Vietnamese (HOSE) Consumer Durables Industry Analysis
- 7D-1.9%
- 3M17.3%
- 1Y76.7%
- YTD43.7%
Over the last 7 days, the Consumer Durables industry has dropped 3.1%, driven by a decline by Savimex of 11%. This takes the industry's 12 month performance to a gain of 74%.
Industry Valuation and Performance
Has the Vietnamese Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 27 Nov 2021 | ₫3.1t | ₫2.7t | ₫138.0b | 16x |
| Mon, 25 Oct 2021 | ₫2.9t | ₫2.7t | ₫148.7b | 13.6x |
| Wed, 22 Sep 2021 | ₫2.8t | ₫2.7t | ₫163.0b | 11.7x |
| Fri, 20 Aug 2021 | ₫2.7t | ₫3.8t | ₫152.7b | 11.1x |
| Fri, 04 Jun 2021 | ₫2.4t | ₫3.7t | ₫148.6b | 10.3x |
| Mon, 08 Mar 2021 | ₫2.4t | ₫3.7t | ₫129.0b | 10.6x |
| Thu, 10 Dec 2020 | ₫1.6t | ₫3.6t | ₫137.2b | 8.3x |
| Wed, 02 Sep 2020 | ₫1.4t | ₫3.7t | ₫143.1b | 7.7x |
| Sat, 06 Jun 2020 | ₫1.3t | ₫3.7t | ₫148.5b | 7.5x |
| Tue, 10 Mar 2020 | ₫1.3t | ₫3.7t | ₫161.2b | 7.2x |
| Mon, 02 Dec 2019 | ₫1.4t | ₫3.8t | ₫146.5b | 7.5x |
| Thu, 05 Sep 2019 | ₫1.6t | ₫3.8t | ₫147.5b | 8.2x |
| Sun, 09 Jun 2019 | ₫1.7t | ₫3.7t | ₫158.2b | 7.9x |
| Sat, 02 Mar 2019 | ₫1.8t | ₫3.7t | ₫184.7b | 7.7x |
| Tue, 04 Dec 2018 | ₫1.9t | ₫3.6t | ₫177.7b | 9.6x |
9.6x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 16.0x which is higher than its 3-year average PE of 8.8x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Consumer Durables industry have declined 8.1% per year over the last three years, and revenues have also declined 9.5% per year. This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Durables industry?
| Household Appliances | 6.71% | |
| Housewares and Specialties | 2.38% | |
| Consumer Electronics | -2.34% | |
| Home Furnishings | -6.54% | |
Industry PE: Investors are most optimistic about the Housewares and Specialties industry which is trading above its 3-year average PE ratio of 8.7x. This is likely because analysts are expecting annual earnings growth of 27%, which is higher than its past year's earnings decline of 4.4% per year. Meanwhile, investors are most pessimistic about the Household Appliances industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 7.5x.
Forecasted Growth: Analysts are most optimistic on the Housewares and Specialties industry, expecting annual earnings growth of 27% over the next 5 years. This is better than its past earnings decline of 4.4% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| TTF Truong Thanh Furniture | 8.3%+₫280.1b | 97.3% | PS2.6x | |
| GDT Duc Thanh Wood Processing | 3.0%+₫33.5b | 70.5% | PE16.8x | |
| DHP Hai Phong Electrical Mechanical | 0.8%+₫949.2m | 34.4% | PE9.3x |