Vietnamese (HOSE) Electrical Industry Analysis
UpdatedNov 26, 2023
DataAggregated Company Financials
Companies15
- 7D1.2%
- 3M0.4%
- 1Y44.6%
- YTD41.1%
Over the last 7 days, the Electrical industry has risen 1.2%, driven by gains in GELEX Group and Sam Holdings of 0.9% and 6.8%, respectively. This means that the industry has gained 45% over the past year. Earnings are forecast to grow by 34% annually.
Industry Valuation and Performance
Has the Vietnamese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 26 Nov 2023 | ₫30.8t | ₫52.6t | ₫1.3t | 26.6x | 23.3x | 0.6x |
| Tue, 24 Oct 2023 | ₫29.7t | ₫52.1t | ₫1.3t | 34.9x | 23.4x | 0.6x |
| Thu, 21 Sep 2023 | ₫33.6t | ₫51.8t | ₫1.2t | 39.5x | 27.2x | 0.6x |
| Sat, 19 Aug 2023 | ₫30.8t | ₫51.8t | ₫1.2t | 37x | 25.2x | 0.6x |
| Mon, 17 Jul 2023 | ₫29.7t | ₫53.8t | ₫940.6b | 47.7x | 31.6x | 0.6x |
| Wed, 14 Jun 2023 | ₫28.0t | ₫53.8t | ₫940.6b | 47.7x | 29.8x | 0.5x |
| Fri, 12 May 2023 | ₫23.6t | ₫53.6t | ₫932.9b | 39.9x | 25.3x | 0.4x |
| Sun, 09 Apr 2023 | ₫22.0t | ₫57.0t | ₫1.3t | 26.8x | 16.8x | 0.4x |
| Tue, 07 Mar 2023 | ₫20.5t | ₫57.0t | ₫1.3t | 26.1x | 15.3x | 0.4x |
| Thu, 02 Feb 2023 | ₫22.7t | ₫55.9t | ₫1.4t | 19x | 16.7x | 0.4x |
| Sat, 31 Dec 2022 | ₫21.0t | ₫57.5t | ₫1.6t | 17.2x | 12.8x | 0.4x |
| Mon, 28 Nov 2022 | ₫20.8t | ₫57.5t | ₫1.6t | 15.7x | 13x | 0.4x |
| Wed, 26 Oct 2022 | ₫21.3t | ₫56.2t | ₫1.9t | 13.4x | 11.4x | 0.4x |
| Fri, 23 Sep 2022 | ₫31.0t | ₫55.8t | ₫1.8t | 22.1x | 16.9x | 0.6x |
| Sun, 21 Aug 2022 | ₫34.2t | ₫55.8t | ₫1.9t | 20x | 18.4x | 0.6x |
| Tue, 19 Jul 2022 | ₫31.1t | ₫55.0t | ₫2.1t | 11.3x | 14.7x | 0.6x |
| Thu, 16 Jun 2022 | ₫31.9t | ₫55.0t | ₫2.1t | 13.9x | 15.1x | 0.6x |
| Sat, 14 May 2022 | ₫31.8t | ₫55.0t | ₫2.1t | 12.7x | 15.1x | 0.6x |
| Mon, 11 Apr 2022 | ₫45.4t | ₫51.6t | ₫2.0t | 22.7x | 22.2x | 0.9x |
| Wed, 09 Mar 2022 | ₫52.1t | ₫51.6t | ₫2.1t | 23.8x | 25.4x | 1x |
| Fri, 04 Feb 2022 | ₫46.1t | ₫51.6t | ₫2.1t | 21x | 22.4x | 0.9x |
| Sun, 02 Jan 2022 | ₫52.5t | ₫47.7t | ₫2.0t | 21.6x | 26.2x | 1.1x |
| Tue, 30 Nov 2021 | ₫52.6t | ₫47.7t | ₫2.0t | 23.6x | 26.2x | 1.1x |
| Thu, 28 Oct 2021 | ₫37.1t | ₫46.7t | ₫2.0t | 17.2x | 18.9x | 0.8x |
| Sat, 25 Sep 2021 | ₫32.4t | ₫48.0t | ₫2.0t | 17.4x | 16.2x | 0.7x |
| Mon, 23 Aug 2021 | ₫30.9t | ₫50.2t | ₫2.3t | 12.4x | 13.6x | 0.6x |
| Sat, 10 Jul 2021 | ₫23.3t | ₫50.2t | ₫2.3t | 10.8x | 10.3x | 0.5x |
| Fri, 02 Apr 2021 | ₫24.7t | ₫44.0t | ₫2.2t | 11.5x | 11x | 0.6x |
| Mon, 04 Jan 2021 | ₫21.7t | ₫42.1t | ₫2.0t | 13.2x | 10.7x | 0.5x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are optimistic on the Vietnamese Electrical industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 23.3x which is higher than its 3-year average PE of 17.9x.
- The industry is trading close to its 3-year average PS ratio of 0.60x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 7.6% per year over the last three years.
- Meanwhile revenues for these companies have grown 9.6% 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 industry?
| VN Market | -0.53% | |
| Industrials | -0.38% | |
| Electrical | 1.22% | |
| Electrical Components | 1.22% | |
| Heavy Electrical Equipment | 0% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry which is trading above its 3-year average PE ratio of 17.8x.
- Analysts are expecting annual earnings growth of 33.6%, which is higher than its past year's earnings decline of 30.9% per year.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 34% over the next 5 years.
- This is better than its past earnings decline of 31% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 34% 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 | |
|---|---|---|---|---|---|
| GEX GELEX Group | ₫21.80k | 0.9% +₫170.3b | 63.3% | PE52.2x | |
| SAM Sam Holdings | ₫6.71k | 6.8% +₫163.4b | 13.0% | PS1.3x | |
| PHN Hanoi Battery | ₫53.10k | 11.8% +₫40.6b | 32.8% | PE11.5x | |
| CAV Vietnam Electric Cable | ₫67.80k | 0.3% +₫11.5b | 44.3% | PE11.6x | |
| VTH Viet Thai Electric Cable | ₫7.30k | 1.4% +₫790.0m | -8.8% | n/a |