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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedApr 21, 2025
DataAggregated Company Financials
Companies57
- 7D2.9%
- 3M-11.9%
- 1Y-0.8%
- YTD-15.2%
In the last week, the Consumer Discretionary industry is up 2.9%, with Mobile World Investment up 6.2%. During this same period, the Song Hong Garment underperformed, falling 7.8%. Despite this gain, the industry's performance has been flat over the past year. Earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Mon, 21 Apr 2025 | ₫168.4t | ₫323.0t | ₫8.9t | 12.8x | 19x | 0.5x |
| Wed, 19 Mar 2025 | ₫194.6t | ₫308.8t | ₫9.0t | 13.8x | 21.7x | 0.6x |
| Fri, 14 Feb 2025 | ₫188.0t | ₫303.2t | ₫8.4t | 13.7x | 22.4x | 0.6x |
| Sun, 12 Jan 2025 | ₫190.0t | ₫289.5t | ₫7.1t | 12.7x | 26.9x | 0.7x |
| Tue, 10 Dec 2024 | ₫197.9t | ₫288.8t | ₫7.0t | 13.7x | 28.2x | 0.7x |
| Thu, 07 Nov 2024 | ₫202.3t | ₫288.8t | ₫7.0t | 13.6x | 28.8x | 0.7x |
| Sat, 05 Oct 2024 | ₫203.9t | ₫282.4t | ₫6.2t | 13.9x | 32.6x | 0.7x |
| Mon, 02 Sep 2024 | ₫214.3t | ₫280.2t | ₫6.0t | 14.1x | 35.7x | 0.8x |
| Wed, 31 Jul 2024 | ₫202.1t | ₫270.1t | ₫4.7t | 14.8x | 42.6x | 0.7x |
| Fri, 28 Jun 2024 | ₫205.7t | ₫271.2t | ₫4.7t | 16.3x | 43.7x | 0.8x |
| Sun, 26 May 2024 | ₫196.3t | ₫269.7t | ₫4.9t | 15.8x | 40.4x | 0.7x |
| Tue, 23 Apr 2024 | ₫169.6t | ₫263.1t | ₫3.9t | 15.5x | 43.3x | 0.6x |
| Thu, 21 Mar 2024 | ₫176.0t | ₫262.2t | ₫4.0t | 16.1x | 43.8x | 0.7x |
| Sat, 17 Feb 2024 | ₫164.7t | ₫262.4t | ₫4.2t | 14.8x | 39.6x | 0.6x |
| Mon, 15 Jan 2024 | ₫152.1t | ₫262.0t | ₫4.6t | 11.1x | 33.1x | 0.6x |
| Wed, 13 Dec 2023 | ₫150.9t | ₫262.0t | ₫4.7t | 10.4x | 31.9x | 0.6x |
| Fri, 10 Nov 2023 | ₫146.4t | ₫262.1t | ₫4.7t | 11.5x | 30.9x | 0.6x |
| Sun, 08 Oct 2023 | ₫159.4t | ₫259.0t | ₫5.4t | 12.2x | 29.3x | 0.6x |
| Tue, 05 Sep 2023 | ₫167.7t | ₫259.0t | ₫5.4t | 12.7x | 30.9x | 0.6x |
| Thu, 03 Aug 2023 | ₫160.3t | ₫254.0t | ₫5.6t | 12.7x | 28.6x | 0.6x |
| Sat, 01 Jul 2023 | ₫144.7t | ₫263.0t | ₫7.0t | 11.9x | 20.5x | 0.5x |
| Mon, 29 May 2023 | ₫131.2t | ₫262.8t | ₫7.2t | 12.3x | 18.2x | 0.5x |
| Wed, 26 Apr 2023 | ₫132.1t | ₫275.7t | ₫8.9t | 12.1x | 14.9x | 0.5x |
| Fri, 24 Mar 2023 | ₫132.4t | ₫277.0t | ₫9.2t | 9.1x | 14.4x | 0.5x |
| Sun, 19 Feb 2023 | ₫144.6t | ₫276.0t | ₫9.2t | 9.9x | 15.7x | 0.5x |
| Tue, 17 Jan 2023 | ₫142.9t | ₫269.5t | ₫10.0t | 8.9x | 14.3x | 0.5x |
| Thu, 15 Dec 2022 | ₫149.7t | ₫269.5t | ₫10.0t | 8.6x | 15x | 0.6x |
| Sat, 12 Nov 2022 | ₫137.1t | ₫266.1t | ₫9.8t | 8.9x | 14x | 0.5x |
| Mon, 10 Oct 2022 | ₫158.7t | ₫248.4t | ₫8.8t | 10.4x | 18.1x | 0.6x |
| Wed, 07 Sep 2022 | ₫200.1t | ₫248.4t | ₫8.8t | 11.1x | 22.7x | 0.8x |
| Fri, 05 Aug 2022 | ₫184.3t | ₫245.6t | ₫8.8t | 11.6x | 20.9x | 0.8x |
| Sun, 03 Jul 2022 | ₫200.6t | ₫236.8t | ₫8.8t | 13.8x | 22.7x | 0.8x |
| Tue, 31 May 2022 | ₫207.0t | ₫238.8t | ₫8.9t | 15x | 23.3x | 0.9x |
| Thu, 28 Apr 2022 | ₫210.6t | ₫232.2t | ₫8.7t | 14.4x | 24.3x | 0.9x |
Price to Earnings Ratio
24.3x
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 19.0x which is lower than its 3-year average PE of 27.0x.
- The industry is trading close to its 3-year average PS ratio of 0.65x.
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 12% 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 | -0.31% | |
| Consumer Discretionary | 2.93% | |
| Specialty Stores | 5.43% | |
| Leisure | 3.32% | |
| Consumer Services | 1.84% | |
| Retail Distributors | 0.38% | |
| Luxury | -0.20% | |
| Hospitality | -1.60% | |
| Auto | -1.70% | |
| Consumer Durables | -3.03% | |
| Auto Components | -5.00% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 134x.
- Analysts are expecting annual earnings growth of 20.8%, which is higher than its past year's earnings decline of 7.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings decline of 16% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 15% 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 | |
|---|---|---|---|---|---|
| GIL Binh Thanh Import Export Production and Trade | ₫15.75k | 10.5% +₫148.1b | -25.2% | PE59.7x | |
| COM Materials-Petroleum | ₫31.95k | 8.7% +₫36.0b | 1.1% | PE24.3x | |
| ADS Damsan | ₫8.00k | 5.3% +₫30.6b | -34.4% | n/a | |
| AST Taseco Air Services | ₫55.00k | 1.1% +₫27.0b | -0.4% | PE17.3x | |
| HAX Hang Xanh Motors Service | ₫14.85k | 1.7% +₫26.9b | 12.0% | PE12.8x |