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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedDec 30, 2024
DataAggregated Company Financials
Companies23
  • 7D1.4%
  • 3M-3.2%
  • 1Y0.9%
  • YTD0.4%

The Infrastructure industry is up 1.4% in the last week, with Gemadept up 2.3%. The industry has been flat over the past 12 months despite the gain this week. Earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Dec 2024₫83.4t₫36.2t₫4.8t13.9x17.5x2.3x
Wed, 27 Nov 2024₫73.9t₫36.2t₫4.8t13.3x15.5x2x
Fri, 25 Oct 2024₫73.1t₫35.1t₫4.6t13.3x15.9x2.1x
Sun, 22 Sep 2024₫77.8t₫34.8t₫4.5t13.5x17.4x2.2x
Tue, 20 Aug 2024₫79.3t₫34.8t₫4.5t13.9x17.8x2.3x
Thu, 18 Jul 2024₫80.3t₫33.7t₫5.8t13.7x13.7x2.4x
Sat, 15 Jun 2024₫81.3t₫33.5t₫5.7t14.5x14.3x2.4x
Mon, 13 May 2024₫78.8t₫33.6t₫5.7t14.1x13.8x2.3x
Wed, 10 Apr 2024₫76.5t₫32.5t₫5.0t15.4x15.3x2.4x
Fri, 08 Mar 2024₫75.7t₫32.5t₫5.0t15.6x15.1x2.3x
Sun, 04 Feb 2024₫78.1t₫34.5t₫5.6t14.1x14x2.3x
Tue, 02 Jan 2024₫74.2t₫37.4t₫5.1t12.8x14.7x2x
Thu, 30 Nov 2023₫73.4t₫37.4t₫5.1t12.9x14.5x2x
Sat, 28 Oct 2023₫67.5t₫37.3t₫5.2t12.8x12.9x1.8x
Mon, 25 Sep 2023₫73.4t₫23.9t₫5.1t15.5x14.3x3.1x
Wed, 23 Aug 2023₫68.2t₫23.9t₫5.2t13.8x13.2x2.9x
Fri, 21 Jul 2023₫65.5t₫22.3t₫3.8t17.7x17.2x2.9x
Sun, 18 Jun 2023₫61.0t₫22.3t₫3.8t14.3x16.2x2.7x
Tue, 16 May 2023₫58.8t₫20.8t₫3.4t12.1x17.1x2.8x
Thu, 13 Apr 2023₫59.9t₫31.4t₫4.5t10.6x13.3x1.9x
Sat, 11 Mar 2023₫58.2t₫31.4t₫4.5t11.1x12.9x1.9x
Mon, 06 Feb 2023₫58.8t₫31.4t₫4.5t10.7x13x1.9x
Wed, 04 Jan 2023₫54.3t₫29.6t₫4.1t11.5x13.1x1.8x
Fri, 02 Dec 2022₫51.4t₫29.6t₫4.1t10.4x12.5x1.7x
Sun, 30 Oct 2022₫52.3t₫28.7t₫3.9t10.4x13.4x1.8x
Tue, 27 Sep 2022₫57.4t₫26.4t₫3.8t12.7x15.2x2.2x
Thu, 25 Aug 2022₫61.3t₫26.4t₫3.8t11.2x16.2x2.3x
Sat, 23 Jul 2022₫57.9t₫27.5t₫3.4t11.2x16.9x2.1x
Mon, 20 Jun 2022₫59.4t₫27.5t₫3.4t11.3x17.6x2.2x
Wed, 18 May 2022₫59.7t₫27.5t₫3.4t12.4x17.7x2.2x
Fri, 15 Apr 2022₫69.1t₫26.5t₫2.5t13.2x27.7x2.6x
Sun, 13 Mar 2022₫69.8t₫26.5t₫2.5t15.2x28.2x2.6x
Tue, 08 Feb 2022₫63.9t₫25.8t₫2.2t13.8x28.9x2.5x
Thu, 06 Jan 2022₫65.0t₫27.5t₫2.5t15x25.9x2.4x
Price to Earnings Ratio

25.9x


Total Market Cap: ₫65.0tTotal Earnings: ₫2.5tTotal Revenue: ₫27.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Infrastructure Industry Price to Earnings3Y Average 16.4x20232024
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 16.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.3x.
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 Market1.63%
Industrials1.06%
Infrastructure1.41%
Airport Services1.46%
Marine Ports and Services1.44%
Highways and Railtracks1.30%
Industry PE
  • Investors are most optimistic about the Marine Ports and Services industry which is trading above its 3-year average PE ratio of 13.1x.
    • Analysts are expecting annual earnings growth of 10.6%, which is higher than its past year's earnings decline of 1.1% per year.
  • Investors are most pessimistic about the Airport Services industry, which is trading below its 3-year average of 15.4x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 11% 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 11% 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₫66.00k1.5%
+₫414.0b		-6.4%PE21.3x
HHV Deo Ca Traffic Infrastructure Investment₫11.80k7.3%
+₫345.8b		-19.8%n/a
PHP Port of Hai Phong₫17.10k2.4%
+₫130.8b		-48.5%PE10x
CDN Danang Port₫34.00k2.4%
+₫79.2b		23.2%PE11.7x
SGN Saigon Ground Services₫84.00k2.6%
+₫70.4b		15.9%PE13.8x
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Latest News

CII

₫13,950.00

Ho Chi Minh City Infrastructure Investment

7D

-3.1%

1Y

-19.1%

GMD

₫66,000.00

Gemadept

7D

1.5%

1Y

-6.4%

PDN

₫105,000.00

Dong Nai Port

7D

-1.9%

1Y

11.7%

HAH

₫49,150.00

Hai An Transport And Stevedoring

7D

-1.9%

1Y

50.3%

SGN

₫84,000.00

Saigon Ground Services

7D

2.6%

1Y

15.9%

VSC

₫15,950.00

Vietnam Container Shipping

7D

0.6%

1Y

-40.9%

CLL

₫35,650.00

Cat Lai Port

7D

-1.1%

1Y

-3.4%

CDN

₫34,000.00

Danang Port

7D

2.4%

1Y

23.2%

CCR

₫12,700.00

Cam Ranh Port

7D

-5.9%

1Y

14.4%

DXP

₫11,600.00

Doan Xa Port

7D

-0.9%

1Y

-9.4%

NCT

₫115,300.00

Noibai Cargo Terminal Services

7D

0.5%

1Y

30.7%

DVP

₫81,600.00

Dinh Vu Port Development and Investment

7D

1.5%

1Y

13.5%

HHV

₫11,800.00

Deo Ca Traffic Infrastructure Investment

7D

7.3%

1Y

-19.8%

CAG

₫7,700.00

An Giang Port

7D

-3.8%

1Y

5.5%

QNP

₫35,000.00

Quy NHON Port

7D

-2.2%

1Y

n/a

PHP

₫17,100.00

Port of Hai Phong

7D

2.4%

1Y

-48.5%