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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedNov 20, 2025
DataAggregated Company Financials
Companies218
- 7D1.4%
- 3M4.0%
- 1Y30.9%
- YTD25.2%
The Industrials industry is up 1.4% in the last week, with Gelex Electricity up 4.4%. In the last 12 months, the industry was up 31%. Earnings are forecast to grow by 8.1% annually.
Sector Valuation and Performance
Has the Vietnamese Industrials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 21 Nov 2025 | ₫764.6t | ₫737.2t | ₫46.3t | 12.6x | 16.5x | 1x |
| Sun, 19 Oct 2025 | ₫690.1t | ₫610.3t | ₫32.2t | 14.2x | 21.4x | 1.1x |
| Tue, 16 Sep 2025 | ₫663.3t | ₫610.3t | ₫30.2t | 15.2x | 22x | 1.1x |
| Thu, 14 Aug 2025 | ₫657.4t | ₫598.4t | ₫29.9t | 15.5x | 22x | 1.1x |
| Sat, 12 Jul 2025 | ₫553.5t | ₫585.5t | ₫28.2t | 15.7x | 19.6x | 0.9x |
| Mon, 09 Jun 2025 | ₫539.1t | ₫562.4t | ₫28.1t | 15.5x | 19.2x | 1x |
| Wed, 07 May 2025 | ₫496.0t | ₫558.7t | ₫28.3t | 14.4x | 17.6x | 0.9x |
| Fri, 04 Apr 2025 | ₫488.7t | ₫534.6t | ₫28.3t | 14.4x | 17.3x | 0.9x |
| Sun, 02 Mar 2025 | ₫532.3t | ₫515.0t | ₫26.8t | 14.9x | 19.9x | 1x |
| Tue, 28 Jan 2025 | ₫507.7t | ₫433.2t | ₫22.5t | 14.7x | 22.6x | 1.2x |
| Thu, 26 Dec 2024 | ₫512.9t | ₫416.5t | ₫21.6t | 15x | 23.7x | 1.2x |
| Sat, 23 Nov 2024 | ₫484.3t | ₫415.8t | ₫21.8t | 13.6x | 22.3x | 1.2x |
| Mon, 21 Oct 2024 | ₫495.0t | ₫399.2t | ₫20.6t | 14.3x | 24x | 1.2x |
| Wed, 18 Sep 2024 | ₫498.6t | ₫385.4t | ₫20.1t | 14.9x | 24.8x | 1.3x |
| Fri, 16 Aug 2024 | ₫495.7t | ₫391.8t | ₫20.5t | 14.8x | 24.1x | 1.3x |
| Sun, 14 Jul 2024 | ₫529.1t | ₫504.7t | -₫4,764,674,873,485.00 | 17.8x | -111x | 1x |
| Tue, 11 Jun 2024 | ₫527.5t | ₫384.5t | ₫20.8t | 16.5x | 25.3x | 1.4x |
| Thu, 09 May 2024 | ₫511.3t | ₫376.3t | ₫19.4t | 15.6x | 26.3x | 1.4x |
| Sat, 06 Apr 2024 | ₫500.3t | ₫366.7t | ₫19.2t | 16.7x | 26.1x | 1.4x |
| Mon, 04 Mar 2024 | ₫483.9t | ₫370.5t | ₫19.4t | 15.5x | 24.9x | 1.3x |
| Wed, 31 Jan 2024 | ₫473.3t | ₫368.5t | ₫14.4t | 15.5x | 32.8x | 1.3x |
| Fri, 29 Dec 2023 | ₫469.5t | ₫368.9t | ₫14.1t | 14.2x | 33.2x | 1.3x |
| Sun, 26 Nov 2023 | ₫454.9t | ₫369.1t | ₫14.2t | 13.5x | 32.1x | 1.2x |
| Tue, 24 Oct 2023 | ₫443.3t | ₫363.2t | ₫11.3t | 15.5x | 39.3x | 1.2x |
| Thu, 21 Sep 2023 | ₫489.0t | ₫349.9t | ₫11.3t | 16.8x | 43.4x | 1.4x |
| Sat, 19 Aug 2023 | ₫439.5t | ₫350.1t | ₫11.4t | 16.3x | 38.7x | 1.3x |
| Mon, 17 Jul 2023 | ₫443.8t | ₫340.3t | ₫11.9t | 15.9x | 37.2x | 1.3x |
| Wed, 14 Jun 2023 | ₫427.6t | ₫340.4t | ₫12.5t | 15.5x | 34.1x | 1.3x |
| Fri, 12 May 2023 | ₫399.5t | ₫339.7t | ₫12.8t | 13.3x | 31.3x | 1.2x |
| Sun, 09 Apr 2023 | ₫392.7t | ₫359.4t | ₫17.9t | 11.8x | 21.9x | 1.1x |
| Tue, 07 Mar 2023 | ₫371.5t | ₫360.2t | ₫18.2t | 11.6x | 20.5x | 1x |
| Thu, 02 Feb 2023 | ₫400.3t | ₫322.4t | ₫22.5t | 11.4x | 17.8x | 1.2x |
| Sat, 31 Dec 2022 | ₫369.8t | ₫315.8t | ₫23.8t | 10x | 15.6x | 1.2x |
| Mon, 28 Nov 2022 | ₫353.9t | ₫315.8t | ₫23.8t | 9.9x | 14.9x | 1.1x |
Price to Earnings Ratio
14.9x
Current Industry PE
- Investors are pessimistic on the Vietnamese Industrials 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 16.6x which is lower than its 3-year average PE of 19.1x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 25% per year over the last three years.
- Revenues for these companies have grown 33% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials sector?
| VN Market | 1.34% | |
| Industrials | 1.44% | |
| Airlines | 5.30% | |
| Industrials | 2.52% | |
| Machinery | 1.67% | |
| Infrastructure | 0.76% | |
| Commercial Services | 0.51% | |
| Construction | 0.15% | |
| Professional Services | 0.04% | |
| Logistics | -0.083% | |
| Marine and Shipping | -0.13% | |
| Electrical | -0.34% | |
| Trade Distributors | -0.42% | |
| Transportation | -0.44% | |
| Building | -3.17% | |
Industry PE
- Investors are most optimistic about the Machinery industry which is trading above its 3-year average PE ratio of 18.3x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Professional Services industry, which is trading below its 3-year average of 40.8x.
Forecasted Growth
- Analysts are most optimistic on the Industrials industry, expecting annual earnings growth of 15% over the next 5 years.
- However this is lower than its past earnings growth rate of 52% per year.
- In contrast, the Logistics industry is expected to see its earnings decline by 9.6% 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 | |
|---|---|---|---|---|---|
| VJC VietJet Aviation | ₫194.60k | 10.3% +₫10.8t | 91.3% | PE71.4x | |
| HVN Vietnam Airlines JSC | ₫29.55k | 1.2% +₫1.1t | 7.7% | PE10.8x | |
| CII Ho Chi Minh City Infrastructure Investment | ₫26.30k | 4.6% +₫718.7b | 111.9% | PE441.9x | |
| DIG Development Investment Construction | ₫21.00k | 2.7% +₫355.5b | 8.6% | PE42x | |
| REE Refrigeration Electrical Engineering | ₫67.00k | 0.9% +₫325.0b | 19.1% | PE14x |