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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies218
- 7D-0.08%
- 3M-1.5%
- 1Y0.7%
- YTD1.1%
Over the last 7 days, the Industrials industry has remained flat, although notably VietJet Aviation declined by 3.1%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | ₫505.1t | ₫417.1t | ₫21.8t | 14.4x | 23.1x | 1.2x |
| Tue, 19 Nov 2024 | ₫484.5t | ₫415.8t | ₫21.8t | 13.4x | 22.3x | 1.2x |
| Thu, 17 Oct 2024 | ₫494.5t | ₫398.4t | ₫20.4t | 14.3x | 24.3x | 1.2x |
| Sat, 14 Sep 2024 | ₫497.9t | ₫388.1t | ₫20.3t | 15.1x | 24.6x | 1.3x |
| Mon, 12 Aug 2024 | ₫485.1t | ₫393.8t | ₫20.5t | 14.8x | 23.6x | 1.2x |
| Wed, 10 Jul 2024 | ₫531.0t | ₫504.4t | -₫4,927,080,946,313.00 | 17.6x | -107.8x | 1.1x |
| Fri, 07 Jun 2024 | ₫526.2t | ₫384.5t | ₫20.8t | 15.7x | 25.3x | 1.4x |
| Sun, 05 May 2024 | ₫494.5t | ₫362.8t | ₫19.2t | 16.3x | 25.7x | 1.4x |
| Tue, 02 Apr 2024 | ₫510.9t | ₫366.7t | ₫19.2t | 15.5x | 26.6x | 1.4x |
| Thu, 29 Feb 2024 | ₫477.0t | ₫370.5t | ₫19.4t | 15.7x | 24.6x | 1.3x |
| Sat, 27 Jan 2024 | ₫468.0t | ₫368.5t | ₫14.3t | 14.6x | 32.6x | 1.3x |
| Mon, 25 Dec 2023 | ₫462.8t | ₫368.9t | ₫14.1t | 13.8x | 32.7x | 1.3x |
| Wed, 22 Nov 2023 | ₫461.2t | ₫369.1t | ₫14.2t | 13.5x | 32.5x | 1.2x |
| Fri, 20 Oct 2023 | ₫440.6t | ₫350.0t | ₫11.2t | 16.5x | 39.2x | 1.3x |
| Sun, 17 Sep 2023 | ₫481.1t | ₫350.1t | ₫11.5t | 16.7x | 42x | 1.4x |
| Tue, 15 Aug 2023 | ₫464.6t | ₫350.1t | ₫11.4t | 16.8x | 40.9x | 1.3x |
| Thu, 13 Jul 2023 | ₫434.7t | ₫340.3t | ₫11.9t | 15.7x | 36.5x | 1.3x |
| Sat, 10 Jun 2023 | ₫423.7t | ₫340.4t | ₫12.5t | 15.5x | 33.8x | 1.2x |
| Mon, 08 May 2023 | ₫391.2t | ₫334.1t | ₫13.4t | 13.2x | 29.2x | 1.2x |
| Wed, 05 Apr 2023 | ₫388.5t | ₫358.7t | ₫18.0t | 11.4x | 21.6x | 1.1x |
| Fri, 03 Mar 2023 | ₫376.5t | ₫360.2t | ₫18.2t | 11.4x | 20.7x | 1x |
| Sun, 29 Jan 2023 | ₫406.8t | ₫320.2t | ₫23.9t | 10.9x | 17x | 1.3x |
| Tue, 27 Dec 2022 | ₫375.7t | ₫315.8t | ₫23.8t | 10x | 15.8x | 1.2x |
| Thu, 24 Nov 2022 | ₫344.6t | ₫314.9t | ₫24.0t | 9.8x | 14.4x | 1.1x |
| Sat, 22 Oct 2022 | ₫408.8t | ₫290.4t | ₫22.7t | 11.6x | 18x | 1.4x |
| Mon, 19 Sep 2022 | ₫499.6t | ₫287.0t | ₫21.6t | 14x | 23.2x | 1.7x |
| Wed, 17 Aug 2022 | ₫529.8t | ₫292.9t | ₫22.7t | 14.2x | 23.3x | 1.8x |
| Fri, 15 Jul 2022 | ₫480.4t | ₫284.9t | ₫22.3t | 12.6x | 21.5x | 1.7x |
| Sun, 12 Jun 2022 | ₫519.8t | ₫288.1t | ₫22.4t | 13.8x | 23.2x | 1.8x |
| Tue, 10 May 2022 | ₫520.3t | ₫280.7t | ₫20.8t | 13.9x | 25x | 1.9x |
| Thu, 07 Apr 2022 | ₫696.7t | ₫291.5t | ₫20.0t | 17.8x | 34.8x | 2.4x |
| Sat, 05 Mar 2022 | ₫685.7t | ₫291.1t | ₫21.7t | 17.6x | 31.6x | 2.4x |
| Mon, 31 Jan 2022 | ₫599.9t | ₫73769.4t | ₫1095.9t | 16.5x | 0.5x | 0.008x |
| Wed, 29 Dec 2021 | ₫680.0t | ₫277.8t | ₫19.8t | 17.7x | 34.4x | 2.4x |
Price to Earnings Ratio
34.4x
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 23.1x which is higher than its 3-year average PE of 20.7x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.2x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 3.3% per year over the last three years.
- Revenues for these companies have grown 15% 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 | -0.39% | |
| Industrials | -0.082% | |
| Electrical | 6.91% | |
| Marine and Shipping | 3.87% | |
| Transportation | 2.42% | |
| Commercial Services | 1.70% | |
| Trade Distributors | 1.30% | |
| Industrials | 0.92% | |
| Aerospace & Defense | 0% | |
| Infrastructure | -0.026% | |
| Logistics | -0.21% | |
| Construction | -0.45% | |
| Building | -1.09% | |
| Professional Services | -2.61% | |
| Machinery | -2.85% | |
| Airlines | -3.13% | |
Industry PE
- Investors are most optimistic about the Logistics industry which is trading above its 3-year average PE ratio of 22.3x.
- Analysts are expecting annual earnings growth of 9.9%, which is higher than its past year's earnings decline of 15.5% per year.
- Investors are most pessimistic about the Professional Services industry, which is trading below its 3-year average of 44.6x.
Forecasted Growth
- Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 23% over the next 5 years.
- However this is lower than its past earnings growth rate of 80% per year.
- In contrast, the Building industry is expected to see its earnings growth to stay flat 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 | ₫65.00k | -1.4% ₫6.4t | -4.8% | PE20.9x | |
| HVN Vietnam Airlines JSC | ₫29.30k | 10.6% +₫6.2t | 166.4% | PE17.2x | |
| GEE Gelex Electricity | ₫32.80k | 11.6% +₫1.0t | n/a | n/a | |
| GEX GELEX Group | ₫19.45k | 5.1% +₫816.5b | -14.3% | PE15.2x | |
| REE Refrigeration Electrical Engineering | ₫67.70k | 1.8% +₫565.2b | 39.5% | PE17.5x |