Vietnamese (HOSE) Auto Components Industry Analysis
UpdatedDec 06, 2023
DataAggregated Company Financials
Companies5
- 7D0.5%
- 3M-1.0%
- 1Y0.2%
- YTD-0.8%
Over the last 7 days, the Auto Components industry has remained flat, although notably Danang Rubber gained 3.0%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 2.8% annually.
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 |
|---|---|---|---|---|---|---|
| Wed, 06 Dec 2023 | ₫7.3t | ₫13.6t | ₫380.1b | 19.7x | 19.1x | 0.5x |
| Fri, 03 Nov 2023 | ₫7.0t | ₫13.6t | ₫380.1b | 19.8x | 18.3x | 0.5x |
| Sun, 01 Oct 2023 | ₫7.2t | ₫14.1t | ₫391.9b | 20.8x | 18.3x | 0.5x |
| Tue, 29 Aug 2023 | ₫7.3t | ₫14.1t | ₫391.9b | 22x | 18.6x | 0.5x |
| Thu, 27 Jul 2023 | ₫7.1t | ₫14.1t | ₫401.6b | 20.7x | 17.8x | 0.5x |
| Sat, 24 Jun 2023 | ₫7.0t | ₫14.2t | ₫468.2b | 18.3x | 15x | 0.5x |
| Mon, 22 May 2023 | ₫7.1t | ₫14.2t | ₫468.2b | 18.3x | 15.1x | 0.5x |
| Wed, 19 Apr 2023 | ₫7.3t | ₫14.5t | ₫534.5b | 15.3x | 13.6x | 0.5x |
| Fri, 17 Mar 2023 | ₫7.5t | ₫14.5t | ₫557.5b | 14.4x | 13.5x | 0.5x |
| Sun, 12 Feb 2023 | ₫7.1t | ₫14.5t | ₫557.5b | 14.5x | 12.8x | 0.5x |
| Tue, 10 Jan 2023 | ₫7.4t | ₫14.7t | ₫595.1b | 11.7x | 12.5x | 0.5x |
| Thu, 08 Dec 2022 | ₫7.3t | ₫14.7t | ₫595.1b | 9.8x | 12.3x | 0.5x |
| Sat, 05 Nov 2022 | ₫7.3t | ₫14.7t | ₫595.1b | 11.1x | 12.3x | 0.5x |
| Mon, 03 Oct 2022 | ₫8.4t | ₫13.9t | ₫536.8b | 10.6x | 15.6x | 0.6x |
| Wed, 31 Aug 2022 | ₫8.6t | ₫13.9t | ₫522.1b | 11.5x | 16.6x | 0.6x |
| Fri, 29 Jul 2022 | ₫8.4t | ₫13.9t | ₫522.1b | 11x | 16.1x | 0.6x |
| Sun, 26 Jun 2022 | ₫8.0t | ₫13.8t | ₫532.4b | 10.8x | 15.1x | 0.6x |
| Tue, 24 May 2022 | ₫8.2t | ₫13.8t | ₫532.4b | 11.1x | 15.3x | 0.6x |
| Thu, 21 Apr 2022 | ₫9.1t | ₫13.2t | ₫534.1b | 12.9x | 17x | 0.7x |
| Sat, 19 Mar 2022 | ₫9.0t | ₫13.2t | ₫529.3b | 13.6x | 16.9x | 0.7x |
| Mon, 14 Feb 2022 | ₫8.6t | ₫13.2t | ₫529.5b | 13x | 16.3x | 0.7x |
| Wed, 12 Jan 2022 | ₫8.8t | ₫13.2t | ₫549.8b | 12.5x | 16x | 0.7x |
| Fri, 10 Dec 2021 | ₫9.1t | ₫13.2t | ₫549.8b | 13x | 16.6x | 0.7x |
| Sun, 07 Nov 2021 | ₫9.0t | ₫13.2t | ₫549.8b | 13.5x | 16.4x | 0.7x |
| Tue, 05 Oct 2021 | ₫8.9t | ₫13.7t | ₫675.6b | 11.9x | 13.2x | 0.7x |
| Thu, 02 Sep 2021 | ₫9.0t | ₫13.8t | ₫685.5b | 12.7x | 13.2x | 0.7x |
| Sat, 31 Jul 2021 | ₫8.1t | ₫13.8t | ₫685.5b | 11.6x | 11.8x | 0.6x |
| Tue, 04 May 2021 | ₫7.8t | ₫13.1t | ₫613.9b | 11.4x | 12.8x | 0.6x |
| Fri, 05 Feb 2021 | ₫7.4t | ₫12.7t | ₫575.6b | 12x | 12.9x | 0.6x |
Price to Earnings Ratio
12.2x
Current Industry PE
- Investors are optimistic on the Vietnamese Auto Components industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.0x which is higher than its 3-year average PE of 14.8x.
- The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have declined 13% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.2% 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 industry?
| VN Market | 1.92% | |
| Consumer Discretionary | 2.82% | |
| Auto Components | 0.49% | |
| Tires and Rubber | 0.85% | |
| Auto Parts and Equipment | -1.38% | |
Industry PE
- Investors are most optimistic about the Tires and Rubber industry which is trading above its 3-year average PE ratio of 16.4x.
- Analysts are expecting annual earnings growth of 2.8%, which is higher than its past year's earnings decline of 45.6% per year.
- Investors are most pessimistic about the Auto Parts and Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 10.9x.
Forecasted Growth
- Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 2.8% over the next 5 years.
- This is better than its past earnings decline of 46% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 2.8% 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 | |
|---|---|---|---|---|---|
| DRC Danang Rubber | ₫23.65k | 2.2% +₫59.4b | 12.4% | PE12.1x | |
| PAC Dry Cell and Storage Battery | ₫25.05k | 0.2% +₫2.3b | -22.7% | PE12.3x |