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Vietnamese (HOSE) Consumer Staples Sector Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies54
- 7D0.2%
- 3M-6.6%
- 1Y0.2%
- YTD-3.6%
In the last week, the Consumer Staples industry is flat overall, with Vinh Hoan standing out by going down 3.2%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 22% 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 |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | ₫431.1t | ₫321.7t | ₫21.8t | 11.4x | 19.8x | 1.3x |
| Tue, 22 Oct 2024 | ₫452.5t | ₫317.3t | ₫21.0t | 11.9x | 21.6x | 1.4x |
| Thu, 19 Sep 2024 | ₫457.7t | ₫314.2t | ₫20.6t | 12x | 22.2x | 1.5x |
| Sat, 17 Aug 2024 | ₫464.2t | ₫316.2t | ₫19.4t | 12.5x | 24x | 1.5x |
| Mon, 15 Jul 2024 | ₫450.9t | ₫309.5t | ₫19.4t | 12.8x | 23.2x | 1.5x |
| Wed, 12 Jun 2024 | ₫469.1t | ₫306.5t | ₫19.1t | 12.5x | 24.5x | 1.5x |
| Fri, 10 May 2024 | ₫440.9t | ₫310.6t | ₫19.1t | 12.4x | 23.1x | 1.4x |
| Sun, 07 Apr 2024 | ₫440.4t | ₫306.5t | ₫18.1t | 13.6x | 24.3x | 1.4x |
| Tue, 05 Mar 2024 | ₫449.7t | ₫306.5t | ₫16.1t | 12.4x | 28x | 1.5x |
| Thu, 01 Feb 2024 | ₫423.1t | ₫309.3t | ₫16.0t | 12.9x | 26.5x | 1.4x |
| Sat, 30 Dec 2023 | ₫436.8t | ₫308.2t | ₫16.0t | 12.9x | 27.3x | 1.4x |
| Mon, 27 Nov 2023 | ₫424.4t | ₫308.1t | ₫16.0t | 12.4x | 26.6x | 1.4x |
| Wed, 25 Oct 2023 | ₫442.9t | ₫306.4t | ₫17.0t | 12.1x | 26.1x | 1.4x |
| Fri, 22 Sep 2023 | ₫500.9t | ₫306.1t | ₫16.9t | 14.3x | 29.6x | 1.6x |
| Sun, 20 Aug 2023 | ₫480.0t | ₫307.6t | ₫16.9t | 13.8x | 28.4x | 1.6x |
| Tue, 18 Jul 2023 | ₫484.2t | ₫305.3t | ₫17.7t | 11.9x | 27.3x | 1.6x |
| Thu, 15 Jun 2023 | ₫468.7t | ₫305.2t | ₫17.8t | 11.5x | 26.4x | 1.5x |
| Sat, 13 May 2023 | ₫464.2t | ₫305.1t | ₫17.7t | 9.8x | 26.2x | 1.5x |
| Mon, 10 Apr 2023 | ₫484.2t | ₫310.8t | ₫21.6t | 9.2x | 22.4x | 1.6x |
| Wed, 08 Mar 2023 | ₫483.5t | ₫309.5t | ₫21.8t | 9.2x | 22.2x | 1.6x |
| Fri, 03 Feb 2023 | ₫527.7t | ₫306.5t | ₫24.1t | 9.2x | 21.9x | 1.7x |
| Sun, 01 Jan 2023 | ₫504.8t | ₫306.9t | ₫30.5t | 9.5x | 16.6x | 1.6x |
| Tue, 29 Nov 2022 | ₫523.8t | ₫306.9t | ₫30.5t | 9.5x | 17.2x | 1.7x |
| Thu, 27 Oct 2022 | ₫495.1t | ₫306.0t | ₫31.3t | 9.7x | 15.8x | 1.6x |
| Sat, 24 Sep 2022 | ₫570.6t | ₫297.4t | ₫30.2t | 11.6x | 18.9x | 1.9x |
| Mon, 22 Aug 2022 | ₫577.5t | ₫295.7t | ₫29.9t | 12.4x | 19.3x | 2x |
| Wed, 20 Jul 2022 | ₫525.4t | ₫293.7t | ₫29.0t | 13.9x | 18.1x | 1.8x |
| Fri, 17 Jun 2022 | ₫537.2t | ₫300.1t | ₫29.2t | 14.3x | 18.4x | 1.8x |
| Sun, 15 May 2022 | ₫506.1t | ₫300.1t | ₫29.3t | 13.2x | 17.3x | 1.7x |
| Tue, 12 Apr 2022 | ₫601.3t | ₫296.4t | ₫27.0t | 21.1x | 22.3x | 2x |
| Thu, 10 Mar 2022 | ₫596.9t | ₫296.7t | ₫27.1t | 21.5x | 22x | 2x |
| Sat, 05 Feb 2022 | ₫581.6t | ₫296.4t | ₫28.3t | 20.4x | 20.5x | 2x |
| Mon, 03 Jan 2022 | ₫634.5t | ₫289.3t | ₫21.9t | 24.7x | 29x | 2.2x |
| Wed, 01 Dec 2021 | ₫604.0t | ₫288.6t | ₫21.8t | 25.4x | 27.7x | 2.1x |
Price to Earnings Ratio
27.7x
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 19.8x which is lower than its 3-year average PE of 23.1x.
- 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 3.7% 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 and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Staples sector?
| VN Market | 0.66% | |
| Consumer Staples | 0.23% | |
| Food | 0.40% | |
| Food and Staples Retail | 0% | |
| Personal Products | 0% | |
| Beverage | -0.35% | |
| Tobacco | -0.87% | |
| Household Products | -2.24% | |
Industry PE
- Investors are most optimistic about the Food industry even though it's trading below its 3-year average PE ratio of 23.9x.
- Analysts are expecting annual earnings growth of 26.2%, which is higher than its past year's earnings growth of 19.9% 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 growth rate of 20% per year.
- In contrast, the Beverage industry is expected to see its earnings grow by 5.4% 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 | ₫64.30k | 0.9% +₫1.3t | -5.9% | PE15.6x | |
| MSN Masan Group | ₫71.00k | 0.6% +₫575.3b | 14.9% | PE75.2x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x | |
| BAF BAF Vietnam Agriculture | ₫24.40k | 4.7% +₫262.9b | 10.9% | n/a | |
| BCF Bich Chi Food | ₫42.00k | 5.0% +₫67.8b | 53.7% | PE16.2x |