Vietnamese (HOSE) Hospitality Industry Analysis
UpdatedDec 06, 2023
DataAggregated Company Financials
Companies14
- 7D2.0%
- 3M-13.0%
- 1Y-11.9%
- YTD-16.7%
The Hospitality is pretty flat in the last 7 days, but Saigon Hotel has stood out, gaining 5.3%. Unfortunately though, the industry is down 13% over the past 12 months. As for the next few years, earnings are expected to grow by 40% per annum.
Industry Valuation and Performance
Has the Vietnamese Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 06 Dec 2023 | ₫7.7t | ₫2.5t | ₫166.5b | 15.1x | 46.3x | 3.1x |
| Fri, 03 Nov 2023 | ₫7.9t | ₫2.5t | ₫169.8b | 15.5x | 46.2x | 3.1x |
| Sun, 01 Oct 2023 | ₫8.2t | ₫2.5t | ₫171.4b | 17.2x | 47.8x | 3.2x |
| Tue, 29 Aug 2023 | ₫8.4t | ₫2.5t | ₫149.6b | 18x | 56.4x | 3.3x |
| Thu, 27 Jul 2023 | ₫8.6t | ₫2.4t | ₫102.1b | 18.2x | 83.9x | 3.5x |
| Sat, 24 Jun 2023 | ₫8.6t | ₫2.4t | ₫83.7b | 20.3x | 102.8x | 3.6x |
| Mon, 22 May 2023 | ₫8.4t | ₫2.4t | ₫83.7b | 18.2x | 100.4x | 3.5x |
| Wed, 19 Apr 2023 | ₫8.3t | ₫2.5t | ₫35.9b | 25.6x | 231.2x | 3.3x |
| Fri, 17 Mar 2023 | ₫8.4t | ₫2.5t | ₫36.3b | 26.1x | 232.6x | 3.3x |
| Sun, 12 Feb 2023 | ₫8.6t | ₫2.5t | ₫36.3b | 35.5x | 238x | 3.4x |
| Tue, 10 Jan 2023 | ₫9.0t | ₫1.8t | -₫276,042,892,337.00 | 42.6x | -32.6x | 5.1x |
| Thu, 08 Dec 2022 | ₫7.8t | ₫1.8t | -₫276,042,892,337.00 | 35.4x | -28.1x | 4.4x |
| Sat, 05 Nov 2022 | ₫7.7t | ₫1.6t | -₫315,287,325,590.00 | 32.1x | -24.5x | 4.8x |
| Mon, 03 Oct 2022 | ₫8.9t | ₫1.0t | -₫517,662,851,448.00 | 39.4x | -17.2x | 8.9x |
| Wed, 31 Aug 2022 | ₫9.6t | ₫921.0b | -₫563,554,225,964.00 | 40.5x | -17.1x | 10.5x |
| Fri, 29 Jul 2022 | ₫9.6t | ₫801.5b | -₫224,532,264,638.00 | 37.2x | -42.8x | 12x |
| Sun, 26 Jun 2022 | ₫9.4t | ₫783.9b | -₫239,493,632,708.00 | 61x | -39.3x | 12x |
| Tue, 24 May 2022 | ₫10.3t | ₫783.9b | -₫239,493,632,708.00 | 60.9x | -43x | 13.1x |
| Thu, 21 Apr 2022 | ₫11.4t | ₫2.2t | -₫264,427,869,429.00 | 341.3x | -43.1x | 5.2x |
| Sat, 19 Mar 2022 | ₫14.4t | ₫2.2t | -₫259,173,580,075.00 | 283.6x | -55.4x | 6.5x |
| Mon, 14 Feb 2022 | ₫11.5t | ₫2.2t | -₫259,173,580,075.00 | 269.1x | -44.3x | 5.2x |
| Wed, 12 Jan 2022 | ₫12.4t | ₫2.6t | -₫179,669,184,982.00 | 66.7x | -68.8x | 4.8x |
| Fri, 10 Dec 2021 | ₫10.7t | ₫2.6t | -₫179,669,184,982.00 | 65.9x | -59.8x | 4.2x |
| Sun, 07 Nov 2021 | ₫10.3t | ₫2.6t | -₫167,976,416,021.00 | 62.6x | -61.3x | 3.9x |
| Tue, 05 Oct 2021 | ₫9.7t | ₫2.5t | -₫135,729,572,290.00 | 343.2x | -71.6x | 3.8x |
| Thu, 02 Sep 2021 | ₫9.0t | ₫4.3t | -₫92,882,567,135.00 | 67.5x | -96.5x | 2.1x |
| Sat, 31 Jul 2021 | ₫8.4t | ₫4.3t | -₫92,882,567,135.00 | 64.2x | -90.9x | 2x |
| Tue, 04 May 2021 | ₫10.2t | ₫4.1t | -₫55,392,509,150.00 | 40.8x | -183.7x | 2.5x |
| Fri, 05 Feb 2021 | ₫8.6t | ₫4.7t | ₫245.8b | 57x | 35.1x | 1.8x |
Price to Earnings Ratio
36.2x
Current Industry PE
- Investors are optimistic on the Vietnamese Hospitality industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.6x which is higher than its 3-year average PE of -0.034x.
- The 3-year average PS ratio of 4.9x is higher than the industry's current PS ratio of 3.0x.
Past Earnings Growth
- The earnings for companies in the Hospitality industry have declined 11% per year over the last three years,
- Revenues have also declined 21% 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 Discretionary industry?
| VN Market | 1.92% | |
| Consumer Discretionary | 2.82% | |
| Hospitality | 1.96% | |
| Restaurants | 27.47% | |
| Hotels, Resorts and Cruise Lines | 2.18% | |
| Leisure Facilities | 1.84% | |
| Casinos and Gaming | 0% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 108x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 40% over the next 5 years.
- However this is lower than its past earnings growth rate of 63% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 40% 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 | |
|---|---|---|---|---|---|
| AST Taseco Air Services | ₫51.60k | 4.5% +₫99.0b | 3.0% | PE26.7x | |
| SGH Saigon Hotel | ₫30.00k | 5.3% +₫18.5b | 3.4% | PE22x | |
| VNG Thanh Thanh Cong Tourist | ₫8.17k | 2.1% +₫16.5b | -9.1% | n/a | |
| DAH Dong A Hotel Group | ₫4.22k | 3.7% +₫12.6b | 0.5% | n/a | |
| DSN Dam Sen Water Park | ₫55.30k | 1.8% +₫12.1b | 12.9% | PE6.6x |