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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
Companies23
  • 7D1.4%
  • 3M5.0%
  • 1Y26.0%
  • YTD7.8%

In the last week, the Infrastructure industry is up 1.4%, with Gemadept up 4.7%. This means that the industry has gained 26% over the past year. Looking forward, earnings are forecast to decline by 9.8% per year.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Apr 2024₫77.3t₫32.5t₫5.0t15.5x15.5x2.4x
Mon, 11 Mar 2024₫76.2t₫32.5t₫5.0t15.4x15.2x2.3x
Wed, 07 Feb 2024₫72.6t₫32.3t₫5.0t13.9x14.5x2.2x
Fri, 05 Jan 2024₫75.4t₫37.4t₫5.1t11.8x14.9x2x
Sun, 03 Dec 2023₫73.4t₫37.4t₫5.1t13x14.5x2x
Tue, 31 Oct 2023₫66.1t₫37.3t₫5.2t12.7x12.8x1.8x
Thu, 28 Sep 2023₫72.2t₫23.9t₫5.1t15.5x14x3x
Sat, 26 Aug 2023₫68.9t₫23.9t₫5.2t13.9x13.4x2.9x
Mon, 24 Jul 2023₫66.1t₫22.2t₫3.8t17.9x17.3x3x
Wed, 21 Jun 2023₫62.0t₫22.3t₫3.8t14.1x16.5x2.8x
Fri, 19 May 2023₫59.0t₫20.8t₫3.4t12.2x17.1x2.8x
Sun, 16 Apr 2023₫59.9t₫31.4t₫4.5t11.6x13.3x1.9x
Tue, 14 Mar 2023₫57.9t₫31.4t₫4.5t11.1x12.8x1.8x
Thu, 09 Feb 2023₫58.4t₫31.4t₫4.5t11.6x12.9x1.9x
Sat, 07 Jan 2023₫54.7t₫29.6t₫4.1t11.4x13.2x1.8x
Mon, 05 Dec 2022₫51.1t₫29.6t₫4.1t10.3x12.4x1.7x
Wed, 02 Nov 2022₫52.6t₫29.0t₫4.1t10.7x12.9x1.8x
Fri, 30 Sep 2022₫56.1t₫26.5t₫3.8t12.1x14.8x2.1x
Sun, 28 Aug 2022₫60.3t₫26.4t₫3.8t11.5x16x2.3x
Tue, 26 Jul 2022₫58.3t₫27.5t₫3.4t11.1x17.1x2.1x
Thu, 23 Jun 2022₫55.8t₫27.5t₫3.4t11.4x16.5x2x
Sat, 21 May 2022₫60.2t₫27.5t₫3.4t12.4x17.8x2.2x
Mon, 18 Apr 2022₫69.0t₫26.5t₫2.5t13.3x27.6x2.6x
Wed, 16 Mar 2022₫68.8t₫26.5t₫2.5t14.3x27.8x2.6x
Fri, 11 Feb 2022₫64.6t₫26.2t₫2.4t14.5x27.4x2.5x
Sun, 09 Jan 2022₫66.5t₫27.5t₫2.5t15.1x26.5x2.4x
Tue, 07 Dec 2021₫58.4t₫27.5t₫2.5t15x23.3x2.1x
Thu, 04 Nov 2021₫60.8t₫29.0t₫2.6t13.9x23.1x2.1x
Sat, 02 Oct 2021₫56.4t₫28.9t₫2.5t15.4x22.5x2x
Mon, 30 Aug 2021₫60.5t₫29.8t₫2.6t14x23.3x2x
Tue, 06 Jul 2021₫52.0t₫29.8t₫2.6t13x20x1.7x
Price to Earnings Ratio

19.4x


Total Market Cap: ₫48.3tTotal Earnings: ₫2.5tTotal Revenue: ₫27.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Infrastructure Industry Price to Earnings3Y Average 17.8x202220232024
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 15.5x 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 5.7% 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 Market1.60%
Industrials0.96%
Infrastructure1.42%
Marine Ports and Services2.50%
Highways and Railtracks-0.087%
Airport Services-1.66%
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 35.6x.
    • 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 9.8% 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 7.5% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 9.8% 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₫81.70k4.7%
+₫1.5t
51.9%PE11.8x
PDN Dong Nai Port₫115.00k3.5%
+₫144.5b
53.3%PE15.7x
PHP Port of Hai Phong₫17.10k2.4%
+₫130.8b
-48.5%PE10x
CLL Cat Lai Port₫41.00k3.0%
+₫40.8b
40.2%PE15.1x
CCR Cam Ranh Port₫12.40k9.7%
+₫26.9b
7.8%PE22x
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Latest News

VMS

₫24,200.00

Vietnam Maritime Development

7D

-20.7%

1Y

32.2%

GMD

₫81,700.00

Gemadept

7D

4.7%

1Y

51.9%

SGN

₫72,000.00

Saigon Ground Services

7D

-2.0%

1Y

-1.4%

VSC

₫22,100.00

Vietnam Container Shipping

7D

-2.6%

1Y

-13.9%

HAH

₫41,650.00

Hai An Transport And Stevedoring

7D

0.4%

1Y

63.1%

DVP

₫76,500.00

Dinh Vu Port Development and Investment

7D

-1.5%

1Y

49.1%

CCR

₫12,400.00

Cam Ranh Port

7D

9.7%

1Y

7.8%

HHV

₫15,100.00

Deo Ca Traffic Infrastructure Investment

7D

-0.3%

1Y

26.2%

PDN

₫115,000.00

Dong Nai Port

7D

3.5%

1Y

53.3%

DXP

₫14,100.00

Doan Xa Port

7D

1.4%

1Y

59.9%

NCT

₫89,900.00

Noibai Cargo Terminal Services

7D

-0.9%

1Y

1.6%

CLL

₫41,000.00

Cat Lai Port

7D

3.0%

1Y

40.2%

VGP

₫26,100.00

Vegetexco Port

7D

3.2%

1Y

n/a

CDN

₫27,000.00

Danang Port

7D

-0.7%

1Y

-0.7%

PHP

₫17,100.00

Port of Hai Phong

7D

2.4%

1Y

-48.5%