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Vietnamese (HOSE) Consumer Staples Sector Analysis

UpdatedFeb 20, 2024
DataAggregated Company Financials
Companies54
  • 7D3.7%
  • 3M2.8%
  • 1Y-16.1%
  • YTD0.5%

Over the last 7 days, the Consumer Staples industry has risen 3.7%, driven by gains from Vietnam Dairy Products of 6.4%. However, the industry is down 16% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 20 Feb 2024₫443.0t₫306.4t₫16.0t11.9x27.6x1.4x
Thu, 18 Jan 2024₫432.0t₫308.7t₫16.1t13.5x26.8x1.4x
Sat, 16 Dec 2023₫429.0t₫308.2t₫16.0t12.7x26.8x1.4x
Mon, 13 Nov 2023₫424.3t₫308.7t₫16.2t11.4x26.2x1.4x
Wed, 11 Oct 2023₫465.5t₫306.2t₫16.9t12.7x27.5x1.5x
Fri, 08 Sep 2023₫509.1t₫306.1t₫16.6t14.1x30.7x1.7x
Sun, 06 Aug 2023₫500.1t₫307.6t₫17.0t16x29.4x1.6x
Tue, 04 Jul 2023₫467.7t₫305.2t₫17.8t11.6x26.3x1.5x
Thu, 01 Jun 2023₫451.8t₫305.1t₫17.8t11.2x25.4x1.5x
Sat, 29 Apr 2023₫467.2t₫307.2t₫20.5t9.8x22.8x1.5x
Mon, 27 Mar 2023₫491.4t₫312.0t₫21.8t9x22.6x1.6x
Wed, 22 Feb 2023₫524.9t₫309.6t₫21.8t9.1x24x1.7x
Fri, 20 Jan 2023₫544.0t₫306.9t₫30.4t9x17.9x1.8x
Sun, 18 Dec 2022₫518.0t₫306.9t₫30.5t9.6x17x1.7x
Tue, 15 Nov 2022₫514.0t₫306.9t₫30.5t8.1x16.9x1.7x
Thu, 13 Oct 2022₫495.3t₫297.4t₫29.3t10.6x16.9x1.7x
Sat, 10 Sep 2022₫579.9t₫295.7t₫29.9t12.4x19.4x2x
Mon, 08 Aug 2022₫555.3t₫295.8t₫29.9t12.3x18.6x1.9x
Wed, 06 Jul 2022₫522.8t₫293.7t₫29.0t14.5x18x1.8x
Fri, 03 Jun 2022₫555.5t₫300.1t₫29.2t15x19x1.9x
Sun, 01 May 2022₫570.1t₫298.0t₫28.3t18x20.2x1.9x
Tue, 29 Mar 2022₫592.9t₫297.6t₫27.1t22.1x21.9x2x
Thu, 24 Feb 2022₫616.2t₫297.0t₫28.3t22.9x21.7x2.1x
Sat, 22 Jan 2022₫595.7t₫289.4t₫21.9t23.6x27.2x2.1x
Mon, 20 Dec 2021₫614.1t₫289.3t₫21.9t24.6x28.1x2.1x
Wed, 17 Nov 2021₫620.7t₫288.6t₫21.8t25.4x28.5x2.2x
Fri, 15 Oct 2021₫584.3t₫290.1t₫23.0t18.5x25.4x2x
Sun, 12 Sep 2021₫553.1t₫296.4t₫23.2t17.5x23.8x1.9x
Tue, 10 Aug 2021₫569.7t₫305.6t₫22.1t13.7x25.8x1.9x
Mon, 03 May 2021₫538.1t₫298.1t₫20.9t14.8x25.8x1.8x
Price to Earnings Ratio

28.1x


Total Market Cap: ₫568.2tTotal Earnings: ₫20.2tTotal Revenue: ₫294.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Consumer Staples Sector Price to Earnings3Y Average 23.8x202220232024
Current Industry PE
  • Investors are optimistic on the Vietnamese Consumer Staples industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.6x which is higher than its 3-year average PE of 23.8x.
  • The 3-year average PS ratio of 1.8x 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 declined 7.4% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 Market2.09%
Consumer Staples3.75%
Food4.65%
Household Products1.16%
Beverage0.32%
Food and Staples Retail0%
Personal Products0%
Tobacco-0.64%
Industry PE
  • Investors are most optimistic about the Food industry which is trading above its 3-year average PE ratio of 24.5x.
    • Analysts are expecting annual earnings growth of 26.1%, which is higher than its past year's earnings decline of 6.7% per year.
  • Investors are most pessimistic about the Tobacco industry, which is trading close to its 3-year average of 7.9x.
Forecasted Growth
  • Analysts are most optimistic on the Food industry, expecting annual earnings growth of 26% over the next 5 years.
  • This is better than its past earnings decline of 6.7% per year.
  • In contrast, the Beverage industry is expected to see its earnings grow by 3.3% 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
VNM Vietnam Dairy Products₫71.50k5.8%
+₫8.2t
-7.4%PE18.8x
MSN Masan Group₫68.80k6.0%
+₫5.6t
-26.7%PE235.1x
SAB Saigon Beer - Alcohol - Beverage₫58.60k1.4%
+₫1.0t
-38.5%PE18.3x
DBC Dabaco Group₫29.70k4.0%
+₫278.3b
102.7%PE287.4x
KDC KIDO Group₫62.90k1.5%
+₫240.6b
8.1%PE156x
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Latest News

CAN

₫53,000.00

Ha Long Canned Food

7D

-11.7%

1Y

32.5%

VHC

₫64,100.00

Vinh Hoan

7D

-2.6%

1Y

19.3%

SAB

₫58,600.00

Saigon Beer - Alcohol - Beverage

7D

1.4%

1Y

-38.5%

KDC

₫62,900.00

KIDO Group

7D

1.5%

1Y

8.1%

HAG

₫12,600.00

Hoang Anh Gia Lai

7D

-4.2%

1Y

53.7%

DBC

₫29,700.00

Dabaco Group

7D

4.0%

1Y

102.7%

BAF

₫25,100.00

BAF Vietnam Agriculture

7D

-2.3%

1Y

21.0%

BHN

₫39,000.00

Hanoi Beer Alcohol and Beverage

7D

1.6%

1Y

-14.3%

VNM

₫71,500.00

Vietnam Dairy Products

7D

5.8%

1Y

-7.4%

MSN

₫68,800.00

Masan Group

7D

6.0%

1Y

-26.7%

SGC

₫59,500.00

Sa Giang Import Export

7D

-9.7%

1Y

-23.6%

LIX

₫60,800.00

Lix Detergent

7D

-1.0%

1Y

46.5%

BCF

₫29,000.00

Bich Chi Food

7D

-2.4%

1Y

-8.3%

SSC

₫30,700.00

Southern Seed

7D

-7.0%

1Y

-7.3%

SBT

₫13,600.00

Thanh Thanh Cong - Bien Hoa

7D

2.3%

1Y

-0.3%