Have your own idea? Try our Stock Screener
Vietnamese (HOSE) Infrastructure Industry Analysis
UpdatedJul 12, 2026
DataAggregated Company Financials
Companies24
- 7D-2.2%
- 3M-4.9%
- 1Y7.7%
- YTD1.2%
Over the last 7 days, the Infrastructure industry has dropped 2.2%, driven by Vietnam Container Shipping declining 13%. Meanwhile, Macstar Group actually outperformed within the industry, gaining 8.3% in the last week. In the past year, the industry has gained 7.7%. As for the next few years, earnings are expected to grow by 9.5% per annum.
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, 12 Jul 2026 | ₫100.5t | ₫48.4t | ₫6.7t | 10.7x | 15.1x | 2.1x |
| Tue, 09 Jun 2026 | ₫102.5t | ₫48.4t | ₫6.7t | 10.6x | 15.4x | 2.1x |
| Thu, 07 May 2026 | ₫107.5t | ₫47.5t | ₫6.6t | 10.8x | 16.4x | 2.3x |
| Sat, 04 Apr 2026 | ₫101.5t | ₫46.6t | ₫6.4t | 10.2x | 15.9x | 2.2x |
| Mon, 02 Mar 2026 | ₫110.3t | ₫46.6t | ₫6.4t | 10.6x | 17.2x | 2.4x |
| Wed, 28 Jan 2026 | ₫97.6t | ₫45.8t | ₫6.1t | 11.4x | 16.1x | 2.1x |
| Fri, 26 Dec 2025 | ₫97.2t | ₫46.2t | ₫5.9t | 11.5x | 16.3x | 2.1x |
| Sun, 23 Nov 2025 | ₫103.9t | ₫46.1t | ₫5.9t | 11.9x | 17.6x | 2.3x |
| Tue, 21 Oct 2025 | ₫109.3t | ₫44.4t | ₫5.7t | 12.3x | 19x | 2.5x |
| Thu, 18 Sep 2025 | ₫107.2t | ₫44.3t | ₫5.7t | 12.5x | 18.8x | 2.4x |
| Sat, 16 Aug 2025 | ₫105.6t | ₫44.3t | ₫5.7t | 13.5x | 18.5x | 2.4x |
| Mon, 14 Jul 2025 | ₫88.7t | ₫43.2t | ₫5.3t | 12.5x | 16.8x | 2.1x |
| Wed, 11 Jun 2025 | ₫86.1t | ₫43.2t | ₫5.2t | 12.8x | 16.5x | 2x |
| Fri, 09 May 2025 | ₫83.7t | ₫42.4t | ₫5.0t | 13.3x | 16.6x | 2x |
| Sun, 06 Apr 2025 | ₫78.0t | ₫37.3t | ₫4.9t | 12.8x | 15.9x | 2.1x |
| Tue, 04 Mar 2025 | ₫82.8t | ₫37.3t | ₫5.1t | 13.1x | 16.2x | 2.2x |
| Thu, 30 Jan 2025 | ₫82.8t | ₫34.8t | ₫5.0t | 14.2x | 16.6x | 2.4x |
| Sat, 28 Dec 2024 | ₫83.4t | ₫36.2t | ₫4.8t | 13.9x | 17.5x | 2.3x |
| Mon, 25 Nov 2024 | ₫73.4t | ₫36.2t | ₫4.8t | 13.4x | 15.4x | 2x |
| Wed, 23 Oct 2024 | ₫73.3t | ₫34.9t | ₫4.6t | 13.4x | 16x | 2.1x |
| Fri, 20 Sep 2024 | ₫77.6t | ₫34.6t | ₫4.4t | 13.9x | 17.5x | 2.2x |
| Sun, 18 Aug 2024 | ₫78.2t | ₫34.8t | ₫4.5t | 13.9x | 17.5x | 2.2x |
| Tue, 16 Jul 2024 | ₫80.8t | ₫33.7t | ₫5.8t | 14.2x | 13.8x | 2.4x |
| Thu, 13 Jun 2024 | ₫83.0t | ₫33.5t | ₫5.7t | 14.8x | 14.6x | 2.5x |
| Sat, 11 May 2024 | ₫78.8t | ₫33.6t | ₫5.7t | 14.1x | 13.8x | 2.3x |
| Mon, 08 Apr 2024 | ₫75.9t | ₫32.5t | ₫5.0t | 15.1x | 15.2x | 2.3x |
| Wed, 06 Mar 2024 | ₫77.3t | ₫32.5t | ₫5.0t | 15.6x | 15.4x | 2.4x |
| Fri, 02 Feb 2024 | ₫77.9t | ₫34.5t | ₫5.3t | 13.7x | 14.8x | 2.3x |
| Sun, 31 Dec 2023 | ₫74.2t | ₫37.4t | ₫5.1t | 12.8x | 14.7x | 2x |
| Tue, 28 Nov 2023 | ₫72.8t | ₫37.4t | ₫5.1t | 12.8x | 14.4x | 1.9x |
| Thu, 26 Oct 2023 | ₫68.5t | ₫37.1t | ₫5.2t | 13.1x | 13.3x | 1.8x |
| Sat, 23 Sep 2023 | ₫73.4t | ₫23.9t | ₫5.2t | 15.5x | 14.3x | 3.1x |
| Mon, 21 Aug 2023 | ₫68.0t | ₫23.9t | ₫5.2t | 13.8x | 13.2x | 2.8x |
| Wed, 19 Jul 2023 | ₫66.3t | ₫22.3t | ₫3.8t | 17.7x | 17.6x | 3x |
Price to Earnings Ratio
17.6x
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 16.0x.
- 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 21% per year over the last three years.
- Revenues for these companies have grown 29% 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 | -1.79% | |
| Industrials | -2.81% | |
| Infrastructure | -2.16% | |
| Airport Services | -0.74% | |
| Marine Ports and Services | -2.16% | |
| Highways and Railtracks | -2.35% | |
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 35.9x.
- 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 11.1x.
Forecasted Growth
- Analysts are most optimistic on the Marine Ports and Services industry, expecting annual earnings growth of 9.5% over the next 5 years.
- However this is lower than its past earnings growth rate of 39% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings grow by 9.5% 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 | |
|---|---|---|---|---|---|
| MAC Macstar Group | ₫13.00k | 8.3% +₫48.4b | -25.5% | PE10.2x | |
| QNP Quy NHON Port | ₫33.00k | 3.1% +₫40.4b | 0% | n/a | |
| DVP Dinh Vu Port Development and Investment | ₫71.50k | 0.4% +₫12.0b | -7.6% | PE8.5x | |
| CCR Cam Ranh Port | ₫14.10k | 2.9% +₫9.8b | 14.6% | PE12.2x | |
| CLL Cat Lai Port | ₫30.10k | 0.2% +₫1.7b | -12.0% | PE10.7x |