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Vietnamese (HOSE) Healthcare Sector Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies23
- 7D1.2%
- 3M6.4%
- 1Y23.1%
- YTD-1.8%
In the last week, the Healthcare industry is up 1.2%, with Ha Tay Pharmaceutical JSC leading the way, up 3.3%. Meanwhile, Domesco Medical Import - Export actually underperformed within the industry, shrinking 6.4% in the last week. In the last 12 months, the industry was up 23%. As for the next few years, earnings are expected to grow by 19% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jan 2025 | ₫50.9t | ₫19.5t | ₫2.0t | 17.3x | 25.5x | 2.6x |
| Fri, 20 Dec 2024 | ₫52.3t | ₫19.5t | ₫2.0t | 17.9x | 26.2x | 2.7x |
| Sun, 17 Nov 2024 | ₫46.9t | ₫19.5t | ₫2.0t | 16.7x | 23.4x | 2.4x |
| Tue, 15 Oct 2024 | ₫48.6t | ₫19.6t | ₫2.0t | 15.6x | 24.3x | 2.5x |
| Thu, 12 Sep 2024 | ₫48.2t | ₫19.6t | ₫2.0t | 15.7x | 24x | 2.5x |
| Sat, 10 Aug 2024 | ₫47.2t | ₫19.6t | ₫2.0t | 15.8x | 23.5x | 2.4x |
| Mon, 08 Jul 2024 | ₫46.9t | ₫19.4t | ₫2.2t | 15.9x | 21.1x | 2.4x |
| Wed, 05 Jun 2024 | ₫45.7t | ₫19.4t | ₫2.2t | 15.9x | 20.6x | 2.4x |
| Fri, 03 May 2024 | ₫43.1t | ₫19.3t | ₫2.2t | 16.1x | 19.4x | 2.2x |
| Sun, 31 Mar 2024 | ₫43.8t | ₫19.2t | ₫2.4t | 15.1x | 18.2x | 2.3x |
| Tue, 27 Feb 2024 | ₫41.7t | ₫19.2t | ₫2.4t | 14x | 17.2x | 2.2x |
| Thu, 25 Jan 2024 | ₫41.1t | ₫19.4t | ₫2.4t | 14x | 16.8x | 2.1x |
| Sat, 23 Dec 2023 | ₫39.0t | ₫18.9t | ₫2.4t | 14.3x | 16.6x | 2.1x |
| Mon, 20 Nov 2023 | ₫39.8t | ₫18.9t | ₫2.4t | 14.2x | 16.9x | 2.1x |
| Wed, 18 Oct 2023 | ₫43.3t | ₫17.4t | ₫2.4t | 14.4x | 18.3x | 2.5x |
| Fri, 15 Sep 2023 | ₫43.5t | ₫17.4t | ₫2.4t | 14.3x | 18.3x | 2.5x |
| Sun, 13 Aug 2023 | ₫43.3t | ₫17.4t | ₫2.4t | 14x | 18.3x | 2.5x |
| Tue, 11 Jul 2023 | ₫45.2t | ₫17.2t | ₫2.3t | 13.8x | 19.6x | 2.6x |
| Thu, 08 Jun 2023 | ₫39.4t | ₫17.2t | ₫2.3t | 13.8x | 17x | 2.3x |
| Sat, 06 May 2023 | ₫38.6t | ₫17.2t | ₫2.3t | 12.8x | 16.8x | 2.2x |
| Mon, 03 Apr 2023 | ₫34.6t | ₫18.8t | ₫2.4t | 11.2x | 14.5x | 1.8x |
| Wed, 01 Mar 2023 | ₫74.2t | ₫18.8t | ₫2.4t | 11.9x | 30.6x | 3.9x |
| Fri, 27 Jan 2023 | ₫76.1t | ₫18.1t | ₫2.2t | 12.8x | 34x | 4.2x |
| Sun, 25 Dec 2022 | ₫76.9t | ₫17.7t | ₫2.2t | 12.5x | 34.5x | 4.3x |
| Tue, 22 Nov 2022 | ₫70.7t | ₫17.7t | ₫2.2t | 12.1x | 31.8x | 4x |
| Thu, 20 Oct 2022 | ₫78.0t | ₫17.3t | ₫2.1t | 14.4x | 36.5x | 4.5x |
| Sat, 17 Sep 2022 | ₫84.7t | ₫17.2t | ₫2.1t | 15x | 40.4x | 4.9x |
| Mon, 15 Aug 2022 | ₫91.3t | ₫17.2t | ₫2.1t | 14.4x | 43.5x | 5.3x |
| Wed, 13 Jul 2022 | ₫82.5t | ₫16.9t | ₫2.0t | 14.6x | 40.4x | 4.9x |
| Fri, 10 Jun 2022 | ₫91.7t | ₫16.9t | ₫2.0t | 15.6x | 44.9x | 5.4x |
| Sun, 08 May 2022 | ₫86.1t | ₫16.8t | ₫2.0t | 16.3x | 42.2x | 5.1x |
| Tue, 05 Apr 2022 | ₫110.6t | ₫16.6t | ₫2.0t | 16.2x | 54.4x | 6.7x |
| Thu, 03 Mar 2022 | ₫124.6t | ₫19.1t | ₫2.4t | 16.2x | 51.5x | 6.5x |
| Sat, 29 Jan 2022 | ₫99.8t | ₫19.0t | ₫2.4t | 16.7x | 42.3x | 5.2x |
Price to Earnings Ratio
42.3x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Healthcare 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 27.5x.
- The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 2.6x.
Past Earnings Growth
- The earnings for companies in the Healthcare industry have declined 5.1% 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 Healthcare sector?
| VN Market | 1.20% | |
| Healthcare | 1.24% | |
| Medical Equipment | 7.14% | |
| Pharma | 1.31% | |
| Healthcare Services | 0.05% | |
| Healthtech | 0% | 0 |
| Biotech | 0% | 0 |
| Life Sciences | 0% | 0 |
Industry PE
- Investors are most optimistic about the Pharma industry which is trading above its 3-year average PE ratio of 17.0x.
- Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 13.0% per year.
Forecasted Growth
- Analysts are most optimistic on the Pharma industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 13% per year.
- In contrast, the Pharma industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| IMP Imexpharm | ₫44.35k | 3.1% +₫207.9b | 55.6% | PE29.7x | |
| DHT Ha Tay Pharmaceutical JSC | ₫87.00k | 1.2% +₫82.3b | 249.4% | PE107.2x | |
| TRA Traphaco | ₫76.90k | 2.4% +₫74.6b | -4.8% | PE17.2x | |
| DCL Cuu Long Pharmaceutical | ₫26.30k | 0.8% +₫14.6b | 6.0% | PE30.3x | |
| VDP Vidipha Central Pharmaceutical | ₫34.85k | 1.9% +₫14.4b | 13.0% | n/a |