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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedAug 24, 2025
DataAggregated Company Financials
Companies215
- 7D-4.0%
- 3M21.4%
- 1Y20.1%
- YTD23.1%
In the last week, the Industrials industry is down 4.0% with VietJet Aviation down the most at 3.8%. In the past year, the industry has gained 20%. As for the next few years, earnings are expected to grow by 21% per annum.
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 |
|---|---|---|---|---|---|---|
| Mon, 25 Aug 2025 | ₫637.9t | ₫600.7t | ₫30.0t | 15.2x | 21.3x | 1.1x |
| Wed, 23 Jul 2025 | ₫582.1t | ₫585.5t | ₫28.4t | 15.3x | 20.5x | 1x |
| Fri, 20 Jun 2025 | ₫533.1t | ₫562.7t | ₫28.1t | 15.1x | 18.9x | 0.9x |
| Sun, 18 May 2025 | ₫518.8t | ₫558.6t | ₫28.4t | 15x | 18.2x | 0.9x |
| Tue, 15 Apr 2025 | ₫477.4t | ₫553.5t | ₫28.5t | 14.5x | 16.7x | 0.9x |
| Thu, 13 Mar 2025 | ₫533.9t | ₫518.6t | ₫27.0t | 14.9x | 19.7x | 1x |
| Sat, 08 Feb 2025 | ₫517.4t | ₫496.7t | ₫25.8t | 14x | 20.1x | 1x |
| Mon, 06 Jan 2025 | ₫503.8t | ₫416.3t | ₫21.6t | 14.4x | 23.4x | 1.2x |
| Wed, 04 Dec 2024 | ₫492.7t | ₫414.3t | ₫21.8t | 14x | 22.6x | 1.2x |
| Fri, 01 Nov 2024 | ₫489.2t | ₫399.6t | ₫20.3t | 14.6x | 24.1x | 1.2x |
| Sun, 29 Sep 2024 | ₫504.5t | ₫394.5t | ₫20.2t | 14.9x | 25x | 1.3x |
| Tue, 27 Aug 2024 | ₫514.7t | ₫391.7t | ₫20.7t | 15.7x | 24.9x | 1.3x |
| Thu, 25 Jul 2024 | ₫504.4t | ₫502.6t | -₫4,712,628,723,496.00 | 16x | -107x | 1x |
| Sat, 22 Jun 2024 | ₫530.3t | ₫503.6t | -₫4,723,590,228,238.00 | 17.2x | -112.3x | 1.1x |
| Mon, 20 May 2024 | ₫520.3t | ₫384.4t | ₫20.4t | 15.7x | 25.5x | 1.4x |
| Wed, 17 Apr 2024 | ₫485.2t | ₫366.8t | ₫19.0t | 16.1x | 25.5x | 1.3x |
| Fri, 15 Mar 2024 | ₫491.0t | ₫370.7t | ₫19.3t | 16.1x | 25.4x | 1.3x |
| Sun, 11 Feb 2024 | ₫469.0t | ₫370.2t | ₫19.5t | 15.1x | 24.1x | 1.3x |
| Tue, 09 Jan 2024 | ₫470.5t | ₫369.4t | ₫14.2t | 14.4x | 33.2x | 1.3x |
| Thu, 07 Dec 2023 | ₫471.5t | ₫369.1t | ₫14.1t | 14.9x | 33.3x | 1.3x |
| Sat, 04 Nov 2023 | ₫434.7t | ₫361.7t | ₫11.4t | 15x | 38.3x | 1.2x |
| Mon, 02 Oct 2023 | ₫458.3t | ₫349.9t | ₫11.2t | 16.8x | 40.9x | 1.3x |
| Wed, 30 Aug 2023 | ₫454.3t | ₫350.1t | ₫11.4t | 16.7x | 39.7x | 1.3x |
| Fri, 28 Jul 2023 | ₫453.7t | ₫339.0t | ₫12.1t | 15.5x | 37.4x | 1.3x |
| Sun, 25 Jun 2023 | ₫430.9t | ₫340.4t | ₫12.5t | 15.5x | 34.3x | 1.3x |
| Tue, 23 May 2023 | ₫404.7t | ₫333.0t | ₫11.9t | 14x | 33.9x | 1.2x |
| Thu, 20 Apr 2023 | ₫386.7t | ₫359.6t | ₫16.5t | 12x | 23.5x | 1.1x |
| Sat, 18 Mar 2023 | ₫375.1t | ₫360.2t | ₫18.2t | 11.1x | 20.7x | 1x |
| Mon, 13 Feb 2023 | ₫380.0t | ₫360.9t | ₫19.4t | 11.2x | 19.6x | 1.1x |
| Wed, 11 Jan 2023 | ₫379.9t | ₫315.8t | ₫23.8t | 10.3x | 16x | 1.2x |
| Fri, 09 Dec 2022 | ₫385.8t | ₫315.8t | ₫23.8t | 10.3x | 16.2x | 1.2x |
| Sun, 06 Nov 2022 | ₫376.1t | ₫311.7t | ₫23.1t | 10.6x | 16.3x | 1.2x |
| Tue, 04 Oct 2022 | ₫434.3t | ₫286.9t | ₫21.3t | 12.2x | 20.4x | 1.5x |
| Thu, 01 Sep 2022 | ₫524.6t | ₫286.2t | ₫21.5t | 13.5x | 24.4x | 1.8x |
Price to Earnings Ratio
24.4x
Current Industry PE
- Investors are optimistic on the Vietnamese Industrials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 21.3x which is higher 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 1.1x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 28% 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 | 0.69% | |
| Industrials | -3.99% | |
| Commercial Services | -0.18% | |
| Professional Services | -0.70% | |
| Trade Distributors | -1.33% | |
| Infrastructure | -1.67% | |
| Electrical | -3.67% | |
| Marine and Shipping | -3.69% | |
| Industrials | -3.72% | |
| Airlines | -3.85% | |
| Logistics | -3.99% | |
| Construction | -4.49% | |
| Building | -4.98% | |
| Transportation | -7.50% | |
| Machinery | -14.92% | |
Industry PE
- Investors are most optimistic about the Airlines industry even though it's trading below its 3-year average PE ratio of 137x.
- 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 43.7x.
Forecasted Growth
- Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 32% over the next 5 years.
- This is better than its past earnings growth rate of 16% per year.
- In contrast, the Logistics industry is expected to see its earnings decline by 8.7% 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 | |
|---|---|---|---|---|---|
| GMD Gemadept | ₫61.70k | 3.4% +₫840.4b | -25.0% | PE20.3x | |
| HVN Vietnam Airlines JSC | ₫30.85k | 1.1% +₫775.0b | 41.2% | PE7.9x | |
| LCG Lizen | ₫13.35k | 13.1% +₫299.3b | 20.8% | PE23.8x | |
| CDC Chuong Duong | ₫25.20k | 36.2% +₫294.6b | 37.0% | PE50x | |
| SCS Saigon Cargo Service | ₫65.40k | 4.0% +₫237.2b | -21.1% | PE9.7x |