, 25 Oct 2023 | ₫148.4t | ₫257.9t | ₫5.5t | 12.4x | 26.9x | 0.6x |
| Fri, 22 Sep 2023 | ₫170.4t | ₫259.0t | ₫5.5t | 12.3x | 31.2x | 0.7x |
| Sun, 20 Aug 2023 | ₫157.8t | ₫258.8t | ₫5.8t | 12.7x | 27.3x | 0.6x |
| Tue, 18 Jul 2023 | ₫155.8t | ₫261.1t | ₫6.9t | 12.4x | 22.5x | 0.6x |
| Thu, 15 Jun 2023 | ₫142.2t | ₫263.0t | ₫7.0t | 11.4x | 20.2x | 0.5x |
| Sat, 13 May 2023 | ₫133.9t | ₫263.0t | ₫7.2t | 13.1x | 18.6x | 0.5x |
| Mon, 10 Apr 2023 | ₫134.0t | ₫277.0t | ₫9.2t | 9.3x | 14.6x | 0.5x |
| Wed, 08 Mar 2023 | ₫135.9t | ₫276.0t | ₫9.2t | 10.1x | 14.8x | 0.5x |
| Fri, 03 Feb 2023 | ₫155.2t | ₫166.5t | ₫6.3t | 10.2x | 24.5x | 0.9x |
| Sun, 01 Jan 2023 | ₫145.0t | ₫269.5t | ₫10.0t | 8.6x | 14.5x | 0.5x |
| Tue, 29 Nov 2022 | ₫137.4t | ₫269.5t | ₫10.0t | 8.8x | 13.8x | 0.5x |
Price to Earnings Ratio
13.8x
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 22.6x which is lower than its 3-year average PE of 27.6x.
- The industry is trading close to its 3-year average PS ratio of 0.67x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 17% per year over the last three years.
- Revenues for these companies have grown 10% 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 | 0.99% | |
| Consumer Discretionary | 0.026% | |
| Auto | 21.15% | |
| Hospitality | 3.42% | |
| Consumer Durables | -0.56% | |
| Consumer Services | -0.62% | |
| Leisure | -0.95% | |
| Auto Components | -1.40% | |
| Specialty Stores | -1.81% | |
| Luxury | -2.34% | |
| Retail Distributors | -4.94% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 89.5x.
- 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 Auto Components industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings decline of 47% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings decline by 3.1% 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 | |
|---|---|---|---|---|---|
| VPL Vinpearl | ₫74.50k | 3.5% +₫4.5t | n/a | PS11.7x | |
| TMT TMT Motors | ₫12.60k | 21.2% +₫81.1b | 80.0% | PS0.2x | |
| OCH One Capital Hospitality | ₫6.20k | 3.3% +₫40.0b | 8.8% | PE8.4x | |
| SFC Saigon Fuel | ₫24.65k | 13.6% +₫33.3b | 8.6% | PE11.8x | |
| AST Taseco Air Services | ₫74.30k | 1.0% +₫31.5b | 36.8% | PE14.7x |