Vietnamese (HOSE) Auto Components Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies5
- 7D3.5%
- 3M-16.0%
- 1Y-22.1%
- YTD-20.2%
Over the last 7 days, the Auto Components industry has risen 3.5%, driven by gains from Dry Cell and Storage Battery of 16%. Meanwhile, Southern Rubber Industry actually underperformed within the industry, shrinking 6.5% in the last week. In contrast, the industry has lost 22% in the last 12 months. Earnings are forecast to grow by 9.7% 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 |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | ₫7.2t | ₫14.7t | ₫595.1b | 10x | 12.1x | 0.5x |
| Thu, 27 Oct 2022 | ₫7.5t | ₫14.7t | ₫592.8b | 12x | 12.6x | 0.5x |
| Sat, 24 Sep 2022 | ₫8.5t | ₫13.9t | ₫536.8b | 11.2x | 15.9x | 0.6x |
| Mon, 22 Aug 2022 | ₫8.6t | ₫13.9t | ₫522.1b | 11.5x | 16.4x | 0.6x |
| Wed, 20 Jul 2022 | ₫8.4t | ₫13.9t | ₫530.1b | 11.2x | 15.8x | 0.6x |
| Fri, 17 Jun 2022 | ₫8.2t | ₫13.8t | ₫532.4b | 11.1x | 15.4x | 0.6x |
| Sun, 15 May 2022 | ₫7.7t | ₫13.8t | ₫532.4b | 10.5x | 14.5x | 0.6x |
| Tue, 12 Apr 2022 | ₫9.2t | ₫13.2t | ₫529.3b | 13.9x | 17.4x | 0.7x |
| Thu, 10 Mar 2022 | ₫9.0t | ₫13.2t | ₫529.5b | 13.9x | 17x | 0.7x |
| Sat, 05 Feb 2022 | ₫8.1t | ₫13.2t | ₫529.5b | 12.3x | 15.4x | 0.6x |
| Mon, 03 Jan 2022 | ₫8.9t | ₫13.2t | ₫549.8b | 12.5x | 16.1x | 0.7x |
| Wed, 01 Dec 2021 | ₫9.4t | ₫13.2t | ₫549.8b | 13.2x | 17.1x | 0.7x |
| Fri, 29 Oct 2021 | ₫8.9t | ₫13.2t | ₫549.8b | 13.2x | 16.2x | 0.7x |
| Sun, 26 Sep 2021 | ₫8.7t | ₫13.7t | ₫675.6b | 11.4x | 12.9x | 0.6x |
| Tue, 24 Aug 2021 | ₫8.2t | ₫13.8t | ₫685.5b | 11x | 12x | 0.6x |
| Wed, 30 Jun 2021 | ₫8.3t | ₫13.8t | ₫685.5b | 11.5x | 12.1x | 0.6x |
| Sat, 03 Apr 2021 | ₫8.2t | ₫13.1t | ₫613.9b | 12.1x | 13.3x | 0.6x |
| Tue, 05 Jan 2021 | ₫7.0t | ₫12.7t | ₫575.6b | 10.6x | 12.2x | 0.6x |
| Fri, 09 Oct 2020 | ₫6.4t | ₫12.2t | ₫548.8b | 10.9x | 11.6x | 0.5x |
| Thu, 02 Jul 2020 | ₫5.5t | ₫12.0t | ₫525.7b | 8.6x | 10.4x | 0.5x |
| Sun, 05 Apr 2020 | ₫4.6t | ₫12.3t | ₫543.3b | 10.1x | 8.5x | 0.4x |
| Wed, 08 Jan 2020 | ₫6.2t | ₫12.2t | ₫472.7b | 13.7x | 13.1x | 0.5x |
Price to Earnings Ratio
15.2x
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 13.3x.
- The industry is trading close to its 3-year average PS ratio of 0.57x.
Past Earnings Growth
- The earnings for companies in the Auto Components industry have grown 13% per year over the last three years.
- Revenues for these companies have grown 7.0% 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 industry?
| VN Market | 0.38% | |
| Consumer Discretionary | -3.19% | |
| Auto Components | 3.49% | |
| Auto Parts and Equipment | 15.84% | |
| Tires and Rubber | 0.37% | |
Industry PE
- Investors are most optimistic about the Tires and Rubber industry, which is trading close to its 3-year average PE ratio of 14.9x.
- Analysts are expecting annual earnings growth of 9.7%, which is higher than its past year's earnings decline of 3.3% per year.
- Investors are most pessimistic about the Auto Parts and Equipment industry, which is trading close to its 3-year average of 9.6x.
Forecasted Growth
- Analysts are most optimistic on the Tires and Rubber industry, expecting annual earnings growth of 9.7% over the next 5 years.
- This is better than its past earnings decline of 3.3% per year.
- In contrast, the Tires and Rubber industry is expected to see its earnings grow by 9.7% 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 | |
|---|---|---|---|---|---|
| PAC Dry Cell and Storage Battery | ₫36.25k | 17.3% +₫248.6b | -6.1% | PE9.3x | |
| DRC Danang Rubber | ₫20.40k | 7.4% +₫166.3b | -41.0% | PE8.4x | |
| TNC Thong Nhat Rubber | ₫68.40k | 1.6% +₫21.2b | 94.9% | n/a | |
| SRC Sao Vang Rubber | ₫16.00k | 3.2% +₫14.0b | -23.4% | PE10.8x |