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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedFeb 03, 2023
DataAggregated Company Financials
Companies22
  • 7D1.1%
  • 3M6.4%
  • 1Y-11.8%
  • YTD0.5%

In the last week, the Infrastructure industry is up 3.2%, with Deo Ca Traffic Infrastructure Investment up 7.9%. However, the industry is down 9.7% over the past year. Earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Feb 2023₫58.1t₫31.3t₫4.6t10.6x12.6x1.9x
Sun, 01 Jan 2023₫53.7t₫29.6t₫4.1t11.6x13x1.8x
Tue, 29 Nov 2022₫50.1t₫29.6t₫4.1t10.4x12.1x1.7x
Thu, 27 Oct 2022₫50.2t₫26.6t₫3.8t10.6x13.2x1.9x
Sat, 24 Sep 2022₫58.2t₫26.4t₫3.8t12.3x15.4x2.2x
Mon, 22 Aug 2022₫61.5t₫26.4t₫3.8t11.5x16.3x2.3x
Wed, 20 Jul 2022₫57.1t₫27.5t₫3.4t11.9x16.9x2.1x
Fri, 17 Jun 2022₫60.0t₫27.5t₫3.4t11.6x17.7x2.2x
Sun, 15 May 2022₫59.3t₫27.5t₫3.4t12.2x17.5x2.2x
Tue, 12 Apr 2022₫68.6t₫26.5t₫2.5t13.4x27.5x2.6x
Thu, 10 Mar 2022₫70.9t₫26.5t₫2.5t15.2x28.6x2.7x
Sat, 05 Feb 2022₫60.9t₫27.6t₫2.6t14.1x23.8x2.2x
Mon, 03 Jan 2022₫63.3t₫27.5t₫2.5t15.1x25.3x2.3x
Wed, 01 Dec 2021₫61.9t₫27.5t₫2.5t15.7x24.7x2.3x
Fri, 29 Oct 2021₫61.9t₫28.9t₫2.5t16.2x24.3x2.1x
Sun, 26 Sep 2021₫57.0t₫28.9t₫2.5t16.2x22.7x2x
Tue, 24 Aug 2021₫56.3t₫29.8t₫2.6t13.4x21.7x1.9x
Wed, 30 Jun 2021₫52.0t₫29.8t₫2.6t13x20x1.7x
Sat, 03 Apr 2021₫50.3t₫27.5t₫2.5t12x20.1x1.8x
Tue, 05 Jan 2021₫48.9t₫26.8t₫2.6t11.6x18.8x1.8x
Fri, 09 Oct 2020₫39.9t₫15.6t₫2.4t10x16.7x2.6x
Thu, 02 Jul 2020₫33.9t₫14.6t₫2.9t9.2x11.9x2.3x
Sun, 05 Apr 2020₫31.9t₫15.0t₫3.1t9.2x10.3x2.1x
Price to Earnings Ratio

12.9x


Total Market Cap: ₫36.4tTotal Earnings: ₫2.8tTotal Revenue: ₫15.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Infrastructure Industry Price to Earnings3Y Average 18x202120222023
Current Industry PE
  • Investors are pessimistic on the Vietnamese Infrastructure 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 14.1x which is lower than its 3-year average PE of 18.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
  • The earnings for companies in the Infrastructure industry have grown 14% per year over the last three years.
  • Revenues for these companies have grown 25% 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 industry?

VN Market-2.66%
Industrials-1.49%
Infrastructure1.14%
Marine Ports and Services2.58%
Airport Services2.26%
Highways and Railtracks-1.76%
Industry PE
  • Investors are most optimistic about the Highways and Railtracks industry which is trading above its 3-year average PE ratio of 25.2x.
    • 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 Ports and Services industry, which is trading below its 3-year average of 13.6x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 13% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 13% 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₫53.00k2.1%
+₫331.5b		23.3%PE17.3x
PHP Port of Hai Phong₫17.10k2.4%
+₫130.8b		-48.5%PE10x
PDN Dong Nai Port₫139.00k2.1%
+₫53.7b		44.8%PE12.5x
CCR Cam Ranh Port₫13.50k13.4%
+₫39.1b		-36.9%PE22.9x
DXP Doan Xa Port₫10.20k10.2%
+₫27.7b		-36.0%PE7x
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Latest News

HAH

₫37,300.00

Hai An Transport And Stevedoring

7D

0.8%

1Y

-17.1%

CII

₫13,850.00

Ho Chi Minh City Infrastructure Investment

7D

-6.4%

1Y

-50.5%

NCT

₫87,600.00

Noibai Cargo Terminal Services

7D

1.0%

1Y

5.5%

DVP

₫47,900.00

Dinh Vu Port Development and Investment

7D

-0.2%

1Y

-15.7%

PDN

₫139,000.00

Dong Nai Port

7D

2.1%

1Y

44.8%

GMD

₫53,000.00

Gemadept

7D

2.1%

1Y

23.3%

CDN

₫27,500.00

Danang Port

7D

-8.3%

1Y

3.8%

DXP

₫10,200.00

Doan Xa Port

7D

10.2%

1Y

-36.0%

HHV

₫12,200.00

Deo Ca Traffic Infrastructure Investment

7D

-8.6%

1Y

-46.0%

MAC

₫9,300.00

Marine Supply and Engineering Service

7D

-3.1%

1Y

25.7%

CCR

₫13,500.00

Cam Ranh Port

7D

13.4%

1Y

-36.9%

CIA

₫12,200.00

Cam Ranh International Airport Services

7D

13.0%

1Y

-14.7%

PHP

₫17,100.00

Port of Hai Phong

7D

2.4%

1Y

-48.5%