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Vietnamese (HOSE) Infrastructure Industry Analysis
UpdatedAug 17, 2025
DataAggregated Company Financials
Companies24
- 7D9.5%
- 3M23.6%
- 1Y15.5%
- YTD21.2%
In the last week, the Infrastructure industry is up 9.5%, with Ho Chi Minh City Infrastructure Investment up 38%. This takes the industry's 12 month performance to a gain of 16%. Looking forward, earnings are forecast to grow by 13% 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 |
|---|---|---|---|---|---|---|
| Sun, 17 Aug 2025 | ₫105.6t | ₫44.3t | ₫5.7t | 13.5x | 18.5x | 2.4x |
| Tue, 15 Jul 2025 | ₫88.5t | ₫43.2t | ₫5.3t | 12x | 16.8x | 2x |
| Thu, 12 Jun 2025 | ₫86.0t | ₫43.2t | ₫5.2t | 12.8x | 16.5x | 2x |
| Sat, 10 May 2025 | ₫83.8t | ₫42.4t | ₫5.0t | 13x | 16.7x | 2x |
| Mon, 07 Apr 2025 | ₫78.0t | ₫37.3t | ₫4.9t | 12.8x | 15.9x | 2.1x |
| Wed, 05 Mar 2025 | ₫83.2t | ₫37.3t | ₫5.1t | 13.1x | 16.3x | 2.2x |
| Fri, 31 Jan 2025 | ₫82.8t | ₫35.3t | ₫5.2t | 13.6x | 15.8x | 2.3x |
| Sun, 29 Dec 2024 | ₫83.4t | ₫36.2t | ₫4.8t | 13.9x | 17.5x | 2.3x |
| Tue, 26 Nov 2024 | ₫73.5t | ₫36.2t | ₫4.8t | 13.4x | 15.4x | 2x |
| Thu, 24 Oct 2024 | ₫73.5t | ₫34.9t | ₫4.6t | 13.5x | 16x | 2.1x |
| Sat, 21 Sep 2024 | ₫77.8t | ₫34.8t | ₫4.5t | 13.5x | 17.3x | 2.2x |
| Mon, 19 Aug 2024 | ₫78.2t | ₫34.8t | ₫4.5t | 13.9x | 17.5x | 2.2x |
| Wed, 17 Jul 2024 | ₫80.5t | ₫33.7t | ₫5.8t | 14.3x | 13.8x | 2.4x |
| Fri, 14 Jun 2024 | ₫82.5t | ₫33.5t | ₫5.7t | 14.5x | 14.5x | 2.5x |
| Sun, 12 May 2024 | ₫78.8t | ₫33.6t | ₫5.7t | 14.1x | 13.8x | 2.3x |
| Tue, 09 Apr 2024 | ₫75.6t | ₫32.5t | ₫5.0t | 15x | 15.1x | 2.3x |
| Thu, 07 Mar 2024 | ₫75.7t | ₫32.5t | ₫5.0t | 15.6x | 15.1x | 2.3x |
| Sat, 03 Feb 2024 | ₫78.1t | ₫34.3t | ₫5.2t | 14.1x | 14.9x | 2.3x |
| Mon, 01 Jan 2024 | ₫74.2t | ₫37.4t | ₫5.1t | 12.8x | 14.7x | 2x |
| Wed, 29 Nov 2023 | ₫73.1t | ₫37.4t | ₫5.1t | 12.9x | 14.4x | 2x |
| Fri, 27 Oct 2023 | ₫66.0t | ₫37.2t | ₫5.2t | 12.8x | 12.8x | 1.8x |
| Sun, 24 Sep 2023 | ₫73.4t | ₫23.9t | ₫5.1t | 15.5x | 14.3x | 3.1x |
| Tue, 22 Aug 2023 | ₫68.0t | ₫23.9t | ₫5.2t | 13.8x | 13.2x | 2.8x |
| Thu, 20 Jul 2023 | ₫66.1t | ₫22.3t | ₫3.8t | 18x | 17.5x | 3x |
| Sat, 17 Jun 2023 | ₫61.0t | ₫22.3t | ₫3.8t | 14.3x | 16.2x | 2.7x |
| Mon, 15 May 2023 | ₫58.6t | ₫20.8t | ₫3.4t | 12.2x | 17x | 2.8x |
| Wed, 12 Apr 2023 | ₫60.0t | ₫31.4t | ₫4.5t | 10.6x | 13.3x | 1.9x |
| Fri, 10 Mar 2023 | ₫58.4t | ₫31.4t | ₫4.5t | 11.1x | 12.9x | 1.9x |
| Sun, 05 Feb 2023 | ₫58.8t | ₫31.3t | ₫4.6t | 10.7x | 12.7x | 1.9x |
| Tue, 03 Jan 2023 | ₫53.9t | ₫29.6t | ₫4.1t | 11.6x | 13x | 1.8x |
| Thu, 01 Dec 2022 | ₫51.7t | ₫29.6t | ₫4.1t | 10.4x | 12.5x | 1.7x |
| Sat, 29 Oct 2022 | ₫52.3t | ₫28.5t | ₫3.8t | 10.4x | 13.6x | 1.8x |
| Mon, 26 Sep 2022 | ₫58.2t | ₫26.4t | ₫3.8t | 12.3x | 15.4x | 2.2x |
| Wed, 24 Aug 2022 | ₫61.1t | ₫26.4t | ₫3.8t | 11.1x | 16.2x | 2.3x |
Price to Earnings Ratio
16.2x
Current Industry PE
- Investors are optimistic on the Vietnamese Infrastructure industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 18.5x which is higher than its 3-year average PE of 15.2x.
- 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 15% per year over the last three years.
- Revenues for these companies have grown 19% 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 | 3.02% | |
| Industrials | 4.42% | |
| Infrastructure | 9.48% | |
| Highways and Railtracks | 16.45% | |
| Marine Ports and Services | 6.86% | |
| Airport Services | 1.43% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry, which is trading close to its 3-year average PE ratio of 37.3x.
- 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 13.1x.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 13% over the next 5 years.
- However this is lower than its past earnings growth rate of 20% 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CII Ho Chi Minh City Infrastructure Investment | ₫24.70k | 38.0% +₫4.2t | 85.9% | PE486.1x | |
| VSC Vietnam Container Shipping | ₫33.85k | 34.9% +₫3.3t | 141.3% | PE30.2x | |
| HAH Hai An Transport And Stevedoring | ₫61.90k | 6.4% +₫624.8b | 93.9% | PE10.2x | |
| HHV Deo Ca Traffic Infrastructure Investment | ₫14.75k | 7.7% +₫497.4b | 30.7% | PE14x | |
| GMD Gemadept | ₫59.70k | 1.2% +₫294.1b | -25.2% | PE19.6x |