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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedMar 21, 2025
DataAggregated Company Financials
Companies13
- 7D-1.7%
- 3M-0.5%
- 1Y10.0%
- YTD-1.8%
Over the last 7 days, the Logistics industry has dropped 1.7%, driven by a pullback from Viettel Post of 3.8%. Meanwhile, South Logistics actually outperformed within the industry, gaining 5.3% in the last week. In the past year, the industry has gained 10%. 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, 21 Mar 2025 | ₫40.0t | ₫12.4t | ₫1.1t | 17.2x | 35.4x | 3.2x |
| Sun, 16 Feb 2025 | ₫41.7t | ₫11.9t | ₫1.2t | 25.7x | 36.3x | 3.5x |
| Tue, 14 Jan 2025 | ₫41.1t | ₫7.6t | ₫297.2b | 38.9x | 138.3x | 5.4x |
| Thu, 12 Dec 2024 | ₫40.5t | ₫8.5t | ₫887.1b | 28x | 45.7x | 4.7x |
| Sat, 09 Nov 2024 | ₫36.7t | ₫8.5t | ₫909.2b | 27.1x | 40.4x | 4.3x |
| Mon, 07 Oct 2024 | ₫32.7t | ₫8.0t | ₫818.3b | 32.9x | 39.9x | 4.1x |
| Wed, 04 Sep 2024 | ₫33.0t | ₫8.0t | ₫817.3b | 31.1x | 40.4x | 4.1x |
| Fri, 02 Aug 2024 | ₫32.8t | ₫7.5t | ₫804.8b | 29.7x | 40.8x | 4.4x |
| Sun, 30 Jun 2024 | ₫34.7t | ₫9.2t | ₫956.4b | 24.1x | 36.3x | 3.8x |
| Tue, 28 May 2024 | ₫34.6t | ₫9.2t | ₫956.4b | 24.2x | 36.2x | 3.8x |
| Thu, 25 Apr 2024 | ₫33.6t | ₫8.8t | ₫968.0b | 23.5x | 34.8x | 3.8x |
| Sat, 23 Mar 2024 | ₫33.8t | ₫8.8t | ₫1.0t | 21.6x | 33.2x | 3.8x |
| Mon, 19 Feb 2024 | ₫21.3t | ₫8.8t | ₫1.1t | 20.2x | 19.7x | 2.4x |
| Wed, 17 Jan 2024 | ₫22.2t | ₫9.0t | ₫1.2t | 12.7x | 19x | 2.5x |
| Fri, 15 Dec 2023 | ₫21.6t | ₫9.0t | ₫1.2t | 12.5x | 18.5x | 2.4x |
| Sun, 12 Nov 2023 | ₫21.7t | ₫9.0t | ₫1.2t | 12.3x | 18.6x | 2.4x |
| Tue, 10 Oct 2023 | ₫22.5t | ₫9.0t | ₫1.2t | 12.5x | 18.1x | 2.5x |
| Thu, 07 Sep 2023 | ₫22.3t | ₫9.0t | ₫1.3t | 12.3x | 17.6x | 2.5x |
| Sat, 05 Aug 2023 | ₫22.3t | ₫9.0t | ₫1.3t | 12.7x | 17.5x | 2.5x |
| Mon, 03 Jul 2023 | ₫22.0t | ₫9.8t | ₫1.4t | 12x | 15.4x | 2.3x |
| Wed, 31 May 2023 | ₫21.2t | ₫8.0t | ₫1.2t | 11.8x | 17.3x | 2.6x |
| Fri, 28 Apr 2023 | ₫22.2t | ₫11.1t | ₫1.5t | 11.5x | 15.2x | 2x |
| Sun, 26 Mar 2023 | ₫21.6t | ₫11.2t | ₫1.6t | 10.3x | 13.7x | 1.9x |
| Tue, 21 Feb 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.5x | 13.4x | 1.9x |
| Thu, 19 Jan 2023 | ₫21.9t | ₫15.1t | ₫1.7t | 11.3x | 13.1x | 1.4x |
| Sat, 17 Dec 2022 | ₫22.1t | ₫15.1t | ₫1.7t | 11.1x | 13.2x | 1.5x |
| Mon, 14 Nov 2022 | ₫22.5t | ₫15.1t | ₫1.7t | 10.9x | 13.5x | 1.5x |
| Wed, 12 Oct 2022 | ₫22.0t | ₫17.3t | ₫1.7t | 11.5x | 13.1x | 1.3x |
| Fri, 09 Sep 2022 | ₫23.0t | ₫17.3t | ₫1.7t | 11.5x | 13.7x | 1.3x |
| Sun, 07 Aug 2022 | ₫24.1t | ₫17.3t | ₫1.7t | 11.5x | 14.4x | 1.4x |
| Tue, 05 Jul 2022 | ₫24.6t | ₫19.0t | ₫1.6t | 12.4x | 15.2x | 1.3x |
| Thu, 02 Jun 2022 | ₫26.5t | ₫19.0t | ₫1.6t | 13.8x | 16.4x | 1.4x |
| Sat, 30 Apr 2022 | ₫29.6t | ₫17.7t | ₫1.4t | 15.8x | 20.5x | 1.7x |
| Mon, 28 Mar 2022 | ₫28.9t | ₫17.7t | ₫1.5t | 15.1x | 19.7x | 1.6x |
Price to Earnings Ratio
19.7x
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 35.4x which is higher than its 3-year average PE of 24.3x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 3.2x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 8.4% per year over the last three years,
- Revenues have also declined 11% 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 | -0.13% | |
| Industrials | -0.091% | |
| Logistics | -1.73% | |
| Air Freight and Logistics | -1.73% | |
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 | ₫39.90k | 5.3% +₫196.5b | -16.4% | PE20.9x | |
| TMS Transimex | ₫42.30k | 0.5% +₫33.9b | -16.2% | PE37.3x | |
| ASG ASG | ₫17.80k | 1.7% +₫27.2b | -16.6% | PE57.7x | |
| SCS Saigon Cargo Service | ₫73.30k | 0.3% +₫19.0b | -2.9% | PE11.2x | |
| PTX Petrolimex Nghe Tinh Transportation and Service | ₫21.00k | 7.1% +₫9.0b | n/a | n/a |