Vietnamese (HOSE) Consumer Durables Industry Analysis
UpdatedDec 06, 2022
DataAggregated Company Financials
Companies10
- 7D6.7%
- 3M-24.5%
- 1Y-42.4%
- YTD-51.8%
The Consumer Durables industry is up 7.0% in the last week, with Truong Thanh Furniture up 7.0%. In contrast, the industry has lost 47% in the last 12 months. Looking forward, earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Vietnamese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 06 Dec 2022 | ₫4.7t | ₫3.7t | ₫199.2b | 8.9x | 23.4x | 1.3x |
| Thu, 03 Nov 2022 | ₫4.3t | ₫3.7t | ₫198.0b | 9x | 21.6x | 1.2x |
| Sat, 01 Oct 2022 | ₫5.2t | ₫3.5t | ₫156.5b | 10.2x | 33.4x | 1.5x |
| Mon, 29 Aug 2022 | ₫6.0t | ₫3.5t | ₫152.2b | 8.9x | 39.3x | 1.7x |
| Wed, 27 Jul 2022 | ₫5.9t | ₫3.3t | ₫194.8b | 10.7x | 30.5x | 1.8x |
| Fri, 24 Jun 2022 | ₫5.5t | ₫3.3t | ₫189.1b | 11.3x | 29.2x | 1.7x |
| Sun, 22 May 2022 | ₫6.5t | ₫3.3t | ₫189.1b | 12.5x | 34.4x | 2x |
| Tue, 19 Apr 2022 | ₫7.6t | ₫4.5t | ₫139.2b | 14.6x | 54.7x | 1.7x |
| Thu, 17 Mar 2022 | ₫10.4t | ₫4.5t | ₫156.7b | 13.6x | 66.2x | 2.3x |
| Sat, 12 Feb 2022 | ₫8.6t | ₫4.3t | ₫149.7b | 18.2x | 57.7x | 2x |
| Mon, 10 Jan 2022 | ₫3.4t | ₫2.7t | ₫138.0b | 15.4x | 24.5x | 1.3x |
| Wed, 08 Dec 2021 | ₫3.0t | ₫2.7t | ₫138.0b | 15.3x | 21.8x | 1.1x |
| Fri, 05 Nov 2021 | ₫3.1t | ₫2.6t | ₫135.8b | 16.7x | 23.1x | 1.2x |
| Sun, 03 Oct 2021 | ₫2.8t | ₫2.7t | ₫163.0b | 11.9x | 17.3x | 1x |
| Tue, 31 Aug 2021 | ₫2.8t | ₫3.8t | ₫152.7b | 11.2x | 18.4x | 0.7x |
| Wed, 07 Jul 2021 | ₫2.6t | ₫3.8t | ₫152.7b | 11.1x | 17.3x | 0.7x |
| Sat, 10 Apr 2021 | ₫2.9t | ₫3.7t | ₫148.6b | 11.5x | 19.6x | 0.8x |
| Fri, 01 Jan 2021 | ₫2.2t | ₫3.7t | ₫129.0b | 9.9x | 16.9x | 0.6x |
| Mon, 05 Oct 2020 | ₫1.5t | ₫3.6t | ₫137.2b | 8.3x | 10.7x | 0.4x |
| Thu, 09 Jul 2020 | ₫1.3t | ₫3.7t | ₫143.1b | 7.2x | 8.9x | 0.3x |
| Wed, 01 Apr 2020 | ₫1.1t | ₫3.7t | ₫148.5b | 6.3x | 7.1x | 0.3x |
| Sat, 04 Jan 2020 | ₫1.4t | ₫3.7t | ₫161.2b | 6.7x | 8.6x | 0.4x |
Price to Earnings Ratio
8.6x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Consumer Durables 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 21.4x.
- The 3-year average PS ratio of 0.93x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 7.3% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Discretionary industry?
| VN Market | 8.45% | |
| Consumer Discretionary | 9.98% | |
| Consumer Durables | 6.72% | |
| Housewares and Specialties | 16.27% | |
| Household Appliances | 6.71% | |
| Home Furnishings | 5.18% | |
| Homebuilding | 0% | |
| Consumer Electronics | -0.84% | |
Industry PE
- Investors are most pessimistic about the Housewares and Specialties industry, which is trading close to its 3-year average of 11.1x.
Forecasted Growth
- Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 22% over the next 5 years.
- This is better than its past earnings decline of 0.7% per year.
- In contrast, the Housewares and Specialties industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| TTF Truong Thanh Furniture | ₫4.91k | 7.0% +₫125.9b | -55.6% | PE829.6x | |
| GDT Duc Thanh Wood Processing | ₫36.80k | 11.9% +₫75.5b | -35.5% | PE10.2x | |
| NAG Nagakawa Group | ₫11.80k | 7.3% +₫25.3b | -6.3% | n/a | |
| BKG BKG Viet Nam Investment | ₫4.59k | 5.5% +₫16.4b | -60.7% | n/a | |
| EVE Everpia | ₫14.20k | 2.5% +₫14.7b | -17.9% | PE5.3x |