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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedApr 16, 2025
DataAggregated Company Financials
Companies53
- 7D6.9%
- 3M-7.7%
- 1Y-8.1%
- YTD-10.6%
In the last week, the Consumer Staples industry is up 2.5%, with Saigon Beer - Alcohol - Beverage up 14%. In contrast, the industry has lost 7.8% in the last 12 months. Earnings are forecast to grow by 16% 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 |
|---|---|---|---|---|---|---|
| Wed, 16 Apr 2025 | ₫389.2t | ₫338.2t | ₫23.1t | 12.3x | 16.9x | 1.2x |
| Fri, 14 Mar 2025 | ₫430.4t | ₫335.5t | ₫23.5t | 11.3x | 18.3x | 1.3x |
| Sun, 09 Feb 2025 | ₫423.2t | ₫330.6t | ₫23.1t | 11.6x | 18.3x | 1.3x |
| Tue, 07 Jan 2025 | ₫423.4t | ₫321.5t | ₫21.7t | 12.6x | 19.5x | 1.3x |
| Thu, 05 Dec 2024 | ₫433.9t | ₫321.5t | ₫21.7t | 11.6x | 20x | 1.3x |
| Sat, 02 Nov 2024 | ₫438.4t | ₫321.1t | ₫21.8t | 11.7x | 20.1x | 1.4x |
| Mon, 30 Sep 2024 | ₫457.5t | ₫315.8t | ₫20.6t | 12.6x | 22.2x | 1.4x |
| Wed, 28 Aug 2024 | ₫465.1t | ₫316.2t | ₫19.4t | 12.9x | 24x | 1.5x |
| Fri, 26 Jul 2024 | ₫435.5t | ₫309.9t | ₫19.5t | 13.9x | 22.4x | 1.4x |
| Sun, 23 Jun 2024 | ₫454.5t | ₫306.5t | ₫19.1t | 12.4x | 23.8x | 1.5x |
| Tue, 21 May 2024 | ₫451.3t | ₫309.9t | ₫19.1t | 12x | 23.7x | 1.5x |
| Thu, 18 Apr 2024 | ₫416.8t | ₫307.2t | ₫18.0t | 12.7x | 23.1x | 1.4x |
| Sat, 16 Mar 2024 | ₫454.9t | ₫307.0t | ₫18.2t | 12.6x | 24.9x | 1.5x |
| Mon, 12 Feb 2024 | ₫427.0t | ₫306.4t | ₫16.0t | 11.8x | 26.6x | 1.4x |
| Wed, 10 Jan 2024 | ₫436.8t | ₫308.2t | ₫16.0t | 12.9x | 27.3x | 1.4x |
| Fri, 08 Dec 2023 | ₫434.6t | ₫308.2t | ₫16.0t | 12.4x | 27.2x | 1.4x |
| Sun, 05 Nov 2023 | ₫426.7t | ₫307.7t | ₫16.1t | 12x | 26.4x | 1.4x |
| Tue, 03 Oct 2023 | ₫479.8t | ₫306.2t | ₫16.9t | 13.5x | 28.3x | 1.6x |
| Thu, 31 Aug 2023 | ₫499.2t | ₫307.6t | ₫16.9t | 13.8x | 29.5x | 1.6x |
| Sat, 29 Jul 2023 | ₫506.6t | ₫303.4t | ₫18.2t | 12.3x | 27.9x | 1.7x |
| Mon, 26 Jun 2023 | ₫467.9t | ₫305.2t | ₫17.8t | 11.7x | 26.3x | 1.5x |
| Wed, 24 May 2023 | ₫450.3t | ₫305.1t | ₫17.8t | 10x | 25.3x | 1.5x |
| Fri, 21 Apr 2023 | ₫479.0t | ₫309.3t | ₫21.3t | 10x | 22.5x | 1.5x |
| Sun, 19 Mar 2023 | ₫499.4t | ₫311.5t | ₫21.7t | 8.6x | 23x | 1.6x |
| Tue, 14 Feb 2023 | ₫517.0t | ₫308.8t | ₫25.4t | 8.9x | 20.4x | 1.7x |
| Thu, 12 Jan 2023 | ₫526.0t | ₫306.9t | ₫30.5t | 8.9x | 17.3x | 1.7x |
| Sat, 10 Dec 2022 | ₫526.6t | ₫306.9t | ₫30.5t | 9x | 17.3x | 1.7x |
| Mon, 07 Nov 2022 | ₫510.2t | ₫306.8t | ₫30.9t | 9x | 16.5x | 1.7x |
| Wed, 05 Oct 2022 | ₫517.2t | ₫297.4t | ₫30.2t | 11x | 17.1x | 1.7x |
| Fri, 02 Sep 2022 | ₫583.1t | ₫295.7t | ₫29.9t | 12.6x | 19.5x | 2x |
| Sun, 31 Jul 2022 | ₫552.2t | ₫296.1t | ₫30.1t | 12.2x | 18.4x | 1.9x |
| Tue, 28 Jun 2022 | ₫544.3t | ₫300.1t | ₫29.2t | 14.4x | 18.6x | 1.8x |
| Thu, 26 May 2022 | ₫529.2t | ₫300.1t | ₫29.2t | 14.8x | 18.1x | 1.8x |
| Sat, 23 Apr 2022 | ₫585.5t | ₫294.8t | ₫27.3t | 18.9x | 21.4x | 2x |
Price to Earnings Ratio
21.4x
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 17.1x which is lower than its 3-year average PE of 22.3x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Consumer Staples industry have declined 5.5% per year over the last three years.
- Meanwhile revenues for these companies have grown 4.7% 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 | 7.91% | |
| Consumer Staples | 6.90% | |
| Beverage | 12.30% | |
| Household Products | 6.29% | |
| Food | 5.74% | |
| Tobacco | 5.08% | |
Industry PE
- Investors are most optimistic about the Food industry even though it's trading below its 3-year average PE ratio of 23.3x.
- Analysts expect its future annual earnings growth (19.2%) to be largely in line with prior year's earnings growth.
- 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 19% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Beverage industry is expected to see its earnings grow by 3.0% 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 | |
|---|---|---|---|---|---|
| SAB Saigon Beer - Alcohol - Beverage | ₫48.70k | 14.3% +₫7.8t | -11.1% | PE14.8x | |
| MSN Masan Group | ₫58.50k | 8.3% +₫6.5t | -11.5% | PE42.1x | |
| VNM Vietnam Dairy Products | ₫56.30k | 3.3% +₫3.8t | -12.0% | PE14x | |
| HAG Hoang Anh Gia Lai | ₫12.15k | 18.5% +₫2.0t | -3.6% | PE12.7x | |
| SBT Thanh Thanh Cong - Bien Hoa | ₫16.00k | 9.2% +₫1.1t | 53.0% | PE18.8x |