Have your own idea? Try our Stock Screener
Markets has moved to Discover
You can now access Markets by navigating to Discover and selecting Markets.
Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedSep 20, 2024
DataAggregated Company Financials
Companies58
- 7D0.6%
- 3M1.3%
- 1Y22.5%
- YTD36.8%
In the last week, Consumer Discretionary has been flat. As for the the longer term, the industry is up 21% over the past 12 months. 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, 20 Sep 2024 | ₫209.7t | ₫280.2t | ₫6.0t | 14.1x | 34.8x | 0.7x |
| Sun, 18 Aug 2024 | ₫210.8t | ₫278.9t | ₫6.0t | 14.3x | 35.2x | 0.8x |
| Tue, 16 Jul 2024 | ₫207.4t | ₫269.9t | ₫4.7t | 18.4x | 44.2x | 0.8x |
| Thu, 13 Jun 2024 | ₫202.8t | ₫271.2t | ₫4.7t | 16.7x | 43.1x | 0.7x |
| Sat, 11 May 2024 | ₫193.1t | ₫269.7t | ₫4.9t | 15.2x | 39.7x | 0.7x |
| Mon, 08 Apr 2024 | ₫178.9t | ₫263.2t | ₫4.1t | 16.5x | 43.9x | 0.7x |
| Wed, 06 Mar 2024 | ₫176.2t | ₫262.5t | ₫4.1t | 15.4x | 43.1x | 0.7x |
| Fri, 02 Feb 2024 | ₫164.7t | ₫262.9t | ₫4.0t | 12.5x | 40.8x | 0.6x |
| Sun, 31 Dec 2023 | ₫154.3t | ₫262.0t | ₫4.6t | 10.5x | 33.6x | 0.6x |
| Tue, 28 Nov 2023 | ₫142.9t | ₫262.0t | ₫4.7t | 11.7x | 30.2x | 0.5x |
| Thu, 26 Oct 2023 | ₫149.0t | ₫257.9t | ₫5.5t | 12.4x | 27.3x | 0.6x |
| Sat, 23 Sep 2023 | ₫166.8t | ₫259.0t | ₫5.5t | 12.3x | 30.6x | 0.6x |
| Mon, 21 Aug 2023 | ₫157.8t | ₫258.8t | ₫5.8t | 12.7x | 27.3x | 0.6x |
| Wed, 19 Jul 2023 | ₫154.2t | ₫261.1t | ₫6.9t | 12.9x | 22.2x | 0.6x |
| Fri, 16 Jun 2023 | ₫139.7t | ₫263.0t | ₫7.0t | 11.4x | 19.8x | 0.5x |
| Sun, 14 May 2023 | ₫133.9t | ₫263.0t | ₫7.2t | 13.1x | 18.6x | 0.5x |
| Tue, 11 Apr 2023 | ₫134.0t | ₫277.0t | ₫9.2t | 9.3x | 14.6x | 0.5x |
| Thu, 09 Mar 2023 | ₫136.8t | ₫276.0t | ₫9.2t | 9.5x | 14.9x | 0.5x |
| Sat, 04 Feb 2023 | ₫150.9t | ₫167.9t | ₫6.4t | 10.3x | 23.5x | 0.9x |
| Mon, 02 Jan 2023 | ₫145.1t | ₫269.5t | ₫10.0t | 8.6x | 14.5x | 0.5x |
| Wed, 30 Nov 2022 | ₫142.8t | ₫269.5t | ₫10.0t | 8.8x | 14.3x | 0.5x |
| Fri, 28 Oct 2022 | ₫158.9t | ₫251.1t | ₫9.0t | 9.3x | 17.7x | 0.6x |
| Sun, 25 Sep 2022 | ₫191.4t | ₫248.4t | ₫8.8t | 10.4x | 21.8x | 0.8x |
| Tue, 23 Aug 2022 | ₫191.1t | ₫248.3t | ₫8.7t | 10.8x | 21.9x | 0.8x |
| Thu, 21 Jul 2022 | ₫182.2t | ₫236.9t | ₫8.8t | 12.8x | 20.7x | 0.8x |
| Sat, 18 Jun 2022 | ₫212.7t | ₫238.8t | ₫8.9t | 14.7x | 23.9x | 0.9x |
| Mon, 16 May 2022 | ₫179.9t | ₫238.4t | ₫8.9t | 12x | 20.2x | 0.8x |
| Wed, 13 Apr 2022 | ₫219.3t | ₫229.2t | ₫8.4t | 14.8x | 26x | 1x |
| Fri, 11 Mar 2022 | ₫198.8t | ₫221.5t | ₫8.1t | 14.9x | 24.4x | 0.9x |
| Sun, 06 Feb 2022 | ₫180.7t | ₫219.1t | ₫8.1t | 14.2x | 22.3x | 0.8x |
| Tue, 04 Jan 2022 | ₫184.8t | ₫207.1t | ₫7.4t | 16.3x | 25.1x | 0.9x |
| Thu, 02 Dec 2021 | ₫183.8t | ₫207.1t | ₫7.4t | 16.8x | 24.9x | 0.9x |
| Sat, 30 Oct 2021 | ₫176.7t | ₫210.9t | ₫7.6t | 15.5x | 23.1x | 0.8x |
| Mon, 27 Sep 2021 | ₫169.4t | ₫215.1t | ₫8.2t | 13.7x | 20.6x | 0.8x |
Price to Earnings Ratio
20.6x
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 34.8x which is higher than its 3-year average PE of 26.6x.
- The industry is trading close to its 3-year average PS ratio of 0.70x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have declined 9.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.2% 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 Market | 1.08% | |
| Consumer Discretionary | 0.64% | |
| Leisure | 3.75% | |
| Consumer Durables | 1.06% | |
| Specialty Stores | 1.00% | |
| Luxury | 0.38% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Hospitality | -0.73% | |
| Auto Components | -1.46% | |
| Auto | -1.71% | |
| Retail Distributors | -3.07% | |
| Consumer Services | -3.51% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 131x.
- Analysts are expecting annual earnings growth of 31.9%, which is lower than the prior year's growth of 59.8% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 32% over the next 5 years.
- However this is lower than its past earnings growth rate of 60% per year.
- In contrast, the Auto Components industry is expected to see its earnings grow by 3.8% 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 | ₫68.00k | 1.2% +₫1.2t | 30.5% | PE45.1x | |
| GIL Binh Thanh Import Export Production and Trade | ₫31.20k | 8.0% +₫156.5b | -13.3% | PE25.6x | |
| TCM Thanh Cong Textile Garment Investment Trading | ₫46.95k | 2.2% +₫101.9b | 20.8% | PE25.5x | |
| STK Century Synthetic Fiber | ₫26.00k | 3.4% +₫82.1b | -25.7% | PS1.9x | |
| CTF City Auto | ₫30.30k | 1.7% +₫44.7b | 3.1% | n/a |