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
Sun, 07 Jun 2026	₫8.3t	₫20.3t	₫731.9b	10x	11.3x	0.4x
Tue, 05 May 2026	₫8.6t	₫19.5t	₫754.2b	10.8x	11.4x	0.4x
Thu, 02 Apr 2026	₫7.8t	₫19.4t	₫768.4b	10.3x	10.2x	0.4x
Sat, 28 Feb 2026	₫8.6t	₫19.4t	₫774.7b	10.7x	11.1x	0.4x
Mon, 26 Jan 2026	₫8.1t	₫18.3t	₫751.9b	11x	10.7x	0.4x
Wed, 24 Dec 2025	₫7.8t	₫18.3t	₫746.7b	11.4x	10.4x	0.4x
Fri, 21 Nov 2025	₫8.0t	₫18.3t	₫746.7b	12.2x	10.7x	0.4x
Sun, 19 Oct 2025	₫8.1t	₫17.6t	₫646.2b	11.8x	12.5x	0.5x
Tue, 16 Sep 2025	₫8.5t	₫17.6t	₫646.8b	11.8x	13.2x	0.5x
Thu, 14 Aug 2025	₫8.8t	₫17.6t	₫647.2b	12.4x	13.6x	0.5x
Sat, 12 Jul 2025	₫8.3t	₫17.1t	₫612.1b	9.3x	13.6x	0.5x
Mon, 09 Jun 2025	₫8.7t	₫16.0t	₫549.0b	10.6x	15.8x	0.5x
Wed, 07 May 2025	₫8.5t	₫15.8t	₫514.3b	10.1x	16.6x	0.5x
Fri, 04 Apr 2025	₫7.7t	₫15.5t	₫526.4b	10.9x	14.6x	0.5x
Sun, 02 Mar 2025	₫8.5t	₫15.0t	₫474.4b	12.6x	18x	0.6x
Tue, 28 Jan 2025	₫8.5t	₫11.7t	₫276.0b	12.5x	30.7x	0.7x
Thu, 26 Dec 2024	₫8.9t	₫11.5t	₫268.1b	13.3x	33.1x	0.8x
Sat, 23 Nov 2024	₫8.4t	₫11.5t	₫268.1b	12.6x	31.3x	0.7x
Mon, 21 Oct 2024	₫8.4t	₫11.3t	₫318.8b	12.6x	26.3x	0.7x
Wed, 18 Sep 2024	₫8.6t	₫11.3t	₫321.3b	12.5x	26.7x	0.8x
Fri, 16 Aug 2024	₫8.7t	₫11.3t	₫320.2b	12.6x	27.3x	0.8x
Sun, 14 Jul 2024	₫9.4t	₫10.6t	₫271.8b	15.5x	34.7x	0.9x
Tue, 11 Jun 2024	₫9.4t	₫10.6t	₫271.8b	15.7x	34.5x	0.9x
Thu, 09 May 2024	₫9.0t	₫10.6t	₫245.4b	15.9x	36.5x	0.8x
Sat, 06 Apr 2024	₫8.5t	₫10.6t	₫392.5b	16.6x	21.5x	0.8x
Mon, 04 Mar 2024	₫8.4t	₫10.6t	₫392.5b	14.8x	21.4x	0.8x
Wed, 31 Jan 2024	₫7.7t	₫10.9t	₫424.3b	8.9x	18.3x	0.7x
Fri, 29 Dec 2023	₫8.0t	₫10.9t	₫422.7b	10.1x	19x	0.7x
Sun, 26 Nov 2023	₫7.8t	₫10.9t	₫422.7b	10.7x	18.6x	0.7x
Tue, 24 Oct 2023	₫7.9t	₫11.2t	₫461.2b	10.8x	17.1x	0.7x
Thu, 21 Sep 2023	₫8.7t	₫11.2t	₫477.1b	10.8x	18.3x	0.8x
Sat, 19 Aug 2023	₫8.4t	₫11.2t	₫477.7b	10x	17.6x	0.7x
Mon, 17 Jul 2023	₫4.9t	₫5.3t	₫163.8b	10.3x	29.7x	0.9x
Wed, 14 Jun 2023	₫5.1t	₫5.3t	₫163.8b	10.1x	31x	1x

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 11.3x which is lower than its 3-year average PE of 20.4x.

The industry is trading close to its 3-year average PS ratio of 0.65x.

Past Earnings Growth

The earnings for companies in the Consumer Durables industry have grown 65% 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	-1.32%
Consumer Discretionary	-0.75%
Consumer Durables	-1.15%
Housewares and Specialties	2.81%
Homebuilding	0%	0
Household Appliances	0%	0
Home Furnishings	-1.40%
Consumer Electronics	-3.62%

Industry PE

Investors are most optimistic about the Home Furnishings industry even though it's trading below its 3-year average PE ratio of 23.9x.

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 11.8x.

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

	Company	Last Price	7D	1Y	Valuation
	GDT Duc Thanh Wood Processing	₫18.30k	2.8% +₫12.3b	-16.8%	PE6.2x
	GTA Thuan An Wood Processing	₫8.88k	7.0% +₫5.7b	-9.4%	PE13.4x

Company

Last Price

Valuation

GDT Duc Thanh Wood Processing

₫18.30k

2.8%
+₫12.3b

-16.8%

PE6.2x

GTA Thuan An Wood Processing

₫8.88k

7.0%
+₫5.7b

-9.4%

PE13.4x

New minor risk - Share price stability

The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). 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 (₫374.5b market cap, or US$14.2m).

Vietnamese (HOSE) Consumer Durables Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

New minor risk - Share price stability

Upcoming dividend of ₫1,000 per share

No independent directors

First quarter 2026 earnings released: EPS: ₫353 (vs ₫216 in 1Q 2025)

New major risk - Dividend sustainability

Phu Tai Joint Stock Company, Annual General Meeting, Apr 15, 2026