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Vietnamese (HOSE) Consumer Durables Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies10
- 7D-2.9%
- 3M-7.4%
- 1Y4.6%
- YTD2.3%
Over the last 7 days, the Consumer Durables industry has dropped 3.3%, driven by a pullback from Phu Tai of 5.4%. In the past year, the industry has gained 3.6%. Earnings are forecast to grow by 30% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | ₫8.4t | ₫11.5t | ₫268.1b | 12.6x | 31.2x | 0.7x |
| Sat, 19 Oct 2024 | ₫8.4t | ₫11.3t | ₫318.8b | 12.6x | 26.3x | 0.7x |
| Mon, 16 Sep 2024 | ₫8.6t | ₫11.3t | ₫321.3b | 12.4x | 26.6x | 0.8x |
| Wed, 14 Aug 2024 | ₫8.7t | ₫11.3t | ₫320.2b | 12.8x | 27.3x | 0.8x |
| Fri, 12 Jul 2024 | ₫9.5t | ₫10.6t | ₫271.8b | 15.4x | 35.1x | 0.9x |
| Sun, 09 Jun 2024 | ₫9.4t | ₫10.6t | ₫271.8b | 15.9x | 34.5x | 0.9x |
| Tue, 07 May 2024 | ₫8.8t | ₫10.6t | ₫241.9b | 15.8x | 36.2x | 0.8x |
| Thu, 04 Apr 2024 | ₫8.6t | ₫10.6t | ₫392.5b | 16.7x | 21.8x | 0.8x |
| Sat, 02 Mar 2024 | ₫8.4t | ₫10.6t | ₫392.5b | 14.8x | 21.5x | 0.8x |
| Mon, 29 Jan 2024 | ₫7.8t | ₫10.9t | ₫424.3b | 9.3x | 18.4x | 0.7x |
| Wed, 27 Dec 2023 | ₫8.0t | ₫10.9t | ₫422.7b | 10.1x | 18.9x | 0.7x |
| Fri, 24 Nov 2023 | ₫7.9t | ₫10.9t | ₫422.7b | 10.7x | 18.8x | 0.7x |
| Sun, 22 Oct 2023 | ₫8.0t | ₫11.2t | ₫461.2b | 10.8x | 17.2x | 0.7x |
| Tue, 19 Sep 2023 | ₫8.6t | ₫11.2t | ₫477.7b | 10.6x | 18x | 0.8x |
| Thu, 17 Aug 2023 | ₫8.8t | ₫11.2t | ₫477.7b | 10.1x | 18.5x | 0.8x |
| Sat, 15 Jul 2023 | ₫4.9t | ₫5.3t | ₫163.8b | 10.3x | 29.7x | 0.9x |
| Mon, 12 Jun 2023 | ₫5.0t | ₫5.3t | ₫163.8b | 10x | 30.3x | 0.9x |
| Wed, 10 May 2023 | ₫4.6t | ₫5.2t | ₫162.1b | 17.1x | 28.3x | 0.9x |
| Fri, 07 Apr 2023 | ₫4.5t | ₫5.6t | ₫204.3b | 9.3x | 22.1x | 0.8x |
| Sun, 05 Mar 2023 | ₫4.5t | ₫5.6t | ₫204.3b | 10.5x | 22.3x | 0.8x |
| Tue, 31 Jan 2023 | ₫4.8t | ₫3.7t | ₫199.2b | 8.6x | 23.9x | 1.3x |
| Thu, 29 Dec 2022 | ₫4.5t | ₫3.7t | ₫199.2b | 9.1x | 22.5x | 1.2x |
| Sat, 26 Nov 2022 | ₫4.2t | ₫3.7t | ₫199.2b | 7.9x | 21.2x | 1.1x |
| Mon, 24 Oct 2022 | ₫4.4t | ₫3.6t | ₫158.2b | 9.2x | 27.7x | 1.2x |
| Wed, 21 Sep 2022 | ₫5.6t | ₫3.5t | ₫152.2b | 9x | 37x | 1.6x |
| Fri, 19 Aug 2022 | ₫6.0t | ₫3.5t | ₫152.2b | 8.9x | 39.7x | 1.7x |
| Sun, 17 Jul 2022 | ₫6.0t | ₫3.3t | ₫189.1b | 11.6x | 32x | 1.8x |
| Tue, 14 Jun 2022 | ₫6.3t | ₫3.3t | ₫189.1b | 12.8x | 33.3x | 1.9x |
| Thu, 12 May 2022 | ₫6.1t | ₫3.3t | ₫189.1b | 12.9x | 32.2x | 1.8x |
| Sat, 09 Apr 2022 | ₫8.2t | ₫4.5t | ₫156.7b | 15.1x | 52.2x | 1.8x |
| Mon, 07 Mar 2022 | ₫9.8t | ₫4.5t | ₫156.7b | 14.1x | 62.2x | 2.2x |
| Wed, 02 Feb 2022 | ₫3.2t | ₫2.7t | ₫140.8b | 14.5x | 22.4x | 1.2x |
| Fri, 31 Dec 2021 | ₫3.4t | ₫2.7t | ₫138.0b | 15.5x | 24.4x | 1.3x |
| Sun, 28 Nov 2021 | ₫3.1t | ₫2.7t | ₫138.0b | 15.8x | 22.5x | 1.2x |
Price to Earnings Ratio
22.5x
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 28.9x.
- The 3-year average PS ratio of 1.1x is higher than the industry's current PS ratio of 0.72x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 63% 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 | -2.34% | |
| Consumer Discretionary | -4.81% | |
| Consumer Durables | -2.90% | |
| Homebuilding | 0% | |
| Housewares and Specialties | -0.17% | |
| Consumer Electronics | -0.47% | |
| Household Appliances | -2.36% | |
| Home Furnishings | -3.20% | |
Industry PE
- Investors are most optimistic about the Home Furnishings industry, which is trading close to its 3-year average PE ratio of 40.5x.
- Analysts are expecting annual earnings growth of 30.4%, which is higher than its past year's earnings growth of 4.5% per year.
- Investors are most pessimistic about the Household Appliances industry, which is trading below its 3-year average of 18.5x.
Forecasted Growth
- Analysts are most optimistic on the Home Furnishings industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 4.5% per year.
- In contrast, the Home Furnishings industry is expected to see its earnings grow by 30% 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 | |
|---|---|---|---|---|---|
| VTZ Viet Thanh Plastic Trading And Manufacturing | ₫15.80k | 3.3% +₫24.1b | 118.5% | n/a | |
| PTB Phu Tai | ₫62.40k | 0.3% +₫13.4b | 8.5% | PE12.6x | |
| GDT Duc Thanh Wood Processing | ₫26.25k | 1.0% +₫5.9b | 25.8% | PE12.7x | |
| GTA Thuan An Wood Processing | ₫10.60k | 2.9% +₫2.9b | -29.3% | n/a | |
| DHP Hai Phong Electrical Mechanical | ₫11.50k | 1.8% +₫1.9b | -3.4% | PE8x |