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Vietnamese (HOSE) Infrastructure Industry Analysis

UpdatedJan 09, 2026
DataAggregated Company Financials
Companies24
  • 7D1.8%
  • 3M-10.5%
  • 1Y16.2%
  • YTD2.0%

Over the last 7 days, the Infrastructure industry has dropped 1.3%, driven by Ho Chi Minh City Infrastructure Investment declining 4.5%. In contrast, CII Bridges and Roads Investment has gained 19%. In the past year, the industry has gained 15%. As for the next few years, earnings are expected to grow by 6.8% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 09 Jan 2026₫97.2t₫46.2t₫5.9t11.2x16.4x2.1x
Sun, 07 Dec 2025₫102.4t₫46.2t₫5.9t11.9x17.2x2.2x
Tue, 04 Nov 2025₫103.0t₫46.0t₫6.0t11.6x17.1x2.2x
Thu, 02 Oct 2025₫106.2t₫44.3t₫5.7t12.6x18.6x2.4x
Sat, 30 Aug 2025₫105.1t₫44.3t₫5.7t13.3x18.4x2.4x
Mon, 28 Jul 2025₫92.6t₫43.7t₫5.4t12.5x17.2x2.1x
Wed, 25 Jun 2025₫86.3t₫43.2t₫5.3t12.4x16.4x2x
Fri, 23 May 2025₫87.1t₫42.9t₫5.2t12.7x16.8x2x
Sun, 20 Apr 2025₫77.7t₫40.7t₫5.3t12.6x14.5x1.9x
Tue, 18 Mar 2025₫82.6t₫37.3t₫5.0t13.6x16.6x2.2x
Thu, 13 Feb 2025₫83.0t₫37.2t₫4.8t13.1x17.2x2.2x
Sat, 11 Jan 2025₫81.0t₫36.3t₫4.8t13.5x16.9x2.2x
Mon, 09 Dec 2024₫75.7t₫36.2t₫4.8t13.6x15.9x2.1x
Wed, 06 Nov 2024₫73.0t₫35.8t₫4.8t13x15.3x2x
Fri, 04 Oct 2024₫77.7t₫34.8t₫4.5t13.5x17.3x2.2x
Sun, 01 Sep 2024₫78.4t₫34.8t₫4.5t14x17.6x2.3x
Tue, 30 Jul 2024₫78.7t₫34.0t₫5.8t13.4x13.6x2.3x
Thu, 27 Jun 2024₫81.2t₫33.5t₫5.7t14.5x14.3x2.4x
Sat, 25 May 2024₫79.5t₫33.5t₫5.7t14.6x14x2.4x
Mon, 22 Apr 2024₫73.4t₫32.7t₫5.0t13.9x14.6x2.2x
Wed, 20 Mar 2024₫75.3t₫32.5t₫5.0t15x15x2.3x
Fri, 16 Feb 2024₫72.5t₫32.5t₫5.0t14.1x14.4x2.2x
Sun, 14 Jan 2024₫76.4t₫37.4t₫5.1t11.4x15.1x2x
Tue, 12 Dec 2023₫74.6t₫37.4t₫5.1t13.1x14.8x2x
Thu, 09 Nov 2023₫71.4t₫37.4t₫5.1t11.9x14.1x1.9x
Sat, 07 Oct 2023₫72.1t₫23.9t₫5.1t14.3x14x3x
Mon, 04 Sep 2023₫72.5t₫23.9t₫5.2t14x14.1x3x
Wed, 02 Aug 2023₫66.5t₫22.2t₫3.8t17.3x17.6x3x
Fri, 30 Jun 2023₫62.0t₫22.3t₫3.8t14.5x16.4x2.8x
Sun, 28 May 2023₫59.7t₫20.8t₫3.5t11.9x17.2x2.9x
Tue, 25 Apr 2023₫59.0t₫33.8t₫4.2t10.5x13.9x1.7x
Thu, 23 Mar 2023₫58.0t₫31.4t₫4.5t12x12.8x1.8x
Sat, 18 Feb 2023₫57.6t₫31.4t₫4.5t10.1x12.7x1.8x
Mon, 16 Jan 2023₫55.3t₫29.6t₫4.1t10.8x13.4x1.9x
Price to Earnings Ratio

13.4x


Total Market Cap: ₫55.3tTotal Earnings: ₫4.1tTotal Revenue: ₫29.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Infrastructure Industry Price to Earnings3Y Average 15.7x202420252026
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 15.7x.
  • 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 13% 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 Market3.93%
Industrials-1.21%
Infrastructure1.78%
Highways and Railtracks2.43%
Marine Ports and Services1.66%
Airport Services-0.73%
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 37.9x.
    • 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 12.2x.
Forecasted Growth
  • Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 6.8% over the next 5 years.
  • However this is lower than its past earnings growth rate of 36% per year.
  • In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 6.8% 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
LGC CII Bridges and Roads Investment₫61.00k17.1%
+₫1.7t
n/aPE23.9x
GMD Gemadept₫62.00k1.6%
+₫426.5b
0%PE20.6x
VMS Vietnam Maritime Development₫38.50k52.2%
+₫118.8b
50.4%PE19.6x
NCT Noibai Cargo Terminal Services₫91.00k1.4%
+₫34.0b
-20.1%PE7.6x
QNP Quy NHON Port₫29.90k2.4%
+₫28.3b
-14.6%n/a

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