Vietnamese (HOSE) Logistics Industry Analysis
UpdatedMar 22, 2023
DataAggregated Company Financials
Companies11
- 7D-0.9%
- 3M-2.5%
- 1Y-21.6%
- YTD-1.0%
Last week, the Logistics industry hasn't moved much but South Logistics is up 4.7% in that time. As for the longer term, the industry has declined 22% in the last year. 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Mar 2023 | ₫21.6t | ₫11.2t | ₫1.6t | 10.4x | 13.7x | 1.9x |
| Fri, 17 Feb 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.6x | 13.4x | 1.9x |
| Sun, 15 Jan 2023 | ₫21.4t | ₫15.1t | ₫1.7t | 11.3x | 12.8x | 1.4x |
| Tue, 13 Dec 2022 | ₫22.0t | ₫15.1t | ₫1.7t | 11.1x | 13.1x | 1.5x |
| Thu, 10 Nov 2022 | ₫22.3t | ₫15.1t | ₫1.7t | 10.9x | 13.3x | 1.5x |
| Sat, 08 Oct 2022 | ₫22.1t | ₫17.3t | ₫1.7t | 11.8x | 13.2x | 1.3x |
| Mon, 05 Sep 2022 | ₫23.7t | ₫17.3t | ₫1.7t | 11.5x | 14.2x | 1.4x |
| Wed, 03 Aug 2022 | ₫24.2t | ₫19.0t | ₫1.6t | 12x | 14.9x | 1.3x |
| Fri, 01 Jul 2022 | ₫24.7t | ₫19.0t | ₫1.6t | 12.6x | 15.3x | 1.3x |
| Sun, 29 May 2022 | ₫26.7t | ₫19.0t | ₫1.6t | 14.1x | 16.5x | 1.4x |
| Tue, 26 Apr 2022 | ₫27.8t | ₫17.6t | ₫1.4t | 14.7x | 19.3x | 1.6x |
| Thu, 24 Mar 2022 | ₫28.1t | ₫17.7t | ₫1.5t | 15.2x | 19.1x | 1.6x |
| Sat, 19 Feb 2022 | ₫25.4t | ₫17.7t | ₫1.5t | 13.6x | 16.9x | 1.4x |
| Mon, 17 Jan 2022 | ₫24.2t | ₫13.0t | ₫1.2t | 16.9x | 20.6x | 1.9x |
| Wed, 15 Dec 2021 | ₫24.4t | ₫13.0t | ₫1.2t | 16.8x | 20.8x | 1.9x |
| Fri, 12 Nov 2021 | ₫25.2t | ₫12.1t | ₫1.1t | 19.2x | 23.4x | 2.1x |
| Sun, 10 Oct 2021 | ₫21.3t | ₫12.6t | ₫1.1t | 16.5x | 19.9x | 1.7x |
| Tue, 07 Sep 2021 | ₫19.1t | ₫14.6t | ₫1.2t | 12.4x | 15.4x | 1.3x |
| Thu, 05 Aug 2021 | ₫17.8t | ₫14.6t | ₫1.2t | 9.7x | 14.3x | 1.2x |
| Sun, 09 May 2021 | ₫16.8t | ₫13.3t | ₫1.1t | 9.4x | 14.9x | 1.3x |
| Wed, 10 Feb 2021 | ₫15.8t | ₫11.8t | ₫1.0t | 8x | 15.5x | 1.3x |
| Tue, 03 Nov 2020 | ₫13.8t | ₫10.5t | ₫943.2b | 8x | 14.7x | 1.3x |
| Fri, 07 Aug 2020 | ₫11.1t | ₫9.6t | ₫895.1b | 7.8x | 12.4x | 1.2x |
| Thu, 30 Apr 2020 | ₫10.6t | ₫9.5t | ₫951.8b | 8.1x | 11.1x | 1.1x |
Price to Earnings Ratio
10.3x
Current Industry PE
- Investors are pessimistic on the Vietnamese Logistics industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 13.7x which is lower than its 3-year average PE of 15.4x.
- The 3-year average PS ratio of 1.4x is lower than the industry's current PS ratio of 1.9x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have grown 18% per year over the last three years.
- Revenues for these companies have grown 5.8% 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 | -0.69% | |
| Industrials | 0.52% | |
| Logistics | -0.93% | |
| Air Freight and Logistics | -0.93% | |
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 | ₫44.50k | 1.1% +₫49.1b | 48.3% | PE18x | |
| GIC Green Development and Investment Service | ₫12.80k | 2.4% +₫3.6b | -42.1% | PE9.3x | |
| HTV Logistics Vicem | ₫10.60k | 1.0% +₫1.3b | -28.4% | n/a |