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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedFeb 04, 2025
DataAggregated Company Financials
Companies54
- 7D-1.2%
- 3M-3.6%
- 1Y-2.8%
- YTD-3.5%
Over the last 7 days, the Consumer Staples industry has remained flat, although notably Hoang Anh Gia Lai Agricultural gained 7.3%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 18% annually.
Sector Valuation and Performance
Has the Vietnamese Consumer Staples Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Feb 2025 | ₫420.3t | ₫325.5t | ₫22.7t | 12.6x | 18.5x | 1.3x |
| Thu, 02 Jan 2025 | ₫434.6t | ₫321.5t | ₫21.7t | 11.7x | 20x | 1.4x |
| Sat, 30 Nov 2024 | ₫438.1t | ₫321.7t | ₫21.8t | 11.5x | 20.1x | 1.4x |
| Mon, 28 Oct 2024 | ₫446.9t | ₫320.6t | ₫21.6t | 11.6x | 20.6x | 1.4x |
| Wed, 25 Sep 2024 | ₫452.8t | ₫315.8t | ₫20.6t | 12.3x | 22x | 1.4x |
| Fri, 23 Aug 2024 | ₫467.4t | ₫316.2t | ₫19.4t | 12.5x | 24.1x | 1.5x |
| Sun, 21 Jul 2024 | ₫439.2t | ₫309.8t | ₫19.4t | 12.1x | 22.6x | 1.4x |
| Tue, 18 Jun 2024 | ₫456.0t | ₫306.5t | ₫19.1t | 12.4x | 23.8x | 1.5x |
| Thu, 16 May 2024 | ₫443.5t | ₫309.9t | ₫19.1t | 12x | 23.3x | 1.4x |
| Sat, 13 Apr 2024 | ₫438.6t | ₫307.2t | ₫18.1t | 13.5x | 24.3x | 1.4x |
| Mon, 11 Mar 2024 | ₫458.9t | ₫306.5t | ₫16.1t | 12.7x | 28.5x | 1.5x |
| Wed, 07 Feb 2024 | ₫425.6t | ₫308.9t | ₫16.6t | 11.7x | 25.6x | 1.4x |
| Fri, 05 Jan 2024 | ₫441.7t | ₫308.2t | ₫16.0t | 12.9x | 27.6x | 1.4x |
| Sun, 03 Dec 2023 | ₫428.5t | ₫308.2t | ₫16.0t | 12.2x | 26.8x | 1.4x |
| Tue, 31 Oct 2023 | ₫408.5t | ₫304.8t | ₫16.7t | 12x | 24.5x | 1.3x |
| Thu, 28 Sep 2023 | ₫479.6t | ₫306.2t | ₫16.9t | 13.5x | 28.3x | 1.6x |
| Sat, 26 Aug 2023 | ₫489.3t | ₫307.6t | ₫16.9t | 13.8x | 28.9x | 1.6x |
| Mon, 24 Jul 2023 | ₫490.8t | ₫303.0t | ₫18.1t | 12.2x | 27x | 1.6x |
| Wed, 21 Jun 2023 | ₫454.8t | ₫305.2t | ₫17.8t | 11.1x | 25.6x | 1.5x |
| Fri, 19 May 2023 | ₫460.3t | ₫305.1t | ₫17.7t | 9.8x | 26x | 1.5x |
| Sun, 16 Apr 2023 | ₫476.1t | ₫309.2t | ₫21.3t | 9.4x | 22.4x | 1.5x |
| Tue, 14 Mar 2023 | ₫503.9t | ₫311.5t | ₫21.6t | 8.8x | 23.3x | 1.6x |
| Thu, 09 Feb 2023 | ₫521.8t | ₫307.4t | ₫25.7t | 8.9x | 20.3x | 1.7x |
| Sat, 07 Jan 2023 | ₫527.2t | ₫306.9t | ₫30.5t | 9.2x | 17.3x | 1.7x |
| Mon, 05 Dec 2022 | ₫542.7t | ₫306.9t | ₫30.5t | 9.8x | 17.8x | 1.8x |
| Wed, 02 Nov 2022 | ₫518.3t | ₫303.7t | ₫31.1t | 9.5x | 16.7x | 1.7x |
| Fri, 30 Sep 2022 | ₫536.4t | ₫297.4t | ₫30.2t | 11.6x | 17.8x | 1.8x |
| Sun, 28 Aug 2022 | ₫581.0t | ₫295.7t | ₫29.9t | 12.6x | 19.4x | 2x |
| Tue, 26 Jul 2022 | ₫547.5t | ₫295.9t | ₫29.9t | 12.7x | 18.3x | 1.9x |
| Thu, 23 Jun 2022 | ₫527.9t | ₫300.1t | ₫29.2t | 14.4x | 18.1x | 1.8x |
| Sat, 21 May 2022 | ₫535.7t | ₫300.1t | ₫29.3t | 14.1x | 18.3x | 1.8x |
| Mon, 18 Apr 2022 | ₫607.2t | ₫296.4t | ₫27.0t | 20.7x | 22.5x | 2x |
| Wed, 16 Mar 2022 | ₫582.6t | ₫296.6t | ₫27.1t | 21.5x | 21.5x | 2x |
| Fri, 11 Feb 2022 | ₫600.4t | ₫296.4t | ₫28.3t | 21.8x | 21.2x | 2x |
Price to Earnings Ratio
21.2x
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 18.8x which is lower than its 3-year average PE of 22.6x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 7.1% per year over the last three years.
- Meanwhile revenues for these companies have grown 3.2% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Staples sector?
| VN Market | -0.93% | |
| Consumer Staples | -1.17% | |
| Food and Staples Retail | 0% | 0 |
| Personal Products | 0% | 0 |
| Tobacco | -0.87% | |
| Food | -1.03% | |
| Household Products | -1.27% | |
| Beverage | -1.76% | |
Industry PE
- Investors are most optimistic about the Food industry even though it's trading below its 3-year average PE ratio of 23.4x.
- Analysts are expecting annual earnings growth of 21.1%, which is higher than its past year's earnings growth of 14.4% per year.
- Investors are most pessimistic about the Tobacco industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 7.9x.
Forecasted Growth
- Analysts are most optimistic on the Food industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 14% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 4.9% 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 | |
|---|---|---|---|---|---|
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x | |
| TFC Trang | ₫61.30k | 20.7% +₫176.7b | 581.1% | n/a | |
| DBC Dabaco Group | ₫25.75k | 1.4% +₫117.1b | -4.8% | PE16.1x | |
| BAF BAF Vietnam Agriculture | ₫28.10k | 1.6% +₫107.6b | 30.7% | n/a | |
| PAN PAN Group | ₫25.50k | 1.6% +₫83.6b | 13.3% | PE9x |