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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies217
- 7D2.2%
- 3M7.9%
- 1Y3.8%
- YTD4.3%
Over the last 7 days, the Industrials industry has risen 1.9%, driven by gains from Refrigeration Electrical Engineering of 6.7%. The industry has been flat over the past 12 months despite the gain this week. As for the next few years, earnings are expected to grow by 17% 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Feb 2025 | ₫529.3t | ₫508.2t | ₫26.4t | 15.2x | 20x | 1x |
| Mon, 20 Jan 2025 | ₫503.9t | ₫416.8t | ₫21.7t | 15x | 23.2x | 1.2x |
| Wed, 18 Dec 2024 | ₫498.1t | ₫414.2t | ₫21.8t | 14.4x | 22.8x | 1.2x |
| Fri, 15 Nov 2024 | ₫489.9t | ₫415.8t | ₫21.8t | 13.6x | 22.4x | 1.2x |
| Sun, 13 Oct 2024 | ₫501.5t | ₫398.4t | ₫20.4t | 14.5x | 24.6x | 1.3x |
| Tue, 10 Sep 2024 | ₫498.3t | ₫388.1t | ₫20.3t | 15x | 24.6x | 1.3x |
| Thu, 08 Aug 2024 | ₫479.3t | ₫392.1t | ₫20.6t | 14.8x | 23.2x | 1.2x |
| Sat, 06 Jul 2024 | ₫522.3t | ₫504.5t | -₫4,929,324,688,647.00 | 17x | -106x | 1x |
| Mon, 03 Jun 2024 | ₫522.3t | ₫384.5t | ₫20.8t | 15.7x | 25.1x | 1.4x |
| Wed, 01 May 2024 | ₫487.1t | ₫362.0t | ₫18.3t | 16.1x | 26.6x | 1.3x |
| Fri, 29 Mar 2024 | ₫512.0t | ₫367.9t | ₫19.3t | 15.9x | 26.5x | 1.4x |
| Sun, 25 Feb 2024 | ₫468.1t | ₫370.5t | ₫19.3t | 15.2x | 24.3x | 1.3x |
| Tue, 23 Jan 2024 | ₫468.8t | ₫369.4t | ₫14.4t | 14.5x | 32.6x | 1.3x |
| Thu, 21 Dec 2023 | ₫459.2t | ₫368.9t | ₫14.1t | 14.6x | 32.5x | 1.2x |
| Sat, 18 Nov 2023 | ₫456.4t | ₫369.1t | ₫14.2t | 13.5x | 32.2x | 1.2x |
| Mon, 16 Oct 2023 | ₫471.0t | ₫349.9t | ₫11.2t | 18.6x | 42.1x | 1.3x |
| Wed, 13 Sep 2023 | ₫490.9t | ₫350.1t | ₫11.5t | 17.4x | 42.9x | 1.4x |
| Fri, 11 Aug 2023 | ₫458.3t | ₫350.5t | ₫11.5t | 17.8x | 39.9x | 1.3x |
| Sun, 09 Jul 2023 | ₫431.1t | ₫340.3t | ₫11.9t | 15.7x | 36.2x | 1.3x |
| Tue, 06 Jun 2023 | ₫418.0t | ₫340.4t | ₫12.5t | 14.8x | 33.3x | 1.2x |
| Thu, 04 May 2023 | ₫391.5t | ₫334.8t | ₫15.1t | 12.8x | 26x | 1.2x |
| Sat, 01 Apr 2023 | ₫382.4t | ₫359.1t | ₫18.0t | 11.3x | 21.3x | 1.1x |
| Mon, 27 Feb 2023 | ₫375.1t | ₫360.2t | ₫18.2t | 11.3x | 20.6x | 1x |
| Wed, 25 Jan 2023 | ₫401.2t | ₫309.2t | ₫22.7t | 10.7x | 17.7x | 1.3x |
| Fri, 23 Dec 2022 | ₫374.6t | ₫315.8t | ₫23.8t | 10.1x | 15.8x | 1.2x |
| Sun, 20 Nov 2022 | ₫344.0t | ₫315.1t | ₫24.0t | 9.8x | 14.3x | 1.1x |
| Tue, 18 Oct 2022 | ₫424.9t | ₫286.9t | ₫21.3t | 11.8x | 19.9x | 1.5x |
| Thu, 15 Sep 2022 | ₫509.0t | ₫287.0t | ₫21.6t | 14.1x | 23.6x | 1.8x |
| Sat, 13 Aug 2022 | ₫520.2t | ₫292.9t | ₫22.7t | 14x | 22.9x | 1.8x |
| Mon, 11 Jul 2022 | ₫465.2t | ₫284.9t | ₫22.3t | 12.7x | 20.9x | 1.6x |
| Wed, 08 Jun 2022 | ₫517.8t | ₫287.6t | ₫22.3t | 13.8x | 23.2x | 1.8x |
| Fri, 06 May 2022 | ₫573.3t | ₫297.8t | ₫21.6t | 14.9x | 26.5x | 1.9x |
| Sun, 03 Apr 2022 | ₫713.5t | ₫293.5t | ₫21.3t | 17.9x | 33.6x | 2.4x |
| Tue, 01 Mar 2022 | ₫667.5t | ₫291.1t | ₫21.7t | 16.4x | 30.7x | 2.3x |
Price to Earnings Ratio
30.7x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Industrials industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 20.2x.
- The 3-year average PS ratio of 1.4x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Industrials industry have grown 6.0% per year over the last three years.
- Revenues for these companies have grown 20% 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 | 1.53% | |
| Industrials | 2.22% | |
| Machinery | 9.02% | |
| Transportation | 6.87% | |
| Marine and Shipping | 6.66% | |
| Commercial Services | 6.31% | |
| Industrials | 5.71% | |
| Electrical | 4.98% | |
| Construction | 2.47% | |
| Professional Services | 2.44% | |
| Building | 2.15% | |
| Trade Distributors | 0.90% | |
| Infrastructure | 0.15% | |
| Aerospace & Defense | 0% | 0 |
| Airlines | -0.10% | |
| Logistics | -2.01% | |
Industry PE
- Investors are most optimistic about the Airlines industry even though it's trading below its 3-year average PE ratio of 204x.
- 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 44.6x.
Forecasted Growth
- Analysts are most optimistic on the Construction industry, expecting annual earnings growth of 24% over the next 5 years.
- This is better than its past earnings growth rate of 9.2% per year.
- In contrast, the Building industry is expected to see its earnings grow by 3.6% 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 | ₫72.00k | 6.7% +₫2.1t | 41.5% | PE17x | |
| GEE Gelex Electricity | ₫54.60k | 10.8% +₫1.6t | n/a | PE10.3x | |
| HUT Tasco | ₫17.30k | 8.1% +₫1.2t | -7.0% | PE114x | |
| TCH Hoang Huy Investment Financial Services | ₫17.00k | 10.0% +₫1.0t | 32.3% | PE12x | |
| VGC Viglacera | ₫52.80k | 3.1% +₫717.4b | -0.4% | PE21.4x |