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Vietnamese (HOSE) Hospitality Industry Analysis

UpdatedDec 03, 2022
DataAggregated Company Financials
Companies14
  • 7D-1.8%
  • 3M-23.0%
  • 1Y-31.2%
  • YTD-37.3%

Over the last 7 days, the Hospitality industry has dropped 1.8%, driven by a pullback from One Capital of 8.7%. On the other hand Thanh Thanh Cong Tourist is actually up 5.8%. The industry has fallen 31% in the last year. As for the next few years, earnings are expected to grow by 102% per annum.

Industry Valuation and Performance

Has the Vietnamese Hospitality Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 03 Dec 2022₫7.7t₫1.8t-₫276,042,892,337.0033.8x-27.9x4.3x
Mon, 31 Oct 2022₫8.1t₫1.0t-₫511,677,761,365.0033x-15.8x7.9x
Wed, 28 Sep 2022₫9.0t₫1.0t-₫517,662,851,448.0040.2x-17.5x9x
Fri, 26 Aug 2022₫9.7t₫921.0b-₫563,554,225,964.0040.1x-17.1x10.5x
Sun, 24 Jul 2022₫9.6t₫794.0b-₫227,245,666,473.0037.1x-42.2x12.1x
Tue, 21 Jun 2022₫9.4t₫783.9b-₫239,493,632,708.0060.3x-39.2x12x
Thu, 19 May 2022₫10.6t₫783.9b-₫239,493,632,708.0062.2x-44.2x13.5x
Sat, 16 Apr 2022₫13.0t₫2.2t-₫264,427,869,429.00346.7x-49.3x5.9x
Mon, 14 Mar 2022₫13.7t₫2.2t-₫259,173,580,075.00277.3x-53x6.3x
Wed, 09 Feb 2022₫11.8t₫2.2t-₫259,173,580,075.00265.3x-45.5x5.4x
Fri, 07 Jan 2022₫12.2t₫2.6t-₫179,669,184,982.00n/a-67.7x4.7x
Sun, 05 Dec 2021₫10.5t₫2.6t-₫179,669,184,982.0065.9x-58.3x4.1x
Tue, 02 Nov 2021₫10.1t₫2.8t-₫148,957,948,121.00298.3x-67.9x3.6x
Thu, 30 Sep 2021₫9.8t₫2.5t-₫135,729,572,290.00336.7x-72.2x3.8x
Sat, 28 Aug 2021₫8.9t₫4.3t-₫92,882,567,135.0066.9x-95.8x2.1x
Sun, 04 Jul 2021₫9.4t₫4.3t-₫92,882,567,135.0069.8x-101x2.2x
Wed, 07 Apr 2021₫10.0t₫4.1t-₫55,392,509,150.0032.1x-180.9x2.5x
Sat, 09 Jan 2021₫8.9t₫4.7t₫245.8b68.5x36.2x1.9x
Fri, 02 Oct 2020₫7.8t₫5.1t₫237.8b22.8x32.7x1.5x
Mon, 06 Jul 2020₫8.2t₫6.1t₫476.0b21.2x17.1x1.3x
Thu, 09 Apr 2020₫6.8t₫6.9t₫521.9b18.4x13x1x
Wed, 01 Jan 2020₫10.2t₫6.6t₫348.6b23x29.3x1.5x
Price to Earnings Ratio

24.1x


Total Market Cap: ₫9.8tTotal Earnings: ₫407.1bTotal Revenue: ₫6.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Hospitality Industry Price to Earnings3Y Average -29.6x202020212022
Current Industry PE
  • Investors are relatively neutral on the Vietnamese Hospitality industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PS ratio of 4.1x.
Past Earnings Growth
  • Total earnings for the Hospitality industry have declined over the last three years, with the industry now making a loss overall.
  • Revenues have also declined 35% per year, which is driving profits down.

Industry Trends

Which industries have driven the changes within the Vietnamese Consumer Discretionary industry?

VN Market10.86%
Consumer Discretionary13.39%
Hospitality-1.78%
Leisure Facilities3.33%
Casinos and Gaming0%
Restaurants0%
Hotels, Resorts and Cruise Lines-2.56%
Industry PE
  • Investors are most optimistic about the Restaurants industry even though it's trading below its 3-year average PE ratio of 365x.
    • 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 102% over the next 5 years.
  • However this is lower than its past earnings growth rate of 173% per year.
  • In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 102% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VNG Thanh Thanh Cong Tourist₫8.80k5.8%
+₫46.7b
-34.6%n/a
DAH Dong A Hotel Group₫4.40k13.1%
+₫42.9b
-57.5%n/a
DSN Dam Sen Water Park₫49.60k3.3%
+₫19.3b
6.0%PE6.6x
KLF CFS Investment and Import Export Trading₫800.0014.3%
+₫16.5b
-87.5%n/a
CTC Hoang Kim Tay Nguyen Group₫2.20k29.4%
+₫7.9b
-72.8%n/a
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Latest News

DSN

₫49,600.00

Dam Sen Water Park

7D

3.3%

1Y

6.0%

AST

₫50,000.00

Taseco Air Services

7D

-3.5%

1Y

-7.2%

OCH

₫6,300.00

One Capital

7D

-8.7%

1Y

-33.7%

DAH

₫4,400.00

Dong A Hotel Group

7D

13.1%

1Y

-57.5%

TTT

₫40,000.00

Tay Ninh Tourist - Trading

7D

-13.4%

1Y

-11.1%