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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedDec 25, 2024
DataAggregated Company Financials
Companies54
- 7D-0.08%
- 3M-2.9%
- 1Y-0.2%
- YTD-1.5%
Last week, the Consumer Staples industry hasn't moved much but Dabaco Group is up 6.3% in that time. Furthermore, the industry has been flat for the past year as well. As for the next few years, earnings are expected to grow by 20% per annum.
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 |
|---|---|---|---|---|---|---|
| Wed, 25 Dec 2024 | ₫440.4t | ₫321.5t | ₫21.7t | 11.7x | 20.3x | 1.4x |
| Fri, 22 Nov 2024 | ₫430.7t | ₫321.7t | ₫21.8t | 11.4x | 19.8x | 1.3x |
| Sun, 20 Oct 2024 | ₫454.9t | ₫317.3t | ₫21.0t | 12.1x | 21.7x | 1.4x |
| Tue, 17 Sep 2024 | ₫450.8t | ₫315.8t | ₫20.6t | 12.6x | 21.9x | 1.4x |
| Thu, 15 Aug 2024 | ₫461.5t | ₫316.2t | ₫19.4t | 12.5x | 23.8x | 1.5x |
| Sat, 13 Jul 2024 | ₫450.9t | ₫309.5t | ₫19.4t | 12.8x | 23.2x | 1.5x |
| Mon, 10 Jun 2024 | ₫470.8t | ₫306.5t | ₫19.1t | 12.5x | 24.6x | 1.5x |
| Wed, 08 May 2024 | ₫442.4t | ₫310.7t | ₫19.1t | 12.3x | 23.2x | 1.4x |
| Fri, 05 Apr 2024 | ₫444.5t | ₫306.5t | ₫18.1t | 13.3x | 24.6x | 1.5x |
| Sun, 03 Mar 2024 | ₫448.4t | ₫306.5t | ₫16.1t | 12.5x | 27.9x | 1.5x |
| Tue, 30 Jan 2024 | ₫427.8t | ₫308.9t | ₫15.7t | 14.5x | 27.3x | 1.4x |
| Thu, 28 Dec 2023 | ₫435.2t | ₫308.2t | ₫16.0t | 13.1x | 27.2x | 1.4x |
| Sat, 25 Nov 2023 | ₫424.4t | ₫308.1t | ₫15.9t | 12.4x | 26.6x | 1.4x |
| Mon, 23 Oct 2023 | ₫451.6t | ₫306.4t | ₫17.0t | 12.2x | 26.6x | 1.5x |
| Wed, 20 Sep 2023 | ₫499.5t | ₫306.1t | ₫16.7t | 13.5x | 30x | 1.6x |
| Fri, 18 Aug 2023 | ₫491.1t | ₫307.6t | ₫16.9t | 14.2x | 29x | 1.6x |
| Sun, 16 Jul 2023 | ₫488.1t | ₫305.3t | ₫17.7t | 11.9x | 27.5x | 1.6x |
| Tue, 13 Jun 2023 | ₫469.0t | ₫305.2t | ₫17.8t | 11.4x | 26.4x | 1.5x |
| Thu, 11 May 2023 | ₫465.5t | ₫305.1t | ₫18.2t | 9.7x | 25.6x | 1.5x |
| Sat, 08 Apr 2023 | ₫484.3t | ₫310.4t | ₫21.6t | 9.2x | 22.4x | 1.6x |
| Mon, 06 Mar 2023 | ₫489.4t | ₫309.5t | ₫21.8t | 9.2x | 22.4x | 1.6x |
| Wed, 01 Feb 2023 | ₫537.4t | ₫308.0t | ₫30.3t | 8.9x | 17.7x | 1.7x |
| Fri, 30 Dec 2022 | ₫511.6t | ₫306.9t | ₫30.5t | 9.4x | 16.8x | 1.7x |
| Sun, 27 Nov 2022 | ₫519.1t | ₫306.9t | ₫30.5t | 8.9x | 17x | 1.7x |
| Tue, 25 Oct 2022 | ₫501.4t | ₫305.0t | ₫31.2t | 10x | 16.1x | 1.6x |
| Thu, 22 Sep 2022 | ₫575.5t | ₫295.6t | ₫29.5t | 11.6x | 19.5x | 1.9x |
| Sat, 20 Aug 2022 | ₫577.5t | ₫295.7t | ₫29.9t | 12.4x | 19.3x | 2x |
| Mon, 18 Jul 2022 | ₫525.4t | ₫293.7t | ₫29.0t | 13.9x | 18.1x | 1.8x |
| Wed, 15 Jun 2022 | ₫521.3t | ₫300.1t | ₫29.2t | 14.3x | 17.9x | 1.7x |
| Fri, 13 May 2022 | ₫546.2t | ₫300.1t | ₫29.3t | 14.7x | 18.7x | 1.8x |
| Sun, 10 Apr 2022 | ₫601.3t | ₫297.1t | ₫27.1t | 21.1x | 22.2x | 2x |
| Tue, 08 Mar 2022 | ₫607.9t | ₫296.7t | ₫27.2t | 22.1x | 22.4x | 2x |
| Thu, 03 Feb 2022 | ₫581.6t | ₫295.4t | ₫28.2t | 20.9x | 20.6x | 2x |
| Sat, 01 Jan 2022 | ₫634.5t | ₫289.3t | ₫21.9t | 24.7x | 29x | 2.2x |
Price to Earnings Ratio
29x
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 20.3x which is lower than its 3-year average PE of 22.9x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 3.6% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Staples sector?
| VN Market | -0.034% | |
| Consumer Staples | -0.085% | |
| Household Products | 4.14% | |
| Tobacco | 0.35% | |
| Food and Staples Retail | 0% | |
| Personal Products | 0% | |
| Food | -0.04% | |
| Beverage | -0.47% | |
Industry PE
- Investors are most optimistic about the Food industry even though it's trading below its 3-year average PE ratio of 23.7x.
- Analysts are expecting annual earnings growth of 24.4%, which is higher than its past year's earnings growth of 19.9% 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 24% over the next 5 years.
- This is better than its past earnings growth rate of 20% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 5.8% 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 | |
|---|---|---|---|---|---|
| DBC Dabaco Group | ₫28.90k | 6.3% +₫568.9b | 7.6% | PE18x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x | |
| HAG Hoang Anh Gia Lai | ₫12.75k | 2.4% +₫317.2b | -6.6% | PE7.6x | |
| BAF BAF Vietnam Agriculture | ₫26.70k | 4.9% +₫298.8b | 21.8% | n/a | |
| VHC Vinh Hoan | ₫74.00k | 1.8% +₫291.8b | 19.5% | PE18.9x |