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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedJan 17, 2025
DataAggregated Company Financials
Companies54
- 7D-0.2%
- 3M-7.4%
- 1Y-3.7%
- YTD-3.2%
Over the last 7 days, the Consumer Staples industry has remained flat. As for the longer term, the industry has declined 3.7% in the last year. Earnings are forecast to grow by 20% 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 |
|---|---|---|---|---|---|---|
| Fri, 17 Jan 2025 | ₫421.5t | ₫321.5t | ₫21.7t | 12.4x | 19.4x | 1.3x |
| Sun, 15 Dec 2024 | ₫439.5t | ₫321.5t | ₫21.7t | 11.3x | 20.2x | 1.4x |
| Tue, 12 Nov 2024 | ₫437.1t | ₫321.7t | ₫21.8t | 11.8x | 20.1x | 1.4x |
| Thu, 10 Oct 2024 | ₫449.8t | ₫315.8t | ₫20.6t | 12.5x | 21.8x | 1.4x |
| Sat, 07 Sep 2024 | ₫468.7t | ₫316.3t | ₫19.4t | 13x | 24.2x | 1.5x |
| Mon, 05 Aug 2024 | ₫452.3t | ₫314.1t | ₫20.3t | 13.1x | 22.2x | 1.4x |
| Wed, 03 Jul 2024 | ₫457.3t | ₫309.5t | ₫19.4t | 12.7x | 23.5x | 1.5x |
| Fri, 31 May 2024 | ₫452.9t | ₫306.0t | ₫19.0t | 12.3x | 23.8x | 1.5x |
| Sun, 28 Apr 2024 | ₫422.6t | ₫309.0t | ₫18.0t | 12.6x | 23.5x | 1.4x |
| Tue, 26 Mar 2024 | ₫445.2t | ₫307.0t | ₫18.2t | 12x | 24.4x | 1.5x |
| Thu, 22 Feb 2024 | ₫439.8t | ₫306.4t | ₫16.0t | 12x | 27.4x | 1.4x |
| Sat, 20 Jan 2024 | ₫437.2t | ₫308.9t | ₫16.1t | 13.5x | 27.1x | 1.4x |
| Mon, 18 Dec 2023 | ₫429.0t | ₫308.2t | ₫16.0t | 12.7x | 26.8x | 1.4x |
| Wed, 15 Nov 2023 | ₫424.8t | ₫308.7t | ₫16.2t | 11.3x | 26.2x | 1.4x |
| Fri, 13 Oct 2023 | ₫467.4t | ₫306.2t | ₫16.9t | 12.8x | 27.6x | 1.5x |
| Sun, 10 Sep 2023 | ₫510.4t | ₫306.1t | ₫16.7t | 14.2x | 30.7x | 1.7x |
| Tue, 08 Aug 2023 | ₫508.7t | ₫307.6t | ₫16.9t | 14.7x | 30.1x | 1.7x |
| Thu, 06 Jul 2023 | ₫468.3t | ₫305.2t | ₫17.8t | 11.4x | 26.3x | 1.5x |
| Sat, 03 Jun 2023 | ₫451.6t | ₫305.1t | ₫17.8t | 11.4x | 25.4x | 1.5x |
| Mon, 01 May 2023 | ₫467.8t | ₫306.0t | ₫20.2t | 10.4x | 23.2x | 1.5x |
| Wed, 29 Mar 2023 | ₫488.4t | ₫312.0t | ₫21.8t | 9x | 22.4x | 1.6x |
| Fri, 24 Feb 2023 | ₫507.9t | ₫309.6t | ₫21.8t | 9.1x | 23.3x | 1.6x |
| Sun, 22 Jan 2023 | ₫544.0t | ₫308.1t | ₫30.4t | 10x | 17.9x | 1.8x |
| Tue, 20 Dec 2022 | ₫516.1t | ₫306.9t | ₫30.5t | 9.6x | 16.9x | 1.7x |
| Thu, 17 Nov 2022 | ₫496.3t | ₫306.9t | ₫30.5t | 8x | 16.3x | 1.6x |
| Sat, 15 Oct 2022 | ₫503.2t | ₫297.4t | ₫29.9t | 10.7x | 16.8x | 1.7x |
| Mon, 12 Sep 2022 | ₫585.1t | ₫295.7t | ₫29.9t | 12.4x | 19.6x | 2x |
| Wed, 10 Aug 2022 | ₫555.3t | ₫295.7t | ₫29.9t | 12.4x | 18.6x | 1.9x |
| Fri, 08 Jul 2022 | ₫525.5t | ₫293.7t | ₫29.0t | 13.7x | 18.1x | 1.8x |
| Sun, 05 Jun 2022 | ₫551.1t | ₫300.1t | ₫29.2t | 14.9x | 18.9x | 1.8x |
| Tue, 03 May 2022 | ₫570.1t | ₫300.4t | ₫28.1t | 17x | 20.3x | 1.9x |
| Thu, 31 Mar 2022 | ₫596.0t | ₫297.6t | ₫27.1t | 21.4x | 22x | 2x |
| Sat, 26 Feb 2022 | ₫612.5t | ₫297.0t | ₫28.3t | 22.1x | 21.6x | 2.1x |
| Mon, 24 Jan 2022 | ₫595.7t | ₫290.4t | ₫22.2t | 24.8x | 26.9x | 2.1x |
Price to Earnings Ratio
26.9x
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 19.4x which is lower than its 3-year average PE of 22.7x.
- 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 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 | -0.15% | |
| Consumer Staples | -0.18% | |
| Tobacco | 0.77% | |
| Beverage | 0.56% | |
| Food and Staples Retail | 0% | |
| Personal Products | 0% | |
| Food | -0.35% | |
| Household Products | -0.43% | |
Industry PE
- Investors are most optimistic about the Food industry even though it's trading below its 3-year average PE ratio of 23.5x.
- 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 | |
|---|---|---|---|---|---|
| VNM Vietnam Dairy Products | ₫62.00k | 1.1% +₫1.5t | -8.8% | PE15.1x | |
| MSN Masan Group | ₫65.90k | 0.6% +₫575.3b | -2.8% | PE69.8x | |
| VHC Vinh Hoan | ₫67.10k | 3.2% +₫471.4b | 4.8% | PE17.1x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x | |
| PAN PAN Group | ₫25.40k | 7.2% +₫355.1b | 23.6% | PE9.3x |