Have your own idea? Try our Stock Screener
Vietnamese (HOSE) Luxury Industry Analysis
UpdatedFeb 07, 2025
DataAggregated Company Financials
Companies17
- 7D2.0%
- 3M3.2%
- 1Y9.5%
- YTD-0.4%
Over the last 7 days, the Luxury industry has remained flat, although notably Siam Brothers Vietnam declined by 5.6%. As for the the longer term, the industry is up 8.7% over the past 12 months. Earnings are forecast to grow by 18% 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 |
|---|---|---|---|---|---|---|
| Fri, 07 Feb 2025 | ₫53.3t | ₫64.4t | ₫3.2t | 11.9x | 16.8x | 0.8x |
| Sun, 05 Jan 2025 | ₫53.2t | ₫62.9t | ₫3.0t | 12.4x | 17.9x | 0.8x |
| Tue, 03 Dec 2024 | ₫52.3t | ₫62.7t | ₫2.9t | 14.2x | 17.8x | 0.8x |
| Thu, 31 Oct 2024 | ₫52.1t | ₫62.1t | ₫2.8t | 14.1x | 18.4x | 0.8x |
| Sat, 28 Sep 2024 | ₫53.8t | ₫61.9t | ₫2.8t | 13.7x | 19x | 0.9x |
| Mon, 26 Aug 2024 | ₫57.5t | ₫61.9t | ₫2.8t | 14.8x | 20.5x | 0.9x |
| Wed, 24 Jul 2024 | ₫51.5t | ₫59.4t | ₫2.7t | 12.3x | 18.9x | 0.9x |
| Fri, 21 Jun 2024 | ₫54.0t | ₫59.4t | ₫2.7t | 13.5x | 19.8x | 0.9x |
| Sun, 19 May 2024 | ₫53.2t | ₫59.4t | ₫2.7t | 14x | 19.5x | 0.9x |
| Tue, 16 Apr 2024 | ₫50.7t | ₫56.4t | ₫2.7t | 12.9x | 18.7x | 0.9x |
| Thu, 14 Mar 2024 | ₫53.4t | ₫55.4t | ₫2.6t | 12.3x | 20.2x | 1x |
| Sat, 10 Feb 2024 | ₫48.3t | ₫55.4t | ₫2.6t | 11.2x | 18.3x | 0.9x |
| Mon, 08 Jan 2024 | ₫44.3t | ₫55.8t | ₫2.8t | 11.3x | 15.6x | 0.8x |
| Wed, 06 Dec 2023 | ₫43.1t | ₫56.2t | ₫2.9t | 9.3x | 15x | 0.8x |
| Fri, 03 Nov 2023 | ₫39.7t | ₫50.0t | ₫2.6t | 14.3x | 15.1x | 0.8x |
| Sun, 01 Oct 2023 | ₫43.6t | ₫50.4t | ₫2.7t | 15.3x | 16.3x | 0.9x |
| Tue, 29 Aug 2023 | ₫42.9t | ₫50.4t | ₫2.7t | 15.4x | 16.1x | 0.9x |
| Thu, 27 Jul 2023 | ₫44.6t | ₫52.7t | ₫2.9t | 9.8x | 15.5x | 0.8x |
| Sat, 24 Jun 2023 | ₫41.7t | ₫53.2t | ₫2.9t | 8.7x | 14.1x | 0.8x |
| Mon, 22 May 2023 | ₫39.2t | ₫53.2t | ₫2.9t | 7.7x | 13.3x | 0.7x |
| Wed, 19 Apr 2023 | ₫41.0t | ₫57.4t | ₫3.2t | 8.1x | 12.6x | 0.7x |
| Fri, 17 Mar 2023 | ₫41.3t | ₫57.4t | ₫3.4t | 7.5x | 12.3x | 0.7x |
| Sun, 12 Feb 2023 | ₫42.2t | ₫57.4t | ₫3.4t | 8.1x | 12.5x | 0.7x |
| Tue, 10 Jan 2023 | ₫43.6t | ₫57.2t | ₫3.4t | 7.8x | 12.8x | 0.8x |
| Thu, 08 Dec 2022 | ₫42.0t | ₫57.2t | ₫3.4t | 7.8x | 12.3x | 0.7x |
| Sat, 05 Nov 2022 | ₫38.2t | ₫56.9t | ₫3.4t | 7.5x | 11.1x | 0.7x |
| Mon, 03 Oct 2022 | ₫43.4t | ₫50.0t | ₫2.8t | 7.6x | 15.6x | 0.9x |
| Wed, 31 Aug 2022 | ₫47.5t | ₫50.0t | ₫2.8t | 9.6x | 16.9x | 1x |
| Fri, 29 Jul 2022 | ₫47.5t | ₫49.7t | ₫2.8t | 9.5x | 16.7x | 1x |
| Sun, 26 Jun 2022 | ₫50.9t | ₫45.4t | ₫2.7t | 11.2x | 19x | 1.1x |
| Tue, 24 May 2022 | ₫47.7t | ₫45.4t | ₫2.7t | 10.3x | 17.8x | 1x |
| Thu, 21 Apr 2022 | ₫56.0t | ₫41.0t | ₫2.4t | 13.4x | 23.2x | 1.4x |
| Sat, 19 Mar 2022 | ₫48.3t | ₫41.0t | ₫2.5t | 13.2x | 19.4x | 1.2x |
| Mon, 14 Feb 2022 | ₫46.5t | ₫41.0t | ₫2.5t | 12.3x | 18.7x | 1.1x |
Price to Earnings Ratio
18.7x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Luxury 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 PE ratio of 16.7x.
- The industry is trading close to its 3-year average PS ratio of 0.88x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 8.4% per year over the last three years.
- Revenues for these companies have grown 16% 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 | 0.81% | |
| Consumer Discretionary | -0.92% | |
| Luxury | 1.96% | |
| Textiles | 2.34% | |
| Apparel, Accessories and Luxury Goods | 1.83% | |
| Footwear | 0% | 0 |
Industry PE
- Investors are most optimistic about the Apparel, Accessories and Luxury Goods industry, which is trading close to its 3-year average PE ratio of 16.6x.
- Analysts are expecting annual earnings growth of 16.8%, which is higher than its past year's earnings growth of 11.1% per year.
- Investors are most pessimistic about the Textiles industry, which is trading below its 3-year average of 17.6x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 35% over the next 5 years.
- This is better than its past earnings growth rate of 6.1% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 17% 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 | ₫98.30k | 0.7% +₫236.5b | 7.8% | PE18.2x | |
| MSH Song Hong Garment | ₫53.40k | 2.7% +₫105.0b | 35.0% | PE11.8x | |
| ADS Damsan | ₫9.39k | 13.3% +₫84.0b | -27.8% | n/a | |
| TCM Thanh Cong Textile Garment Investment Trading | ₫43.05k | 1.5% +₫66.2b | 12.8% | PE20.4x | |
| STK Century Synthetic Fiber | ₫23.65k | 2.6% +₫58.0b | -14.6% | PE50.1x |