Header cover image

Vietnamese (HOSE) Consumer Discretionary Sector Analysis

UpdatedJan 30, 2025
DataAggregated Company Financials
Companies58
  • 7D3.0%
  • 3M-2.6%
  • 1Y23.1%
  • YTD-0.3%

The Consumer Discretionary industry is up 3.0% in the last week, with Mobile World Investment up 1.5%. This means that the industry has gained 23% over the past year. Earnings are forecast to grow by 29% annually.

Sector Valuation and Performance

Has the Vietnamese Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 31 Jan 2025₫198.2t₫293.9t₫8.1t13.4x24.6x0.7x
Sun, 29 Dec 2024₫199.9t₫288.8t₫7.0t13.8x28.5x0.7x
Tue, 26 Nov 2024₫191.8t₫288.8t₫7.0t13.3x27.4x0.7x
Thu, 24 Oct 2024₫201.5t₫282.4t₫6.4t13.6x31.7x0.7x
Sat, 21 Sep 2024₫209.0t₫280.2t₫6.0t14x34.7x0.7x
Mon, 19 Aug 2024₫210.9t₫278.9t₫6.0t14.5x35.3x0.8x
Wed, 17 Jul 2024₫207.2t₫269.9t₫4.7t18.3x44.2x0.8x
Fri, 14 Jun 2024₫207.5t₫271.2t₫4.7t16.8x44.1x0.8x
Sun, 12 May 2024₫193.1t₫269.7t₫4.9t15.2x39.7x0.7x
Tue, 09 Apr 2024₫175.9t₫263.2t₫4.1t16.4x43.2x0.7x
Thu, 07 Mar 2024₫173.4t₫262.5t₫4.1t15.3x42.4x0.7x
Sat, 03 Feb 2024₫166.7t₫262.9t₫4.0t12.7x41.3x0.6x
Mon, 01 Jan 2024₫154.3t₫262.0t₫4.6t10.5x33.6x0.6x
Wed, 29 Nov 2023₫142.8t₫262.0t₫4.7t11.6x30.2x0.5x
Fri, 27 Oct 2023₫144.7t₫257.9t₫5.4t12.6x26.6x0.6x
Sun, 24 Sep 2023₫166.8t₫259.0t₫5.4t12.3x30.6x0.6x
Tue, 22 Aug 2023₫157.8t₫258.8t₫5.8t12.6x27.3x0.6x
Thu, 20 Jul 2023₫154.6t₫261.1t₫6.9t12.3x22.3x0.6x
Sat, 17 Jun 2023₫138.9t₫263.0t₫7.0t11.4x19.7x0.5x
Mon, 15 May 2023₫133.9t₫262.8t₫7.2t12.4x18.6x0.5x
Wed, 12 Apr 2023₫137.4t₫277.0t₫9.1t9.3x15.1x0.5x
Fri, 10 Mar 2023₫137.9t₫276.0t₫9.2t10.1x15x0.5x
Sun, 05 Feb 2023₫150.9t₫169.4t₫6.8t10.4x22.3x0.9x
Tue, 03 Jan 2023₫145.1t₫269.5t₫10.0t8.6x14.5x0.5x
Thu, 01 Dec 2022₫145.1t₫269.5t₫10.0t8.6x14.5x0.5x
Sat, 29 Oct 2022₫159.1t₫251.1t₫8.9t9.6x17.8x0.6x
Mon, 26 Sep 2022₫191.4t₫248.4t₫8.8t10.4x21.8x0.8x
Wed, 24 Aug 2022₫192.0t₫248.3t₫8.7t10.9x22x0.8x
Fri, 22 Jul 2022₫187.0t₫236.5t₫8.8t12.6x21.1x0.8x
Sun, 19 Jun 2022₫212.7t₫238.8t₫8.9t14.7x23.9x0.9x
Tue, 17 May 2022₫177.9t₫238.4t₫8.9t13.5x20x0.7x
Thu, 14 Apr 2022₫224.3t₫229.2t₫8.4t15.5x26.6x1x
Sat, 12 Mar 2022₫198.1t₫221.5t₫8.1t15.5x24.3x0.9x
Mon, 07 Feb 2022₫180.7t₫218.6t₫8.1t14.2x22.4x0.8x
Price to Earnings Ratio

22.4x


Total Market Cap: ₫180.7tTotal Earnings: ₫8.1tTotal Revenue: ₫218.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Discretionary Sector Price to Earnings3Y Average 27.3x202320242025
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 27.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.68x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 10% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.

Industry Trends

Which industries have driven the changes within the Vietnamese Consumer Discretionary sector?

VN Market0.40%
Consumer Discretionary1.42%
Leisure5.19%
Specialty Stores2.03%
Consumer Services2.01%
Consumer Durables1.09%
Luxury0.59%
Online Retail and Ecommerce0%0
General Merchandise and Department Stores0%0
Hospitality-0.10%
Auto Components-0.11%
Retail Distributors-0.86%
Auto-4.80%
Industry PE
  • Investors are most optimistic about the Specialty Stores industry even though it's trading below its 3-year average PE ratio of 133x.
    • Analysts are expecting annual earnings growth of 33.2%, which is lower than the prior year's growth of 728.5% per year.
Forecasted Growth
  • Analysts are most optimistic on the Specialty Stores industry, expecting annual earnings growth of 33% over the next 5 years.
  • In contrast, the Auto Components industry is expected to see its earnings grow by 3.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MWG Mobile World Investment₫60.10k1.5%
+₫1.3t
30.1%PE23.6x
FRT FPT Digital Retail₫206.00k3.8%
+₫1.0t
74.3%PS0.8x
PNJ Phu Nhuan Jewelry₫97.60k0.5%
+₫169.0b
6.4%PE18.1x
PTB Phu Tai₫62.40k2.0%
+₫80.3b
14.9%PE12.6x
GIL Binh Thanh Import Export Production and Trade₫17.90k3.2%
+₫54.3b
-10.8%PE17x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

MWG

₫60,100.00

Mobile World Investment

7D

1.5%

1Y

30.1%

CSM

₫14,350.00

Southern Rubber Industry

7D

-2.0%

1Y

12.1%

PAC

₫35,900.00

Dry Cell and Storage Battery

7D

-1.1%

1Y

19.9%

PTB

₫62,400.00

Phu Tai

7D

2.0%

1Y

14.9%

TMT

₫11,900.00

TMT Motor

7D

-4.8%

1Y

-19.6%

DRC

₫27,750.00

Danang Rubber

7D

1.1%

1Y

-12.2%

PNJ

₫97,600.00

Phu Nhuan Jewelry

7D

0.5%

1Y

6.4%

AST

₫53,500.00

Taseco Air Services

7D

-0.9%

1Y

-5.6%

FRT

₫206,000.00

FPT Digital Retail

7D

3.8%

1Y

74.3%

SVC

₫20,800.00

Saigon General Service

7D

-1.0%

1Y

-27.0%

MSH

₫52,000.00

Song Hong Garment

7D

0.8%

1Y

33.3%

COM

₫29,450.00

Materials-Petroleum

7D

6.7%

1Y

-15.6%

GTA

₫10,300.00

Thuan An Wood Processing

7D

-4.6%

1Y

-33.8%

HOT

₫18,600.00

Hoi An Tourist Holding

7D

-3.1%

1Y

-51.1%