Vietnamese (HOSE) Food Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies45
- 7D-1.3%
- 3M2.1%
- 1Y-10.4%
- YTD-0.8%
Over the last 7 days, the Food industry has dropped 2.8%, and Vinh Hoan contributed the most with a 3.2% decline. Meanwhile, Thanh Thanh Cong - Bien Hoa actually outperformed within the industry, gaining 5.7% in the last week. The industry has fallen 9.7% in the last year. Earnings are forecast to grow by 26% annually.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₫349.8t | ₫259.7t | ₫14.6t | 13.9x | 24x | 1.3x |
| Sun, 23 Jun 2024 | ₫359.1t | ₫256.6t | ₫14.3t | 12.2x | 25.2x | 1.4x |
| Tue, 21 May 2024 | ₫361.0t | ₫260.0t | ₫14.2t | 12x | 25.4x | 1.4x |
| Thu, 18 Apr 2024 | ₫331.9t | ₫258.8t | ₫13.2t | 13.1x | 25.1x | 1.3x |
| Sat, 16 Mar 2024 | ₫364.8t | ₫258.6t | ₫13.3t | 12.6x | 27.4x | 1.4x |
| Mon, 12 Feb 2024 | ₫337.5t | ₫258.1t | ₫11.1t | 11.7x | 30.3x | 1.3x |
| Wed, 10 Jan 2024 | ₫342.6t | ₫258.2t | ₫11.1t | 13.7x | 30.8x | 1.3x |
| Fri, 08 Dec 2023 | ₫335.5t | ₫258.2t | ₫11.1t | 13.1x | 30.1x | 1.3x |
| Sun, 05 Nov 2023 | ₫330.3t | ₫258.6t | ₫11.2t | 12x | 29.5x | 1.3x |
| Tue, 03 Oct 2023 | ₫370.8t | ₫255.9t | ₫11.8t | 13.5x | 31.5x | 1.4x |
| Thu, 31 Aug 2023 | ₫381.0t | ₫257.4t | ₫11.8t | 13.8x | 32.3x | 1.5x |
| Sat, 29 Jul 2023 | ₫390.7t | ₫253.1t | ₫13.0t | 12.3x | 30x | 1.5x |
| Mon, 26 Jun 2023 | ₫352.2t | ₫253.7t | ₫12.1t | 11.5x | 29.1x | 1.4x |
| Wed, 24 May 2023 | ₫333.3t | ₫253.6t | ₫12.1t | 9.9x | 27.5x | 1.3x |
| Fri, 21 Apr 2023 | ₫354.5t | ₫256.5t | ₫15.4t | 9.6x | 23.1x | 1.4x |
| Sun, 19 Mar 2023 | ₫360.6t | ₫258.7t | ₫15.6t | 8.6x | 23.1x | 1.4x |
| Tue, 14 Feb 2023 | ₫378.4t | ₫255.9t | ₫19.3t | 8.9x | 19.6x | 1.5x |
| Thu, 12 Jan 2023 | ₫393.9t | ₫257.3t | ₫24.3t | 8.9x | 16.2x | 1.5x |
| Sat, 10 Dec 2022 | ₫395.7t | ₫257.3t | ₫24.3t | 9x | 16.3x | 1.5x |
| Mon, 07 Nov 2022 | ₫377.3t | ₫257.2t | ₫24.7t | 9x | 15.2x | 1.5x |
| Wed, 05 Oct 2022 | ₫379.3t | ₫253.3t | ₫25.0t | 10.9x | 15.2x | 1.5x |
| Fri, 02 Sep 2022 | ₫444.2t | ₫253.4t | ₫25.4t | 12.7x | 17.5x | 1.8x |
| Sun, 31 Jul 2022 | ₫419.1t | ₫254.0t | ₫25.6t | 12.1x | 16.3x | 1.6x |
| Tue, 28 Jun 2022 | ₫425.9t | ₫256.7t | ₫24.8t | 14.5x | 17.2x | 1.7x |
| Thu, 26 May 2022 | ₫412.1t | ₫256.7t | ₫24.8t | 15.3x | 16.6x | 1.6x |
| Sat, 23 Apr 2022 | ₫457.0t | ₫252.6t | ₫23.1t | 19.3x | 19.8x | 1.8x |
| Mon, 21 Mar 2022 | ₫458.7t | ₫255.5t | ₫22.8t | 21.1x | 20.1x | 1.8x |
| Wed, 16 Feb 2022 | ₫488.8t | ₫255.9t | ₫24.0t | 21.8x | 20.4x | 1.9x |
| Fri, 14 Jan 2022 | ₫476.9t | ₫248.8t | ₫17.3t | 23.9x | 27.6x | 1.9x |
| Sun, 12 Dec 2021 | ₫490.0t | ₫248.8t | ₫17.3t | 23.9x | 28.4x | 2x |
| Tue, 09 Nov 2021 | ₫487.2t | ₫248.2t | ₫17.2t | 25.5x | 28.3x | 2x |
| Thu, 07 Oct 2021 | ₫457.0t | ₫244.4t | ₫17.2t | 18x | 26.6x | 1.9x |
| Sat, 04 Sep 2021 | ₫447.3t | ₫258.8t | ₫16.1t | 16.2x | 27.7x | 1.7x |
| Mon, 02 Aug 2021 | ₫439.3t | ₫258.8t | ₫16.1t | 14.7x | 27.2x | 1.7x |
Price to Earnings Ratio
27.2x
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 24.3x.
- 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 Food industry have declined 3.5% 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 Market | -2.90% | |
| Consumer Staples | -1.14% | |
| Food | -1.27% | |
| Packaged Foods and Meats | -1.02% | |
| Agricultural Products | -5.44% | |
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 22.0x.
- Analysts are expecting annual earnings growth of 26.1%, which is higher than its past year's earnings growth of 7.7% 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 of 1.9x.
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 growth rate of 7.7% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| MSN Masan Group | ₫74.00k | 4.2% +₫4.3t | -14.1% | PE345.4x | |
| VNM Vietnam Dairy Products | ₫65.80k | 0.8% +₫1.0t | -15.0% | PE16.7x | |
| KDC KIDO Group | ₫58.00k | 2.7% +₫434.7b | -9.4% | PE35.6x | |
| SBT Thanh Thanh Cong - Bien Hoa | ₫13.10k | 1.2% +₫111.1b | -22.5% | PE18.7x | |
| HAG Hoang Anh Gia Lai | ₫12.05k | 0.8% +₫105.7b | 36.9% | PE8x |