Vietnamese (HOSE) Auto Components Industry Analysis

Industry Valuation and Performance

Has the Vietnamese Auto Components Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 13 Sep 2026	₫5.8t	₫14.4t	₫333.7b	13.6x	17.4x	0.4x
Tue, 11 Aug 2026	₫6.3t	₫14.4t	₫333.7b	14.4x	19x	0.4x
Thu, 09 Jul 2026	₫6.7t	₫14.5t	₫346.6b	14.2x	19.3x	0.5x
Sat, 06 Jun 2026	₫6.8t	₫14.5t	₫346.6b	15.3x	19.7x	0.5x
Mon, 04 May 2026	₫6.9t	₫14.5t	₫346.6b	15.9x	20x	0.5x
Wed, 01 Apr 2026	₫7.3t	₫14.4t	₫340.8b	17.6x	21.3x	0.5x
Fri, 27 Feb 2026	₫7.3t	₫14.3t	₫345.2b	19.7x	21.1x	0.5x
Sun, 25 Jan 2026	₫7.3t	₫14.3t	₫357.0b	19.7x	20.4x	0.5x
Tue, 23 Dec 2025	₫7.2t	₫14.0t	₫380.0b	16.4x	19.1x	0.5x
Thu, 20 Nov 2025	₫7.5t	₫14.0t	₫380.0b	17.1x	19.6x	0.5x
Sat, 18 Oct 2025	₫7.4t	₫13.9t	₫409.9b	16.4x	18.1x	0.5x
Mon, 15 Sep 2025	₫7.9t	₫13.9t	₫409.9b	18x	19.4x	0.6x
Wed, 13 Aug 2025	₫7.8t	₫13.9t	₫409.9b	18.5x	18.9x	0.6x
Fri, 11 Jul 2025	₫6.9t	₫14.0t	₫532.3b	14x	13x	0.5x
Sun, 08 Jun 2025	₫7.0t	₫14.0t	₫563.8b	14.9x	12.4x	0.5x
Tue, 06 May 2025	₫6.2t	₫14.0t	₫563.9b	12.2x	11x	0.4x
Thu, 03 Apr 2025	₫7.7t	₫13.8t	₫614.6b	15.2x	12.5x	0.6x
Sat, 01 Mar 2025	₫8.3t	₫13.8t	₫625.7b	15.9x	13.2x	0.6x
Mon, 27 Jan 2025	₫7.8t	₫13.9t	₫595.6b	13.3x	13.1x	0.6x
Wed, 25 Dec 2024	₫8.8t	₫14.0t	₫584.2b	15.8x	15x	0.6x
Fri, 22 Nov 2024	₫7.5t	₫14.0t	₫584.2b	13.3x	12.9x	0.5x
Sun, 20 Oct 2024	₫8.0t	₫13.9t	₫574.4b	15.3x	13.9x	0.6x
Tue, 17 Sep 2024	₫8.5t	₫14.0t	₫600.6b	15.5x	14.2x	0.6x
Thu, 15 Aug 2024	₫8.7t	₫14.0t	₫600.6b	15.9x	14.5x	0.6x
Sat, 13 Jul 2024	₫9.9t	₫13.8t	₫456.4b	26.4x	21.7x	0.7x
Mon, 10 Jun 2024	₫10.2t	₫13.8t	₫456.4b	26.5x	22.3x	0.7x
Wed, 08 May 2024	₫8.8t	₫13.8t	₫456.4b	21.4x	19.4x	0.6x
Fri, 05 Apr 2024	₫9.2t	₫14.1t	₫420.6b	22x	21.9x	0.7x
Sun, 03 Mar 2024	₫8.6t	₫14.1t	₫442.8b	18.5x	19.4x	0.6x
Tue, 30 Jan 2024	₫7.9t	₫14.1t	₫442.8b	17.2x	17.7x	0.6x
Thu, 28 Dec 2023	₫7.7t	₫13.6t	₫380.1b	20.5x	20.2x	0.6x
Sat, 25 Nov 2023	₫7.2t	₫13.6t	₫380.1b	19.8x	19x	0.5x
Mon, 23 Oct 2023	₫7.1t	₫13.6t	₫382.2b	20.4x	18.5x	0.5x
Wed, 20 Sep 2023	₫7.1t	₫14.1t	₫391.9b	21.4x	18.1x	0.5x

Current Industry PE

Investors are relatively neutral on the Vietnamese Auto Components 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 17.5x.

The industry is trading close to its 3-year average PS ratio of 0.55x.

Past Earnings Growth

The earnings for companies in the Auto Components industry have declined 5.2% per year over the last three years.
Meanwhile revenues have remained mostly flat.
This means that although sales have remained flat, 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 industry?


VN Market	-3.10%
Consumer Discretionary	-0.90%
Auto Components	-3.70%
Tires and Rubber	-3.31%
Auto Parts and Equipment	-5.37%

Industry PE

Investors are most optimistic about the Tires and Rubber industry, which is trading close to its 3-year average PE ratio of 18.4x.

Analysts are expecting annual earnings decline of 3.0%, which is less than its past year's earnings decline of 17.5%.

Investors are most pessimistic about the Auto Parts and Equipment industry, which is trading below its 3-year average of 15.3x.

Forecasted Growth

Despite it being negative, analysts are least pessimistic on the Tires and Rubber industry since they expect its earnings to decline by only 3.0% per year over the next 5 years, which isn't as bad as the other industries.
This is an improvement from its past earnings decline of 17% per year.

In contrast, the Tires and Rubber industry is expected to see its earnings decline by 3.0% per year over the next few years.

	Company	Last Price	7D	1Y	Valuation
	TNC Thong Nhat Rubber	₫27.85k	5.7% +₫28.9b	-3.3%	PE13.6x

Company

Last Price

Valuation

TNC Thong Nhat Rubber

₫27.85k

5.7%
+₫28.9b

-3.3%

PE13.6x

New minor risk - Profit margin trend

The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.4% Last year net profit margin: 3.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Earnings have declined by 10% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.4% net profit margin). Market cap is less than US$100m (₫1.23t market cap, or US$46.9m).

Vietnamese (HOSE) Auto Components Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

Less than half of directors are independent

New minor risk - Share price stability

New minor risk - Profit margin trend

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First quarter 2026 earnings released