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Vietnamese (HOSE) Industrials Sector Analysis
UpdatedApr 05, 2026
DataAggregated Company Financials
Companies217
- 7D-0.8%
- 3M-8.4%
- 1Y22.7%
- YTD-6.9%
Last week, the Industrials industry hasn't moved much but Gelex Electricity is up 13% in that time. As for the the longer term, the industry is up 23% over the past 12 months. As for the next few years, earnings are expected to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sun, 05 Apr 2026 | ₫705.4t | ₫769.1t | ₫48.1t | 11.8x | 14.7x | 0.9x |
| Tue, 03 Mar 2026 | ₫759.2t | ₫772.2t | ₫48.1t | 12.5x | 15.8x | 1x |
| Thu, 29 Jan 2026 | ₫723.7t | ₫736.6t | ₫46.8t | 12.1x | 15.5x | 1x |
| Sat, 27 Dec 2025 | ₫757.8t | ₫737.0t | ₫46.1t | 12.5x | 16.4x | 1x |
| Mon, 24 Nov 2025 | ₫770.7t | ₫737.2t | ₫46.3t | 12.6x | 16.6x | 1x |
| Wed, 22 Oct 2025 | ₫669.1t | ₫611.7t | ₫32.1t | 14x | 20.8x | 1.1x |
| Fri, 19 Sep 2025 | ₫646.1t | ₫610.3t | ₫30.2t | 14.8x | 21.4x | 1.1x |
| Sun, 17 Aug 2025 | ₫664.4t | ₫599.0t | ₫29.9t | 16.1x | 22.2x | 1.1x |
| Tue, 15 Jul 2025 | ₫559.7t | ₫585.8t | ₫28.3t | 15.6x | 19.8x | 1x |
| Thu, 12 Jun 2025 | ₫532.1t | ₫562.5t | ₫28.1t | 15.5x | 18.9x | 0.9x |
| Sat, 10 May 2025 | ₫503.5t | ₫558.7t | ₫28.3t | 14.7x | 17.8x | 0.9x |
| Mon, 07 Apr 2025 | ₫475.2t | ₫534.6t | ₫28.3t | 14x | 16.8x | 0.9x |
| Wed, 05 Mar 2025 | ₫532.1t | ₫515.1t | ₫26.8t | 14.7x | 19.9x | 1x |
| Fri, 31 Jan 2025 | ₫507.7t | ₫436.8t | ₫23.2t | 14.5x | 21.9x | 1.2x |
| Sun, 29 Dec 2024 | ₫508.2t | ₫416.6t | ₫21.6t | 14.6x | 23.5x | 1.2x |
| Tue, 26 Nov 2024 | ₫488.2t | ₫414.3t | ₫21.8t | 13.7x | 22.4x | 1.2x |
| Thu, 24 Oct 2024 | ₫488.6t | ₫399.0t | ₫20.6t | 14.1x | 23.7x | 1.2x |
| Sat, 21 Sep 2024 | ₫504.6t | ₫388.1t | ₫20.3t | 14.6x | 24.9x | 1.3x |
| Mon, 19 Aug 2024 | ₫512.5t | ₫391.8t | ₫20.5t | 15.5x | 25x | 1.3x |
| Wed, 17 Jul 2024 | ₫528.7t | ₫504.7t | -₫4,764,674,873,485.00 | 18.3x | -111x | 1x |
| Fri, 14 Jun 2024 | ₫531.1t | ₫384.5t | ₫20.8t | 16.8x | 25.5x | 1.4x |
| Sun, 12 May 2024 | ₫510.2t | ₫381.4t | ₫19.8t | 15.6x | 25.7x | 1.3x |
| Tue, 09 Apr 2024 | ₫496.0t | ₫366.7t | ₫19.2t | 16.6x | 25.9x | 1.4x |
| Thu, 07 Mar 2024 | ₫480.7t | ₫370.5t | ₫19.4t | 15.6x | 24.8x | 1.3x |
| Sat, 03 Feb 2024 | ₫473.5t | ₫379.8t | ₫16.9t | 15.4x | 28x | 1.2x |
| Mon, 01 Jan 2024 | ₫471.8t | ₫368.9t | ₫14.1t | 13.8x | 33.4x | 1.3x |
| Wed, 29 Nov 2023 | ₫452.5t | ₫369.1t | ₫14.2t | 13.5x | 31.9x | 1.2x |
| Fri, 27 Oct 2023 | ₫426.1t | ₫362.5t | ₫11.4t | 14.4x | 37.4x | 1.2x |
| Sun, 24 Sep 2023 | ₫469.8t | ₫349.9t | ₫11.3t | 16.8x | 41.7x | 1.3x |
| Tue, 22 Aug 2023 | ₫439.5t | ₫350.1t | ₫11.4t | 16.3x | 38.7x | 1.3x |
| Thu, 20 Jul 2023 | ₫442.4t | ₫340.3t | ₫11.9t | 15.9x | 37.1x | 1.3x |
| Sat, 17 Jun 2023 | ₫419.6t | ₫340.4t | ₫12.5t | 15.5x | 33.4x | 1.2x |
| Mon, 15 May 2023 | ₫401.9t | ₫333.2t | ₫11.9t | 14x | 33.7x | 1.2x |
| Wed, 12 Apr 2023 | ₫393.5t | ₫359.3t | ₫17.8t | 12x | 22.1x | 1.1x |
Price to Earnings Ratio
22.1x
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 14.7x 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 Market | 0.55% | |
| Industrials | -0.82% | |
| Electrical | 7.21% | |
| Airlines | 0.83% | |
| Transportation | -0.64% | |
| Marine and Shipping | -1.05% | |
| Building | -1.09% | |
| Machinery | -1.26% | |
| Commercial Services | -1.32% | |
| Trade Distributors | -1.80% | |
| Professional Services | -2.01% | |
| Logistics | -2.84% | |
| Construction | -2.86% | |
| Infrastructure | -3.70% | |
| Industrials | -7.53% | |
Industry PE
- Investors are most optimistic about the Trade Distributors industry, which is trading close to its 3-year average PE ratio of 23.6x.
- 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GEE Gelex Electricity | ₫194.30k | 12.6% +₫7.9t | 228.9% | PE21.8x | |
| VJC VietJet Aviation | ₫161.10k | 2.6% +₫2.4t | 86.7% | PE44.9x | |
| LGC CII Bridges and Roads Investment | ₫60.90k | 5.5% +₫678.8b | n/a | PE25.7x | |
| PET PetroVietnam General Services | ₫49.60k | 6.7% +₫330.8b | 157.7% | PE21.6x | |
| TMS Transimex | ₫40.80k | 4.3% +₫299.5b | -1.8% | PE20.4x |