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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedOct 03, 2025
DataAggregated Company Financials
Companies59
- 7D-1.4%
- 3M-3.1%
- 1Y4.4%
- YTD1.8%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.4%, driven by pullbacks in Mobile World Investment and FPT Digital Retail of 1.2% and 5.4%, respectively. In the past year, the industry has gained 4.4%. Earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Fri, 03 Oct 2025 | ₫363.2t | ₫352.3t | ₫14.6t | 14.8x | 25x | 1x |
| Sun, 31 Aug 2025 | ₫366.1t | ₫352.2t | ₫14.6t | 15.5x | 25.1x | 1x |
| Tue, 29 Jul 2025 | ₫375.4t | ₫348.5t | ₫10.4t | 16.1x | 36.2x | 1.1x |
| Thu, 26 Jun 2025 | ₫202.2t | ₫331.8t | ₫9.8t | 13.8x | 20.7x | 0.6x |
| Sat, 24 May 2025 | ₫198.4t | ₫328.5t | ₫9.7t | 13.6x | 20.5x | 0.6x |
| Mon, 21 Apr 2025 | ₫168.4t | ₫323.0t | ₫8.9t | 12.8x | 19x | 0.5x |
| Wed, 19 Mar 2025 | ₫194.6t | ₫308.8t | ₫9.0t | 13.8x | 21.7x | 0.6x |
| Fri, 14 Feb 2025 | ₫188.0t | ₫303.2t | ₫8.4t | 13.7x | 22.4x | 0.6x |
| Sun, 12 Jan 2025 | ₫190.0t | ₫289.5t | ₫7.1t | 12.7x | 26.9x | 0.7x |
| Tue, 10 Dec 2024 | ₫197.9t | ₫288.8t | ₫7.0t | 13.7x | 28.2x | 0.7x |
| Thu, 07 Nov 2024 | ₫202.3t | ₫288.8t | ₫7.0t | 13.6x | 28.8x | 0.7x |
| Sat, 05 Oct 2024 | ₫203.9t | ₫282.4t | ₫6.2t | 13.9x | 32.6x | 0.7x |
| Mon, 02 Sep 2024 | ₫214.3t | ₫280.2t | ₫6.0t | 14.1x | 35.7x | 0.8x |
| Wed, 31 Jul 2024 | ₫202.1t | ₫270.1t | ₫4.7t | 14.8x | 42.6x | 0.7x |
| Fri, 28 Jun 2024 | ₫205.7t | ₫271.2t | ₫4.7t | 16.3x | 43.7x | 0.8x |
| Sun, 26 May 2024 | ₫196.3t | ₫269.7t | ₫4.9t | 15.8x | 40.4x | 0.7x |
| Tue, 23 Apr 2024 | ₫169.6t | ₫263.1t | ₫3.9t | 15.5x | 43.3x | 0.6x |
| Thu, 21 Mar 2024 | ₫176.0t | ₫262.2t | ₫4.0t | 16.1x | 43.8x | 0.7x |
| Sat, 17 Feb 2024 | ₫164.7t | ₫262.4t | ₫4.2t | 14.8x | 39.6x | 0.6x |
| Mon, 15 Jan 2024 | ₫152.1t | ₫262.0t | ₫4.6t | 11.1x | 33.1x | 0.6x |
| Wed, 13 Dec 2023 | ₫150.9t | ₫262.0t | ₫4.7t | 10.4x | 31.9x | 0.6x |
| Fri, 10 Nov 2023 | ₫146.4t | ₫262.1t | ₫4.7t | 11.5x | 30.9x | 0.6x |
| Sun, 08 Oct 2023 | ₫159.4t | ₫259.0t | ₫5.4t | 12.2x | 29.3x | 0.6x |
| Tue, 05 Sep 2023 | ₫167.7t | ₫259.0t | ₫5.4t | 12.7x | 30.9x | 0.6x |
| Thu, 03 Aug 2023 | ₫160.3t | ₫254.0t | ₫5.6t | 12.7x | 28.6x | 0.6x |
| Sat, 01 Jul 2023 | ₫144.7t | ₫263.0t | ₫7.0t | 11.9x | 20.5x | 0.5x |
| Mon, 29 May 2023 | ₫131.2t | ₫262.8t | ₫7.2t | 12.3x | 18.2x | 0.5x |
| Wed, 26 Apr 2023 | ₫132.1t | ₫275.7t | ₫8.9t | 12.1x | 14.9x | 0.5x |
| Fri, 24 Mar 2023 | ₫132.4t | ₫277.0t | ₫9.2t | 9.1x | 14.4x | 0.5x |
| Sun, 19 Feb 2023 | ₫144.6t | ₫276.0t | ₫9.2t | 9.9x | 15.7x | 0.5x |
| Tue, 17 Jan 2023 | ₫142.9t | ₫269.5t | ₫10.0t | 8.9x | 14.3x | 0.5x |
| Thu, 15 Dec 2022 | ₫149.7t | ₫269.5t | ₫10.0t | 8.6x | 15x | 0.6x |
| Sat, 12 Nov 2022 | ₫137.1t | ₫266.1t | ₫9.8t | 8.9x | 14x | 0.5x |
| Mon, 10 Oct 2022 | ₫158.7t | ₫248.4t | ₫8.8t | 10.4x | 18.1x | 0.6x |
Price to Earnings Ratio
18.1x
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 27.2x.
- The 3-year average PS ratio of 0.65x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Consumer Discretionary industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 12% 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 | -0.80% | |
| Consumer Discretionary | -1.45% | |
| Retail Distributors | 4.56% | |
| Leisure | 0.96% | |
| Consumer Services | 0.30% | |
| Hospitality | 0.24% | |
| Specialty Stores | -2.67% | |
| Auto Components | -2.79% | |
| Luxury | -3.48% | |
| Consumer Durables | -3.67% | |
| Auto | -4.00% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 67.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 45% per year.
- In contrast, the Consumer Durables industry is expected to see its earnings grow by 11% 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 | |
|---|---|---|---|---|---|
| AST Taseco Air Services | ₫74.00k | 3.1% +₫99.0b | 31.9% | PE17x | |
| TNC Thong Nhat Rubber | ₫30.45k | 5.0% +₫27.9b | -17.5% | PE11x | |
| NAG Nagakawa Group | ₫13.40k | 3.9% +₫19.3b | 40.8% | PE15.4x | |
| EVE Everpia | ₫11.30k | 3.7% +₫16.8b | 0% | PS0.6x | |
| ATS Atesco Industrial Cartering | ₫21.00k | 16.7% +₫10.5b | 5.5% | PE193.4x |