Vietnamese (HOSE) Infrastructure Industry Analysis
UpdatedApr 22, 2024
DataAggregated Company Financials
Companies23
- 7D-5.1%
- 3M0.6%
- 1Y21.1%
- YTD2.3%
Over the last 7 days, the Infrastructure industry has dropped 5.1%, driven by Deo Ca Traffic Infrastructure Investment declining 9.6%. This takes the industry's 12 month performance to a gain of 21%. In the next few years, earnings are forecast to decline by 11% annually.
Industry Valuation and Performance
Has the Vietnamese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 23 Apr 2024 | ₫73.4t | ₫32.7t | ₫5.0t | 13.9x | 14.6x | 2.2x |
| Thu, 21 Mar 2024 | ₫76.3t | ₫32.5t | ₫5.0t | 15x | 15.2x | 2.3x |
| Sat, 17 Feb 2024 | ₫73.1t | ₫32.5t | ₫5.0t | 15.1x | 14.5x | 2.3x |
| Mon, 15 Jan 2024 | ₫76.4t | ₫37.4t | ₫5.1t | 11.4x | 15.1x | 2x |
| Wed, 13 Dec 2023 | ₫75.1t | ₫37.4t | ₫5.1t | 12.6x | 14.9x | 2x |
| Fri, 10 Nov 2023 | ₫71.2t | ₫37.4t | ₫5.1t | 11.9x | 14.1x | 1.9x |
| Sun, 08 Oct 2023 | ₫72.1t | ₫23.9t | ₫5.1t | 14.3x | 14x | 3x |
| Tue, 05 Sep 2023 | ₫72.5t | ₫23.9t | ₫5.2t | 14x | 14.1x | 3x |
| Thu, 03 Aug 2023 | ₫67.2t | ₫22.2t | ₫3.8t | 17.2x | 17.8x | 3x |
| Sat, 01 Jul 2023 | ₫63.3t | ₫22.3t | ₫3.8t | 14.6x | 16.8x | 2.8x |
| Mon, 29 May 2023 | ₫59.7t | ₫20.8t | ₫3.5t | 11.9x | 17.2x | 2.9x |
| Wed, 26 Apr 2023 | ₫59.3t | ₫33.8t | ₫4.2t | 10.5x | 14x | 1.8x |
| Fri, 24 Mar 2023 | ₫58.2t | ₫31.4t | ₫4.5t | 12x | 12.9x | 1.9x |
| Sun, 19 Feb 2023 | ₫57.6t | ₫31.4t | ₫4.5t | 10.1x | 12.7x | 1.8x |
| Tue, 17 Jan 2023 | ₫54.9t | ₫29.6t | ₫4.1t | 10.2x | 13.3x | 1.9x |
| Thu, 15 Dec 2022 | ₫54.3t | ₫29.6t | ₫4.1t | 12.1x | 13.1x | 1.8x |
| Sat, 12 Nov 2022 | ₫49.3t | ₫29.6t | ₫4.1t | 10.2x | 11.9x | 1.7x |
| Mon, 10 Oct 2022 | ₫53.9t | ₫26.5t | ₫3.8t | 11.1x | 14.3x | 2x |
| Wed, 07 Sep 2022 | ₫60.1t | ₫26.4t | ₫3.8t | 11.5x | 15.9x | 2.3x |
| Fri, 05 Aug 2022 | ₫60.1t | ₫26.5t | ₫3.8t | 11.5x | 15.8x | 2.3x |
| Sun, 03 Jul 2022 | ₫56.8t | ₫27.5t | ₫3.4t | 11.9x | 16.8x | 2.1x |
| Tue, 31 May 2022 | ₫63.5t | ₫27.5t | ₫3.4t | 12.1x | 18.8x | 2.3x |
| Thu, 28 Apr 2022 | ₫62.9t | ₫27.5t | ₫2.6t | 12.2x | 24.3x | 2.3x |
| Sat, 26 Mar 2022 | ₫70.6t | ₫26.5t | ₫2.5t | 14.7x | 28.4x | 2.7x |
| Mon, 21 Feb 2022 | ₫68.5t | ₫26.5t | ₫2.5t | 14.3x | 27.7x | 2.6x |
| Wed, 19 Jan 2022 | ₫57.2t | ₫27.5t | ₫2.5t | 13.3x | 22.8x | 2.1x |
| Fri, 17 Dec 2021 | ₫62.0t | ₫27.5t | ₫2.5t | 15.3x | 24.7x | 2.3x |
| Sun, 14 Nov 2021 | ₫63.1t | ₫27.3t | ₫2.5t | 14.3x | 25.5x | 2.3x |
| Tue, 12 Oct 2021 | ₫58.7t | ₫28.9t | ₫2.5t | 16.2x | 23.4x | 2x |
| Thu, 09 Sep 2021 | ₫60.5t | ₫29.8t | ₫2.6t | 14.5x | 23.3x | 2x |
| Sat, 07 Aug 2021 | ₫55.6t | ₫29.8t | ₫2.6t | 13.3x | 21.4x | 1.9x |
| Fri, 30 Apr 2021 | ₫48.3t | ₫27.5t | ₫2.5t | 11.6x | 19.4x | 1.8x |
Price to Earnings Ratio
19.4x
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 14.6x which is lower than its 3-year average PE of 17.8x.
- 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 26% per year over the last three years.
- Revenues for these companies have grown 5.9% 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 | -7.88% | |
| Industrials | -8.44% | |
| Infrastructure | -5.08% | |
| Airport Services | -1.46% | |
| Marine Ports and Services | -3.83% | |
| Highways and Railtracks | -8.46% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 35.5x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Airport Services industry, which is trading below its 3-year average of 17.5x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Marine Ports and Services industry since they expect its earnings to decline by only 11% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 4.6% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 11% 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 | |
|---|---|---|---|---|---|
| GMD Gemadept | ₫79.00k | 0.8% +₫186.3b | 49.6% | PE11.2x | |
| HAH Hai An Transport And Stevedoring | ₫39.65k | 3.7% +₫147.7b | 43.3% | PE12x | |
| PHP Port of Hai Phong | ₫17.10k | 2.4% +₫130.8b | -48.5% | PE10x | |
| CAG An Giang Port | ₫10.30k | 43.1% +₫42.8b | 24.1% | PE46x | |
| PDN Dong Nai Port | ₫115.50k | 0.9% +₫37.0b | 56.0% | PE14.1x |