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Vietnamese (HOSE) Industrials Sector Analysis

UpdatedFeb 08, 2026
DataAggregated Company Financials
Companies218
  • 7D-2.1%
  • 3M-5.3%
  • 1Y15.5%
  • YTD-5.2%

Over the last 7 days, the Industrials industry has dropped 2.1%, driven by Gelex Electricity declining 8.7%. On the other hand Viglacera is actually up 5.8%. In the past year, the industry has gained 15%. Earnings are forecast to grow by 15% annually.

Sector Valuation and Performance

Has the Vietnamese Industrials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 08 Feb 2026₫717.5t₫778.3t₫48.4t12x14.8x0.9x
Tue, 06 Jan 2026₫751.6t₫730.2t₫45.6t12.1x16.5x1x
Thu, 04 Dec 2025₫795.6t₫737.3t₫46.4t12.6x17.2x1.1x
Sat, 01 Nov 2025₫673.5t₫619.1t₫34.0t14x19.8x1.1x
Mon, 29 Sep 2025₫643.8t₫607.1t₫30.3t15x21.2x1.1x
Wed, 27 Aug 2025₫643.6t₫600.9t₫30.0t15x21.5x1.1x
Fri, 25 Jul 2025₫596.9t₫587.1t₫28.7t15.9x20.8x1x
Sun, 22 Jun 2025₫533.9t₫562.7t₫28.1t15x19x0.9x
Tue, 20 May 2025₫519.1t₫558.6t₫28.4t15x18.3x0.9x
Thu, 17 Apr 2025₫470.1t₫553.6t₫28.5t15.1x16.5x0.8x
Sat, 15 Mar 2025₫524.0t₫518.6t₫27.0t14.9x19.4x1x
Mon, 10 Feb 2025₫517.4t₫502.3t₫25.9t14.6x19.9x1x
Wed, 08 Jan 2025₫498.1t₫416.6t₫21.6t14.2x23.1x1.2x
Fri, 06 Dec 2024₫499.9t₫415.8t₫21.8t14.2x23x1.2x
Sun, 03 Nov 2024₫486.6t₫400.9t₫20.9t14.1x23.3x1.2x
Tue, 01 Oct 2024₫502.6t₫394.5t₫20.2t14.7x24.9x1.3x
Thu, 29 Aug 2024₫511.1t₫391.7t₫20.7t15.6x24.7x1.3x
Sat, 27 Jul 2024₫507.9t₫503.4t-₫4,672,532,957,789.0016.1x-108.7x1x
Mon, 24 Jun 2024₫530.3t₫503.6t-₫4,723,590,228,238.0017.2x-112.3x1.1x
Wed, 22 May 2024₫519.7t₫384.4t₫20.4t16.1x25.5x1.4x
Fri, 19 Apr 2024₫474.7t₫366.7t₫18.6t15.9x25.5x1.3x
Sun, 17 Mar 2024₫492.4t₫370.7t₫19.3t16x25.5x1.3x
Tue, 13 Feb 2024₫467.9t₫370.3t₫19.5t15.1x24x1.3x
Thu, 11 Jan 2024₫468.5t₫369.4t₫14.2t14.4x33.1x1.3x
Sat, 09 Dec 2023₫466.0t₫369.1t₫14.1t14x32.9x1.3x
Mon, 06 Nov 2023₫434.6t₫364.5t₫11.4t14.7x38.2x1.2x
Wed, 04 Oct 2023₫459.9t₫349.9t₫11.2t16.6x41.1x1.3x
Fri, 01 Sep 2023₫464.6t₫350.0t₫11.4t17.1x40.7x1.3x
Sun, 30 Jul 2023₫456.4t₫337.4t₫12.4t16.3x37x1.4x
Tue, 27 Jun 2023₫431.1t₫340.4t₫12.5t15.6x34.4x1.3x
Thu, 25 May 2023₫403.9t₫333.0t₫12.0t13.9x33.7x1.2x
Sat, 22 Apr 2023₫385.0t₫358.5t₫16.4t11.7x23.5x1.1x
Mon, 20 Mar 2023₫378.6t₫360.2t₫18.2t11.1x20.9x1.1x
Wed, 15 Feb 2023₫371.0t₫360.9t₫19.4t11.1x19.1x1x
Price to Earnings Ratio

19.1x


Total Market Cap: ₫371.0tTotal Earnings: ₫19.4tTotal Revenue: ₫360.9tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Industrials Sector Price to Earnings3Y Average 19.1x202420252026
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 14.8x 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 0.92x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have grown 36% per year over the last three years.
  • Revenues for these companies have grown 29% 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-3.91%
Industrials-2.13%
Marine and Shipping2.35%
Infrastructure1.21%
Building1.13%
Logistics0.11%
Trade Distributors-0.86%
Commercial Services-0.93%
Construction-1.22%
Professional Services-1.23%
Transportation-1.54%
Industrials-1.77%
Airlines-2.96%
Machinery-5.63%
Electrical-7.58%
Industry PE
  • Investors are most optimistic about the Machinery industry which is trading above its 3-year average PE ratio of 19.2x.
    • 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 41.2x.
Forecasted Growth
  • Analysts are most optimistic on the Electrical industry, expecting annual earnings growth of 27% over the next 5 years.
  • This is better than its past earnings growth rate of 10% per year.
  • In contrast, the Commercial Services industry is expected to see its earnings grow by 8.6% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
VGC Viglacera₫53.00k5.8%
+₫1.3t
6.0%PE16.9x
GMD Gemadept₫71.50k4.4%
+₫1.3t
14.2%PE19.8x
VSC Vietnam Container Shipping₫22.30k8.3%
+₫636.4b
54.4%PE24.5x
SZC Sonadezi Chau Duc Shareholding₫35.05k8.9%
+₫513.0b
-18.1%PE18.3x
CTD Coteccons Construction₫80.10k4.3%
+₫351.1b
2.7%PE10.9x

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