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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedJan 24, 2022
DataAggregated Company Financials
Companies22
  • 7D-5.7%
  • 3M-4.4%
  • 1Y14.4%
  • YTD-9.5%

Over the last 7 days, the Infrastructure industry has dropped 5.7%, driven by a pullback from Ho Chi Minh City Infrastructure Investment of 20%. This takes the industry's 12 month performance to a gain of 14%.

Industry Valuation and Performance

Has the Vietnamese Infrastructure Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPE
Mon, 24 Jan 2022₫64.8t₫27.6t₫2.5t15x
Wed, 22 Dec 2021₫62.4t₫27.5t₫2.5t15.5x
Fri, 19 Nov 2021₫65.0t₫27.3t₫2.5t14.2x
Sun, 17 Oct 2021₫60.2t₫28.9t₫2.5t16.3x
Tue, 14 Sep 2021₫60.5t₫29.8t₫2.6t15.7x
Thu, 12 Aug 2021₫59.3t₫29.8t₫2.6t15.9x
Mon, 07 Jun 2021₫48.4t₫27.5t₫2.5t11.8x
Sun, 28 Feb 2021₫51.9t₫26.8t₫2.6t11.4x
Wed, 02 Dec 2020₫44.7t₫15.6t₫2.4t10.9x
Sat, 05 Sep 2020₫37.7t₫14.6t₫2.9t10.3x
Tue, 09 Jun 2020₫34.9t₫15.0t₫3.1t10.2x
Mon, 02 Mar 2020₫35.6t₫15.1t₫2.8t9.1x
Thu, 05 Dec 2019₫37.5t₫15.1t₫3.1t10.9x
Sun, 08 Sep 2019₫41.5t₫15.1t₫2.7t12.3x
Sat, 01 Jun 2019₫37.6t₫15.2t₫2.7t11.8x
Tue, 05 Mar 2019₫38.2t₫15.4t₫3.8t10.1x
PE Ratio

9.8x

Total Market Cap: ₫37.6tTotal Earnings: ₫3.8tTotal Revenue: ₫15.4t0%0%0%3 Year10 Year
202020212022

Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 11.5x. It appears they believe that earnings will grow in-line with historical growth rates.

Past Earnings Growth: The earnings for companies in the Infrastructure industry have declined 13% per year over the last three years, while revenues for these companies have grown 21% 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 Infrastructure industry?

Airport Services0.23%
Marine Ports and Services-2.68%
Highways and Railtracks-12.31%

Industry PE: Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 175x. This is likely because analysts are expecting annual earnings growth of 125%, which is higher than its past year's earnings decline of 38% per year. Meanwhile, investors are most pessimistic about the Marine Ports and Services industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 10.8x.

Forecasted Growth: Analysts are most optimistic on the Highways and Railtracks industry, expecting annual earnings growth of 125% over the next 5 years. This is better than its past earnings decline of 38% per year. Meanwhile, the Marine Ports and Services industry is expected to see its earnings grow by 25% 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
GMD Gemadept₫40.90k1.0%
+₫120.6b
25.8%PE28.4x
MAS Danang Airport Service₫46.00k9.8%
+₫17.5b
25.3%PS3.2x
SGN Saigon Ground Services₫67.90k0.6%
+₫13.4b
-5.7%PE44.6x
NCT Noibai Cargo Terminal Services₫83.00k0.6%
+₫13.1b
17.7%PE9.7x
HAH Hai An Transport And Stevedoring₫60.10k0.3%
+₫9.5b
225.7%PE10.4x
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