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Vietnamese (HOSE) Hospitality Industry Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies9
- 7D-0.9%
- 3M-5.3%
- 1Y-2.5%
- YTD-8.0%
Last week, the Hospitality industry hasn't moved much but Saigon Hotel is up 7.6% in that time. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 28% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | ₫6.1t | ₫2.6t | ₫308.0b | 23.7x | 19.7x | 2.3x |
| Tue, 22 Oct 2024 | ₫6.0t | ₫2.5t | ₫291.8b | 21.3x | 20.7x | 2.4x |
| Thu, 19 Sep 2024 | ₫6.3t | ₫2.5t | ₫297.9b | 22.3x | 21.1x | 2.5x |
| Sat, 17 Aug 2024 | ₫6.4t | ₫2.5t | ₫297.9b | 20.8x | 21.4x | 2.5x |
| Mon, 15 Jul 2024 | ₫6.9t | ₫2.5t | ₫358.5b | 24.3x | 19.2x | 2.7x |
| Wed, 12 Jun 2024 | ₫6.7t | ₫2.5t | ₫358.5b | 22.2x | 18.8x | 2.7x |
| Fri, 10 May 2024 | ₫6.7t | ₫2.5t | ₫357.5b | 20.9x | 18.7x | 2.7x |
| Sun, 07 Apr 2024 | ₫6.6t | ₫2.5t | ₫400.1b | 17.2x | 16.5x | 2.7x |
| Tue, 05 Mar 2024 | ₫6.8t | ₫2.5t | ₫400.1b | 17.1x | 16.9x | 2.8x |
| Thu, 01 Feb 2024 | ₫8.1t | ₫2.5t | ₫140.1b | 18.8x | 57.8x | 3.2x |
| Sat, 30 Dec 2023 | ₫7.9t | ₫2.5t | ₫166.5b | 14.9x | 47.6x | 3.2x |
| Mon, 27 Nov 2023 | ₫7.6t | ₫2.5t | ₫166.5b | 14.8x | 45.6x | 3x |
| Wed, 25 Oct 2023 | ₫8.0t | ₫2.5t | ₫173.4b | 16x | 45.9x | 3.1x |
| Fri, 22 Sep 2023 | ₫8.3t | ₫2.5t | ₫171.4b | 17.5x | 48.2x | 3.3x |
| Sun, 20 Aug 2023 | ₫8.5t | ₫2.5t | ₫149.6b | 18.2x | 56.7x | 3.3x |
| Tue, 18 Jul 2023 | ₫8.6t | ₫2.4t | ₫83.7b | 19.6x | 102.8x | 3.6x |
| Thu, 15 Jun 2023 | ₫8.6t | ₫2.4t | ₫83.7b | 19.6x | 102.5x | 3.5x |
| Sat, 13 May 2023 | ₫8.5t | ₫2.4t | ₫68.2b | 20.3x | 123.9x | 3.5x |
| Mon, 10 Apr 2023 | ₫8.4t | ₫2.5t | ₫36.3b | 24.9x | 230.4x | 3.3x |
| Wed, 08 Mar 2023 | ₫8.4t | ₫2.5t | ₫36.3b | 27.1x | 232.4x | 3.3x |
| Fri, 03 Feb 2023 | ₫9.0t | ₫2.5t | -₫320,572,884,826.00 | 56x | -28x | 3.6x |
| Sun, 01 Jan 2023 | ₫8.9t | ₫1.8t | -₫276,042,892,337.00 | 42.5x | -32.3x | 5x |
| Tue, 29 Nov 2022 | ₫7.8t | ₫1.8t | -₫276,042,892,337.00 | 33.9x | -28.4x | 4.4x |
| Thu, 27 Oct 2022 | ₫7.8t | ₫1.0t | -₫511,677,761,365.00 | 32.9x | -15.2x | 7.7x |
| Sat, 24 Sep 2022 | ₫9.2t | ₫1.0t | -₫517,662,851,448.00 | 39.7x | -17.7x | 9.1x |
| Mon, 22 Aug 2022 | ₫9.7t | ₫921.0b | -₫563,554,225,964.00 | 40.1x | -17.2x | 10.5x |
| Wed, 20 Jul 2022 | ₫9.6t | ₫783.9b | -₫239,493,632,708.00 | 56.7x | -40x | 12.2x |
| Fri, 17 Jun 2022 | ₫9.8t | ₫783.9b | -₫239,493,632,708.00 | 61x | -40.9x | 12.5x |
| Sun, 15 May 2022 | ₫10.0t | ₫783.9b | -₫239,374,796,690.00 | 60.5x | -41.9x | 12.8x |
| Tue, 12 Apr 2022 | ₫13.4t | ₫2.2t | -₫264,427,869,429.00 | 356.8x | -50.5x | 6.1x |
| Thu, 10 Mar 2022 | ₫13.2t | ₫2.2t | -₫259,173,580,075.00 | 272.9x | -51.1x | 6x |
| Sat, 05 Feb 2022 | ₫10.7t | ₫2.2t | -₫259,173,580,075.00 | 247x | -41.4x | 4.9x |
| Mon, 03 Jan 2022 | ₫12.0t | ₫2.6t | -₫179,669,184,982.00 | 70.6x | -66.6x | 4.7x |
| Wed, 01 Dec 2021 | ₫10.5t | ₫2.6t | -₫179,669,184,982.00 | 69.9x | -58.3x | 4.1x |
Price to Earnings Ratio
-58.3x
Current Industry PE
- Investors are pessimistic on the Vietnamese Hospitality 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 19.7x which is lower than its 3-year average PE of 30.7x.
- The 3-year average PS ratio of 4.9x is higher than the industry's current PS ratio of 2.3x.
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 remained mostly flat. This means that the industry has become more efficient since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Discretionary industry?
| VN Market | 0.66% | |
| Consumer Discretionary | -0.045% | |
| Hospitality | -0.87% | |
| Restaurants | 4.00% | |
| Leisure Facilities | 0.18% | |
| Casinos and Gaming | 0% | |
| Hotels, Resorts and Cruise Lines | -1.04% | |
Industry PE
- Investors are most optimistic about the Restaurants industry which is trading above its 3-year average PE ratio of 148x.
- 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 10.9x.
Forecasted Growth
- Analysts are most optimistic on the Hotels, Resorts and Cruise Lines industry, expecting annual earnings growth of 28% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Hotels, Resorts and Cruise Lines industry is expected to see its earnings grow by 28% 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 | |
|---|---|---|---|---|---|
| SGH Saigon Hotel | ₫33.90k | 7.6% +₫29.7b | 18.9% | PE31.1x | |
| PDC Petroleum Phuongdong Tourism Joinst-Stock | ₫5.10k | 4.1% +₫3.0b | -3.8% | PS2.6x | |
| ATS Atesco Industrial Cartering | ₫13.00k | 4.0% +₫1.8b | 28.7% | PE175.5x | |
| DSN Dam Sen Water Park | ₫54.40k | 0.2% +₫1.2b | -0.4% | PE7.9x |