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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedMar 14, 2025
DataAggregated Company Financials
Companies13
- 7D-2.8%
- 3M1.1%
- 1Y11.6%
- YTD-0.08%
Over the last 7 days, the Logistics industry has dropped 2.8%, driven by Viettel Post declining 4.9%. In the past year, the industry has gained 12%. As for the next few years, earnings are expected to grow by 4.9% per annum.
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, 14 Mar 2025 | ₫40.7t | ₫12.2t | ₫1.2t | 19.4x | 35.1x | 3.3x |
| Sun, 09 Feb 2025 | ₫43.7t | ₫11.7t | ₫1.1t | 26.7x | 39.6x | 3.7x |
| Tue, 07 Jan 2025 | ₫41.5t | ₫8.6t | ₫887.5b | 26.6x | 46.7x | 4.8x |
| Thu, 05 Dec 2024 | ₫41.0t | ₫8.5t | ₫887.1b | 25.4x | 46.2x | 4.8x |
| Sat, 02 Nov 2024 | ₫34.0t | ₫8.1t | ₫876.5b | 31.6x | 38.8x | 4.2x |
| Mon, 30 Sep 2024 | ₫33.2t | ₫8.0t | ₫818.3b | 32.9x | 40.6x | 4.2x |
| Wed, 28 Aug 2024 | ₫33.2t | ₫8.0t | ₫817.3b | 31.6x | 40.6x | 4.2x |
| 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 |
Price to Earnings Ratio
17.9x
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 35.1x which is higher than its 3-year average PE of 24.2x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.3x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 7.5% per year over the last three years,
- Revenues have also declined 12% 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 | 0.62% | |
| Industrials | -1.39% | |
| Logistics | -2.85% | |
| Air Freight and Logistics | -2.85% | |
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 | ₫37.90k | 0.5% +₫19.7b | -20.6% | PE25.3x | |
| VNL Vinalink Logistics | ₫21.25k | 1.0% +₫2.8b | 41.2% | n/a | |
| HTV Logistics Vicem | ₫9.54k | 0.2% +₫262.1m | 4.1% | PE13.6x |