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Vietnamese (HOSE) Industrials Sector Analysis

UpdatedMar 17, 2024
DataAggregated Company Financials
Companies224
  • 7D2.5%
  • 3M8.7%
  • 1Y29.9%
  • YTD6.1%

In the last week, the Industrials industry is up 2.5%, with Viglacera up 11%. This means that the industry has gained 30% over the past year. Looking forward, earnings are forecast to grow by 27% annually.

Sector Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 18 Mar 2024₫492.4t₫370.7t₫19.3t16x25.5x1.3x
Wed, 14 Feb 2024₫467.9t₫370.4t₫19.2t15.2x24.4x1.3x
Fri, 12 Jan 2024₫468.4t₫369.4t₫14.2t14.3x33.1x1.3x
Sun, 10 Dec 2023₫466.0t₫369.1t₫14.1t14x32.9x1.3x
Tue, 07 Nov 2023₫438.3t₫364.5t₫11.4t14.7x38.5x1.2x
Thu, 05 Oct 2023₫459.9t₫349.9t₫11.2t17.1x41.1x1.3x
Sat, 02 Sep 2023₫464.6t₫350.1t₫11.4t17.1x40.6x1.3x
Mon, 31 Jul 2023₫456.4t₫337.0t₫12.3t16.3x37x1.4x
Wed, 28 Jun 2023₫431.5t₫340.4t₫12.5t15.6x34.4x1.3x
Fri, 26 May 2023₫403.9t₫333.0t₫12.0t13.9x33.7x1.2x
Sun, 23 Apr 2023₫385.0t₫357.7t₫16.3t11.8x23.6x1.1x
Tue, 21 Mar 2023₫372.4t₫360.2t₫18.2t11x20.5x1x
Thu, 16 Feb 2023₫377.7t₫360.1t₫18.2t11.1x20.7x1x
Sat, 14 Jan 2023₫382.3t₫315.8t₫23.8t10.2x16.1x1.2x
Mon, 12 Dec 2022₫394.1t₫315.8t₫23.8t10.3x16.6x1.2x
Wed, 09 Nov 2022₫363.3t₫314.0t₫23.7t10.1x15.3x1.2x
Fri, 07 Oct 2022₫433.7t₫286.9t₫21.3t12.2x20.4x1.5x
Sun, 04 Sep 2022₫524.7t₫287.0t₫21.5t13.5x24.4x1.8x
Tue, 02 Aug 2022₫510.2t₫297.2t₫23.2t13.9x22x1.7x
Thu, 30 Jun 2022₫486.7t₫288.1t₫22.4t13.1x21.7x1.7x
Sat, 28 May 2022₫520.4t₫287.6t₫22.3t14.1x23.3x1.8x
Mon, 25 Apr 2022₫574.5t₫292.5t₫20.4t15.3x28.1x2x
Wed, 23 Mar 2022₫708.4t₫295.6t₫21.7t18.7x32.7x2.4x
Fri, 18 Feb 2022₫650.0t₫291.1t₫21.7t16.7x29.9x2.2x
Sun, 16 Jan 2022₫670.4t₫277.3t₫19.7t17.6x34x2.4x
Tue, 14 Dec 2021₫651.3t₫277.9t₫18.7t17.8x34.8x2.3x
Thu, 11 Nov 2021₫613.5t₫278.2t₫19.8t17.6x30.9x2.2x
Sat, 09 Oct 2021₫510.4t₫282.3t₫19.9t13.8x25.6x1.8x
Mon, 06 Sep 2021₫494.5t₫307.9t₫21.0t13.6x23.5x1.6x
Wed, 04 Aug 2021₫438.9t₫311.0t₫20.7t12.5x21.2x1.4x
Sat, 08 May 2021₫419.7t₫297.2t₫21.1t12x19.9x1.4x
Price to Earnings Ratio

20.3x


Total Market Cap: ₫428.3tTotal Earnings: ₫21.1tTotal Revenue: ₫297.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Industrials Sector Price to Earnings3Y Average 26.7x202220232024
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 26.7x.
  • The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.3x.
Past Earnings Growth
  • The earnings for companies in the Industrials industry have declined 3.0% per year over the last three years.
  • Meanwhile revenues for these companies have grown 7.6% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Vietnamese Industrials sector?

VN Market1.17%
Industrials2.46%
Commercial Services6.43%
Building5.95%
Professional Services4.54%
Construction3.65%
Machinery2.18%
Marine and Shipping1.96%
Industrials1.82%
Trade Distributors1.82%
Electrical1.79%
Logistics1.33%
Infrastructure0.97%
Aerospace & Defense0%
Airlines-0.96%
Transportation-1.80%
Industry PE
  • Investors are most optimistic about the Airlines industry even though it's trading below its 3-year average PE ratio of 259x.
    • Analysts are expecting annual earnings growth of 67.2% and investors are willing to pay a premium for that growth.
  • Investors are most pessimistic about the Professional Services industry, which is trading below its 3-year average of 44.9x.
Forecasted Growth
  • Analysts are most optimistic on the Airlines industry, expecting annual earnings growth of 67% over the next 5 years.
  • In contrast, the Infrastructure industry is expected to see its earnings decline by 6.8% 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₫59.90k10.5%
+₫2.6t
82.6%PE22x
CTR Viettel Construction₫118.50k12.6%
+₫1.5t
110.9%n/a
DIG Development Investment Construction₫28.50k7.3%
+₫1.2t
128.9%PE100.7x
CTD Coteccons Construction₫76.90k11.4%
+₫789.4b
175.6%PE134.3x
IDC IDICO Corporation - JSC₫59.80k3.5%
+₫660.0b
54.5%PE14.2x
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Latest News

TLG

₫51,800.00

Thien Long Group

7D

10.7%

1Y

4.6%

IDC

₫59,800.00

IDICO Corporation - JSC

7D

3.5%

1Y

54.5%

SCS

₫78,200.00

Saigon Cargo Service

7D

-2.3%

1Y

14.2%

VGC

₫59,900.00

Viglacera

7D

10.5%

1Y

82.6%

BCG

₫8,520.00

Bamboo Capital

7D

-1.8%

1Y

35.7%

CTR

₫118,500.00

Viettel Construction

7D

12.6%

1Y

110.9%

GEX

₫23,050.00

GELEX Group

7D

2.0%

1Y

86.6%

GMD

₫80,000.00

Gemadept

7D

2.2%

1Y

62.6%

TCD

₫8,040.00

Transport and Industry Development Investment

7D

-2.8%

1Y

56.4%

ITA

₫6,090.00

Tan Tao Investment and Industry

7D

-1.6%

1Y

50.7%

CTD

₫76,900.00

Coteccons Construction

7D

11.4%

1Y

175.6%

NTP

₫45,100.00

Tien Phong Plastic

7D

-1.1%

1Y

44.1%

HVN

₫13,350.00

Vietnam Airlines JSC

7D

-0.4%

1Y

1.9%

VJC

₫102,700.00

VietJet Aviation

7D

-1.0%

1Y

-5.7%