Vietnamese (HOSE) Hospitality Industry Analysis
UpdatedMay 03, 2024
DataAggregated Company Financials
Companies9
- 7D1.0%
- 3M-3.2%
- 1Y-8.3%
- YTD-3.1%
Over the last 7 days, the Hospitality industry has remained flat, although notably Taseco Air Services gained 3.9%. As for the longer term, the industry has declined 7.9% in the last year. Earnings are forecast to grow by 29% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 03 May 2024 | ₫6.4t | ₫2.4t | ₫355.2b | 20x | 18x | 2.6x |
| Sun, 31 Mar 2024 | ₫6.6t | ₫2.5t | ₫400.1b | 17.2x | 16.6x | 2.7x |
| Tue, 27 Feb 2024 | ₫6.8t | ₫2.5t | ₫384.1b | 17x | 17.6x | 2.7x |
| Thu, 25 Jan 2024 | ₫8.1t | ₫2.5t | ₫162.3b | 15.5x | 49.9x | 3.2x |
| Sat, 23 Dec 2023 | ₫7.8t | ₫2.5t | ₫166.5b | 14.9x | 46.8x | 3.1x |
| Mon, 20 Nov 2023 | ₫7.6t | ₫2.5t | ₫166.5b | 15.3x | 45.9x | 3x |
| Wed, 18 Oct 2023 | ₫8.2t | ₫2.5t | ₫171.4b | 18x | 48.1x | 3.3x |
| Fri, 15 Sep 2023 | ₫8.3t | ₫2.5t | ₫149.6b | 17.8x | 55.6x | 3.3x |
| Sun, 13 Aug 2023 | ₫8.8t | ₫2.5t | ₫149.6b | 18.5x | 59.1x | 3.5x |
| Tue, 11 Jul 2023 | ₫8.6t | ₫2.4t | ₫83.7b | 19.8x | 103.1x | 3.6x |
| Thu, 08 Jun 2023 | ₫8.6t | ₫2.4t | ₫83.7b | 19.7x | 102.3x | 3.5x |
| Sat, 06 May 2023 | ₫8.3t | ₫2.4t | ₫64.2b | 25.3x | 129.7x | 3.5x |
| Mon, 03 Apr 2023 | ₫8.4t | ₫2.5t | ₫36.3b | 25.1x | 230.8x | 3.3x |
| Wed, 01 Mar 2023 | ₫8.5t | ₫2.5t | ₫36.3b | 32.5x | 233.7x | 3.3x |
| Fri, 27 Jan 2023 | ₫9.2t | ₫1.8t | -₫295,330,015,534.00 | 36.2x | -31.2x | 5x |
| Sun, 25 Dec 2022 | ₫8.4t | ₫1.8t | -₫276,042,892,337.00 | 42.9x | -30.5x | 4.8x |
| Tue, 22 Nov 2022 | ₫7.6t | ₫1.8t | -₫276,042,892,337.00 | 32.6x | -27.7x | 4.3x |
| Thu, 20 Oct 2022 | ₫8.2t | ₫1.0t | -₫517,662,851,448.00 | 35.9x | -15.9x | 8.2x |
| Sat, 17 Sep 2022 | ₫9.3t | ₫1.0t | -₫518,018,097,798.00 | 40x | -17.9x | 9.2x |
| Mon, 15 Aug 2022 | ₫9.9t | ₫921.0b | -₫563,554,225,964.00 | 39.7x | -17.6x | 10.7x |
| Wed, 13 Jul 2022 | ₫9.4t | ₫783.9b | -₫239,493,632,708.00 | 56x | -39.1x | 11.9x |
| Fri, 10 Jun 2022 | ₫10.4t | ₫783.9b | -₫239,493,632,708.00 | 61.1x | -43.3x | 13.2x |
| Sun, 08 May 2022 | ₫11.7t | ₫783.9b | -₫239,374,796,690.00 | 62x | -48.7x | 14.9x |
| Tue, 05 Apr 2022 | ₫13.6t | ₫2.2t | -₫258,037,658,634.00 | 287.1x | -52.6x | 6.2x |
| Thu, 03 Mar 2022 | ₫12.7t | ₫2.2t | -₫259,173,580,075.00 | 275.8x | -49x | 5.8x |
| Sat, 29 Jan 2022 | ₫10.7t | ₫2.5t | -₫209,448,894,264.00 | 247x | -51.3x | 4.2x |
| Mon, 27 Dec 2021 | ₫10.9t | ₫2.6t | -₫179,669,184,982.00 | 68.2x | -60.9x | 4.3x |
| Wed, 24 Nov 2021 | ₫10.5t | ₫2.6t | -₫179,669,184,982.00 | 66.7x | -58.3x | 4.1x |
| Fri, 22 Oct 2021 | ₫10.1t | ₫2.5t | -₫143,543,332,790.00 | 388.5x | -70.6x | 4x |
| Sun, 19 Sep 2021 | ₫9.6t | ₫2.5t | -₫135,729,572,290.00 | 362.6x | -70.8x | 3.8x |
| Tue, 17 Aug 2021 | ₫9.1t | ₫4.3t | -₫92,882,567,135.00 | 68.5x | -97.6x | 2.1x |
| Tue, 01 Jun 2021 | ₫9.0t | ₫4.1t | -₫55,392,509,150.00 | 34.9x | -161.8x | 2.2x |
Price to Earnings Ratio
-183.7x
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 17.8x which is higher than its 3-year average PE of 11.5x.
- The 3-year average PS ratio of 5.0x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- Total earnings for the Hospitality industry have gone up over the last three years and the industry is now profitable.
- Revenues have declined 16% per year.
- This means that less sales are being generated overall, but since the cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Discretionary industry?
| VN Market | 0.87% | |
| Consumer Discretionary | 2.81% | |
| Hospitality | 0.99% | |
| Hotels, Resorts and Cruise Lines | 1.11% | |
| Restaurants | 0.91% | |
| Casinos and Gaming | 0% | |
| Leisure Facilities | 0% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 73.9x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Leisure Facilities industry, which is trading below its 3-year average of 12.2x.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 29% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 29% 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 | ₫56.50k | 3.9% +₫94.5b | -4.4% | PE22.8x | |
| DAH Dong A Hotel Group | ₫3.98k | 2.3% +₫7.6b | 2.1% | n/a | |
| TTT Tay Ninh Tourist - Trading | ₫33.30k | 2.5% +₫3.7b | -46.6% | n/a | |
| PDC Petroleum Phuongdong Tourism Joinst-Stock | ₫5.10k | 4.1% +₫3.0b | -3.8% | PS2.6x | |
| ATS Atesco Industrial Cartering | ₫11.10k | 0.9% +₫350.0m | n/a | PE149.8x |