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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedDec 31, 2024
DataAggregated Company Financials
Companies59
- 7D-0.2%
- 3M-4.7%
- 1Y29.0%
- YTD29.4%
The Consumer Discretionary industry has been flat over the last week, but Danang Rubber has lost 5.6%. The past year has been better, since the industry has gained 30% in that time. Earnings are forecast to grow by 33% 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 |
|---|---|---|---|---|---|---|
| Tue, 31 Dec 2024 | ₫198.9t | ₫288.8t | ₫7.0t | 13.7x | 28.4x | 0.7x |
| Thu, 28 Nov 2024 | ₫193.6t | ₫288.8t | ₫7.0t | 13.4x | 27.6x | 0.7x |
| Sat, 26 Oct 2024 | ₫200.4t | ₫282.4t | ₫6.3t | 13.5x | 32x | 0.7x |
| Mon, 23 Sep 2024 | ₫209.0t | ₫280.3t | ₫6.0t | 14x | 34.7x | 0.7x |
| Wed, 21 Aug 2024 | ₫215.6t | ₫278.9t | ₫6.0t | 14.5x | 36.1x | 0.8x |
| Fri, 19 Jul 2024 | ₫206.8t | ₫269.9t | ₫4.7t | 18.1x | 44.1x | 0.8x |
| Sun, 16 Jun 2024 | ₫203.9t | ₫271.2t | ₫4.7t | 16.4x | 43.3x | 0.8x |
| Tue, 14 May 2024 | ₫191.5t | ₫269.7t | ₫4.9t | 15.3x | 39.4x | 0.7x |
| Thu, 11 Apr 2024 | ₫180.2t | ₫263.2t | ₫4.1t | 16.4x | 44.3x | 0.7x |
| Sat, 09 Mar 2024 | ₫172.9t | ₫262.5t | ₫4.1t | 15.4x | 42.3x | 0.7x |
| Mon, 05 Feb 2024 | ₫166.8t | ₫263.0t | ₫4.0t | 12.7x | 41.9x | 0.6x |
| Wed, 03 Jan 2024 | ₫153.8t | ₫262.0t | ₫4.6t | 10.7x | 33.5x | 0.6x |
| Fri, 01 Dec 2023 | ₫144.1t | ₫262.0t | ₫4.7t | 10.1x | 30.5x | 0.6x |
| Sun, 29 Oct 2023 | ₫144.7t | ₫257.9t | ₫5.4t | 12.6x | 26.6x | 0.6x |
| Tue, 26 Sep 2023 | ₫163.0t | ₫259.0t | ₫5.4t | 11.9x | 30x | 0.6x |
| Thu, 24 Aug 2023 | ₫157.6t | ₫258.8t | ₫5.8t | 12.7x | 27.3x | 0.6x |
| Sat, 22 Jul 2023 | ₫161.0t | ₫260.5t | ₫6.8t | 12.1x | 23.5x | 0.6x |
| Mon, 19 Jun 2023 | ₫138.9t | ₫263.0t | ₫7.0t | 11.4x | 19.7x | 0.5x |
| Wed, 17 May 2023 | ₫132.6t | ₫262.8t | ₫7.2t | 12.4x | 18.4x | 0.5x |
| Fri, 14 Apr 2023 | ₫137.8t | ₫277.0t | ₫9.1t | 9.2x | 15.2x | 0.5x |
| Sun, 12 Mar 2023 | ₫137.3t | ₫276.0t | ₫9.2t | 10.1x | 14.9x | 0.5x |
| Tue, 07 Feb 2023 | ₫150.5t | ₫171.2t | ₫6.7t | 9.9x | 22.4x | 0.9x |
| Thu, 05 Jan 2023 | ₫146.4t | ₫269.5t | ₫10.0t | 8.9x | 14.7x | 0.5x |
| Sat, 03 Dec 2022 | ₫149.9t | ₫269.5t | ₫10.0t | 8.7x | 15x | 0.6x |
| Mon, 31 Oct 2022 | ₫159.2t | ₫257.5t | ₫9.4t | 9.6x | 17x | 0.6x |
| Wed, 28 Sep 2022 | ₫186.0t | ₫248.4t | ₫8.8t | 10.2x | 21.2x | 0.7x |
| Fri, 26 Aug 2022 | ₫195.2t | ₫248.3t | ₫8.7t | 11x | 22.3x | 0.8x |
| Sun, 24 Jul 2022 | ₫187.2t | ₫237.6t | ₫8.9t | 12.4x | 21.1x | 0.8x |
| Tue, 21 Jun 2022 | ₫204.3t | ₫238.8t | ₫8.9t | 14.5x | 23x | 0.9x |
| Thu, 19 May 2022 | ₫190.3t | ₫238.4t | ₫8.9t | 14.3x | 21.4x | 0.8x |
| Sat, 16 Apr 2022 | ₫229.5t | ₫229.2t | ₫8.5t | 16.5x | 27.2x | 1x |
| Mon, 14 Mar 2022 | ₫198.5t | ₫221.4t | ₫8.1t | 15.7x | 24.4x | 0.9x |
| Wed, 09 Feb 2022 | ₫186.4t | ₫219.1t | ₫8.1t | 14.9x | 23.1x | 0.9x |
| Fri, 07 Jan 2022 | ₫186.7t | ₫207.1t | ₫7.4t | 9.4x | 25.3x | 0.9x |
Price to Earnings Ratio
25.3x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Consumer Discretionary industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 27.2x.
- 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 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 | 0.90% | |
| Consumer Discretionary | -0.20% | |
| Auto | 29.76% | |
| Consumer Durables | 1.81% | |
| Retail Distributors | 0.30% | |
| Consumer Services | 0.27% | |
| Specialty Stores | 0.14% | |
| Hospitality | 0.11% | |
| Online Retail and Ecommerce | 0% | |
| General Merchandise and Department Stores | 0% | |
| Luxury | -0.91% | |
| Leisure | -1.36% | |
| Auto Components | -3.67% | |
Industry PE
- Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 133x.
- Analysts are expecting annual earnings growth of 39.0%, which is lower than the prior year's growth of 325.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 39% over the next 5 years.
- However this is lower than its past earnings growth rate of 326% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 18% 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 | |
|---|---|---|---|---|---|
| FRT FPT Digital Retail | ₫185.00k | 0.7% +₫177.1b | 72.9% | PS0.7x | |
| AST Taseco Air Services | ₫55.40k | 3.4% +₫81.0b | 9.7% | PE18.5x | |
| TMT TMT Motor | ₫9.20k | 29.8% +₫77.8b | -41.4% | PS0.1x | |
| PNJ Phu Nhuan Jewelry | ₫97.50k | 0.2% +₫67.6b | 13.4% | PE18x | |
| PTB Phu Tai | ₫65.10k | 1.6% +₫66.9b | 10.3% | PE13.2x |