Vietnamese (HOSE) Consumer Discretionary Sector Analysis

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
Wed, 07 Dec 2022	₫144.9t	₫269.5t	₫10.0t	8.5x	14.5x	0.5x
Fri, 04 Nov 2022	₫150.3t	₫257.7t	₫9.4t	9.5x	16x	0.6x
Sun, 02 Oct 2022	₫178.9t	₫248.4t	₫8.8t	10.9x	20.4x	0.7x
Tue, 30 Aug 2022	₫202.0t	₫248.3t	₫8.7t	11x	23.1x	0.8x
Thu, 28 Jul 2022	₫182.1t	₫241.4t	₫9.0t	12.6x	20.2x	0.8x
Sat, 25 Jun 2022	₫200.7t	₫238.8t	₫8.9t	14.2x	22.6x	0.8x
Mon, 23 May 2022	₫191.0t	₫238.8t	₫8.9t	14.3x	21.5x	0.8x
Wed, 20 Apr 2022	₫225.3t	₫229.2t	₫8.5t	16.3x	26.7x	1x
Fri, 18 Mar 2022	₫198.6t	₫221.4t	₫8.1t	16.2x	24.4x	0.9x
Sun, 13 Feb 2022	₫191.2t	₫221.2t	₫8.1t	15.8x	23.5x	0.9x
Tue, 11 Jan 2022	₫181.2t	₫207.1t	₫7.4t	16.4x	24.6x	0.9x
Thu, 09 Dec 2021	₫180.5t	₫207.1t	₫7.4t	16x	24.5x	0.9x
Sat, 06 Nov 2021	₫179.1t	₫208.4t	₫7.5t	16.9x	23.8x	0.9x
Mon, 04 Oct 2021	₫168.2t	₫215.1t	₫8.2t	13.8x	20.5x	0.8x
Wed, 01 Sep 2021	₫152.4t	₫230.6t	₫8.5t	14.4x	18x	0.7x
Thu, 08 Jul 2021	₫146.1t	₫230.6t	₫8.5t	13.3x	17.2x	0.6x
Wed, 31 Mar 2021	₫131.7t	₫221.0t	₫7.6t	15x	17.2x	0.6x
Sat, 02 Jan 2021	₫111.4t	₫215.9t	₫7.4t	13.7x	15x	0.5x
Tue, 06 Oct 2020	₫93.3t	₫213.2t	₫7.1t	10.9x	13.1x	0.4x
Fri, 10 Jul 2020	₫79.2t	₫215.2t	₫7.2t	13.3x	10.9x	0.4x
Thu, 02 Apr 2020	₫61.1t	₫219.2t	₫7.9t	9.7x	7.7x	0.3x
Sun, 05 Jan 2020	₫102.5t	₫215.2t	₫7.9t	13.5x	13x	0.5x

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 14.5x which is lower than its 3-year average PE of 17.4x.

Past Earnings Growth

The earnings for companies in the Consumer Discretionary industry have grown 8.2% per year over the last three years.
Revenues for these companies have grown 7.8% 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	1.75%
Consumer Discretionary	1.44%
Auto	18.82%
Consumer Durables	6.98%
Specialty Stores	3.42%
Leisure	0%
Online Retail and Ecommerce	0%
General Merchanise and Department Stores	0%
Luxury	-0.32%
Hospitality	-0.93%
Auto Components	-2.07%
Retail Distributors	-6.73%
Consumer Services	-20.55%

Industry PE

Forecasted Growth

Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 102% over the next 5 years.
However this is lower than its past earnings growth rate of 207% per year.

In contrast, the Auto Components industry is expected to see its earnings grow by 9.7% 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	₫44.85k	1.7% +₫1.1t	-33.0%	PE13x
TTF Truong Thanh Furniture	₫4.75k	6.5% +₫114.1b	-56.4%	PE802.6x
MSH Song Hong Garment	₫38.90k	3.5% +₫97.5b	-39.1%	PE7.5x
TNC Thong Nhat Rubber	₫68.40k	6.9% +₫84.7b	91.6%	n/a
DRC Danang Rubber	₫21.05k	2.9% +₫71.3b	-38.2%	PE8.7x

Nov 29

Sector Valuation and Performance