Vietnamese (HOSE) Consumer Durables Industry Analysis

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, 21 Jul 2026	₫7.5t	₫20.3t	₫734.3b	8.2x	10.2x	0.4x
Thu, 18 Jun 2026	₫8.0t	₫20.3t	₫731.9b	9.5x	10.9x	0.4x
Sat, 16 May 2026	₫8.5t	₫19.7t	₫696.3b	9.9x	12.2x	0.4x
Mon, 13 Apr 2026	₫8.5t	₫19.5t	₫747.3b	10.6x	11.4x	0.4x
Wed, 11 Mar 2026	₫7.8t	₫19.4t	₫774.7b	9.7x	10.1x	0.4x
Fri, 06 Feb 2026	₫8.3t	₫19.3t	₫797.5b	10.9x	10.3x	0.4x
Sun, 04 Jan 2026	₫7.9t	₫18.3t	₫746.7b	11.6x	10.6x	0.4x
Tue, 02 Dec 2025	₫8.2t	₫18.3t	₫746.7b	12x	10.9x	0.4x
Thu, 30 Oct 2025	₫8.2t	₫17.6t	₫668.1b	11.3x	12.3x	0.5x
Sat, 27 Sep 2025	₫8.2t	₫17.6t	₫646.8b	11.6x	12.6x	0.5x
Mon, 25 Aug 2025	₫8.4t	₫17.6t	₫646.8b	11.2x	12.9x	0.5x
Wed, 23 Jul 2025	₫8.4t	₫17.1t	₫556.9b	12x	15x	0.5x
Fri, 20 Jun 2025	₫8.7t	₫16.0t	₫549.0b	10.5x	15.8x	0.5x
Sun, 18 May 2025	₫8.7t	₫15.8t	₫514.3b	10.9x	16.9x	0.5x
Tue, 15 Apr 2025	₫7.4t	₫15.6t	₫517.3b	11.1x	14.3x	0.5x
Thu, 13 Mar 2025	₫8.3t	₫15.0t	₫474.4b	13.2x	17.4x	0.6x
Sat, 08 Feb 2025	₫8.5t	₫15.3t	₫337.1b	12.6x	25.2x	0.6x
Mon, 06 Jan 2025	₫8.7t	₫11.5t	₫268.1b	12.9x	32.4x	0.8x
Wed, 04 Dec 2024	₫8.6t	₫11.5t	₫268.1b	13x	32.2x	0.8x
Fri, 01 Nov 2024	₫8.4t	₫11.3t	₫318.8b	12.7x	26.3x	0.7x
Sun, 29 Sep 2024	₫8.5t	₫11.3t	₫321.0b	12.4x	26.5x	0.8x
Tue, 27 Aug 2024	₫9.0t	₫11.3t	₫321.3b	12.8x	27.9x	0.8x
Thu, 25 Jul 2024	₫9.2t	₫10.6t	₫271.8b	14.6x	33.9x	0.9x
Sat, 22 Jun 2024	₫9.5t	₫10.6t	₫271.8b	15.9x	34.9x	0.9x
Mon, 20 May 2024	₫9.0t	₫10.6t	₫272.0b	15.7x	32.9x	0.8x
Wed, 17 Apr 2024	₫8.3t	₫10.6t	₫391.9b	15.9x	21.2x	0.8x
Fri, 15 Mar 2024	₫8.8t	₫10.6t	₫392.5b	16x	22.4x	0.8x
Sun, 11 Feb 2024	₫8.0t	₫10.8t	₫361.7b	12.2x	22.1x	0.7x
Tue, 09 Jan 2024	₫8.1t	₫10.9t	₫422.7b	10.5x	19.1x	0.7x
Thu, 07 Dec 2023	₫8.0t	₫10.9t	₫422.7b	10.9x	19x	0.7x
Sat, 04 Nov 2023	₫7.5t	₫11.2t	₫458.9b	10.9x	16.4x	0.7x
Mon, 02 Oct 2023	₫8.3t	₫11.2t	₫461.2b	11x	18.1x	0.7x
Wed, 30 Aug 2023	₫8.5t	₫11.2t	₫477.7b	10.2x	17.8x	0.8x
Fri, 28 Jul 2023	₫4.8t	₫5.3t	₫147.8b	12.3x	32.7x	0.9x

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 10.2x which is lower than its 3-year average PE of 19.7x.

The industry is trading close to its 3-year average PS ratio of 0.63x.

Past Earnings Growth

The earnings for companies in the Consumer Durables industry have grown 71% per year over the last three years.
Revenues for these companies have grown 57% 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	-3.17%
Consumer Discretionary	-4.10%
Consumer Durables	-3.56%
Consumer Electronics	1.60%
Homebuilding	0%	0
Home Furnishings	-3.52%
Housewares and Specialties	-3.64%
Household Appliances	-6.10%

Industry PE

Investors are most optimistic about the Home Furnishings industry even though it's trading below its 3-year average PE ratio of 22.4x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Investors are most pessimistic about the Housewares and Specialties industry, which is trading below its 3-year average of 11.6x.

Forecasted GrowthThere is insufficient data on the sub-industries of this industry.

	Company	Last Price	7D	1Y	Valuation
	VTB Viettronics Tan Binh	₫12.75k	0.4% +₫540.2m	26.2%	PE7.1x

Company

Last Price

Valuation

VTB Viettronics Tan Binh

₫12.75k

0.4%
+₫540.2m

26.2%

PE7.1x

New major risk - Share price stability

The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (₫362.2b market cap, or US$13.8m).

Vietnamese (HOSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New major risk - Market cap size

Phu Tai Joint Stock Company Provides Parent and Consolidated Earnings Guidance for the Third Quarter and Nine Months of 2026

Second quarter 2026 earnings released: EPS: ₫550 (vs ₫337 in 2Q 2025)

New major risk - Share price stability

Now 25% overvalued

Duc Thanh Wood Processing Joint Stock Company Announces Appointment of Nguyen Ha Ngoc Diep as Head of the Board of Supervisors, Effective June 17, 2026

New major risk - Revenue and earnings growth

Viet Thanh Plastic Trading And Manufacturing Joint Stock Company, Annual General Meeting, May 21, 2026