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Vietnamese (HOSE) Consumer Durables Industry Analysis

UpdatedMar 16, 2024
DataAggregated Company Financials
Companies10
  • 7D6.4%
  • 3M10.7%
  • 1Y25.4%
  • YTD7.4%

In the last week, the Consumer Durables industry is up 6.4%, with Phu Tai up 9.7%. This means that the industry has gained 25% over the past year. As for the next few years, earnings are expected to grow by 27% per annum.

Industry Valuation and Performance

Has the Vietnamese Consumer Durables Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 16 Mar 2024₫8.8t₫10.6t₫392.5b16.4x22.5x0.8x
Mon, 12 Feb 2024₫8.0t₫10.8t₫361.7b12.2x22.1x0.7x
Wed, 10 Jan 2024₫8.1t₫10.9t₫422.7b11.1x19.1x0.7x
Fri, 08 Dec 2023₫8.1t₫10.9t₫422.7b10.9x19.1x0.7x
Sun, 05 Nov 2023₫7.5t₫10.9t₫419.5b11.6x18x0.7x
Tue, 03 Oct 2023₫8.3t₫11.2t₫461.2b11x18.1x0.7x
Thu, 31 Aug 2023₫8.6t₫11.2t₫477.7b10.7x18.1x0.8x
Sat, 29 Jul 2023₫4.9t₫5.2t₫146.1b12.6x33.3x0.9x
Mon, 26 Jun 2023₫4.9t₫5.3t₫163.8b10.2x29.9x0.9x
Wed, 24 May 2023₫4.6t₫5.0t₫150.3b11.8x30.8x0.9x
Fri, 21 Apr 2023₫4.6t₫5.6t₫196.8b9.4x23.2x0.8x
Sun, 19 Mar 2023₫4.4t₫5.6t₫204.3b9.5x21.5x0.8x
Tue, 14 Feb 2023₫4.6t₫5.6t₫204.3b9x22.4x0.8x
Thu, 12 Jan 2023₫4.4t₫3.7t₫199.2b9x22.2x1.2x
Sat, 10 Dec 2022₫4.5t₫3.7t₫199.2b8.7x22.6x1.2x
Mon, 07 Nov 2022₫4.4t₫3.7t₫199.2b9x22.2x1.2x
Wed, 05 Oct 2022₫4.9t₫3.5t₫156.5b10.1x31.3x1.4x
Fri, 02 Sep 2022₫6.0t₫3.5t₫152.2b8.9x39.5x1.7x
Sun, 31 Jul 2022₫6.0t₫3.3t₫194.2b10.9x31x1.8x
Tue, 28 Jun 2022₫5.6t₫3.3t₫189.1b11.4x29.7x1.7x
Thu, 26 May 2022₫6.5t₫3.3t₫189.1b12.6x34.5x2x
Sat, 23 Apr 2022₫7.0t₫4.5t₫141.6b13.2x49.5x1.6x
Mon, 21 Mar 2022₫10.3t₫4.5t₫156.7b13.9x65.9x2.3x
Wed, 16 Feb 2022₫8.5t₫4.3t₫149.7b18.2x56.7x2x
Fri, 14 Jan 2022₫3.2t₫2.7t₫138.0b15.3x23.5x1.2x
Sun, 12 Dec 2021₫3.3t₫2.7t₫138.0b15x24x1.2x
Tue, 09 Nov 2021₫3.2t₫2.7t₫138.0b16.6x23.3x1.2x
Thu, 07 Oct 2021₫2.9t₫2.7t₫163.0b12.2x17.6x1.1x
Sat, 04 Sep 2021₫2.8t₫3.8t₫152.7b11.3x18.6x0.8x
Mon, 02 Aug 2021₫2.5t₫3.8t₫152.7b10.6x16.6x0.7x
Thu, 06 May 2021₫2.7t₫3.7t₫148.6b10.9x17.9x0.7x
Price to Earnings Ratio

19.6x


Total Market Cap: ₫2.9tTotal Earnings: ₫148.6bTotal Revenue: ₫3.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Durables Industry Price to Earnings3Y Average 26.4x202220232024
Current Industry PE
  • Investors are pessimistic on the Vietnamese Consumer Durables industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 22.5x which is lower than its 3-year average PE of 26.4x.
  • The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.84x.
Past Earnings Growth
  • The earnings for companies in the Consumer Durables industry have grown 38% per year over the last three years.
  • Revenues for these companies have grown 42% 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 Market1.17%
Consumer Discretionary1.58%
Consumer Durables6.43%
Housewares and Specialties8.33%
Home Furnishings6.52%
Household Appliances4.78%
Homebuilding0%
Consumer Electronics-1.44%
Industry PE
  • Investors are most optimistic about the Home Furnishings industry even though it's trading below its 3-year average PE ratio of 40.9x.
    • Analysts are expecting annual earnings growth of 27.0%, which is higher than its past year's earnings decline of 40.0% per year.
  • Investors are most pessimistic about the Household Appliances industry, which is trading below its 3-year average of 18.2x.
Forecasted Growth
  • Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings decline of 40% per year.
  • In contrast, the Home Furnishings industry is expected to see its earnings grow by 27% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
PTB Phu Tai₫64.40k9.7%
+₫381.5b
62.6%PE14.7x
GDT Duc Thanh Wood Processing₫27.30k8.3%
+₫45.1b
-8.5%PE16.9x
EVE Everpia₫14.80k5.3%
+₫31.5b
4.2%PE34.7x
TTF Truong Thanh Furniture₫4.67k1.5%
+₫27.5b
15.3%PE169.4x
SAV Savimex₫15.90k6.4%
+₫23.9b
28.1%n/a
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Latest News

PTB

₫64,400.00

Phu Tai

7D

9.7%

1Y

62.6%

GDT

₫27,300.00

Duc Thanh Wood Processing

7D

8.3%

1Y

-8.5%

NAG

₫12,000.00

Nagakawa Group

7D

6.2%

1Y

-29.4%

VTB

₫10,300.00

Viettronics Tan Binh

7D

-1.4%

1Y

-12.7%

TTF

₫4,670.00

Truong Thanh Furniture

7D

1.5%

1Y

15.3%

EVE

₫14,800.00

Everpia

7D

5.3%

1Y

4.2%

GTA

₫14,000.00

Thuan An Wood Processing

7D

2.9%

1Y

9.8%

SAV

₫15,900.00

Savimex

7D

6.4%

1Y

28.1%