Vietnamese (HOSE) Specialty Stores Industry Analysis

Industry Valuation and Performance

Has the Vietnamese Specialty Stores Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sat, 23 May 2026	₫148.2t	₫246.8t	₫9.5t	12.7x	15.6x	0.6x
Mon, 20 Apr 2026	₫163.3t	₫232.3t	₫8.2t	18.1x	20x	0.7x
Wed, 18 Mar 2026	₫158.8t	₫232.8t	₫8.2t	17.4x	19.4x	0.7x
Fri, 13 Feb 2026	₫175.6t	₫233.2t	₫8.2t	18x	21.4x	0.8x
Sun, 11 Jan 2026	₫160.2t	₫221.3t	₫6.8t	21.9x	23.7x	0.7x
Tue, 09 Dec 2025	₫159.8t	₫221.3t	₫6.8t	21.6x	23.6x	0.7x
Thu, 06 Nov 2025	₫150.4t	₫221.2t	₫6.8t	20.4x	22.2x	0.7x
Sat, 04 Oct 2025	₫142.5t	₫211.8t	₫5.7t	20.6x	24.8x	0.7x
Mon, 01 Sep 2025	₫145.3t	₫211.8t	₫5.7t	20.7x	25.3x	0.7x
Wed, 30 Jul 2025	₫132.5t	₫205.9t	₫5.2t	20x	25.6x	0.6x
Fri, 27 Jun 2025	₫126.9t	₫206.1t	₫5.2t	19.8x	24.5x	0.6x
Sun, 25 May 2025	₫122.1t	₫204.8t	₫5.0t	21.8x	24.4x	0.6x
Tue, 22 Apr 2025	₫106.6t	₫197.3t	₫4.3t	21.8x	25x	0.5x
Thu, 20 Mar 2025	₫116.4t	₫184.7t	₫4.2t	22.8x	27.5x	0.6x
Sat, 15 Feb 2025	₫111.4t	₫184.7t	₫4.2t	14.7x	26.3x	0.6x
Mon, 13 Jan 2025	₫114.0t	₫171.3t	₫3.0t	11.1x	38.1x	0.7x
Wed, 11 Dec 2024	₫118.7t	₫171.3t	₫3.0t	11.6x	39.7x	0.7x
Fri, 08 Nov 2024	₫124.7t	₫171.3t	₫3.0t	12.6x	41.7x	0.7x
Sun, 06 Oct 2024	₫126.7t	₫167.6t	₫2.2t	9.2x	56.7x	0.8x
Tue, 03 Sep 2024	₫132.3t	₫165.5t	₫2.0t	9.7x	66.5x	0.8x
Thu, 01 Aug 2024	₫122.3t	₫160.9t	₫827.7b	9.9x	147.8x	0.8x
Sat, 29 Jun 2024	₫121.2t	₫160.8t	₫823.5b	12.2x	147.2x	0.8x
Mon, 27 May 2024	₫115.8t	₫159.3t	₫975.1b	12.6x	118.7x	0.7x
Wed, 24 Apr 2024	₫97.7t	₫154.9t	₫93.6b	11.8x	1044x	0.6x
Fri, 22 Mar 2024	₫96.5t	₫154.9t	₫90.6b	13.6x	1065.5x	0.6x
Sun, 18 Feb 2024	₫89.9t	₫154.9t	₫90.6b	13.9x	991.7x	0.6x
Tue, 16 Jan 2024	₫81.2t	₫154.1t	₫583.5b	40.9x	139.2x	0.5x
Thu, 14 Dec 2023	₫79.7t	₫153.6t	₫689.1b	35.6x	115.6x	0.5x
Sat, 11 Nov 2023	₫76.6t	₫153.6t	₫689.1b	33.2x	111.2x	0.5x
Mon, 09 Oct 2023	₫88.9t	₫155.4t	₫1.5t	25.9x	57.7x	0.6x
Wed, 06 Sep 2023	₫95.7t	₫155.4t	₫1.5t	29x	62.2x	0.6x
Fri, 04 Aug 2023	₫92.9t	₫154.8t	₫1.8t	48.8x	51.3x	0.6x
Sun, 02 Jul 2023	₫78.1t	₫160.0t	₫2.9t	33.9x	26.6x	0.5x
Tue, 30 May 2023	₫68.8t	₫160.1t	₫3.1t	20.2x	22.2x	0.4x

Current Industry PE

Investors are pessimistic on the Vietnamese Specialty Retail 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 15.6x which is lower than its 3-year average PE of 135x.

The industry is trading close to its 3-year average PS ratio of 0.65x.

Past Earnings Growth

The earnings for companies in the Specialty Retail industry have grown 45% 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	-2.12%
Consumer Discretionary	0.71%
Specialty Stores	-2.97%
Automotive Retail	1.54%
Home Improvement Retail	0%	0
Specialty Stores	0%	0
Computer and Electronics Retail	-3.22%

Industry PE

Investors are most optimistic about the Automotive Retail industry even though it's trading below its 3-year average PE ratio of 80.8x.

It looks like they are confident that earnings will grow faster in the future than they have historically.

Investors are most pessimistic about the Computer and Electronics Retail industry, which is trading below its 3-year average of 479x.

Forecasted Growth

Analysts are most optimistic on the Computer and Electronics Retail industry, expecting annual earnings growth of 16% over the next 5 years.
However this is lower than its past earnings growth rate of 97% per year.

In contrast, the Computer and Electronics Retail industry is expected to see its earnings grow by 16% 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
VVS Vietnam Machine Investment Development	₫109.90k	4.7% +₫105.5b	n/a	n/a
CTF City Auto	₫18.15k	1.4% +₫23.9b	-17.9%	PE176.9x
LBE LVA Trading and Services	₫31.00k	6.9% +₫6.2b	1.6%	PE8.5x
CMV Ca Mau Trading	₫7.90k	1.5% +₫2.2b	-11.3%	PE7.3x

New major risk - Financial position

The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 5.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Dividend per share is over 160x cash flows per share. Earnings have declined by 3.2% per year over the past 5 years. Market cap is less than US$10m (₫259.8b market cap, or US$9.87m). Minor Risk Profit margins are more than 30% lower than last year (3.4% net profit margin).

Vietnamese (HOSE) Specialty Stores Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

No independent directors

New major risk - Financial position

First quarter 2026 earnings: EPS exceeds analyst expectations

New major risk - Earnings quality

Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 20, 2026

First quarter 2026 earnings released: EPS: ₫45.13 (vs ₫47.86 in 1Q 2025)

Taseco Air Services Joint Stock Company, Annual General Meeting, Apr 25, 2026

New minor risk - Earnings quality

Investor sentiment improves as stock rises 17%

Vietnam Machine Investment Development Joint Stock Company, Annual General Meeting, Apr 20, 2026