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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedJan 06, 2026
DataAggregated Company Financials
Companies59
- 7D3.1%
- 3M10.9%
- 1Y22.0%
- YTD0%
In the last week, the Consumer Discretionary industry is up 3.1%, with Vinpearl up 6.4%. Meanwhile, Hoang Huy Investment Services actually underperformed within the industry, shrinking 8.2% in the last week. In the last 12 months, the industry was up 22%. Looking forward, earnings are forecast to grow by 15% 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, 06 Jan 2026 | ₫420.2t | ₫362.9t | ₫15.9t | 13.3x | 26.4x | 1.2x |
| Thu, 04 Dec 2025 | ₫415.5t | ₫362.9t | ₫15.9t | 12.4x | 26.1x | 1.1x |
| Sat, 01 Nov 2025 | ₫372.9t | ₫360.4t | ₫16.0t | 14.9x | 23.4x | 1x |
| Mon, 29 Sep 2025 | ₫366.4t | ₫352.3t | ₫14.6t | 14.9x | 25.2x | 1x |
| Wed, 27 Aug 2025 | ₫359.2t | ₫352.2t | ₫14.6t | 15.7x | 24.6x | 1x |
| Fri, 25 Jul 2025 | ₫373.6t | ₫348.3t | ₫10.3t | 16.2x | 36.2x | 1.1x |
| Sun, 22 Jun 2025 | ₫201.7t | ₫330.1t | ₫9.8t | 13.9x | 20.7x | 0.6x |
| Tue, 20 May 2025 | ₫199.6t | ₫328.2t | ₫9.7t | 13.2x | 20.6x | 0.6x |
| Thu, 17 Apr 2025 | ₫167.3t | ₫322.9t | ₫8.9t | 12.4x | 18.8x | 0.5x |
| Sat, 15 Mar 2025 | ₫194.2t | ₫308.8t | ₫9.0t | 13.5x | 21.6x | 0.6x |
| Mon, 10 Feb 2025 | ₫195.6t | ₫297.9t | ₫8.2t | 13.2x | 23.7x | 0.7x |
| Wed, 08 Jan 2025 | ₫190.7t | ₫289.5t | ₫7.1t | 12.9x | 27x | 0.7x |
| Fri, 06 Dec 2024 | ₫197.0t | ₫288.8t | ₫7.0t | 13.6x | 28.1x | 0.7x |
| Sun, 03 Nov 2024 | ₫200.9t | ₫286.3t | ₫7.0t | 13.9x | 28.6x | 0.7x |
| Tue, 01 Oct 2024 | ₫209.1t | ₫280.3t | ₫6.0t | 14.1x | 34.8x | 0.7x |
| Thu, 29 Aug 2024 | ₫213.3t | ₫280.2t | ₫6.0t | 14.1x | 35.5x | 0.8x |
| Sat, 27 Jul 2024 | ₫198.6t | ₫270.1t | ₫4.7t | 14.8x | 41.9x | 0.7x |
| Mon, 24 Jun 2024 | ₫206.6t | ₫271.2t | ₫4.7t | 16.5x | 43.9x | 0.8x |
| Wed, 22 May 2024 | ₫198.3t | ₫269.7t | ₫4.9t | 16x | 40.8x | 0.7x |
| Fri, 19 Apr 2024 | ₫171.9t | ₫263.3t | ₫3.9t | 15.5x | 44.2x | 0.7x |
| Sun, 17 Mar 2024 | ₫175.7t | ₫262.2t | ₫4.0t | 16.2x | 43.7x | 0.7x |
| Tue, 13 Feb 2024 | ₫165.1t | ₫262.7t | ₫4.1t | 14.2x | 40.2x | 0.6x |
| Thu, 11 Jan 2024 | ₫153.2t | ₫262.0t | ₫4.6t | 11.8x | 33.4x | 0.6x |
| Sat, 09 Dec 2023 | ₫150.3t | ₫262.0t | ₫4.7t | 10.8x | 31.8x | 0.6x |
| Mon, 06 Nov 2023 | ₫140.7t | ₫255.9t | ₫4.5t | 12.1x | 31.3x | 0.5x |
| Wed, 04 Oct 2023 | ₫164.4t | ₫259.0t | ₫5.4t | 11.8x | 30.2x | 0.6x |
| Fri, 01 Sep 2023 | ₫167.7t | ₫258.8t | ₫5.8t | 12.6x | 29x | 0.6x |
| Sun, 30 Jul 2023 | ₫164.7t | ₫260.2t | ₫6.8t | 14x | 24.3x | 0.6x |
| Tue, 27 Jun 2023 | ₫146.0t | ₫263.0t | ₫7.0t | 12.5x | 20.7x | 0.6x |
| Thu, 25 May 2023 | ₫130.5t | ₫262.8t | ₫7.2t | 12.4x | 18.1x | 0.5x |
| Sat, 22 Apr 2023 | ₫135.5t | ₫276.4t | ₫8.9t | 10.2x | 15.2x | 0.5x |
| Mon, 20 Mar 2023 | ₫135.4t | ₫277.0t | ₫9.2t | 9.4x | 14.7x | 0.5x |
| Wed, 15 Feb 2023 | ₫142.0t | ₫276.0t | ₫9.2t | 9.9x | 15.4x | 0.5x |
| Fri, 13 Jan 2023 | ₫143.3t | ₫269.5t | ₫10.0t | 8.9x | 14.4x | 0.5x |
Price to Earnings Ratio
14.4x
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 28.0x.
- The 3-year average PS ratio of 0.70x is lower than the industry's current PS ratio of 1.2x.
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 | 1.81% | |
| Consumer Discretionary | 3.09% | |
| Hospitality | 6.28% | |
| Consumer Durables | 2.01% | |
| Consumer Services | 1.57% | |
| Leisure | 1.39% | |
| Luxury | 1.28% | |
| Specialty Stores | 0.93% | |
| Auto | 0.38% | |
| Auto Components | 0.17% | |
| Retail Distributors | -6.66% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 131x.
- 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 | ₫102.90k | 13.1% +₫21.3t | n/a | PS16.1x | |
| FRT FPT Digital Retail | ₫152.40k | 3.2% +₫800.4b | 2.7% | PE42.5x | |
| PNJ Phu Nhuan Jewelry | ₫98.70k | 2.0% +₫648.2b | 4.3% | PE15.7x | |
| MWG Mobile World Investment | ₫88.80k | 0.3% +₫443.5b | 55.5% | PE22.6x | |
| PTB Phu Tai | ₫47.90k | 2.2% +₫70.3b | -24.7% | PE6.9x |