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Vietnamese (HOSE) Consumer Discretionary Sector Analysis
UpdatedAug 18, 2025
DataAggregated Company Financials
Companies58
- 7D-1.8%
- 3M-2.2%
- 1Y-1.1%
- YTD1.7%
Over the last 7 days, the Consumer Discretionary industry has dropped 1.8%, driven by pullbacks in Mobile World Investment and Vinpearl of 2.2% and 1.3%, respectively. Meanwhile, Saigon General Service actually outperformed within the industry, gaining 6.4% in the last week. As for the longer term, the industry's performance has been flat for the past year. Looking forward, 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 |
|---|---|---|---|---|---|---|
| Mon, 18 Aug 2025 | ₫362.8t | ₫352.2t | ₫14.6t | 15.7x | 24.9x | 1x |
| Wed, 16 Jul 2025 | ₫377.0t | ₫348.0t | ₫10.5t | 14.3x | 36x | 1.1x |
| Fri, 13 Jun 2025 | ₫199.0t | ₫330.0t | ₫9.7t | 14x | 20.4x | 0.6x |
| Sun, 11 May 2025 | ₫183.4t | ₫325.6t | ₫9.5t | 13.1x | 19.2x | 0.6x |
| Tue, 08 Apr 2025 | ₫164.5t | ₫314.5t | ₫8.8t | 13.2x | 18.6x | 0.5x |
| Thu, 06 Mar 2025 | ₫194.0t | ₫309.2t | ₫9.1t | 14.9x | 21.4x | 0.6x |
| Sat, 01 Feb 2025 | ₫198.2t | ₫294.0t | ₫8.1t | 12.8x | 24.6x | 0.7x |
| Mon, 30 Dec 2024 | ₫199.9t | ₫288.8t | ₫7.0t | 13.8x | 28.5x | 0.7x |
| Wed, 27 Nov 2024 | ₫193.2t | ₫288.8t | ₫7.0t | 13.4x | 27.6x | 0.7x |
| Fri, 25 Oct 2024 | ₫200.5t | ₫282.4t | ₫6.4t | 13.5x | 31.6x | 0.7x |
| Sun, 22 Sep 2024 | ₫209.0t | ₫280.2t | ₫6.0t | 14x | 34.7x | 0.7x |
| Tue, 20 Aug 2024 | ₫213.7t | ₫278.9t | ₫6.0t | 14.5x | 35.7x | 0.8x |
| Thu, 18 Jul 2024 | ₫204.3t | ₫269.9t | ₫4.7t | 18.1x | 43.6x | 0.8x |
| Sat, 15 Jun 2024 | ₫203.9t | ₫271.2t | ₫4.7t | 16.4x | 43.3x | 0.8x |
| Mon, 13 May 2024 | ₫193.1t | ₫269.7t | ₫4.9t | 15.2x | 39.7x | 0.7x |
| Wed, 10 Apr 2024 | ₫180.4t | ₫263.2t | ₫4.1t | 16.5x | 44.3x | 0.7x |
| Fri, 08 Mar 2024 | ₫173.4t | ₫262.5t | ₫4.1t | 15.4x | 42.4x | 0.7x |
| Sun, 04 Feb 2024 | ₫166.7t | ₫263.0t | ₫4.0t | 12.7x | 42x | 0.6x |
| Tue, 02 Jan 2024 | ₫154.3t | ₫262.0t | ₫4.6t | 10.5x | 33.6x | 0.6x |
| Thu, 30 Nov 2023 | ₫144.4t | ₫262.0t | ₫4.7t | 10.8x | 30.5x | 0.6x |
| Sat, 28 Oct 2023 | ₫144.7t | ₫257.9t | ₫5.4t | 12.6x | 26.6x | 0.6x |
| Mon, 25 Sep 2023 | ₫166.8t | ₫259.0t | ₫5.4t | 12.3x | 30.6x | 0.6x |
| Wed, 23 Aug 2023 | ₫158.5t | ₫258.8t | ₫5.8t | 12.9x | 27.4x | 0.6x |
| Fri, 21 Jul 2023 | ₫155.4t | ₫260.7t | ₫6.9t | 12.5x | 22.6x | 0.6x |
| Sun, 18 Jun 2023 | ₫138.9t | ₫263.0t | ₫7.0t | 11.4x | 19.7x | 0.5x |
| Tue, 16 May 2023 | ₫133.6t | ₫262.8t | ₫7.2t | 12.4x | 18.5x | 0.5x |
| Thu, 13 Apr 2023 | ₫137.4t | ₫277.0t | ₫9.1t | 9.3x | 15.1x | 0.5x |
| Sat, 11 Mar 2023 | ₫137.3t | ₫276.0t | ₫9.2t | 10.1x | 14.9x | 0.5x |
| Mon, 06 Feb 2023 | ₫150.9t | ₫171.2t | ₫6.7t | 10.4x | 22.5x | 0.9x |
| Wed, 04 Jan 2023 | ₫147.2t | ₫269.5t | ₫10.0t | 8.8x | 14.7x | 0.5x |
| Fri, 02 Dec 2022 | ₫144.5t | ₫269.5t | ₫10.0t | 8.6x | 14.5x | 0.5x |
| Sun, 30 Oct 2022 | ₫159.2t | ₫257.5t | ₫9.4t | 9.6x | 17x | 0.6x |
| Tue, 27 Sep 2022 | ₫187.3t | ₫248.4t | ₫8.8t | 10.2x | 21.3x | 0.8x |
| Thu, 25 Aug 2022 | ₫192.8t | ₫248.3t | ₫8.7t | 10.9x | 22.1x | 0.8x |
Price to Earnings Ratio
22.1x
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 27.1x.
- The 3-year average PS ratio of 0.64x 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 19% 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 | 3.03% | |
| Consumer Discretionary | -1.78% | |
| Consumer Services | 1.62% | |
| Leisure | 0.95% | |
| Retail Distributors | -0.76% | |
| Luxury | -0.93% | |
| Consumer Durables | -1.21% | |
| Hospitality | -1.23% | |
| Auto Components | -2.35% | |
| Specialty Stores | -2.76% | |
| Auto | -5.75% | |
Industry PE
- Investors are most optimistic about the Hospitality industry which is trading above its 3-year average PE ratio of 55.2x.
- 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 28% 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 | |
|---|---|---|---|---|---|
| SVC Saigon General Service | ₫23.30k | 6.4% +₫93.3b | -13.4% | PE11.3x | |
| TCT Tay Ninh Cable Car Tour | ₫23.95k | 27.7% +₫66.5b | 29.8% | PE17x | |
| CSM Southern Rubber Industry | ₫13.90k | 2.2% +₫31.1b | 6.9% | PE31.9x | |
| DAH Dong A Hotel Group | ₫3.93k | 5.1% +₫16.0b | 16.6% | n/a | |
| NAG Nagakawa Group | ₫15.40k | 2.7% +₫15.4b | 60.4% | PE17.7x |