Vietnamese (HOSE) Electrical Industry Analysis
UpdatedApr 25, 2024
DataAggregated Company Financials
Companies11
- 7D0.8%
- 3M-1.7%
- 1Y39.6%
- YTD-3.1%
Over the last 7 days, the Electrical industry has remained flat, although notably GELEX Group gained 4.0%. As for the the longer term, the industry is up 40% over the past 12 months. As for the next few years, earnings are expected to grow by 27% per annum.
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 |
|---|---|---|---|---|---|---|
| Thu, 25 Apr 2024 | ₫28.6t | ₫53.9t | ₫1.3t | 52.3x | 21.6x | 0.5x |
| Sat, 23 Mar 2024 | ₫32.8t | ₫54.3t | ₫1.4t | 44.5x | 24.1x | 0.6x |
| Mon, 19 Feb 2024 | ₫30.1t | ₫54.3t | ₫1.4t | 39.8x | 22.1x | 0.6x |
| Wed, 17 Jan 2024 | ₫30.7t | ₫52.6t | ₫1.3t | 26.4x | 23.3x | 0.6x |
| Fri, 15 Dec 2023 | ₫31.5t | ₫52.6t | ₫1.3t | 27x | 23.8x | 0.6x |
| Sun, 12 Nov 2023 | ₫30.7t | ₫52.6t | ₫1.3t | 26.8x | 23.3x | 0.6x |
| Tue, 10 Oct 2023 | ₫29.7t | ₫51.8t | ₫1.2t | 34.7x | 24x | 0.6x |
| Thu, 07 Sep 2023 | ₫33.9t | ₫51.8t | ₫1.2t | 41.3x | 27.8x | 0.7x |
| Sat, 05 Aug 2023 | ₫32.4t | ₫51.8t | ₫1.2t | 35.1x | 26.5x | 0.6x |
| Mon, 03 Jul 2023 | ₫28.4t | ₫53.8t | ₫940.6b | 47.7x | 30.2x | 0.5x |
| Wed, 31 May 2023 | ₫24.7t | ₫53.8t | ₫940.6b | 47.7x | 26.3x | 0.5x |
| Fri, 28 Apr 2023 | ₫22.3t | ₫56.4t | ₫1.3t | 25.7x | 17.5x | 0.4x |
| Sun, 26 Mar 2023 | ₫21.0t | ₫57.0t | ₫1.3t | 22.8x | 15.7x | 0.4x |
| Tue, 21 Feb 2023 | ₫22.6t | ₫56.9t | ₫1.3t | 27x | 16.8x | 0.4x |
| Thu, 19 Jan 2023 | ₫22.5t | ₫57.5t | ₫1.6t | 17.7x | 13.8x | 0.4x |
| Sat, 17 Dec 2022 | ₫24.3t | ₫57.5t | ₫1.6t | 19.4x | 14.9x | 0.4x |
| Mon, 14 Nov 2022 | ₫19.6t | ₫56.6t | ₫1.8t | 13.1x | 10.8x | 0.3x |
| Wed, 12 Oct 2022 | ₫23.3t | ₫55.9t | ₫1.9t | 15.7x | 12.5x | 0.4x |
| Fri, 09 Sep 2022 | ₫32.1t | ₫55.8t | ₫1.9t | 18.8x | 17.3x | 0.6x |
| Sun, 07 Aug 2022 | ₫33.9t | ₫55.8t | ₫1.9t | 20x | 18.2x | 0.6x |
| Tue, 05 Jul 2022 | ₫30.4t | ₫55.0t | ₫2.1t | 12.4x | 14.4x | 0.6x |
| Thu, 02 Jun 2022 | ₫34.6t | ₫55.0t | ₫2.1t | 13.4x | 16.4x | 0.6x |
| Sat, 30 Apr 2022 | ₫38.1t | ₫50.7t | ₫2.1t | 14.1x | 18.2x | 0.8x |
| Mon, 28 Mar 2022 | ₫51.3t | ₫51.6t | ₫2.1t | 25x | 25x | 1x |
| Wed, 23 Feb 2022 | ₫50.3t | ₫51.6t | ₫2.1t | 23.8x | 24.4x | 1x |
| Fri, 21 Jan 2022 | ₫49.5t | ₫47.7t | ₫2.0t | 22.2x | 24.7x | 1x |
| Sun, 19 Dec 2021 | ₫51.8t | ₫47.7t | ₫2.0t | 21.7x | 25.8x | 1.1x |
| Tue, 16 Nov 2021 | ₫52.1t | ₫47.7t | ₫2.0t | 22.2x | 26x | 1.1x |
| Thu, 14 Oct 2021 | ₫33.1t | ₫48.0t | ₫2.1t | 17x | 16x | 0.7x |
| Sat, 11 Sep 2021 | ₫32.7t | ₫50.2t | ₫2.3t | 15.4x | 14.4x | 0.7x |
| Mon, 09 Aug 2021 | ₫30.8t | ₫50.2t | ₫2.3t | 11.8x | 13.6x | 0.6x |
| Sun, 02 May 2021 | ₫25.7t | ₫44.0t | ₫2.2t | 12.5x | 11.5x | 0.6x |
Price to Earnings Ratio
11.5x
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 21.6x which is higher than its 3-year average PE of 19.6x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 16% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.0% 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 | 0.98% | |
| Industrials | 0.65% | |
| Electrical | 0.75% | |
| Electrical Components | 0.75% | |
| 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 19.5x.
- Analysts are expecting annual earnings growth of 27.0%, which is higher than its past year's earnings growth of 16.0% per year.
- Investors are most pessimistic about the Electrical Components industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 19.5x.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 27% over the next 5 years.
- This is better than its past earnings growth rate of 16% per year.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 27% 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 | ₫20.80k | 4.0% +₫681.2b | 58.2% | PE53.6x | |
| CAV Vietnam Electric Cable | ₫70.10k | 0.9% +₫34.5b | 18.8% | PE9.7x | |
| TSB Tiasang Battery | ₫50.50k | 2.9% +₫9.4b | 40.3% | PE80.5x | |
| VTH Viet Thai Electric Cable | ₫8.80k | 7.3% +₫4.7b | 10.0% | n/a |