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Vietnamese (HOSE) Industrials Sector Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies217
  • 7D-1.1%
  • 3M-7.6%
  • 1Y22.2%
  • YTD-7.2%

The Industrials is pretty flat in the last 7 days, but Gelex Electricity has stood out, gaining 7.3%. The past year has been better, since the industry has gained 23% in that time. Earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026₫703.2t₫770.7t₫48.2t11.6x14.6x0.9x
Thu, 05 Mar 2026₫717.5t₫772.2t₫48.1t12.3x14.9x0.9x
Sat, 31 Jan 2026₫730.4t₫737.4t₫46.9t12.3x15.6x1x
Mon, 29 Dec 2025₫757.8t₫736.9t₫46.1t12.5x16.4x1x
Wed, 26 Nov 2025₫778.8t₫737.2t₫46.3t12.5x16.8x1.1x
Fri, 24 Oct 2025₫674.8t₫612.4t₫32.3t14x20.9x1.1x
Sun, 21 Sep 2025₫646.7t₫605.5t₫30.3t15x21.4x1.1x
Tue, 19 Aug 2025₫668.8t₫599.0t₫29.9t16.3x22.4x1.1x
Thu, 17 Jul 2025₫566.2t₫585.7t₫28.3t15x20x1x
Sat, 14 Jun 2025₫524.9t₫561.6t₫28.1t15x18.7x0.9x
Mon, 12 May 2025₫503.5t₫558.7t₫28.3t14.7x17.8x0.9x
Wed, 09 Apr 2025₫446.9t₫538.6t₫28.8t13.4x15.5x0.8x
Fri, 07 Mar 2025₫533.9t₫516.6t₫26.7t14.9x20x1x
Sun, 02 Feb 2025₫508.0t₫476.2t₫24.4t14.5x20.8x1.1x
Tue, 31 Dec 2024₫505.7t₫416.6t₫21.6t14.6x23.4x1.2x
Thu, 28 Nov 2024₫488.1t₫414.3t₫21.8t13.8x22.4x1.2x
Sat, 26 Oct 2024₫484.7t₫398.6t₫20.4t13.7x23.7x1.2x
Mon, 23 Sep 2024₫504.6t₫387.8t₫20.3t14.9x24.9x1.3x
Wed, 21 Aug 2024₫518.0t₫391.8t₫20.5t15.6x25.2x1.3x
Fri, 19 Jul 2024₫516.2t₫494.2t-₫5,191,730,790,097.0017.8x-99.4x1x
Sun, 16 Jun 2024₫523.2t₫384.4t₫20.8t16.2x25.1x1.4x
Tue, 14 May 2024₫511.3t₫383.1t₫20.3t15.1x25.2x1.3x
Thu, 11 Apr 2024₫499.6t₫366.7t₫19.1t16.3x26.1x1.4x
Sat, 09 Mar 2024₫480.6t₫370.6t₫19.4t15.6x24.8x1.3x
Mon, 05 Feb 2024₫479.6t₫380.4t₫17.3t15.3x27.7x1.3x
Wed, 03 Jan 2024₫467.2t₫368.9t₫14.1t13.7x33x1.3x
Fri, 01 Dec 2023₫452.9t₫369.1t₫14.2t13.7x32x1.2x
Sun, 29 Oct 2023₫431.0t₫361.7t₫11.4t15x37.8x1.2x
Tue, 26 Sep 2023₫451.1t₫349.9t₫11.2t16.8x40.1x1.3x
Thu, 24 Aug 2023₫438.7t₫350.1t₫11.4t16.3x38.6x1.3x
Sat, 22 Jul 2023₫450.0t₫340.5t₫12.0t16.3x37.5x1.3x
Mon, 19 Jun 2023₫419.6t₫340.4t₫12.5t15.5x33.5x1.2x
Wed, 17 May 2023₫401.0t₫333.2t₫11.9t13.6x33.6x1.2x
Fri, 14 Apr 2023₫391.0t₫359.0t₫17.6t12.1x22.2x1.1x
Price to Earnings Ratio

22.2x


Total Market Cap: ₫391.0tTotal Earnings: ₫17.6tTotal Revenue: ₫359.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Industrials Sector Price to Earnings3Y Average 18.8x202420252026
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 14.6x which is lower than its 3-year average PE of 18.8x.
  • The 3-year average PS ratio of 1.1x 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 39% 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 Market0.52%
Industrials-1.12%
Electrical4.78%
Airlines2.40%
Professional Services0.74%
Commercial Services0.056%
Marine and Shipping-0.20%
Transportation-0.63%
Building-1.34%
Trade Distributors-1.59%
Logistics-2.41%
Machinery-3.28%
Infrastructure-3.69%
Construction-4.46%
Industrials-6.45%
Industry PE
  • Investors are most optimistic about the Trade Distributors industry, which is trading close to its 3-year average PE ratio of 23.7x.
    • It looks like they are confident that earnings will grow faster in the future than they have historically.
  • Investors are most pessimistic about the Marine and Shipping industry, which is trading below its 3-year average of 20.9x.
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 14% per year.
  • In contrast, the Construction industry is expected to see its earnings grow by 6.7% 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
VJC VietJet Aviation₫163.50k4.8%
+₫4.4t
97.9%PE45.6x
VSC Vietnam Container Shipping₫24.60k3.8%
+₫336.9b
105.0%PE27x
HVN Vietnam Airlines JSC₫21.40k0.5%
+₫311.1b
-19.1%PE9.2x
HBC Hoa Binh Construction Group₫5.75k11.0%
+₫197.9b
-42.8%PE5.9x
MAC Macstar Group₫14.10k24.8%
+₫123.1b
0.7%PE12.1x

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