Vietnamese (HOSE) Healthcare Sector Analysis
UpdatedMar 27, 2023
DataAggregated Company Financials
Companies23
- 7D-0.3%
- 3M4.0%
- 1Y-23.4%
- YTD0.5%
The Healthcare industry has been flat over the last week, but Binh Dinh Pharmaceutical and Medical Equipment has lost 5.2%. Unfortunately though, the industry is down 23% over the past 12 months. As for the next few years, earnings are expected to grow by 6.0% per annum.
Sector Valuation and Performance
Has the Vietnamese Healthcare Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 27 Mar 2023 | ₫34.9t | ₫18.8t | ₫2.4t | 11.2x | 14.4x | 1.9x |
| Wed, 22 Feb 2023 | ₫75.4t | ₫18.8t | ₫2.4t | 12.1x | 31.1x | 4x |
| Fri, 20 Jan 2023 | ₫76.0t | ₫17.9t | ₫2.3t | 12.8x | 33.5x | 4.3x |
| Sun, 18 Dec 2022 | ₫76.6t | ₫17.7t | ₫2.2t | 12.8x | 34.4x | 4.3x |
| Tue, 15 Nov 2022 | ₫67.8t | ₫17.7t | ₫2.2t | 12.1x | 30.4x | 3.8x |
| Thu, 13 Oct 2022 | ₫81.9t | ₫17.2t | ₫2.1t | 14.4x | 38.7x | 4.8x |
| Sat, 10 Sep 2022 | ₫85.6t | ₫17.2t | ₫2.1t | 15x | 40.8x | 5x |
| Mon, 08 Aug 2022 | ₫84.0t | ₫17.2t | ₫2.1t | 14.4x | 39.9x | 4.9x |
| Wed, 06 Jul 2022 | ₫81.5t | ₫16.9t | ₫2.0t | 15.1x | 39.9x | 4.8x |
| Fri, 03 Jun 2022 | ₫93.5t | ₫16.9t | ₫2.0t | 15.6x | 45.8x | 5.5x |
| Sun, 01 May 2022 | ₫90.2t | ₫16.7t | ₫2.1t | 16.1x | 43.5x | 5.4x |
| Tue, 29 Mar 2022 | ₫112.3t | ₫16.9t | ₫2.0t | 16x | 54.8x | 6.7x |
| Thu, 24 Feb 2022 | ₫119.9t | ₫19.1t | ₫2.4t | 16x | 49.6x | 6.3x |
| Sat, 22 Jan 2022 | ₫103.0t | ₫18.6t | ₫2.4t | 15.9x | 43.3x | 5.5x |
| Mon, 20 Dec 2021 | ₫128.3t | ₫19.5t | ₫2.4t | 17.1x | 53.6x | 6.6x |
| Wed, 17 Nov 2021 | ₫136.5t | ₫19.4t | ₫2.4t | 17.1x | 57.4x | 7.1x |
| Fri, 15 Oct 2021 | ₫129.1t | ₫19.4t | ₫2.4t | 15.5x | 54.9x | 6.7x |
| Sun, 12 Sep 2021 | ₫165.4t | ₫19.9t | ₫2.3t | 15.4x | 71.2x | 8.3x |
| Tue, 10 Aug 2021 | ₫101.0t | ₫19.9t | ₫2.3t | 14.4x | 43.5x | 5.1x |
| Mon, 03 May 2021 | ₫90.4t | ₫19.4t | ₫2.3t | 15x | 39.8x | 4.6x |
| Thu, 04 Feb 2021 | ₫84.2t | ₫19.4t | ₫2.2t | 15.6x | 37.5x | 4.3x |
| Sun, 08 Nov 2020 | ₫36.1t | ₫19.4t | ₫2.4t | 12.2x | 15.3x | 1.9x |
| Sat, 01 Aug 2020 | ₫33.4t | ₫19.6t | ₫2.3t | 14.5x | 14.3x | 1.7x |
| Tue, 05 May 2020 | ₫33.5t | ₫20.0t | ₫2.3t | 12.8x | 14.7x | 1.7x |
Price to Earnings Ratio
12.6x
Current Industry PE
- Investors are pessimistic on the Vietnamese Healthcare 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 14.4x which is lower than its 3-year average PE of 36.8x.
- The 3-year average PS ratio of 4.5x is higher than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have grown 2.0% per year over the last three years, while revenues have remained mostly flat.
- This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.
Industry Trends
Which industries have driven the changes within the Vietnamese Healthcare sector?
| VN Market | 0.20% | |
| Healthcare | -0.26% | |
| Healthcare Services | 0.44% | |
| Healthtech | 0% | |
| Biotech | 0% | |
| Life Sciences | 0% | |
| Pharma | -0.32% | |
| Medical Equipment | -0.35% | |
Industry PE
- Investors are most pessimistic about the Pharma industry, which is trading below its 3-year average of 16.5x.
Forecasted Growth
- Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 6.0% over the next 5 years.
- However this is lower than its past earnings growth rate of 26% per year.
- In contrast, the Pharma industry is expected to see its earnings grow by 6.0% 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 | |
|---|---|---|---|---|---|
| DHG DHG Pharmaceutical | ₫93.50k | 0.5% +₫65.4b | -16.1% | PE12.8x | |
| PMC Pharmedic Pharmaceutical Medicinal | ₫71.40k | 6.6% +₫41.1b | 8.7% | PE8x | |
| DVM Vietnam Medicinal Materials | ₫17.90k | 5.9% +₫35.7b | n/a | n/a | |
| LDP Lamdong Pharmaceutical | ₫7.50k | 53.1% +₫33.0b | -84.2% | PS0.5x | |
| IMP Imexpharm | ₫49.75k | 0.6% +₫20.0b | -33.3% | PE14.2x |