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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedMar 14, 2025
DataAggregated Company Financials
Companies58
- 7D-1.3%
- 3M-1.1%
- 1Y10.5%
- YTD-1.6%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.3%, driven by Phu Nhuan Jewelry declining 3.9%. In the past year, the industry has gained 11%. As for the next few years, earnings are expected to grow by 20% per annum.
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, 14 Mar 2025 | ₫195.4t | ₫309.1t | ₫9.1t | 13.7x | 21.5x | 0.6x |
| Sun, 09 Feb 2025 | ₫195.6t | ₫297.9t | ₫8.2t | 13.2x | 23.7x | 0.7x |
| Tue, 07 Jan 2025 | ₫191.7t | ₫289.0t | ₫7.0t | 12.7x | 27.2x | 0.7x |
| Thu, 05 Dec 2024 | ₫191.2t | ₫288.8t | ₫7.0t | 13.4x | 27.3x | 0.7x |
| Sat, 02 Nov 2024 | ₫200.9t | ₫286.3t | ₫7.0t | 13.7x | 28.6x | 0.7x |
| Mon, 30 Sep 2024 | ₫208.3t | ₫280.3t | ₫6.0t | 14.1x | 34.7x | 0.7x |
| Wed, 28 Aug 2024 | ₫214.6t | ₫280.2t | ₫6.0t | 14.1x | 35.8x | 0.8x |
| Fri, 26 Jul 2024 | ₫198.3t | ₫270.1t | ₫4.7t | 14.8x | 41.8x | 0.7x |
| Sun, 23 Jun 2024 | ₫206.6t | ₫271.2t | ₫4.7t | 16.5x | 43.9x | 0.8x |
| Tue, 21 May 2024 | ₫196.4t | ₫269.7t | ₫4.9t | 15.8x | 40.4x | 0.7x |
| Thu, 18 Apr 2024 | ₫171.9t | ₫263.2t | ₫4.1t | 15.5x | 42.3x | 0.7x |
| Sat, 16 Mar 2024 | ₫175.7t | ₫262.2t | ₫4.0t | 16.2x | 43.7x | 0.7x |
| Mon, 12 Feb 2024 | ₫165.1t | ₫262.7t | ₫4.1t | 14.2x | 40.2x | 0.6x |
| Wed, 10 Jan 2024 | ₫153.7t | ₫262.0t | ₫4.6t | 11.8x | 33.5x | 0.6x |
| Fri, 08 Dec 2023 | ₫147.8t | ₫262.0t | ₫4.7t | 10.9x | 31.2x | 0.6x |
| Sun, 05 Nov 2023 | ₫140.6t | ₫255.9t | ₫4.5t | 12.1x | 31.3x | 0.5x |
| Tue, 03 Oct 2023 | ₫164.4t | ₫259.0t | ₫5.4t | 11.7x | 30.2x | 0.6x |
| Thu, 31 Aug 2023 | ₫166.7t | ₫258.8t | ₫5.8t | 12.6x | 28.8x | 0.6x |
| Sat, 29 Jul 2023 | ₫164.7t | ₫260.2t | ₫6.8t | 14x | 24.3x | 0.6x |
| Mon, 26 Jun 2023 | ₫143.3t | ₫263.0t | ₫7.0t | 12.5x | 20.3x | 0.5x |
| Wed, 24 May 2023 | ₫131.3t | ₫262.8t | ₫7.2t | 12.4x | 18.2x | 0.5x |
| Fri, 21 Apr 2023 | ₫137.2t | ₫276.4t | ₫8.9t | 10.4x | 15.4x | 0.5x |
| Sun, 19 Mar 2023 | ₫135.4t | ₫277.0t | ₫9.2t | 9.4x | 14.7x | 0.5x |
| Tue, 14 Feb 2023 | ₫142.0t | ₫276.0t | ₫9.2t | 9.8x | 15.4x | 0.5x |
| Thu, 12 Jan 2023 | ₫144.2t | ₫269.5t | ₫10.0t | 9x | 14.4x | 0.5x |
| Sat, 10 Dec 2022 | ₫148.6t | ₫269.5t | ₫10.0t | 8.5x | 14.9x | 0.6x |
| Mon, 07 Nov 2022 | ₫144.0t | ₫265.6t | ₫9.9t | 8.8x | 14.6x | 0.5x |
| Wed, 05 Oct 2022 | ₫169.4t | ₫248.4t | ₫8.8t | 10.6x | 19.3x | 0.7x |
| Fri, 02 Sep 2022 | ₫202.3t | ₫248.3t | ₫8.7t | 11.5x | 23.2x | 0.8x |
| Sun, 31 Jul 2022 | ₫181.1t | ₫241.4t | ₫9.0t | 13x | 20.1x | 0.8x |
| Tue, 28 Jun 2022 | ₫202.5t | ₫238.8t | ₫8.9t | 14.3x | 22.8x | 0.8x |
| Thu, 26 May 2022 | ₫191.4t | ₫238.8t | ₫8.9t | 14.6x | 21.5x | 0.8x |
| Sat, 23 Apr 2022 | ₫218.1t | ₫232.8t | ₫8.7t | 14.8x | 25.2x | 0.9x |
| Mon, 21 Mar 2022 | ₫199.3t | ₫221.4t | ₫8.1t | 16.1x | 24.7x | 0.9x |
Price to Earnings Ratio
24.7x
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 21.5x which is lower than its 3-year average PE of 27.2x.
- 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 4.1% per year over the last three years.
- Revenues for these companies have grown 12% 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 | 0.62% | |
| Consumer Discretionary | -1.30% | |
| Leisure | 0.45% | |
| Consumer Services | 0.11% | |
| Hospitality | -0.28% | |
| Retail Distributors | -0.50% | |
| Consumer Durables | -0.66% | |
| Specialty Stores | -0.84% | |
| Luxury | -2.28% | |
| Auto | -3.54% | |
| Auto Components | -3.57% | |
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 21.0%, which is lower than the prior year's growth of 215.7% per year.
Forecasted Growth
- Analysts are most optimistic on the Consumer Durables industry, expecting annual earnings growth of 28% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Auto Components industry is expected to see its earnings grow by 6.9% 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 | |
|---|---|---|---|---|---|
| TCM Thanh Cong Textile Garment Investment Trading | ₫41.60k | 2.3% +₫96.8b | -1.6% | PE15.3x | |
| GIL Binh Thanh Import Export Production and Trade | ₫17.50k | 3.2% +₫54.3b | -33.6% | PE66.4x | |
| QST Quang Ninh Book and Educational Equipment | ₫26.20k | 31.7% +₫20.4b | 56.0% | PE8.4x | |
| HAT Hanoi Beer Trading | ₫42.80k | 11.2% +₫13.4b | -10.8% | PE7x | |
| COM Materials-Petroleum | ₫31.50k | 2.1% +₫9.2b | -9.5% | PE16.6x |