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Vietnamese (HOSE) Consumer Staples Sector Analysis

UpdatedDec 06, 2022
DataAggregated Company Financials
Companies59
  • 7D4.7%
  • 3M-6.6%
  • 1Y-7.2%
  • YTD-13.4%

In the last week, the Consumer Staples industry is up 4.6%, with Masan Group up 8.0%. During this same period, the Vinacafé Bien Hoa underperformed, falling 5.3%. In contrast, the industry has lost 9.5% in the last 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the Vietnamese Consumer Staples Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 06 Dec 2022₫548.6t₫306.9t₫30.5t9.8x18x1.8x
Thu, 03 Nov 2022₫506.4t₫303.6t₫30.9t9.5x16.4x1.7x
Sat, 01 Oct 2022₫537.3t₫297.4t₫30.2t11.6x17.8x1.8x
Mon, 29 Aug 2022₫581.0t₫295.7t₫29.9t12.6x19.4x2x
Wed, 27 Jul 2022₫546.2t₫295.9t₫29.9t12.9x18.3x1.8x
Fri, 24 Jun 2022₫535.4t₫300.1t₫29.2t14.4x18.3x1.8x
Sun, 22 May 2022₫525.5t₫300.1t₫29.3t14.1x18x1.8x
Tue, 19 Apr 2022₫601.4t₫293.5t₫26.9t20.2x22.3x2x
Thu, 17 Mar 2022₫584.7t₫296.6t₫27.1t21.7x21.5x2x
Sat, 12 Feb 2022₫600.2t₫296.4t₫28.3t21.8x21.2x2x
Mon, 10 Jan 2022₫618.9t₫289.3t₫21.9t25x28.3x2.1x
Wed, 08 Dec 2021₫595.1t₫289.2t₫21.9t23x27.2x2.1x
Fri, 05 Nov 2021₫597.2t₫288.6t₫22.1t24.7x27.1x2.1x
Sun, 03 Oct 2021₫573.1t₫290.1t₫23.0t17.6x24.9x2x
Tue, 31 Aug 2021₫562.8t₫305.6t₫22.1t15.7x25.5x1.8x
Wed, 07 Jul 2021₫557.4t₫305.6t₫22.1t14.7x25.3x1.8x
Sat, 10 Apr 2021₫556.1t₫298.1t₫20.9t15.2x26.7x1.9x
Fri, 01 Jan 2021₫584.6t₫294.2t₫20.2t17.1x28.9x2x
Mon, 05 Oct 2020₫520.7t₫285.1t₫18.8t12.1x27.6x1.8x
Thu, 09 Jul 2020₫460.5t₫271.5t₫20.0t11.2x23x1.7x
Wed, 01 Apr 2020₫374.7t₫263.1t₫20.1t9.4x18.6x1.4x
Sat, 04 Jan 2020₫520.2t₫255.9t₫21.7t11.2x23.9x2x
Price to Earnings Ratio

23.9x


Total Market Cap: ₫520.2tTotal Earnings: ₫21.7tTotal Revenue: ₫255.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Staples Sector Price to Earnings3Y Average 23.6x20212022
Current Industry PE
  • Investors are pessimistic on the Vietnamese Consumer Staples 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 17.8x which is lower than its 3-year average PE of 23.6x.
  • The industry is trading close to its 3-year average PS ratio of 1.9x.
Past Earnings Growth
  • The earnings for companies in the Consumer Staples industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 6.2% 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 Staples sector?

VN Market8.45%
Consumer Staples4.68%
Food5.65%
Beverage1.81%
Household Products0.055%
Food and Staples Retail0%
Personal Products0%
Tobacco-4.19%
Industry PE
  • Investors are most optimistic about the Beverage industry even though it's trading below its 3-year average PE ratio of 26.5x.
    • Analysts are expecting annual earnings growth of 10.9%, which is higher than its past year's earnings decline of 12.8% per year.
  • Investors are most pessimistic about the Tobacco industry, which is trading below its 3-year average of 7.8x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 15% over the next 5 years.
  • However this is lower than its past earnings growth rate of 52% per year.
  • In contrast, the Beverage industry is expected to see its earnings grow by 11% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MSN Masan Group₫105.00k8.0%
+₫11.1t
-16.6%PE15.6x
VNM Vietnam Dairy Products₫85.00k4.0%
+₫6.9t
-0.4%PE22.5x
SAB Saigon Beer - Alcohol - Beverage₫179.70k1.5%
+₫1.7t
18.5%PE21.6x
SBT Thanh Thanh Cong - Bien Hoa₫13.80k13.1%
+₫1.1t
-34.4%PE12x
VHC Vinh Hoan₫67.50k8.0%
+₫916.9b
15.4%PE5.5x
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Latest News

VNM

₫85,000.00

Vietnam Dairy Products

7D

4.0%

1Y

-0.4%

VCF

₫232,800.00

Vinacafé Bien Hoa

7D

-5.3%

1Y

-10.8%

IDI

₫10,350.00

I.D.I International Development and Investment

7D

15.9%

1Y

-41.7%

DBC

₫15,350.00

Dabaco Group

7D

14.1%

1Y

-56.4%

HAG

₫8,900.00

Hoang Anh Gia Lai

7D

-0.7%

1Y

3.1%

CLC

₫31,500.00

Cat Loi

7D

-4.5%

1Y

-16.7%

VHC

₫67,500.00

Vinh Hoan

7D

8.0%

1Y

15.4%

SLS

₫117,000.00

Son La Sugar

7D

-0.8%

1Y

-20.9%

SAB

₫179,700.00

Saigon Beer - Alcohol - Beverage

7D

1.5%

1Y

18.5%

SBT

₫13,800.00

Thanh Thanh Cong - Bien Hoa

7D

13.1%

1Y

-34.4%

MSN

₫105,000.00

Masan Group

7D

8.0%

1Y

-16.6%

DAT

₫11,300.00

Travel Investment and Seafood Development

7D

-1.3%

1Y

-40.3%