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Vietnamese (HOSE) Food Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies44
- 7D0.9%
- 3M-7.1%
- 1Y-3.6%
- YTD-3.4%
Over the last 7 days, the Food industry has risen 1.1%, driven by gains from Vietnam Dairy Products of 0.8%. In the past year, the industry is down 3.3%. As for the next few years, earnings are expected to grow by 24% per annum.
Industry Valuation and Performance
Has the Vietnamese Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 21 Jan 2025 | ₫336.6t | ₫271.0t | ₫16.7t | 12.9x | 20.2x | 1.2x |
| Thu, 19 Dec 2024 | ₫353.8t | ₫271.0t | ₫16.7t | 11.7x | 21.2x | 1.3x |
| Sat, 16 Nov 2024 | ₫343.1t | ₫271.2t | ₫16.7t | 11.7x | 20.5x | 1.3x |
| Mon, 14 Oct 2024 | ₫367.8t | ₫265.6t | ₫15.7t | 13x | 23.5x | 1.4x |
| Wed, 11 Sep 2024 | ₫373.2t | ₫265.7t | ₫15.7t | 12.6x | 23.8x | 1.4x |
| Fri, 09 Aug 2024 | ₫367.6t | ₫266.1t | ₫14.4t | 12.6x | 25.5x | 1.4x |
| Sun, 07 Jul 2024 | ₫365.8t | ₫259.6t | ₫14.5t | 12.2x | 25.1x | 1.4x |
| Tue, 04 Jun 2024 | ₫363.3t | ₫256.1t | ₫14.2t | 12x | 25.6x | 1.4x |
| Thu, 02 May 2024 | ₫337.1t | ₫259.3t | ₫13.1t | 12.2x | 25.7x | 1.3x |
| Sat, 30 Mar 2024 | ₫358.4t | ₫258.6t | ₫13.3t | 14.2x | 26.9x | 1.4x |
| Mon, 26 Feb 2024 | ₫347.3t | ₫258.2t | ₫11.2t | 12x | 31.1x | 1.3x |
| Wed, 24 Jan 2024 | ₫342.6t | ₫258.7t | ₫11.3t | 14.4x | 30.3x | 1.3x |
| Fri, 22 Dec 2023 | ₫335.4t | ₫258.2t | ₫11.1t | 13.2x | 30.1x | 1.3x |
| Sun, 19 Nov 2023 | ₫334.7t | ₫258.7t | ₫11.3t | 12.2x | 29.5x | 1.3x |
| Tue, 17 Oct 2023 | ₫364.6t | ₫255.9t | ₫11.8t | 12.7x | 30.9x | 1.4x |
| Thu, 14 Sep 2023 | ₫386.1t | ₫255.9t | ₫11.5t | 14x | 33.5x | 1.5x |
| Sat, 12 Aug 2023 | ₫379.9t | ₫257.3t | ₫11.8t | 14.3x | 32.2x | 1.5x |
| Mon, 10 Jul 2023 | ₫356.4t | ₫253.7t | ₫12.1t | 11.8x | 29.5x | 1.4x |
| Wed, 07 Jun 2023 | ₫339.3t | ₫253.7t | ₫12.1t | 11.3x | 28.1x | 1.3x |
| Fri, 05 May 2023 | ₫334.8t | ₫253.8t | ₫12.5t | 9.7x | 26.8x | 1.3x |
| Sun, 02 Apr 2023 | ₫353.4t | ₫257.7t | ₫15.7t | 8.9x | 22.6x | 1.4x |
| Tue, 28 Feb 2023 | ₫356.7t | ₫256.8t | ₫15.7t | 9x | 22.7x | 1.4x |
| Thu, 26 Jan 2023 | ₫409.0t | ₫258.4t | ₫24.2t | 10x | 16.9x | 1.6x |
| Sat, 24 Dec 2022 | ₫384.4t | ₫257.3t | ₫24.3t | 9.4x | 15.8x | 1.5x |
| Mon, 21 Nov 2022 | ₫377.0t | ₫257.3t | ₫24.3t | 8.8x | 15.5x | 1.5x |
| Wed, 19 Oct 2022 | ₫375.9t | ₫253.3t | ₫24.8t | 10.7x | 15.1x | 1.5x |
| Fri, 16 Sep 2022 | ₫436.4t | ₫253.4t | ₫25.4t | 12.2x | 17.2x | 1.7x |
| Sun, 14 Aug 2022 | ₫423.9t | ₫253.4t | ₫25.4t | 12.9x | 16.7x | 1.7x |
| Tue, 12 Jul 2022 | ₫407.4t | ₫250.3t | ₫24.6t | 14.1x | 16.6x | 1.6x |
| Thu, 09 Jun 2022 | ₫441.8t | ₫256.7t | ₫24.8t | 15.3x | 17.8x | 1.7x |
| Sat, 07 May 2022 | ₫444.1t | ₫255.2t | ₫25.1t | 16.3x | 17.7x | 1.7x |
| Mon, 04 Apr 2022 | ₫488.9t | ₫255.5t | ₫22.8t | 21.5x | 21.5x | 1.9x |
| Wed, 02 Mar 2022 | ₫484.2t | ₫255.9t | ₫24.0t | 22.4x | 20.2x | 1.9x |
| Fri, 28 Jan 2022 | ₫466.3t | ₫250.8t | ₫17.7t | 23.3x | 26.3x | 1.9x |
Price to Earnings Ratio
26.3x
Current Industry PE
- Investors are pessimistic on the Vietnamese Food 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 20.2x which is lower than its 3-year average PE of 23.5x.
- 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 Food industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 2.6% 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 industry?
| VN Market | 1.20% | |
| Consumer Staples | 0.74% | |
| Food | 0.94% | |
| Packaged Foods and Meats | 0.99% | |
| Agricultural Products | -0.22% | |
Industry PE
- Investors are most optimistic about the Packaged Foods and Meats industry, which is trading close to its 3-year average PE ratio of 21.7x.
- Analysts are expecting annual earnings growth of 24.0%, which is higher than its past year's earnings growth of 9.1% per year.
- Investors are most pessimistic about the Agricultural Products industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings growth rate of 9.1% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 24% 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 | |
|---|---|---|---|---|---|
| MSN Masan Group | ₫65.70k | 3.1% +₫2.9t | -2.7% | PE69.6x | |
| VHC Vinh Hoan | ₫70.20k | 6.2% +₫920.3b | 10.6% | PE17.9x | |
| HAG Hoang Anh Gia Lai | ₫11.95k | 3.5% +₫423.0b | -18.4% | PE7.1x | |
| VNM Vietnam Dairy Products | ₫61.80k | 0.3% +₫418.0b | -8.7% | PE15x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.68k | 7.3% +₫354.7b | 11.7% | PS10.9x |