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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedApr 18, 2025
DataAggregated Company Financials
Companies13
- 7D-1.4%
- 3M-25.0%
- 1Y-4.9%
- YTD-20.7%
The Logistics industry is up 4.1% in the last week, with Transimex up 5.9%. Meanwhile, Viettel Post actually underperformed within the industry, shrinking 8.1% in the last week. In contrast, the industry has lost 5.0% in the last 12 months. Earnings are forecast to grow by 11% 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, 18 Apr 2025 | ₫32.3t | ₫15.9t | ₫1.1t | 14.2x | 28.1x | 2x |
| Sun, 16 Mar 2025 | ₫40.1t | ₫12.2t | ₫1.2t | 19.4x | 34.5x | 3.3x |
| Tue, 11 Feb 2025 | ₫41.6t | ₫11.7t | ₫1.1t | 26.7x | 37.6x | 3.5x |
| Thu, 09 Jan 2025 | ₫40.7t | ₫8.6t | ₫887.2b | 26.6x | 45.9x | 4.7x |
| Sat, 07 Dec 2024 | ₫40.0t | ₫8.5t | ₫887.1b | 26.2x | 45.1x | 4.7x |
| Mon, 04 Nov 2024 | ₫34.0t | ₫8.1t | ₫876.5b | 31.6x | 38.8x | 4.2x |
| Wed, 02 Oct 2024 | ₫33.5t | ₫8.0t | ₫818.3b | 32.9x | 40.9x | 4.2x |
| Fri, 30 Aug 2024 | ₫33.3t | ₫8.0t | ₫817.3b | 33.3x | 40.7x | 4.2x |
| Sun, 28 Jul 2024 | ₫34.1t | ₫7.5t | ₫804.8b | 29.6x | 42.3x | 4.5x |
| Tue, 25 Jun 2024 | ₫35.9t | ₫9.2t | ₫956.4b | 23.8x | 37.5x | 3.9x |
| Thu, 23 May 2024 | ₫35.2t | ₫9.2t | ₫956.4b | 24.6x | 36.8x | 3.8x |
| Sat, 20 Apr 2024 | ₫31.7t | ₫8.8t | ₫968.0b | 24.1x | 32.8x | 3.6x |
| Mon, 18 Mar 2024 | ₫23.2t | ₫8.8t | ₫1.0t | 21.8x | 22.8x | 2.6x |
| Wed, 14 Feb 2024 | ₫21.0t | ₫8.8t | ₫1.1t | 19.4x | 19.5x | 2.4x |
| Fri, 12 Jan 2024 | ₫21.9t | ₫9.0t | ₫1.2t | 12.7x | 18.8x | 2.4x |
| Sun, 10 Dec 2023 | ₫21.2t | ₫9.0t | ₫1.2t | 12.6x | 18.2x | 2.4x |
| Tue, 07 Nov 2023 | ₫22.0t | ₫8.9t | ₫1.2t | 12.3x | 18.1x | 2.5x |
| Thu, 05 Oct 2023 | ₫22.4t | ₫9.0t | ₫1.2t | 12.4x | 18x | 2.5x |
| Sat, 02 Sep 2023 | ₫22.5t | ₫9.0t | ₫1.3t | 12.3x | 17.7x | 2.5x |
| Mon, 31 Jul 2023 | ₫22.4t | ₫9.5t | ₫1.4t | 13.4x | 15.8x | 2.4x |
| Wed, 28 Jun 2023 | ₫22.2t | ₫9.8t | ₫1.4t | 12.2x | 15.5x | 2.3x |
| Fri, 26 May 2023 | ₫21.1t | ₫8.0t | ₫1.2t | 11.8x | 17.3x | 2.6x |
| Sun, 23 Apr 2023 | ₫21.7t | ₫11.1t | ₫1.5t | 11.5x | 14.8x | 2x |
| Tue, 21 Mar 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.4x | 13.7x | 1.9x |
| Thu, 16 Feb 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.6x | 13.5x | 1.9x |
| Sat, 14 Jan 2023 | ₫21.4t | ₫15.1t | ₫1.7t | 11.3x | 12.8x | 1.4x |
| Mon, 12 Dec 2022 | ₫21.9t | ₫15.1t | ₫1.7t | 11.2x | 13.1x | 1.4x |
| Wed, 09 Nov 2022 | ₫22.6t | ₫15.1t | ₫1.7t | 11x | 13.5x | 1.5x |
| Fri, 07 Oct 2022 | ₫22.2t | ₫17.3t | ₫1.7t | 12x | 13.2x | 1.3x |
| Sun, 04 Sep 2022 | ₫23.7t | ₫17.3t | ₫1.7t | 11.9x | 14.2x | 1.4x |
| Tue, 02 Aug 2022 | ₫24.2t | ₫19.0t | ₫1.6t | 12x | 14.9x | 1.3x |
| Thu, 30 Jun 2022 | ₫25.0t | ₫19.0t | ₫1.6t | 12.6x | 15.4x | 1.3x |
| Sat, 28 May 2022 | ₫26.7t | ₫19.0t | ₫1.6t | 14.1x | 16.4x | 1.4x |
| Mon, 25 Apr 2022 | ₫29.0t | ₫17.6t | ₫1.4t | 15.3x | 20.1x | 1.6x |
Price to Earnings Ratio
20.1x
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 28.0x which is higher than its 3-year average PE of 24.6x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 2.0x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 7.3% per year over the last three years,
- Revenues have also declined 3.3% 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 | 3.79% | |
| Industrials | 4.47% | |
| Logistics | -1.39% | |
| Air Freight and Logistics | -1.39% | |
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 | |
|---|---|---|---|---|---|
| STG South Logistics | ₫37.10k | 3.1% +₫108.1b | -20.8% | PE18.9x | |
| VNF Vinafreight | ₫14.80k | 8.0% +₫34.9b | 74.1% | PE7.8x | |
| VNL Vinalink Logistics | ₫19.80k | 10.6% +₫26.9b | 41.4% | n/a | |
| SCS Saigon Cargo Service | ₫60.10k | 0.3% +₫19.0b | -22.5% | PE9.2x |