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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedJun 07, 2025
DataAggregated Company Financials
Companies24
  • 7D-2.1%
  • 3M0.6%
  • 1Y-7.1%
  • YTD1.9%

Over the last 7 days, the Infrastructure industry has dropped 2.1%, driven by declines in Gemadept and CII Bridges and Roads Investment of 3.8% and 6.9%, respectively. The industry has fallen 7.1% in the last year. 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
Sat, 07 Jun 2025₫88.4t₫43.2t₫5.2t13.2x17x2x
Mon, 05 May 2025₫83.0t₫42.4t₫5.0t12.8x16.5x2x
Wed, 02 Apr 2025₫86.0t₫37.3t₫4.9t13.2x17.5x2.3x
Fri, 28 Feb 2025₫83.1t₫37.3t₫5.1t12.9x16.3x2.2x
Sun, 26 Jan 2025₫82.8t₫34.4t₫4.8t14.5x17.2x2.4x
Tue, 24 Dec 2024₫82.5t₫36.2t₫4.8t13.6x17.3x2.3x
Thu, 21 Nov 2024₫72.9t₫36.2t₫4.8t13.1x15.3x2x
Sat, 19 Oct 2024₫76.0t₫34.8t₫4.5t13.7x16.9x2.2x
Mon, 16 Sep 2024₫76.8t₫34.8t₫4.5t13.4x17.2x2.2x
Wed, 14 Aug 2024₫77.2t₫34.8t₫4.5t14.4x17.3x2.2x
Fri, 12 Jul 2024₫81.9t₫33.7t₫5.8t14.3x14x2.4x
Sun, 09 Jun 2024₫81.3t₫33.5t₫5.7t14.8x14.3x2.4x
Tue, 07 May 2024₫79.2t₫33.6t₫5.7t14.1x13.9x2.4x
Thu, 04 Apr 2024₫77.5t₫32.5t₫5.0t15.6x15.4x2.4x
Sat, 02 Mar 2024₫76.9t₫32.5t₫5.0t15.5x15.3x2.4x
Mon, 29 Jan 2024₫77.8t₫37.0t₫5.1t14x15.3x2.1x
Wed, 27 Dec 2023₫75.5t₫37.4t₫5.1t13x14.9x2x
Fri, 24 Nov 2023₫73.1t₫37.4t₫5.1t12.8x14.5x2x
Sun, 22 Oct 2023₫69.8t₫37.1t₫5.2t13.1x13.5x1.9x
Tue, 19 Sep 2023₫73.5t₫23.9t₫5.2t15.2x14.3x3.1x
Thu, 17 Aug 2023₫70.9t₫23.9t₫5.2t13.7x13.8x3x
Sat, 15 Jul 2023₫66.0t₫22.3t₫3.8t15x17.5x3x
Mon, 12 Jun 2023₫61.1t₫22.3t₫3.8t13.4x16.2x2.7x
Wed, 10 May 2023₫58.6t₫20.8t₫3.5t11.8x16.7x2.8x
Fri, 07 Apr 2023₫59.6t₫31.4t₫4.5t10.6x13.2x1.9x
Sun, 05 Mar 2023₫57.5t₫31.4t₫4.5t11x12.7x1.8x
Tue, 31 Jan 2023₫58.4t₫29.9t₫4.2t11.9x13.9x2x
Thu, 29 Dec 2022₫53.1t₫29.6t₫4.1t12x12.8x1.8x
Sat, 26 Nov 2022₫49.6t₫29.6t₫4.1t10x12x1.7x
Mon, 24 Oct 2022₫53.2t₫26.6t₫3.8t11.2x14x2x
Wed, 21 Sep 2022₫57.9t₫26.4t₫3.8t12.3x15.3x2.2x
Fri, 19 Aug 2022₫62.2t₫26.4t₫3.8t11.5x16.4x2.4x
Sun, 17 Jul 2022₫57.1t₫27.5t₫3.4t11.9x16.9x2.1x
Tue, 14 Jun 2022₫59.0t₫27.5t₫3.4t11.8x17.4x2.1x
Price to Earnings Ratio

17.4x


Total Market Cap: ₫59.0tTotal 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 optimistic on the Vietnamese Infrastructure industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 17.0x 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 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 Market-0.05%
Industrials1.55%
Infrastructure-2.06%
Airport Services1.10%
Marine Ports and Services-1.42%
Highways and Railtracks-4.12%
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 37.8x.
    • 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 13.8x.
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
VSC Vietnam Container Shipping₫17.65k3.1%
+₫198.4b
4.5%PE17.8x
PDN Dong Nai Port₫139.00k3.7%
+₫185.2b
15.8%PE15.4x
NCT Noibai Cargo Terminal Services₫106.70k4.1%
+₫109.9b
13.6%PE11x
HHV Deo Ca Traffic Infrastructure Investment₫12.35k1.6%
+₫86.5b
-4.3%PE12.5x
MAC Marine Supply and Engineering Service₫21.20k15.2%
+₫63.6b
130.4%PE10x
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Latest News

MAC

₫21,200.00

Marine Supply and Engineering Service

7D

15.2%

1Y

130.4%

NAP

₫10,600.00

Nghe Tinh Port

7D

5.0%

1Y

-3.6%

HAH

₫76,000.00

Hai An Transport And Stevedoring

7D

-2.6%

1Y

97.5%

VSC

₫17,650.00

Vietnam Container Shipping

7D

3.1%

1Y

4.5%

VMS

₫21,800.00

Vietnam Maritime Development

7D

20.4%

1Y

-4.4%

LGC

₫60,800.00

CII Bridges and Roads Investment

7D

-6.9%

1Y

2.4%

NCT

₫106,700.00

Noibai Cargo Terminal Services

7D

4.1%

1Y

13.6%

GMD

₫57,500.00

Gemadept

7D

-3.8%

1Y

-31.1%

CCR

₫12,100.00

Cam Ranh Port

7D

-7.6%

1Y

0%

DXP

₫9,600.00

Doan Xa Port

7D

3.2%

1Y

-30.9%

CII

₫14,850.00

Ho Chi Minh City Infrastructure Investment

7D

-3.6%

1Y

-15.1%

SGN

₫64,800.00

Saigon Ground Services

7D

-2.6%

1Y

-16.9%

CDN

₫31,900.00

Danang Port

7D

-0.9%

1Y

0.6%

PDN

₫139,000.00

Dong Nai Port

7D

3.7%

1Y

15.8%

HHV

₫12,350.00

Deo Ca Traffic Infrastructure Investment

7D

1.6%

1Y

-4.3%

QNP

₫34,500.00

Quy NHON Port

7D

-2.8%

1Y

0.9%