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Vietnamese (HOSE) Logistics Industry Analysis

UpdatedMar 19, 2024
DataAggregated Company Financials
Companies12
  • 7D-0.7%
  • 3M13.0%
  • 1Y12.7%
  • YTD12.4%

The Logistics industry is up 1.3% in the last week, with South Logistics up 4.5%. In the last 12 months, the industry was up 13%. Earnings are forecast to grow by 20% annually.

Industry Valuation and Performance

Has the Vietnamese Logistics Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 19 Mar 2024₫34.5t₫8.8t₫1.0t21.7x33.8x3.9x
Thu, 15 Feb 2024₫21.0t₫8.8t₫1.1t19.4x19.5x2.4x
Sat, 13 Jan 2024₫22.0t₫9.0t₫1.2t12.6x18.9x2.4x
Mon, 11 Dec 2023₫21.2t₫9.0t₫1.2t12.6x18.2x2.4x
Wed, 08 Nov 2023₫21.9t₫8.9t₫1.2t12.2x18x2.4x
Fri, 06 Oct 2023₫22.3t₫9.0t₫1.2t12.4x18x2.5x
Sun, 03 Sep 2023₫22.5t₫9.0t₫1.3t12.3x17.7x2.5x
Tue, 01 Aug 2023₫22.8t₫9.5t₫1.4t13.6x16.1x2.4x
Thu, 29 Jun 2023₫22.2t₫9.8t₫1.4t12.2x15.5x2.3x
Sat, 27 May 2023₫21.0t₫8.0t₫1.2t11.8x17.2x2.6x
Mon, 24 Apr 2023₫21.7t₫11.1t₫1.5t11.5x14.8x2x
Wed, 22 Mar 2023₫21.6t₫11.2t₫1.6t10.4x13.7x1.9x
Fri, 17 Feb 2023₫21.7t₫11.2t₫1.6t10.6x13.4x1.9x
Sun, 15 Jan 2023₫21.4t₫15.1t₫1.7t11.3x12.8x1.4x
Tue, 13 Dec 2022₫22.0t₫15.1t₫1.7t11.1x13.1x1.5x
Thu, 10 Nov 2022₫22.3t₫15.1t₫1.7t10.9x13.3x1.5x
Sat, 08 Oct 2022₫22.1t₫17.3t₫1.7t11.8x13.2x1.3x
Mon, 05 Sep 2022₫23.7t₫17.3t₫1.7t11.5x14.2x1.4x
Wed, 03 Aug 2022₫24.2t₫19.0t₫1.6t12x14.9x1.3x
Fri, 01 Jul 2022₫24.7t₫19.0t₫1.6t12.6x15.3x1.3x
Sun, 29 May 2022₫26.7t₫19.0t₫1.6t14.1x16.5x1.4x
Tue, 26 Apr 2022₫27.8t₫17.6t₫1.4t14.7x19.3x1.6x
Thu, 24 Mar 2022₫28.1t₫17.7t₫1.5t15.2x19.1x1.6x
Sat, 19 Feb 2022₫25.4t₫17.7t₫1.5t13.6x16.9x1.4x
Mon, 17 Jan 2022₫24.2t₫13.0t₫1.2t16.9x20.6x1.9x
Wed, 15 Dec 2021₫24.4t₫13.0t₫1.2t16.8x20.8x1.9x
Fri, 12 Nov 2021₫25.2t₫12.1t₫1.1t19.2x23.4x2.1x
Sun, 10 Oct 2021₫21.3t₫12.6t₫1.1t16.5x19.9x1.7x
Tue, 07 Sep 2021₫19.1t₫14.6t₫1.2t12.4x15.4x1.3x
Thu, 05 Aug 2021₫17.8t₫14.6t₫1.2t9.7x14.3x1.2x
Sun, 09 May 2021₫16.8t₫13.3t₫1.1t9.4x14.9x1.3x
Price to Earnings Ratio

15.9x


Total Market Cap: ₫18.0tTotal Earnings: ₫1.1tTotal Revenue: ₫13.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Logistics Industry Price to Earnings3Y Average 16.6x202220232024
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 22.8x which is higher than its 3-year average PE of 16.6x.
  • The 3-year average PS ratio of 1.8x is lower than the industry's current PS ratio of 2.6x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 3.3% 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 Market0.59%
Industrials1.68%
Logistics-0.65%
Air Freight and Logistics-0.65%
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?

CompanyLast Price7D1YValuation
STG South Logistics₫47.75k4.5%
+₫201.4b
6.3%PE26.8x
VNT Van Cargoes and Foreign Trade Logistics₫51.50k16.8%
+₫123.2b
-15.3%PS1x
TCO TCO Holdings₫11.45k21.8%
+₫38.4b
45.5%n/a
ASG ASG₫21.65k0.7%
+₫11.3b
-10.5%n/a
GIC Green Development and Investment Service₫15.40k2.7%
+₫4.8b
21.3%PE11.2x
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Latest News

VNL

₫14,600.00

Vinalink Logistics

7D

-2.3%

1Y

10.6%

SCS

₫76,500.00

Saigon Cargo Service

7D

-3.8%

1Y

13.3%

ASG

₫21,650.00

ASG

7D

0.7%

1Y

-10.5%

TMS

₫53,200.00

Transimex

7D

-3.3%

1Y

33.0%

SFI

₫36,450.00

Sea & Air Freight International

7D

-1.5%

1Y

4.1%

VNF

₫8,400.00

Vinafreight

7D

1.2%

1Y

-3.4%

TCO

₫11,450.00

TCO Holdings

7D

21.8%

1Y

45.5%

HTV

₫9,200.00

Logistics Vicem

7D

-2.5%

1Y

-13.2%

STG

₫47,750.00

South Logistics

7D

4.5%

1Y

6.3%