Vietnamese (HOSE) Luxury Industry Analysis
- 7D-1.2%
- 3M16.0%
- 1Y70.2%
- YTD56.3%
Over the last 7 days, the Luxury industry has dropped 1.8%, driven by declines in Phu Nhuan Jewelry and Thanh Cong Textile Garment Investment Trading of 0.8% and 2.7%, respectively. This takes the industry's 12 month performance to a gain of 77%.
Industry Valuation and Performance
Has the Vietnamese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 29 Nov 2021 | ₫47.0t | ₫37.1t | ₫2.3t | 13.9x |
| Wed, 27 Oct 2021 | ₫45.0t | ₫37.1t | ₫2.3t | 14.5x |
| Fri, 24 Sep 2021 | ₫42.5t | ₫40.2t | ₫2.7t | 13.2x |
| Sun, 22 Aug 2021 | ₫42.0t | ₫42.0t | ₫2.7t | 12.7x |
| Fri, 09 Jul 2021 | ₫42.7t | ₫42.0t | ₫2.7t | 11.8x |
| Thu, 01 Apr 2021 | ₫39.1t | ₫39.3t | ₫2.4t | 13.1x |
| Sun, 03 Jan 2021 | ₫29.5t | ₫36.5t | ₫2.1t | 8.6x |
| Wed, 07 Oct 2020 | ₫21.3t | ₫36.1t | ₫2.1t | 6.3x |
| Tue, 30 Jun 2020 | ₫19.2t | ₫36.2t | ₫2.1t | 5.9x |
| Fri, 03 Apr 2020 | ₫15.2t | ₫36.5t | ₫2.4t | 4.2x |
| Mon, 06 Jan 2020 | ₫26.4t | ₫36.4t | ₫2.4t | 5.8x |
| Thu, 10 Oct 2019 | ₫26.2t | ₫34.6t | ₫2.3t | 6.5x |
| Wed, 03 Jul 2019 | ₫25.9t | ₫33.7t | ₫2.3t | 8.2x |
| Sat, 06 Apr 2019 | ₫25.5t | ₫33.5t | ₫2.2t | 7.6x |
| Tue, 08 Jan 2019 | ₫22.6t | ₫32.4t | ₫2.1t | 5.7x |
7.3x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 13.9x which is higher than its 3-year average PE of 8.3x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Luxury industry have grown 5.2% per year over the last three years, and revenues for these companies have grown 6.3% 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 Luxury industry?
| Apparel, Accessories and Luxury Goods | -0.93% | |
| Textiles | -1.55% | |
Industry PE: Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 8.8x. This is likely because analysts are expecting annual earnings growth of 28%, which is higher than its past year's earnings growth of 23% per year. Meanwhile, investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 7.5x.
Forecasted Growth: Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 28% over the next 5 years. This is better than it's past earnings growth rate of 23% per year. Meanwhile, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 27% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| ADS Damsan | 4.9%+₫47.7b | 273.1% | n/a | |
| GMC Garmex Saigon | 2.4%+₫23.1b | 101.0% | n/a | |
| STK Century Synthetic Fiber | 0.3%+₫13.6b | 207.7% | PE15.9x |