Vietnamese (HOSE) Logistics Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies12
- 7D-3.1%
- 3M-1.7%
- 1Y9.2%
- YTD5.2%
Over the last 7 days, the Logistics industry has dropped 6.8%, driven by a pullback from Saigon Cargo Service of 5.2%. On the other hand South Logistics is actually up 6.8%. Over the past 12 months, the industry was up 5.9%. Looking forward, earnings are forecast to grow by 14% 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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₫33.7t | ₫7.5t | ₫804.8b | 29.6x | 41.9x | 4.5x |
| Sun, 23 Jun 2024 | ₫36.6t | ₫9.2t | ₫956.4b | 23.6x | 38.3x | 4x |
| Tue, 21 May 2024 | ₫35.4t | ₫9.2t | ₫956.4b | 24.3x | 37x | 3.9x |
| Thu, 18 Apr 2024 | ₫31.7t | ₫8.8t | ₫966.6b | 21.6x | 32.8x | 3.6x |
| Sat, 16 Mar 2024 | ₫23.2t | ₫8.8t | ₫1.0t | 21.8x | 22.8x | 2.6x |
| Mon, 12 Feb 2024 | ₫22.5t | ₫8.8t | ₫1.1t | 19.4x | 20.8x | 2.5x |
| Wed, 10 Jan 2024 | ₫21.3t | ₫9.0t | ₫1.2t | 12.8x | 18.3x | 2.4x |
| Fri, 08 Dec 2023 | ₫21.1t | ₫9.0t | ₫1.2t | 12.5x | 18.1x | 2.3x |
| Sun, 05 Nov 2023 | ₫22.0t | ₫8.9t | ₫1.2t | 12.1x | 18.1x | 2.5x |
| Tue, 03 Oct 2023 | ₫22.4t | ₫9.0t | ₫1.2t | 12.5x | 18x | 2.5x |
| Thu, 31 Aug 2023 | ₫22.1t | ₫9.0t | ₫1.3t | 12.3x | 17.4x | 2.5x |
| Sat, 29 Jul 2023 | ₫22.4t | ₫9.7t | ₫1.4t | 13.4x | 15.8x | 2.3x |
| Mon, 26 Jun 2023 | ₫21.3t | ₫9.8t | ₫1.4t | 12.1x | 14.8x | 2.2x |
| Wed, 24 May 2023 | ₫21.1t | ₫8.0t | ₫1.2t | 11.8x | 17.2x | 2.6x |
| Fri, 21 Apr 2023 | ₫21.8t | ₫11.1t | ₫1.5t | 11.5x | 14.9x | 2x |
| Sun, 19 Mar 2023 | ₫21.8t | ₫11.2t | ₫1.6t | 10x | 13.5x | 1.9x |
| Tue, 14 Feb 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.6x | 13.5x | 1.9x |
| Thu, 12 Jan 2023 | ₫21.3t | ₫15.1t | ₫1.7t | 11.2x | 12.8x | 1.4x |
| Sat, 10 Dec 2022 | ₫21.9t | ₫15.1t | ₫1.7t | 11.2x | 13.1x | 1.4x |
| Mon, 07 Nov 2022 | ₫23.3t | ₫15.1t | ₫1.7t | 11.2x | 13.9x | 1.5x |
| Wed, 05 Oct 2022 | ₫22.0t | ₫17.3t | ₫1.7t | 12x | 13.1x | 1.3x |
| Fri, 02 Sep 2022 | ₫23.7t | ₫17.3t | ₫1.7t | 11.9x | 14.2x | 1.4x |
| Sun, 31 Jul 2022 | ₫24.1t | ₫19.0t | ₫1.6t | 12x | 14.8x | 1.3x |
| Tue, 28 Jun 2022 | ₫25.4t | ₫19.0t | ₫1.6t | 12.7x | 15.7x | 1.3x |
| Thu, 26 May 2022 | ₫26.1t | ₫19.0t | ₫1.6t | 14x | 16.1x | 1.4x |
| Sat, 23 Apr 2022 | ₫29.0t | ₫17.6t | ₫1.4t | 15.3x | 20.1x | 1.6x |
| Mon, 21 Mar 2022 | ₫26.3t | ₫17.7t | ₫1.5t | 15.1x | 17.9x | 1.5x |
| Wed, 16 Feb 2022 | ₫25.1t | ₫17.7t | ₫1.5t | 12.8x | 16.7x | 1.4x |
| Fri, 14 Jan 2022 | ₫24.1t | ₫13.0t | ₫1.2t | 16.9x | 20.5x | 1.9x |
| Sun, 12 Dec 2021 | ₫24.3t | ₫13.0t | ₫1.2t | 16.6x | 20.7x | 1.9x |
| Tue, 09 Nov 2021 | ₫24.5t | ₫13.5t | ₫1.1t | 16.3x | 22.5x | 1.8x |
| Thu, 07 Oct 2021 | ₫20.9t | ₫12.6t | ₫1.1t | 12.1x | 19.5x | 1.7x |
| Sat, 04 Sep 2021 | ₫19.2t | ₫14.6t | ₫1.2t | 11.6x | 15.5x | 1.3x |
| Mon, 02 Aug 2021 | ₫17.8t | ₫14.6t | ₫1.2t | 9.3x | 14.4x | 1.2x |
Price to Earnings Ratio
14.4x
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 40.9x which is higher than its 3-year average PE of 19.2x.
- The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 4.4x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 13% per year over the last three years,
- Revenues have also declined 20% 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 | -2.90% | |
| Industrials | -2.87% | |
| Logistics | -3.12% | |
| Air Freight and Logistics | -3.12% | |
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 | |
|---|---|---|---|---|---|
| TCO TCO Holdings | ₫13.60k | 1.5% +₫3.7b | 76.9% | n/a | |
| HTV Logistics Vicem | ₫9.87k | 2.8% +₫3.5b | -2.8% | n/a |