Vietnamese (HOSE) Luxury Industry Analysis
UpdatedNov 28, 2022
DataAggregated Company Financials
Companies17
- 7D5.2%
- 3M-18.1%
- 1Y-25.0%
- YTD-19.4%
Over the last 7 days, the Luxury industry has risen 5.2%, driven by gains from Phu Nhuan Jewelry of 6.1%. In the past year, the industry is down 25%. Looking forward, earnings are forecast to grow by 22% annually.
Industry Valuation and Performance
Has the Vietnamese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 29 Nov 2022 | ₫40.8t | ₫57.2t | ₫3.4t | 7.6x | 12x | 0.7x |
| Thu, 27 Oct 2022 | ₫40.5t | ₫50.8t | ₫2.9t | 7.5x | 13.9x | 0.8x |
| Sat, 24 Sep 2022 | ₫46.0t | ₫50.0t | ₫2.8t | 8.9x | 16.5x | 0.9x |
| Mon, 22 Aug 2022 | ₫47.9t | ₫50.0t | ₫2.8t | 9.9x | 17x | 1x |
| Wed, 20 Jul 2022 | ₫48.0t | ₫45.4t | ₫2.7t | 10.8x | 17.9x | 1.1x |
| Fri, 17 Jun 2022 | ₫52.5t | ₫45.4t | ₫2.7t | 11x | 19.6x | 1.2x |
| Sun, 15 May 2022 | ₫44.9t | ₫45.1t | ₫2.7t | 10.2x | 16.8x | 1x |
| Tue, 12 Apr 2022 | ₫54.3t | ₫41.0t | ₫2.4t | 14.1x | 22.5x | 1.3x |
| Thu, 10 Mar 2022 | ₫49.5t | ₫41.0t | ₫2.5t | 13.1x | 19.8x | 1.2x |
| Sat, 05 Feb 2022 | ₫45.7t | ₫40.1t | ₫2.4t | 11.7x | 18.7x | 1.1x |
| Mon, 03 Jan 2022 | ₫44.6t | ₫37.1t | ₫2.3t | 14.2x | 19.6x | 1.2x |
| Wed, 01 Dec 2021 | ₫45.8t | ₫37.1t | ₫2.3t | 13.6x | 20.1x | 1.2x |
| Fri, 29 Oct 2021 | ₫46.1t | ₫37.1t | ₫2.3t | 14.6x | 20.3x | 1.2x |
| Sun, 26 Sep 2021 | ₫42.4t | ₫40.2t | ₫2.7t | 13.1x | 16x | 1.1x |
| Tue, 24 Aug 2021 | ₫40.4t | ₫42.0t | ₫2.7t | 12.7x | 14.8x | 1x |
| Wed, 30 Jun 2021 | ₫42.7t | ₫42.0t | ₫2.7t | 11.8x | 15.6x | 1x |
| Sat, 03 Apr 2021 | ₫39.1t | ₫39.3t | ₫2.4t | 13.1x | 16.6x | 1x |
| Tue, 05 Jan 2021 | ₫29.5t | ₫36.5t | ₫2.1t | 8.6x | 13.7x | 0.8x |
| Fri, 09 Oct 2020 | ₫21.3t | ₫36.1t | ₫2.1t | 6.3x | 10.3x | 0.6x |
| Thu, 02 Jul 2020 | ₫19.2t | ₫36.2t | ₫2.1t | 5.9x | 9x | 0.5x |
| Sun, 05 Apr 2020 | ₫15.2t | ₫36.5t | ₫2.4t | 4.2x | 6.3x | 0.4x |
| Wed, 08 Jan 2020 | ₫26.4t | ₫36.4t | ₫2.4t | 5.8x | 10.9x | 0.7x |
Price to Earnings Ratio
11.3x
Current Industry PE
- Investors are pessimistic on the Vietnamese Luxury 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 12.0x which is lower than its 3-year average PE of 14.6x.
- The industry is trading close to its 3-year average PS ratio of 0.89x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 14% per year over the last three years.
- Revenues for these companies have grown 18% 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 | 0.38% | |
| Consumer Discretionary | -3.19% | |
| Luxury | 5.15% | |
| Apparel, Accessories and Luxury Goods | 6.99% | |
| Textiles | 0.11% | |
| Footwear | 0% | |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry even though it's trading below its 3-year average PE ratio of 15.5x.
- Analysts are expecting annual earnings growth of 22.3%, which is lower than the prior year's growth of 47.6% per year.
- Investors are most pessimistic about the Textiles industry, which is trading close to its 3-year average of 13.0x.
Forecasted Growth
- Analysts are most optimistic on the Apparel, Accessories and Luxury Goods industry, expecting annual earnings growth of 22% over the next 5 years.
- However this is lower than its past earnings growth rate of 48% per year.
- In contrast, the Textiles industry is expected to see its earnings grow by 22% 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 | |
|---|---|---|---|---|---|
| PNJ Phu Nhuan Jewelry | ₫109.00k | 6.8% +₫1.7t | 11.1% | PE15.6x | |
| GIL Binh Thanh Import Export Production and Trade | ₫25.50k | 17.2% +₫251.4b | -55.0% | PE3.6x | |
| TNG TNG Investment and Trading | ₫14.20k | 14.5% +₫218.5b | -49.7% | PE5.8x | |
| TCM Thanh Cong Textile Garment Investment Trading | ₫46.50k | 3.6% +₫131.1b | -28.7% | PE19.4x | |
| MSH Song Hong Garment | ₫38.15k | 3.7% +₫101.3b | -40.8% | PE7.4x |