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Vietnamese (HOSE) Infrastructure Industry Analysis
UpdatedNov 21, 2024
DataAggregated Company Financials
Companies23
- 7D-1.4%
- 3M-10.9%
- 1Y-2.9%
- YTD-3.6%
Over the last 7 days, the Infrastructure industry has dropped 2.4%, driven by Gemadept declining 3.2%. Overall the industry is down 3.9% in 12 months. Earnings are forecast to grow by 7.0% 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 |
|---|---|---|---|---|---|---|
| Thu, 21 Nov 2024 | ₫72.9t | ₫36.2t | ₫4.8t | 13.1x | 15.3x | 2x |
| Sat, 19 Oct 2024 | ₫76.0t | ₫34.8t | ₫4.5t | 13.7x | 16.9x | 2.2x |
| Mon, 16 Sep 2024 | ₫76.8t | ₫34.8t | ₫4.5t | 13.4x | 17.2x | 2.2x |
| Wed, 14 Aug 2024 | ₫77.2t | ₫34.8t | ₫4.5t | 14.4x | 17.3x | 2.2x |
| Fri, 12 Jul 2024 | ₫81.9t | ₫33.7t | ₫5.8t | 14.3x | 14x | 2.4x |
| Sun, 09 Jun 2024 | ₫81.3t | ₫33.5t | ₫5.7t | 14.8x | 14.3x | 2.4x |
| Tue, 07 May 2024 | ₫79.2t | ₫33.6t | ₫5.7t | 14.1x | 13.9x | 2.4x |
| Thu, 04 Apr 2024 | ₫77.5t | ₫32.5t | ₫5.0t | 15.6x | 15.4x | 2.4x |
| Sat, 02 Mar 2024 | ₫76.9t | ₫32.5t | ₫5.0t | 15.5x | 15.3x | 2.4x |
| Mon, 29 Jan 2024 | ₫77.8t | ₫37.0t | ₫5.1t | 14x | 15.3x | 2.1x |
| Wed, 27 Dec 2023 | ₫75.5t | ₫37.4t | ₫5.1t | 13x | 14.9x | 2x |
| Fri, 24 Nov 2023 | ₫73.1t | ₫37.4t | ₫5.1t | 12.8x | 14.5x | 2x |
| Sun, 22 Oct 2023 | ₫69.8t | ₫37.1t | ₫5.2t | 13.1x | 13.5x | 1.9x |
| Tue, 19 Sep 2023 | ₫73.5t | ₫23.9t | ₫5.2t | 15.2x | 14.3x | 3.1x |
| Thu, 17 Aug 2023 | ₫70.9t | ₫23.9t | ₫5.2t | 13.7x | 13.8x | 3x |
| Sat, 15 Jul 2023 | ₫66.0t | ₫22.3t | ₫3.8t | 15x | 17.5x | 3x |
| Mon, 12 Jun 2023 | ₫61.1t | ₫22.3t | ₫3.8t | 13.4x | 16.2x | 2.7x |
| Wed, 10 May 2023 | ₫58.6t | ₫20.8t | ₫3.5t | 11.8x | 16.7x | 2.8x |
| Fri, 07 Apr 2023 | ₫59.6t | ₫31.4t | ₫4.5t | 10.6x | 13.2x | 1.9x |
| Sun, 05 Mar 2023 | ₫57.5t | ₫31.4t | ₫4.5t | 11x | 12.7x | 1.8x |
| Tue, 31 Jan 2023 | ₫58.4t | ₫29.9t | ₫4.2t | 11.9x | 13.9x | 2x |
| Thu, 29 Dec 2022 | ₫53.1t | ₫29.6t | ₫4.1t | 12x | 12.8x | 1.8x |
| Sat, 26 Nov 2022 | ₫49.6t | ₫29.6t | ₫4.1t | 10x | 12x | 1.7x |
| Mon, 24 Oct 2022 | ₫53.2t | ₫26.6t | ₫3.8t | 11.2x | 14x | 2x |
| Wed, 21 Sep 2022 | ₫57.9t | ₫26.4t | ₫3.8t | 12.3x | 15.3x | 2.2x |
| Fri, 19 Aug 2022 | ₫62.2t | ₫26.4t | ₫3.8t | 11.5x | 16.4x | 2.4x |
| Sun, 17 Jul 2022 | ₫57.1t | ₫27.5t | ₫3.4t | 11.9x | 16.9x | 2.1x |
| Tue, 14 Jun 2022 | ₫59.0t | ₫27.5t | ₫3.4t | 11.8x | 17.4x | 2.1x |
| Thu, 12 May 2022 | ₫63.6t | ₫27.5t | ₫3.4t | 12.6x | 18.8x | 2.3x |
| Sat, 09 Apr 2022 | ₫68.8t | ₫26.5t | ₫2.5t | 13.4x | 27.6x | 2.6x |
| Mon, 07 Mar 2022 | ₫71.7t | ₫26.5t | ₫2.5t | 15x | 28.9x | 2.7x |
| Wed, 02 Feb 2022 | ₫60.9t | ₫27.5t | ₫2.5t | 14.1x | 23.9x | 2.2x |
| Fri, 31 Dec 2021 | ₫63.2t | ₫27.5t | ₫2.5t | 15.1x | 25.2x | 2.3x |
| Sun, 28 Nov 2021 | ₫61.1t | ₫27.5t | ₫2.5t | 15.6x | 24.4x | 2.2x |
Price to Earnings Ratio
24.4x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Infrastructure industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 16.7x.
- The 3-year average PS ratio of 2.3x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 24% per year over the last three years.
- Revenues for these companies have grown 9.7% 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 | -2.34% | |
| Industrials | -2.70% | |
| Infrastructure | -1.38% | |
| Highways and Railtracks | 0.43% | |
| Airport Services | -1.30% | |
| Marine Ports and Services | -2.20% | |
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 29.4x.
- 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 15.8x.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 7.0% over the next 5 years.
- This is better than its past earnings decline of 1.1% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 7.0% 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 | |
|---|---|---|---|---|---|
| PHP Port of Hai Phong | ₫17.10k | 2.4% +₫130.8b | -48.5% | PE10x | |
| CII Ho Chi Minh City Infrastructure Investment | ₫14.25k | 1.1% +₫48.0b | -15.2% | PE13x | |
| PDN Dong Nai Port | ₫111.70k | 0.8% +₫33.3b | 6.4% | PE13.2x | |
| VGP Vegetexco Port | ₫32.20k | 13.8% +₫30.5b | -3.3% | PE12.8x | |
| DVP Dinh Vu Port Development and Investment | ₫78.00k | 0.8% +₫24.0b | 30.0% | PE9.4x |