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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedMay 23, 2026
DataAggregated Company Financials
Companies61
- 7D0.7%
- 3M-5.7%
- 1Y8.9%
- YTD-6.8%
Last week, the Consumer Discretionary industry hasn't moved much but Vinpearl is up 5.7% in that time. As for the the longer term, the industry is up 8.9% over the past 12 months. Earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | ₫391.7t | ₫409.9t | ₫22.6t | 10.6x | 17.4x | 1x |
| Tue, 21 Apr 2026 | ₫401.0t | ₫385.2t | ₫19.1t | 12.1x | 21x | 1x |
| Thu, 19 Mar 2026 | ₫381.7t | ₫385.6t | ₫19.5t | 11.2x | 19.6x | 1x |
| Sat, 14 Feb 2026 | ₫415.3t | ₫386.9t | ₫19.6t | 12.2x | 21.2x | 1.1x |
| Mon, 12 Jan 2026 | ₫406.1t | ₫364.6t | ₫16.0t | 13.2x | 25.4x | 1.1x |
| Wed, 10 Dec 2025 | ₫418.8t | ₫362.9t | ₫15.9t | 12.6x | 26.3x | 1.2x |
| Fri, 07 Nov 2025 | ₫360.6t | ₫363.3t | ₫15.9t | 12.3x | 22.7x | 1x |
| Sun, 05 Oct 2025 | ₫361.8t | ₫352.3t | ₫14.6t | 15x | 24.9x | 1x |
| Tue, 02 Sep 2025 | ₫366.1t | ₫352.1t | ₫14.5t | 15.5x | 25.2x | 1x |
| Thu, 31 Jul 2025 | ₫364.4t | ₫350.0t | ₫10.9t | 16.7x | 33.4x | 1x |
| Sat, 28 Jun 2025 | ₫207.2t | ₫331.8t | ₫9.8t | 13.8x | 21.2x | 0.6x |
| Mon, 26 May 2025 | ₫198.4t | ₫328.5t | ₫9.7t | 13.6x | 20.5x | 0.6x |
| Wed, 23 Apr 2025 | ₫169.1t | ₫322.9t | ₫8.9t | 12.2x | 19x | 0.5x |
| Fri, 21 Mar 2025 | ₫191.6t | ₫308.8t | ₫8.9t | 13.6x | 21.4x | 0.6x |
| Sun, 16 Feb 2025 | ₫189.5t | ₫308.1t | ₫8.8t | 14.2x | 21.6x | 0.6x |
| Tue, 14 Jan 2025 | ₫189.8t | ₫289.5t | ₫7.1t | 12.6x | 26.9x | 0.7x |
| Thu, 12 Dec 2024 | ₫196.2t | ₫288.8t | ₫7.0t | 13.6x | 28x | 0.7x |
| Sat, 09 Nov 2024 | ₫201.3t | ₫288.8t | ₫7.0t | 13.6x | 28.7x | 0.7x |
| Mon, 07 Oct 2024 | ₫204.2t | ₫282.4t | ₫6.2t | 13.9x | 32.7x | 0.7x |
| Wed, 04 Sep 2024 | ₫214.3t | ₫280.2t | ₫6.0t | 14.1x | 35.7x | 0.8x |
| Fri, 02 Aug 2024 | ₫199.3t | ₫270.0t | ₫4.7t | 15x | 42.6x | 0.7x |
| Sun, 30 Jun 2024 | ₫203.0t | ₫271.2t | ₫4.7t | 16.2x | 43.1x | 0.7x |
| Tue, 28 May 2024 | ₫195.4t | ₫269.7t | ₫4.9t | 15.9x | 40.2x | 0.7x |
| Thu, 25 Apr 2024 | ₫178.7t | ₫263.0t | ₫3.9t | 14.9x | 45.5x | 0.7x |
| Sat, 23 Mar 2024 | ₫177.8t | ₫262.2t | ₫4.0t | 16x | 44.2x | 0.7x |
| Mon, 19 Feb 2024 | ₫164.7t | ₫262.4t | ₫4.2t | 14.8x | 39.6x | 0.6x |
| Wed, 17 Jan 2024 | ₫156.0t | ₫262.0t | ₫4.6t | 10.6x | 34x | 0.6x |
| Fri, 15 Dec 2023 | ₫149.1t | ₫261.5t | ₫4.7t | 11.4x | 31.9x | 0.6x |
| Sun, 12 Nov 2023 | ₫144.7t | ₫262.1t | ₫4.7t | 11.4x | 30.6x | 0.6x |
| Tue, 10 Oct 2023 | ₫159.2t | ₫259.0t | ₫5.4t | 12x | 29.3x | 0.6x |
| Thu, 07 Sep 2023 | ₫170.4t | ₫259.0t | ₫5.4t | 12.7x | 31.4x | 0.7x |
| Sat, 05 Aug 2023 | ₫163.5t | ₫252.5t | ₫5.5t | 12.7x | 29.9x | 0.6x |
| Mon, 03 Jul 2023 | ₫144.7t | ₫261.3t | ₫6.9t | 12.7x | 20.9x | 0.6x |
| Wed, 31 May 2023 | ₫133.3t | ₫262.8t | ₫7.2t | 12.5x | 18.5x | 0.5x |
Price to Earnings Ratio
18.5x
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 17.4x which is lower than its 3-year average PE of 28.7x.
- The industry is trading close to its 3-year average PS ratio of 0.76x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 46% 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 | -2.12% | |
| Consumer Discretionary | 0.71% | |
| Hospitality | 5.73% | |
| Auto | 0.42% | |
| Auto Components | -1.24% | |
| Consumer Durables | -1.25% | |
| Consumer Services | -2.24% | |
| Luxury | -2.35% | |
| Specialty Stores | -2.97% | |
| Retail Distributors | -7.35% | |
| Leisure | -15.67% | |
Industry PE
- Investors are most optimistic about the Hospitality industry even though it's trading below its 3-year average PE ratio of 141x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Retail Distributors industry, which is trading below its 3-year average of 14.0x.
Forecasted Growth
- Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 16% over the next 5 years.
- However this is lower than its past earnings growth rate of 55% per year.
- In contrast, the Luxury industry is expected to see its earnings grow by 7.2% 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 | ₫93.40k | 5.7% +₫9.0t | 3.4% | PE66.5x | |
| OCH One Capital Hospitality | ₫7.30k | 30.4% +₫340.0b | 28.1% | PE18.2x | |
| VVS Vietnam Machine Investment Development | ₫109.90k | 4.7% +₫105.5b | n/a | n/a | |
| SRC Sao Vang Rubber | ₫54.00k | 1.9% +₫28.1b | 116.9% | PE48.4x | |
| PAC Dry Cell and Storage Battery | ₫22.40k | 1.6% +₫24.4b | -3.6% | PE15.7x |