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Vietnamese (HOSE) Consumer Discretionary Sector Analysis

UpdatedSep 27, 2023
DataAggregated Company Financials
Companies63
  • 7D-5.1%
  • 3M8.5%
  • 1Y-15.2%
  • YTD7.9%

Over the last 7 days, the Consumer Discretionary industry has dropped 5.1%, driven by a pullback from Mobile World Investment of 6.8%. On the other hand Thong Nhat Rubber is actually up 6.3%. However, the industry is down 15% over the past year. Looking forward, earnings are forecast to grow by 33% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 28 Sep 2023₫162.8t₫259.0t₫5.4t12x29.9x0.6x
Sat, 26 Aug 2023₫159.7t₫258.8t₫5.8t12.7x27.6x0.6x
Mon, 24 Jul 2023₫161.0t₫260.2t₫6.8t12.4x23.7x0.6x
Wed, 21 Jun 2023₫140.6t₫263.0t₫7.0t12.5x19.9x0.5x
Fri, 19 May 2023₫131.4t₫262.8t₫7.2t12.5x18.2x0.5x
Sun, 16 Apr 2023₫136.0t₫277.0t₫9.1t9.3x15x0.5x
Tue, 14 Mar 2023₫136.6t₫276.0t₫9.2t9.5x14.9x0.5x
Thu, 09 Feb 2023₫148.0t₫268.3t₫9.3t9.8x16x0.6x
Sat, 07 Jan 2023₫145.4t₫269.5t₫10.0t9x14.6x0.5x
Mon, 05 Dec 2022₫149.8t₫269.5t₫10.0t8.7x15x0.6x
Wed, 02 Nov 2022₫153.7t₫257.5t₫9.4t9.4x16.4x0.6x
Fri, 30 Sep 2022₫179.8t₫248.4t₫8.8t11x20.5x0.7x
Sun, 28 Aug 2022₫200.5t₫248.3t₫8.7t10.9x23x0.8x
Tue, 26 Jul 2022₫184.6t₫241.3t₫9.0t12.6x20.5x0.8x
Thu, 23 Jun 2022₫194.1t₫238.8t₫8.9t14.1x21.8x0.8x
Sat, 21 May 2022₫189.2t₫238.8t₫8.9t14.3x21.3x0.8x
Mon, 18 Apr 2022₫229.4t₫229.2t₫8.5t16.5x27.1x1x
Wed, 16 Mar 2022₫196.5t₫221.4t₫8.1t16.2x24.1x0.9x
Fri, 11 Feb 2022₫191.4t₫221.2t₫8.1t15.9x23.5x0.9x
Sun, 09 Jan 2022₫184.3t₫207.1t₫7.4t16.6x25x0.9x
Tue, 07 Dec 2021₫175.4t₫207.1t₫7.4t16.3x23.8x0.8x
Thu, 04 Nov 2021₫174.9t₫208.6t₫7.6t16.4x23.2x0.8x
Sat, 02 Oct 2021₫168.2t₫215.1t₫8.2t13.8x20.5x0.8x
Mon, 30 Aug 2021₫152.6t₫230.6t₫8.5t14.4x18x0.7x
Tue, 06 Jul 2021₫146.1t₫230.6t₫8.5t13.3x17.2x0.6x
Fri, 09 Apr 2021₫131.7t₫221.0t₫7.6t15x17.2x0.6x
Thu, 31 Dec 2020₫111.4t₫215.9t₫7.4t13.7x15x0.5x
Sun, 04 Oct 2020₫93.3t₫213.2t₫7.1t10.9x13.1x0.4x
Price to Earnings Ratio

13.1x


Total Market Cap: ₫93.3tTotal Earnings: ₫7.1tTotal Revenue: ₫213.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Discretionary Sector Price to Earnings3Y Average 19.6x202120222023
Current Industry PE
  • Investors are optimistic on the Vietnamese Consumer Discretionary industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 29.9x which is higher than its 3-year average PE of 19.6x.
  • The industry is trading close to its 3-year average PS ratio of 0.66x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have declined 8.6% per year over the last three years.
  • Meanwhile revenues for these companies have grown 6.7% 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, which has decreased profits.

Industry Trends

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

VN Market-6.09%
Consumer Discretionary-5.12%
Auto2.86%
Consumer Services0.49%
Auto Components0.25%
Online Retail and Ecommerce0%
General Merchandise and Department Stores0%
Retail Distributors-0.35%
Hospitality-0.55%
Leisure-2.83%
Luxury-4.20%
Consumer Durables-4.59%
Specialty Stores-6.58%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Hospitality industry, expecting annual earnings growth of 40% over the next 5 years.
    • This is better than its past earnings growth rate of 17% per year.
    • In contrast, the Auto Components industry is expected to see its earnings grow by 15% 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
    		TNC Thong Nhat Rubber₫65.90k6.3%
    +₫75.1b    		-5.9%n/a
    		PTB Phu Tai₫59.00k1.2%
    +₫46.9b    		9.9%PE11.1x
    		SVC Saigon General Service₫35.50k2.0%
    +₫46.6b    		-32.3%PE12.5x
    		TMT TMT Motor₫18.00k1.7%
    +₫11.1b    		20.0%PS0.2x
    		SRC Sao Vang Rubber₫18.35k1.4%
    +₫7.0b    		15.4%PE102.9x
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    Latest News

    PTB

    ₫59,000.00

    Phu Tai

    7D

    1.2%

    1Y

    9.9%

    PNJ

    ₫79,100.00

    Phu Nhuan Jewelry

    7D

    -4.4%

    1Y

    -5.0%

    TNC

    ₫65,900.00

    Thong Nhat Rubber

    7D

    6.3%

    1Y

    -5.9%

    SVC

    ₫35,500.00

    Saigon General Service

    7D

    2.0%

    1Y

    -32.3%

    SRC

    ₫18,350.00

    Sao Vang Rubber

    7D

    1.4%

    1Y

    15.4%

    TNG

    ₫20,300.00

    TNG Investment and Trading

    7D

    -10.2%

    1Y

    1.5%

    MWG

    ₫52,000.00

    Mobile World Investment

    7D

    -6.8%

    1Y

    -20.0%

    SGH

    ₫26,500.00

    Saigon Hotel

    7D

    1.5%

    1Y

    -11.4%

    SVT

    ₫11,450.00

    Sai Gon Vien Dong Technology

    7D

    1.8%

    1Y

    3.3%

    GIL

    ₫32,000.00

    Binh Thanh Import Export Production and Trade

    7D

    -8.7%

    1Y

    -10.1%

    TTF

    ₫4,570.00

    Truong Thanh Furniture

    7D

    -14.1%

    1Y

    -32.8%

    MSH

    ₫42,800.00

    Song Hong Garment

    7D

    -9.1%

    1Y

    21.9%

    TMT

    ₫18,000.00

    TMT Motor

    7D

    1.7%

    1Y

    20.0%

    FRT

    ₫85,000.00

    FPT Digital Retail

    7D

    -4.7%

    1Y

    33.5%

    ADS

    ₫13,800.00

    Damsan

    7D

    -15.9%

    1Y

    19.3%

    PDC

    ₫5,100.00

    Petroleum Phuongdong Tourism Joinst-Stock

    7D

    4.1%

    1Y

    -3.8%