Vietnamese (HOSE) Construction Industry Analysis
UpdatedFeb 03, 2023
DataAggregated Company Financials
Companies118
- 7D-2.9%
- 3M4.4%
- 1Y-57.9%
- YTD-1.7%
Over the last 7 days, the Construction industry has dropped 2.9%, driven by a pullback from Vietnam Construction and Import-Export of 8.1%. In contrast, Becamex Infrastructure Development has gained 8.3%. The industry has fallen 58% in the last year. Looking forward, earnings are forecast to grow by 33% annually.
Industry Valuation and Performance
Has the Vietnamese Construction Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 04 Feb 2023 | ₫128.6t | ₫89.1t | ₫6.3t | 15.5x | 20.4x | 1.4x |
| Mon, 02 Jan 2023 | ₫120.6t | ₫84.0t | ₫7.6t | 9.7x | 15.9x | 1.4x |
| Wed, 30 Nov 2022 | ₫122.2t | ₫84.0t | ₫7.6t | 9.7x | 16.1x | 1.5x |
| Fri, 28 Oct 2022 | ₫132.0t | ₫78.6t | ₫7.4t | 11.3x | 17.8x | 1.7x |
| Sun, 25 Sep 2022 | ₫184.8t | ₫75.5t | ₫6.1t | 15.5x | 30.1x | 2.4x |
| Tue, 23 Aug 2022 | ₫196.2t | ₫81.4t | ₫7.3t | 15.7x | 26.8x | 2.4x |
| Thu, 21 Jul 2022 | ₫180.8t | ₫83.3t | ₫7.6t | 16x | 23.9x | 2.2x |
| Sat, 18 Jun 2022 | ₫174.1t | ₫86.5t | ₫7.7t | 14.6x | 22.7x | 2x |
| Mon, 16 May 2022 | ₫186.2t | ₫87.1t | ₫7.7t | 24x | 24x | 2.1x |
| Wed, 13 Apr 2022 | ₫292.4t | ₫90.8t | ₫7.3t | 35x | 40.2x | 3.2x |
| Fri, 11 Mar 2022 | ₫309.6t | ₫89.4t | ₫7.7t | 36.6x | 40.3x | 3.5x |
| Sun, 06 Feb 2022 | ₫268.0t | ₫87.9t | ₫7.7t | 28.2x | 34.8x | 3x |
| Tue, 04 Jan 2022 | ₫338.9t | ₫87.0t | ₫7.1t | 29.6x | 47.9x | 3.9x |
| Thu, 02 Dec 2021 | ₫297.1t | ₫87.6t | ₫7.1t | 22.4x | 41.7x | 3.4x |
| Sat, 30 Oct 2021 | ₫256.1t | ₫86.3t | ₫8.1t | 19.4x | 31.8x | 3x |
| Mon, 27 Sep 2021 | ₫213.9t | ₫83.1t | ₫7.9t | 15.1x | 27.1x | 2.6x |
| Wed, 25 Aug 2021 | ₫192.6t | ₫96.5t | ₫8.1t | 14.4x | 23.7x | 2x |
| Thu, 01 Jul 2021 | ₫186.9t | ₫96.5t | ₫8.1t | 13.8x | 23x | 1.9x |
| Sun, 04 Apr 2021 | ₫179.8t | ₫94.2t | ₫8.4t | 14.4x | 21.4x | 1.9x |
| Wed, 06 Jan 2021 | ₫105.1t | ₫92.9t | ₫7.5t | 12.9x | 14x | 1.1x |
| Sat, 10 Oct 2020 | ₫81.1t | ₫98.4t | ₫6.1t | 11.2x | 13.3x | 0.8x |
| Fri, 03 Jul 2020 | ₫64.0t | ₫105.1t | ₫5.3t | 9.3x | 12x | 0.6x |
| Mon, 06 Apr 2020 | ₫48.5t | ₫112.3t | ₫5.4t | 8x | 9x | 0.4x |
Price to Earnings Ratio
10.8x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Construction 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 22.6x.
- The 3-year average PS ratio of 1.8x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- The earnings for companies in the Construction industry have grown 3.3% per year over the last three years.
- Meanwhile revenues for these companies have declined 8.1% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | -2.66% | |
| Industrials | -1.49% | |
| Construction | -2.92% | |
| Construction and Engineering | -2.92% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CTR Viettel Construction | ₫61.80k | 1.8% +₫125.8b | n/a | n/a | |
| SC5 Construction No. 5 | ₫24.00k | 20.0% +₫59.9b | 0% | n/a | |
| TV2 Power Engineering Consulting 2 | ₫23.50k | 3.3% +₫50.6b | -42.1% | PE20.7x | |
| TTL Thang Long | ₫10.50k | 8.2% +₫33.5b | -27.6% | PE45.7x | |
| VC7 BGI Group | ₫7.70k | 8.5% +₫28.8b | -61.3% | n/a |