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Vietnamese (HOSE) Food Industry Analysis

UpdatedMar 19, 2024
DataAggregated Company Financials
Companies44
  • 7D-1.3%
  • 3M9.3%
  • 1Y0.9%
  • YTD4.5%

Over the last 7 days, the Food industry has remained flat, although notably Vietnam Dairy Products declined by 3.4%. Furthermore, the industry has been flat for the past year as well. Earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

Has the Vietnamese Food Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024₫360.3t₫258.6t₫13.3t12.3x27.1x1.4x
Thu, 15 Feb 2024₫337.5t₫258.1t₫11.1t11.7x30.3x1.3x
Sat, 13 Jan 2024₫337.8t₫258.6t₫11.3t14.2x30x1.3x
Mon, 11 Dec 2023₫340.9t₫258.2t₫11.1t13x30.6x1.3x
Wed, 08 Nov 2023₫329.6t₫258.5t₫11.2t12x29.4x1.3x
Fri, 06 Oct 2023₫370.8t₫255.9t₫11.8t13.5x31.5x1.4x
Sun, 03 Sep 2023₫385.1t₫255.9t₫11.4t13.8x33.7x1.5x
Tue, 01 Aug 2023₫393.3t₫254.0t₫13.1t12.3x30x1.5x
Thu, 29 Jun 2023₫355.2t₫253.7t₫12.1t11.6x29.4x1.4x
Sat, 27 May 2023₫335.0t₫253.6t₫12.1t9.9x27.7x1.3x
Mon, 24 Apr 2023₫349.9t₫255.4t₫14.9t9.5x23.4x1.4x
Wed, 22 Mar 2023₫355.4t₫258.7t₫15.6t8.9x22.8x1.4x
Fri, 17 Feb 2023₫383.1t₫255.9t₫19.3t9.2x19.9x1.5x
Sun, 15 Jan 2023₫394.7t₫257.3t₫24.3t9.2x16.2x1.5x
Tue, 13 Dec 2022₫393.0t₫257.3t₫24.3t9.5x16.2x1.5x
Thu, 10 Nov 2022₫363.2t₫257.3t₫24.7t8.7x14.7x1.4x
Sat, 08 Oct 2022₫358.8t₫253.3t₫24.8t10.8x14.4x1.4x
Mon, 05 Sep 2022₫444.6t₫253.4t₫25.4t12.7x17.5x1.8x
Wed, 03 Aug 2022₫427.5t₫252.9t₫25.9t12x16.5x1.7x
Fri, 01 Jul 2022₫426.8t₫256.7t₫24.8t15.1x17.2x1.7x
Sun, 29 May 2022₫430.0t₫256.7t₫24.8t15.5x17.4x1.7x
Tue, 26 Apr 2022₫436.2t₫253.2t₫23.3t17.2x18.7x1.7x
Thu, 24 Mar 2022₫474.5t₫255.5t₫22.7t21.9x20.9x1.9x
Sat, 19 Feb 2022₫493.9t₫255.9t₫24.0t22.4x20.6x1.9x
Mon, 17 Jan 2022₫481.1t₫248.8t₫17.3t23.8x27.8x1.9x
Wed, 15 Dec 2021₫498.8t₫248.8t₫17.3t23.9x28.9x2x
Fri, 12 Nov 2021₫482.0t₫248.2t₫17.2t24.3x28x1.9x
Sun, 10 Oct 2021₫462.9t₫244.4t₫17.2t18.3x26.9x1.9x
Tue, 07 Sep 2021₫434.9t₫249.5t₫17.3t18.7x25.1x1.7x
Thu, 05 Aug 2021₫439.2t₫258.8t₫16.1t14.3x27.2x1.7x
Sun, 09 May 2021₫408.9t₫251.1t₫14.7t14.6x27.9x1.6x
Price to Earnings Ratio

28.5x


Total Market Cap: ₫417.7tTotal Earnings: ₫14.7tTotal Revenue: ₫251.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Food Industry Price to Earnings3Y Average 24.6x202220232024
Current Industry PE
  • Investors are optimistic on the Vietnamese Food industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 27.4x which is higher than its 3-year average PE of 24.5x.
  • The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
  • The earnings for companies in the Food industry have declined 3.2% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, 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 industry?

VN Market0.59%
Consumer Staples-1.82%
Food-1.34%
Packaged Foods and Meats-1.29%
Agricultural Products-2.35%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 21.9x.
    • Analysts are expecting annual earnings growth of 26.0%, which is higher than its past year's earnings decline of 6.7% 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 26% over the next 5 years.
  • This is better than its past earnings decline of 6.7% per year.
  • In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 26% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MSN Masan Group₫77.90k0.5%
+₫572.3b
-4.4%PE266.2x
VHC Vinh Hoan₫77.00k2.9%
+₫493.8b
65.0%PE19.3x
BAF BAF Vietnam Agriculture₫28.40k2.7%
+₫107.6b
44.2%n/a
NAF Nafoods Group₫16.45k8.9%
+₫84.9b
62.1%PE9.5x
PAN PAN Group₫24.00k1.5%
+₫73.1b
51.4%PE12.3x
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Latest News

LAF

₫14,000.00

Long An Food Processing Export

7D

-17.6%

1Y

0.7%

MSN

₫77,900.00

Masan Group

7D

0.5%

1Y

-4.4%

PAN

₫24,000.00

PAN Group

7D

1.5%

1Y

51.4%

VNM

₫67,900.00

Vietnam Dairy Products

7D

-3.4%

1Y

-8.6%

VHC

₫77,000.00

Vinh Hoan

7D

2.9%

1Y

65.0%

SBT

₫12,400.00

Thanh Thanh Cong - Bien Hoa

7D

-3.1%

1Y

-2.9%

BBC

₫53,800.00

Bibica

7D

4.5%

1Y

-13.2%

KDC

₫63,200.00

KIDO Group

7D

-0.5%

1Y

17.3%

HAG

₫11,750.00

Hoang Anh Gia Lai

7D

-3.7%

1Y

60.3%

NAF

₫16,450.00

Nafoods Group

7D

8.9%

1Y

62.1%

BAF

₫28,400.00

BAF Vietnam Agriculture

7D

2.7%

1Y

44.2%

HHC

₫79,100.00

HaiHa Confectionery

7D

-3.1%

1Y

n/a

ANV

₫33,900.00

Nam Viet

7D

-3.0%

1Y

13.0%

SLS

₫151,600.00

Son La Sugar

7D

1.3%

1Y

3.4%

DAT

₫10,400.00

Travel Investment and Seafood Development

7D

4.6%

1Y

-7.1%