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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedApr 25, 2025
DataAggregated Company Financials
Companies218
- 7D0.8%
- 3M-6.4%
- 1Y-7.7%
- YTD-6.3%
In the last week, the Industrials industry is up 1.3%, with Refrigeration Electrical Engineering up 5.6%. In contrast, the industry has lost 8.7% in the last 12 months. As for the next few years, earnings are expected to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Fri, 25 Apr 2025 | ₫481.0t | ₫556.4t | ₫28.8t | 14.5x | 16.7x | 0.9x |
| Sun, 23 Mar 2025 | ₫528.4t | ₫517.5t | ₫27.0t | 15.4x | 19.5x | 1x |
| Tue, 18 Feb 2025 | ₫518.4t | ₫507.2t | ₫25.8t | 14.9x | 20.1x | 1x |
| Thu, 16 Jan 2025 | ₫497.6t | ₫416.6t | ₫21.6t | 14.4x | 23.1x | 1.2x |
| Sat, 14 Dec 2024 | ₫496.7t | ₫414.3t | ₫21.8t | 14.3x | 22.8x | 1.2x |
| Mon, 11 Nov 2024 | ₫494.2t | ₫415.7t | ₫21.9t | 13.3x | 22.6x | 1.2x |
| Wed, 09 Oct 2024 | ₫493.5t | ₫398.4t | ₫20.4t | 14.5x | 24.2x | 1.2x |
| Fri, 06 Sep 2024 | ₫503.0t | ₫396.0t | ₫20.6t | 14.9x | 24.4x | 1.3x |
| Sun, 04 Aug 2024 | ₫493.2t | ₫506.2t | -₫5,918,184,501,421.00 | 15.5x | -83.3x | 1x |
| Tue, 02 Jul 2024 | ₫515.9t | ₫504.5t | -₫4,929,324,688,647.00 | 17.1x | -104.7x | 1x |
| Thu, 30 May 2024 | ₫523.3t | ₫384.5t | ₫20.8t | 15.8x | 25.1x | 1.4x |
| Sat, 27 Apr 2024 | ₫487.1t | ₫361.8t | ₫18.6t | 16.1x | 26.2x | 1.3x |
| Mon, 25 Mar 2024 | ₫507.7t | ₫370.7t | ₫19.3t | 16.2x | 26.3x | 1.4x |
| Wed, 21 Feb 2024 | ₫472.9t | ₫370.5t | ₫19.3t | 15.2x | 24.6x | 1.3x |
| Fri, 19 Jan 2024 | ₫463.9t | ₫369.5t | ₫14.2t | 13.8x | 32.7x | 1.3x |
| Sun, 17 Dec 2023 | ₫456.0t | ₫368.9t | ₫14.1t | 13.9x | 32.2x | 1.2x |
| Tue, 14 Nov 2023 | ₫452.8t | ₫369.1t | ₫14.2t | 13.7x | 32x | 1.2x |
| Thu, 12 Oct 2023 | ₫464.8t | ₫349.9t | ₫11.2t | 18.6x | 41.5x | 1.3x |
| Sat, 09 Sep 2023 | ₫478.6t | ₫350.1t | ₫11.4t | 17.3x | 41.8x | 1.4x |
| Mon, 07 Aug 2023 | ₫461.1t | ₫350.3t | ₫11.6t | 18.7x | 39.6x | 1.3x |
| Wed, 05 Jul 2023 | ₫431.1t | ₫340.3t | ₫11.9t | 15.6x | 36.2x | 1.3x |
| Fri, 02 Jun 2023 | ₫418.5t | ₫333.9t | ₫12.0t | 15.3x | 34.9x | 1.3x |
| Sun, 30 Apr 2023 | ₫391.5t | ₫341.3t | ₫15.7t | 11.9x | 24.9x | 1.1x |
| Tue, 28 Mar 2023 | ₫381.1t | ₫360.2t | ₫18.1t | 11.7x | 21.1x | 1.1x |
| Thu, 23 Feb 2023 | ₫382.5t | ₫360.2t | ₫18.2t | 11.4x | 21x | 1.1x |
| Sat, 21 Jan 2023 | ₫401.2t | ₫319.8t | ₫23.9t | 10.7x | 16.8x | 1.3x |
| Mon, 19 Dec 2022 | ₫397.8t | ₫315.8t | ₫23.8t | 10.4x | 16.7x | 1.3x |
| Wed, 16 Nov 2022 | ₫322.4t | ₫315.1t | ₫24.1t | 9.5x | 13.4x | 1x |
| Fri, 14 Oct 2022 | ₫419.6t | ₫286.9t | ₫21.3t | 11.8x | 19.7x | 1.5x |
| Sun, 11 Sep 2022 | ₫510.9t | ₫287.0t | ₫21.6t | 14.1x | 23.7x | 1.8x |
| Tue, 09 Aug 2022 | ₫517.7t | ₫293.0t | ₫22.8t | 14.2x | 22.7x | 1.8x |
| Thu, 07 Jul 2022 | ₫451.9t | ₫284.9t | ₫22.3t | 12.6x | 20.3x | 1.6x |
| Sat, 04 Jun 2022 | ₫524.8t | ₫287.6t | ₫22.3t | 13.9x | 23.5x | 1.8x |
| Mon, 02 May 2022 | ₫582.2t | ₫292.7t | ₫21.1t | 15.8x | 27.6x | 2x |
Price to Earnings Ratio
27.6x
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 16.5x which is lower than its 3-year average PE of 19.4x.
- The 3-year average PS ratio of 1.3x is higher than the industry's current PS ratio of 0.86x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 11% per year over the last three years.
- Revenues for these companies have grown 24% 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 | 0.49% | |
| Industrials | 0.79% | |
| Logistics | 4.59% | |
| Machinery | 3.99% | |
| Industrials | 3.89% | |
| Building | 2.88% | |
| Professional Services | 2.84% | |
| Marine and Shipping | 2.58% | |
| Infrastructure | 0.78% | |
| Electrical | 0.42% | |
| Trade Distributors | -0.12% | |
| Construction | -0.59% | |
| Commercial Services | -0.64% | |
| Transportation | -1.22% | |
| Airlines | -2.61% | |
Industry PE
- Investors are most optimistic about the Airlines industry even though it's trading below its 3-year average PE ratio of 190x.
- 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 44.5x.
Forecasted Growth
- Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 25% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Logistics industry is expected to see its earnings decline by 7.6% 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 | |
|---|---|---|---|---|---|
| REE Refrigeration Electrical Engineering | ₫68.40k | 5.6% +₫1.7t | 31.1% | PE16.2x | |
| GMD Gemadept | ₫49.00k | 6.5% +₫1.3t | -39.8% | PE17x | |
| VTP Viettel Post | ₫108.00k | 9.1% +₫1.1t | 43.2% | n/a | |
| NTP Tien Phong Plastic | ₫72.70k | 11.0% +₫1.0t | 99.9% | PE13.5x | |
| VSC Vietnam Container Shipping | ₫19.95k | 18.8% +₫943.4b | 6.7% | PE17.8x |