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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedJul 08, 2026
DataAggregated Company Financials
Companies61
- 7D-5.6%
- 3M-8.0%
- 1Y-5.5%
- YTD-14.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 5.6%, driven by a pullback from Vinpearl of 4.8%. In contrast, Saigon General Service has gained 27%. However, the industry is down 5.5% over the past year. Looking forward, earnings are forecast to grow by 9.7% 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 |
|---|---|---|---|---|---|---|
| Thu, 09 Jul 2026 | ₫358.3t | ₫410.5t | ₫22.6t | 10.1x | 15.9x | 0.9x |
| Sat, 06 Jun 2026 | ₫384.6t | ₫410.5t | ₫22.6t | 10.7x | 17x | 0.9x |
| Mon, 04 May 2026 | ₫390.2t | ₫399.9t | ₫20.3t | 11x | 19.2x | 1x |
| Wed, 01 Apr 2026 | ₫387.3t | ₫385.2t | ₫19.3t | 11x | 20.1x | 1x |
| Fri, 27 Feb 2026 | ₫410.7t | ₫386.8t | ₫19.6t | 11.5x | 20.9x | 1.1x |
| Sun, 25 Jan 2026 | ₫412.2t | ₫367.4t | ₫16.1t | 11.8x | 25.6x | 1.1x |
| Tue, 23 Dec 2025 | ₫411.7t | ₫362.9t | ₫15.9t | 12.9x | 25.8x | 1.1x |
| Thu, 20 Nov 2025 | ₫360.8t | ₫362.9t | ₫15.9t | 12.3x | 22.6x | 1x |
| Sat, 18 Oct 2025 | ₫375.8t | ₫352.0t | ₫14.5t | 15.8x | 26x | 1.1x |
| Mon, 15 Sep 2025 | ₫369.9t | ₫352.3t | ₫14.6t | 15.4x | 25.4x | 1x |
| Wed, 13 Aug 2025 | ₫370.8t | ₫352.3t | ₫14.6t | 15.9x | 25.4x | 1.1x |
| Fri, 11 Jul 2025 | ₫375.3t | ₫346.7t | ₫12.6t | 14x | 29.7x | 1.1x |
| Sun, 08 Jun 2025 | ₫193.5t | ₫330.0t | ₫9.7t | 13.8x | 19.9x | 0.6x |
| Tue, 06 May 2025 | ₫181.6t | ₫325.6t | ₫9.5t | 12.9x | 19x | 0.6x |
| Thu, 03 Apr 2025 | ₫183.3t | ₫314.2t | ₫8.9t | 13.6x | 20.7x | 0.6x |
| Sat, 01 Mar 2025 | ₫193.6t | ₫306.9t | ₫9.1t | 15x | 21.4x | 0.6x |
| Mon, 27 Jan 2025 | ₫198.2t | ₫290.2t | ₫7.1t | 12.9x | 27.7x | 0.7x |
| Wed, 25 Dec 2024 | ₫200.0t | ₫288.8t | ₫7.0t | 13.8x | 28.5x | 0.7x |
| Fri, 22 Nov 2024 | ₫190.7t | ₫288.8t | ₫7.0t | 13.2x | 27.2x | 0.7x |
| Sun, 20 Oct 2024 | ₫203.0t | ₫282.3t | ₫6.2t | 13.2x | 32.5x | 0.7x |
| Tue, 17 Sep 2024 | ₫205.5t | ₫280.2t | ₫6.0t | 14.1x | 34.2x | 0.7x |
| Thu, 15 Aug 2024 | ₫206.1t | ₫278.9t | ₫6.0t | 14x | 34.4x | 0.7x |
| Sat, 13 Jul 2024 | ₫208.5t | ₫269.9t | ₫4.7t | 18.3x | 44.5x | 0.8x |
| Mon, 10 Jun 2024 | ₫201.9t | ₫271.2t | ₫4.7t | 16.9x | 42.9x | 0.7x |
| Wed, 08 May 2024 | ₫193.4t | ₫270.3t | ₫4.8t | 15.5x | 40.5x | 0.7x |
| Fri, 05 Apr 2024 | ₫179.7t | ₫263.2t | ₫4.1t | 16.5x | 44.1x | 0.7x |
| Sun, 03 Mar 2024 | ₫169.8t | ₫262.5t | ₫4.2t | 14.8x | 40.6x | 0.6x |
| Tue, 30 Jan 2024 | ₫160.0t | ₫261.9t | ₫4.5t | 11.7x | 35.3x | 0.6x |
| Thu, 28 Dec 2023 | ₫153.6t | ₫262.0t | ₫4.6t | 10.9x | 33.5x | 0.6x |
| Sat, 25 Nov 2023 | ₫144.4t | ₫262.0t | ₫4.7t | 11.1x | 30.5x | 0.6x |
| Mon, 23 Oct 2023 | ₫151.4t | ₫257.9t | ₫5.5t | 12.4x | 27.4x | 0.6x |
| Wed, 20 Sep 2023 | ₫170.9t | ₫259.0t | ₫5.4t | 12.5x | 31.4x | 0.7x |
| Fri, 18 Aug 2023 | ₫166.0t | ₫258.8t | ₫5.8t | 12.7x | 28.7x | 0.6x |
| Sun, 16 Jul 2023 | ₫155.7t | ₫261.1t | ₫6.9t | 12.9x | 22.5x | 0.6x |
Price to Earnings Ratio
22.5x
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 15.9x which is lower than its 3-year average PE of 28.6x.
- The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 48% per year over the last three years.
- Revenues for these companies have grown 16% 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 | -0.78% | |
| Consumer Discretionary | -5.62% | |
| Retail Distributors | 2.23% | |
| Auto Components | 0.19% | |
| Consumer Services | -0.67% | |
| Specialty Stores | -0.91% | |
| Consumer Durables | -2.76% | |
| Auto | -3.36% | |
| Leisure | -3.72% | |
| Hospitality | -8.04% | |
| Luxury | -14.13% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 139x.
- Analysts are expecting annual earnings growth of 4.4%, which is lower than the prior year's growth of 47.7% per year.
- Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 13.6x.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 24% per year.
- In contrast, the Hospitality industry is expected to see its earnings grow by 4.4% 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 | |
|---|---|---|---|---|---|
| SVC Saigon General Service | ₫23.45k | 26.8% +₫461.7b | 63.3% | PE4.7x | |
| OCH One Capital Hospitality | ₫7.90k | 6.8% +₫100.0b | 29.5% | PE19.7x | |
| AST Taseco Air Services | ₫63.50k | 2.8% +₫94.5b | 16.3% | PE11.9x | |
| CSM Southern Rubber Industry | ₫13.85k | 4.9% +₫67.4b | 3.0% | PE29.2x | |
| HTG Hoa Tho Textile - Garment | ₫42.35k | 3.0% +₫45.0b | -1.4% | PE5.5x |