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Vietnamese (HOSE) Food Industry Analysis

UpdatedMar 29, 2024
DataAggregated Company Financials
Companies45
  • 7D-0.4%
  • 3M6.4%
  • 1Y1.1%
  • YTD4.9%

Last week, the Food industry hasn't moved much but Vinacafé Bien Hoa is up 24% in that time. In line with that, the industry has also been flat over the past 12 months. 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
Fri, 29 Mar 2024₫361.5t₫258.6t₫13.3t13.9x27.1x1.4x
Sun, 25 Feb 2024₫347.3t₫258.2t₫11.2t12x31.1x1.3x
Tue, 23 Jan 2024₫343.6t₫258.7t₫11.3t13.9x30.4x1.3x
Thu, 21 Dec 2023₫335.3t₫258.2t₫11.1t12.7x30.1x1.3x
Sat, 18 Nov 2023₫334.7t₫258.7t₫11.3t12.2x29.5x1.3x
Mon, 16 Oct 2023₫364.6t₫255.9t₫11.8t12.7x30.9x1.4x
Wed, 13 Sep 2023₫390.7t₫255.9t₫11.5t14x33.9x1.5x
Fri, 11 Aug 2023₫377.9t₫257.3t₫11.8t14.4x32.1x1.5x
Sun, 09 Jul 2023₫356.4t₫253.7t₫12.1t11.8x29.5x1.4x
Tue, 06 Jun 2023₫339.9t₫253.7t₫12.1t11.2x28.1x1.3x
Thu, 04 May 2023₫342.3t₫254.9t₫13.1t10.1x26.2x1.3x
Sat, 01 Apr 2023₫353.4t₫257.7t₫15.7t8.9x22.6x1.4x
Mon, 27 Feb 2023₫366.7t₫256.8t₫15.7t9.1x23.3x1.4x
Wed, 25 Jan 2023₫409.0t₫258.4t₫24.2t10x16.9x1.6x
Fri, 23 Dec 2022₫385.8t₫257.3t₫24.3t9.4x15.9x1.5x
Sun, 20 Nov 2022₫377.0t₫257.3t₫24.3t8.8x15.5x1.5x
Tue, 18 Oct 2022₫366.0t₫253.3t₫24.8t10.7x14.7x1.4x
Thu, 15 Sep 2022₫435.8t₫253.4t₫25.4t12.2x17.1x1.7x
Sat, 13 Aug 2022₫423.1t₫253.4t₫25.4t12.9x16.6x1.7x
Mon, 11 Jul 2022₫411.2t₫250.3t₫24.6t14.3x16.7x1.6x
Wed, 08 Jun 2022₫441.8t₫256.7t₫24.8t15.3x17.8x1.7x
Fri, 06 May 2022₫444.6t₫255.2t₫25.1t16.7x17.7x1.7x
Sun, 03 Apr 2022₫488.9t₫255.5t₫22.8t21.5x21.5x1.9x
Tue, 01 Mar 2022₫480.0t₫255.9t₫24.0t22x20x1.9x
Thu, 27 Jan 2022₫465.6t₫250.7t₫17.7t25.9x26.3x1.9x
Sat, 25 Dec 2021₫516.4t₫248.8t₫17.3t24.6x29.9x2.1x
Mon, 22 Nov 2021₫475.7t₫248.1t₫17.2t24.8x27.7x1.9x
Wed, 20 Oct 2021₫459.8t₫244.4t₫17.2t19.3x26.7x1.9x
Fri, 17 Sep 2021₫459.5t₫244.4t₫17.2t18.3x26.7x1.9x
Sun, 15 Aug 2021₫448.5t₫258.8t₫16.1t15x27.8x1.7x
Thu, 10 Jun 2021₫418.0t₫251.1t₫14.7t15.3x28.5x1.7x
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 relatively neutral on the Vietnamese Food industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 24.6x.
  • 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 Market1.10%
Consumer Staples-0.26%
Food-0.40%
Agricultural Products0.79%
Packaged Foods and Meats-0.47%
Industry PE
  • Investors are most optimistic about the Packaged Foods and Meats industry which is trading above its 3-year average PE ratio of 22.0x.
    • Analysts are expecting annual earnings growth of 25.7%, 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
VCF Vinacafé Bien Hoa₫235.60k24.0%
+₫1.2t
4.2%PE13.9x
VHC Vinh Hoan₫79.30k3.9%
+₫673.4b
78.2%PE19.9x
HAG Hoang Anh Gia Lai₫12.95k2.0%
+₫231.8b
76.0%PE7x
PAN PAN Group₫25.10k4.6%
+₫229.8b
49.9%PE12.9x
DBC Dabaco Group₫32.20k2.1%
+₫157.3b
131.7%PE311.6x
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Latest News

SAF

₫61,000.00

Safoco Foodstuff

7D

19.6%

1Y

-7.0%

HAG

₫12,950.00

Hoang Anh Gia Lai

7D

2.0%

1Y

76.0%

VCF

₫235,600.00

Vinacafé Bien Hoa

7D

24.0%

1Y

4.2%

DBC

₫32,200.00

Dabaco Group

7D

2.1%

1Y

131.7%

VNM

₫67,700.00

Vietnam Dairy Products

7D

-1.0%

1Y

-9.7%

AGM

₫6,740.00

An Giang Import Export

7D

-10.5%

1Y

21.2%

MSN

₫76,000.00

Masan Group

7D

-2.6%

1Y

-4.0%

PAN

₫25,100.00

PAN Group

7D

4.6%

1Y

49.9%

VHC

₫79,300.00

Vinh Hoan

7D

3.9%

1Y

78.2%

VHE

₫2,900.00

Vietnam Herbs and Foods

7D

-3.3%

1Y

0%

KDC

₫62,600.00

KIDO Group

7D

-0.9%

1Y

2.8%

BAF

₫28,850.00

BAF Vietnam Agriculture

7D

2.5%

1Y

44.3%

SVN

₫3,900.00

Vexilla Viet Nam Group

7D

-4.9%

1Y

11.4%

SLS

₫163,900.00

Son La Sugar

7D

6.3%

1Y

10.0%

KHS

₫10,700.00

Kien Hung

7D

-9.3%

1Y

-40.9%

HNG

₫4,270.00

Hoang Anh Gia Lai Agricultural

7D

-1.8%

1Y

-2.3%