Vietnamese (HOSE) Brewers Industry Analysis
UpdatedMay 21, 2022
DataAggregated Company Financials
Companies5
- 7D-3.8%
- 3M-7.8%
- 1Y2.3%
- YTD-1.7%
Over the last 7 days, the Brewers industry has dropped 3.8%, driven by a pullback from Saigon Beer - Alcohol - Beverage of 3.8%. Meanwhile, Sai Gon - Mien Trung Beer actually outperformed within the industry, gaining 6.1% in the last week. As for the longer term, the industry's performance has been flat for the past year. As for the next few years, earnings are expected to grow by 14% per annum.
Industry Valuation and Performance
Has the Vietnamese Brewers Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 21 May 2022 | ₫118.6t | ₫36.2t | ₫4.1t | 32.6x |
| Mon, 18 Apr 2022 | ₫123.1t | ₫34.8t | ₫3.8t | 35.2x |
| Wed, 16 Mar 2022 | ₫112.1t | ₫33.8t | ₫4.0t | 29.7x |
| Fri, 11 Feb 2022 | ₫116.5t | ₫33.8t | ₫4.0t | 29x |
| Sun, 09 Jan 2022 | ₫114.0t | ₫33.6t | ₫4.2t | 26.9x |
| Tue, 07 Dec 2021 | ₫112.6t | ₫33.6t | ₫4.2t | 26.4x |
| Thu, 04 Nov 2021 | ₫126.8t | ₫38.4t | ₫5.3t | 23.9x |
| Sat, 02 Oct 2021 | ₫114.7t | ₫38.5t | ₫5.4t | 19.7x |
| Mon, 30 Aug 2021 | ₫108.4t | ₫39.6t | ₫5.5t | 16.2x |
| Tue, 06 Jul 2021 | ₫125.1t | ₫39.6t | ₫5.5t | 14.7x |
| Fri, 09 Apr 2021 | ₫133.4t | ₫39.8t | ₫5.7t | 17.4x |
| Thu, 31 Dec 2020 | ₫144.4t | ₫38.1t | ₫5.4t | 27.3x |
| Sun, 04 Oct 2020 | ₫136.0t | ₫40.7t | ₫4.6t | 29.3x |
| Wed, 08 Jul 2020 | ₫113.8t | ₫42.2t | ₫4.5t | 24.8x |
| Tue, 31 Mar 2020 | ₫90.3t | ₫44.4t | ₫4.8t | 9.3x |
| Fri, 03 Jan 2020 | ₫165.1t | ₫50.0t | ₫5.3t | 9.2x |
| Mon, 07 Oct 2019 | ₫187.5t | ₫49.8t | ₫5.3t | 9.1x |
| Sun, 30 Jun 2019 | ₫199.6t | ₫48.3t | ₫4.9t | 11.5x |
Median PE Ratio
17.8x
Current Industry PE
- Investors are optimistic on the industry, and appear confident in long-term growth rates.
- The industry is trading at a PE ratio of 32.6x which is higher than its 3-year average PE of 19.7x.
Past Earnings Growth
- The earnings for companies in the Brewers industry have declined 4.0% per year over the last three years,
- Revenues have also declined 8.9% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Comparison
How does Vietnamese Brewers compare with similar industries?
| VN Market | 4.67% | |
| Consumer Staples | 3.82% | |
| Beverage | -3.77% | |
| Brewers | -3.82% | |
| Distillers and Wine Makers | 8.56% | |
| Soft Drinks | 1.71% | |
Industry PEThere is insufficient data on the sub-industries of this industry.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SMB Sai Gon - Mien Trung Beer | ₫41.50k | 6.1% +₫71.6b | 3.8% | n/a |