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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedJul 01, 2025
DataAggregated Company Financials
Companies24
  • 7D1.6%
  • 3M2.9%
  • 1Y-7.4%
  • YTD0.7%

Over the last 7 days, the Infrastructure industry has risen 1.6%, driven by gains from Gemadept of 2.7%. Meanwhile, Dong Nai Port actually underperformed within the industry, shrinking 7.0% in the last week. In contrast, the industry has lost 7.4% in the last 12 months. Earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 02 Jul 2025₫87.3t₫43.2t₫5.3t12.4x16.6x2x
Fri, 30 May 2025₫91.2t₫42.9t₫5.2t13x17.5x2.1x
Sun, 27 Apr 2025₫79.5t₫42.6t₫5.3t12.8x15.1x1.9x
Tue, 25 Mar 2025₫86.5t₫37.3t₫5.1t12.7x17.1x2.3x
Thu, 20 Feb 2025₫82.9t₫37.2t₫4.8t13.1x17.1x2.2x
Sat, 18 Jan 2025₫81.5t₫36.3t₫4.8t13.3x17x2.2x
Mon, 16 Dec 2024₫75.4t₫36.2t₫4.8t13.7x15.8x2.1x
Wed, 13 Nov 2024₫74.5t₫36.2t₫4.8t13.4x15.5x2.1x
Fri, 11 Oct 2024₫77.3t₫34.8t₫4.5t13.5x17.2x2.2x
Sun, 08 Sep 2024₫77.5t₫34.8t₫4.5t13.8x17.4x2.2x
Tue, 06 Aug 2024₫74.8t₫34.6t₫4.5t14.2x16.5x2.2x
Thu, 04 Jul 2024₫81.4t₫33.5t₫5.7t14.5x14.3x2.4x
Sat, 01 Jun 2024₫79.7t₫33.5t₫5.7t14.8x14x2.4x
Mon, 29 Apr 2024₫78.4t₫32.8t₫5.0t14.5x15.6x2.4x
Wed, 27 Mar 2024₫76.7t₫32.5t₫5.0t15x15.3x2.4x
Fri, 23 Feb 2024₫74.0t₫32.5t₫5.0t15.2x14.7x2.3x
Sun, 21 Jan 2024₫76.8t₫37.5t₫5.1t10.9x15x2x
Tue, 19 Dec 2023₫73.6t₫37.4t₫5.1t12.8x14.6x2x
Thu, 16 Nov 2023₫73.4t₫37.4t₫5.1t11.9x14.5x2x
Sat, 14 Oct 2023₫72.9t₫23.9t₫5.1t14.1x14.2x3.1x
Mon, 11 Sep 2023₫74.6t₫23.9t₫5.2t14.8x14.5x3.1x
Wed, 09 Aug 2023₫67.3t₫21.9t₫5.0t13.8x13.4x3.1x
Fri, 07 Jul 2023₫63.1t₫22.3t₫3.8t14.7x16.7x2.8x
Sun, 04 Jun 2023₫60.8t₫22.3t₫3.8t12.9x16.1x2.7x
Tue, 02 May 2023₫59.1t₫21.0t₫4.2t11x14x2.8x
Thu, 30 Mar 2023₫59.1t₫31.4t₫4.5t11x13.1x1.9x
Sat, 25 Feb 2023₫57.3t₫31.4t₫4.5t11x12.7x1.8x
Mon, 23 Jan 2023₫57.4t₫29.9t₫4.2t10.8x13.6x1.9x
Wed, 21 Dec 2022₫53.3t₫29.6t₫4.1t11.6x12.9x1.8x
Fri, 18 Nov 2022₫47.8t₫29.6t₫4.1t10.2x11.6x1.6x
Sun, 16 Oct 2022₫54.0t₫26.5t₫3.8t10.8x14.3x2x
Tue, 13 Sep 2022₫59.0t₫26.4t₫3.8t12.4x15.6x2.2x
Thu, 11 Aug 2022₫61.4t₫26.4t₫3.8t11.7x16.2x2.3x
Sat, 09 Jul 2022₫55.8t₫27.5t₫3.4t11.8x16.5x2x
Price to Earnings Ratio

16.5x


Total Market Cap: ₫55.8tTotal Earnings: ₫3.4tTotal Revenue: ₫27.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Infrastructure Industry Price to Earnings3Y Average 15.2x202320242025
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 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 16% per year over the last three years.
  • Revenues for these companies have grown 16% 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 Market1.17%
Industrials1.45%
Infrastructure1.57%
Highways and Railtracks2.85%
Marine Ports and Services1.05%
Airport Services1.04%
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 37.6x.
    • 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 13.5x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 17% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 12% 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₫60.00k7.5%
+₫1.8t		-27.0%PE21.1x
CII Ho Chi Minh City Infrastructure Investment₫14.90k3.5%
+₫274.1b		-6.9%PS2.9x
HAH Hai An Transport And Stevedoring₫67.10k0.9%
+₫77.9b		50.8%PE11.2x
SGN Saigon Ground Services₫64.80k2.5%
+₫53.7b		-21.9%PE8.6x
MAS Danang Airports Services₫38.00k16.2%
+₫22.6b		1.3%PE49.9x

Latest News

MAS
₫38,000.00
Danang Airports Services
7D
16.2%
1Y
1.3%
GMD
₫60,000.00
Gemadept
7D
7.5%
1Y
-27.0%
PDN
₫95,900.00
Dong Nai Port
7D
-8.8%
1Y
22.4%
CDN
₫31,300.00
Danang Port
7D
-4.3%
1Y
-7.9%
MAC
₫18,300.00
Marine Supply and Engineering Service
7D
-8.5%
1Y
28.9%
HAH
₫67,100.00
Hai An Transport And Stevedoring
7D
0.9%
1Y
50.8%
VSC
₫15,900.00
Vietnam Container Shipping
7D
0.3%
1Y
-2.4%
CCR
₫12,400.00
Cam Ranh Port
7D
-6.8%
1Y
-15.6%
DVP
₫77,500.00
Dinh Vu Port Development and Investment
7D
0.4%
1Y
2.1%
CAG
₫7,400.00
An Giang Port
7D
-1.3%
1Y
-14.0%
CLL
₫33,950.00
Cat Lai Port
7D
-0.1%
1Y
-17.2%
CII
₫14,900.00
Ho Chi Minh City Infrastructure Investment
7D
3.5%
1Y
-6.9%
SGN
₫64,800.00
Saigon Ground Services
7D
2.5%
1Y
-21.9%
TCL
₫33,800.00
Tan Cang Logistics and Stevedoring
7D
1.0%
1Y
-5.1%
HHV
₫12,400.00
Deo Ca Traffic Infrastructure Investment
7D
-0.4%
1Y
3.3%
QNP
₫31,600.00
Quy NHON Port
7D
-4.1%
1Y
-15.8%