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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedJan 21, 2025
DataAggregated Company Financials
Companies13
- 7D3.7%
- 3M25.9%
- 1Y0.7%
- YTD5.6%
The Logistics industry is up 3.7% in the last week, with Viettel Post up 11%. Overall in the last year, the industry is flat. Earnings are forecast to grow by 4.9% annually.
Industry Valuation and Performance
Has the Vietnamese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 22 Jan 2025 | ₫42.6t | ₫8.7t | ₫990.0b | 26.6x | 43.1x | 4.9x |
| Fri, 20 Dec 2024 | ₫39.9t | ₫8.5t | ₫887.1b | 25.1x | 45x | 4.7x |
| Sun, 17 Nov 2024 | ₫37.5t | ₫8.5t | ₫887.1b | 27.4x | 42.2x | 4.4x |
| Tue, 15 Oct 2024 | ₫33.6t | ₫8.0t | ₫818.3b | 30.7x | 41.1x | 4.2x |
| Thu, 12 Sep 2024 | ₫33.0t | ₫8.0t | ₫818.3b | 33.6x | 40.3x | 4.1x |
| Sat, 10 Aug 2024 | ₫33.2t | ₫8.0t | ₫796.2b | 31.8x | 41.7x | 4.2x |
| Mon, 08 Jul 2024 | ₫35.5t | ₫7.4t | ₫744.4b | 29.7x | 47.7x | 4.8x |
| Wed, 05 Jun 2024 | ₫35.2t | ₫9.2t | ₫956.4b | 24.6x | 36.8x | 3.8x |
| Fri, 03 May 2024 | ₫35.0t | ₫8.9t | ₫971.3b | 24.3x | 36.1x | 3.9x |
| Sun, 31 Mar 2024 | ₫34.0t | ₫8.8t | ₫1.0t | 21.9x | 33.4x | 3.8x |
| Tue, 27 Feb 2024 | ₫22.3t | ₫8.8t | ₫1.1t | 19.8x | 20.7x | 2.5x |
| Thu, 25 Jan 2024 | ₫21.6t | ₫9.0t | ₫1.2t | 12.7x | 18.4x | 2.4x |
| Sat, 23 Dec 2023 | ₫21.8t | ₫9.0t | ₫1.2t | 12.7x | 18.6x | 2.4x |
| Mon, 20 Nov 2023 | ₫22.4t | ₫9.0t | ₫1.2t | 12.6x | 19.2x | 2.5x |
| Wed, 18 Oct 2023 | ₫22.7t | ₫9.0t | ₫1.2t | 12.6x | 18.3x | 2.5x |
| Fri, 15 Sep 2023 | ₫22.2t | ₫9.0t | ₫1.3t | 12.6x | 17.5x | 2.5x |
| Sun, 13 Aug 2023 | ₫22.1t | ₫9.0t | ₫1.3t | 12.4x | 17.4x | 2.5x |
| Tue, 11 Jul 2023 | ₫21.9t | ₫9.8t | ₫1.4t | 11.9x | 15.3x | 2.2x |
| Thu, 08 Jun 2023 | ₫21.1t | ₫9.8t | ₫1.4t | 11.8x | 14.7x | 2.2x |
| Sat, 06 May 2023 | ₫22.3t | ₫9.6t | ₫1.2t | 13x | 17.9x | 2.3x |
| Mon, 03 Apr 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.3x | 13.7x | 1.9x |
| Wed, 01 Mar 2023 | ₫22.1t | ₫11.2t | ₫1.6t | 10.5x | 13.7x | 2x |
| Fri, 27 Jan 2023 | ₫22.1t | ₫15.1t | ₫1.7t | 10.7x | 12.9x | 1.5x |
| Sun, 25 Dec 2022 | ₫21.5t | ₫15.1t | ₫1.7t | 10.9x | 12.8x | 1.4x |
| Tue, 22 Nov 2022 | ₫22.1t | ₫15.1t | ₫1.7t | 10.8x | 13.2x | 1.5x |
| Thu, 20 Oct 2022 | ₫22.6t | ₫17.3t | ₫1.7t | 11.9x | 13.5x | 1.3x |
| Sat, 17 Sep 2022 | ₫22.7t | ₫17.3t | ₫1.7t | 11.2x | 13.6x | 1.3x |
| Mon, 15 Aug 2022 | ₫23.9t | ₫17.3t | ₫1.7t | 11.8x | 14.3x | 1.4x |
| Wed, 13 Jul 2022 | ₫23.1t | ₫19.0t | ₫1.6t | 12.4x | 14.2x | 1.2x |
| Fri, 10 Jun 2022 | ₫27.0t | ₫19.0t | ₫1.6t | 14.3x | 16.6x | 1.4x |
| Sun, 08 May 2022 | ₫29.8t | ₫17.9t | ₫1.5t | 15.2x | 20.5x | 1.7x |
| Tue, 05 Apr 2022 | ₫29.4t | ₫17.6t | ₫1.5t | 16.3x | 20x | 1.7x |
| Thu, 03 Mar 2022 | ₫26.5t | ₫17.7t | ₫1.5t | 14.6x | 17.6x | 1.5x |
| Sat, 29 Jan 2022 | ₫24.5t | ₫15.5t | ₫1.3t | 13.2x | 19.1x | 1.6x |
Price to Earnings Ratio
19.1x
Current Industry PE
- Investors are optimistic on the Vietnamese Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 43.1x which is higher than its 3-year average PE of 23.2x.
- The 3-year average PS ratio of 2.5x is lower than the industry's current PS ratio of 4.9x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 7.2% per year over the last three years,
- Revenues have also declined 13% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | 1.20% | |
| Industrials | 1.48% | |
| Logistics | 3.71% | |
| Air Freight and Logistics | 3.71% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VTP Viettel Post | ₫165.30k | 10.6% +₫1.9t | n/a | n/a | |
| SCS Saigon Cargo Service | ₫79.50k | 1.9% +₫142.3b | 23.1% | PE10.9x | |
| VNF Vinafreight | ₫18.10k | 7.1% +₫38.1b | 126.3% | PE103.8x | |
| VNL Vinalink Logistics | ₫18.10k | 4.6% +₫11.3b | 27.5% | n/a | |
| SFI Sea & Air Freight International | ₫30.40k | 0.2% +₫1.2b | -5.3% | n/a |