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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedAug 16, 2025
DataAggregated Company Financials
Companies12
- 7D-3.0%
- 3M-2.4%
- 1Y2.3%
- YTD-15.1%
Over the last 7 days, the Logistics industry has dropped 1.5%, driven by a pullback from Viettel Post of 6.9%. In contrast, Van Cargoes and Foreign Trade Logistics has gained 32%. This takes the industry's 12 month performance to a gain of 5.5%. In the next few years, earnings are forecast to decline by 8.7% 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 |
|---|---|---|---|---|---|---|
| Sun, 17 Aug 2025 | ₫34.5t | ₫36.5t | ₫1.7t | 14.9x | 20.4x | 0.9x |
| Tue, 15 Jul 2025 | ₫36.3t | ₫37.0t | ₫1.6t | 18.4x | 23.2x | 1x |
| Thu, 12 Jun 2025 | ₫35.8t | ₫15.9t | ₫1.3t | 14.3x | 28.3x | 2.3x |
| Sat, 10 May 2025 | ₫34.4t | ₫16.1t | ₫1.2t | 12.8x | 28.3x | 2.1x |
| Mon, 07 Apr 2025 | ₫34.4t | ₫12.4t | ₫1.1t | 13x | 30.9x | 2.8x |
| Wed, 05 Mar 2025 | ₫41.7t | ₫11.9t | ₫1.2t | 25.1x | 36.2x | 3.5x |
| Fri, 31 Jan 2025 | ₫43.9t | ₫10.6t | ₫1.0t | 38.9x | 43.1x | 4.1x |
| Sun, 29 Dec 2024 | ₫39.4t | ₫8.5t | ₫887.1b | 26.6x | 44.5x | 4.6x |
| Tue, 26 Nov 2024 | ₫38.5t | ₫8.5t | ₫887.1b | 29.3x | 43.4x | 4.5x |
| Thu, 24 Oct 2024 | ₫34.0t | ₫8.1t | ₫876.5b | 32.4x | 38.8x | 4.2x |
| Sat, 21 Sep 2024 | ₫33.6t | ₫8.0t | ₫818.3b | 32.9x | 41.1x | 4.2x |
| Mon, 19 Aug 2024 | ₫33.4t | ₫8.0t | ₫817.3b | 31.7x | 40.8x | 4.2x |
| Wed, 17 Jul 2024 | ₫35.3t | ₫7.4t | ₫744.4b | 29.8x | 47.5x | 4.8x |
| Fri, 14 Jun 2024 | ₫34.5t | ₫9.2t | ₫956.4b | 22.8x | 36.1x | 3.8x |
| Sun, 12 May 2024 | ₫35.7t | ₫9.2t | ₫956.4b | 24.5x | 37.3x | 3.9x |
| Tue, 09 Apr 2024 | ₫32.7t | ₫8.8t | ₫1.0t | 22.3x | 32.2x | 3.7x |
| Thu, 07 Mar 2024 | ₫22.9t | ₫8.8t | ₫1.1t | 20.9x | 21.2x | 2.6x |
| Sat, 03 Feb 2024 | ₫22.8t | ₫9.2t | ₫1.2t | 19x | 19.2x | 2.5x |
| Mon, 01 Jan 2024 | ₫22.5t | ₫9.0t | ₫1.2t | 13.8x | 19.3x | 2.5x |
| Wed, 29 Nov 2023 | ₫21.6t | ₫9.0t | ₫1.2t | 12.5x | 18.5x | 2.4x |
| Fri, 27 Oct 2023 | ₫22.1t | ₫8.9t | ₫1.2t | 12.8x | 18.2x | 2.5x |
| Sun, 24 Sep 2023 | ₫22.3t | ₫9.0t | ₫1.3t | 12.6x | 17.6x | 2.5x |
| Tue, 22 Aug 2023 | ₫21.9t | ₫9.0t | ₫1.3t | 12.3x | 17.3x | 2.4x |
| Thu, 20 Jul 2023 | ₫22.1t | ₫9.8t | ₫1.4t | 12x | 15.4x | 2.3x |
| Sat, 17 Jun 2023 | ₫21.5t | ₫9.8t | ₫1.4t | 12x | 15x | 2.2x |
| Mon, 15 May 2023 | ₫21.8t | ₫8.0t | ₫1.2t | 12.1x | 17.8x | 2.7x |
| Wed, 12 Apr 2023 | ₫21.8t | ₫11.2t | ₫1.6t | 10.3x | 13.8x | 1.9x |
| Fri, 10 Mar 2023 | ₫22.1t | ₫11.2t | ₫1.6t | 10.5x | 13.7x | 2x |
| Sun, 05 Feb 2023 | ₫22.1t | ₫15.1t | ₫1.7t | 10x | 12.8x | 1.5x |
| Tue, 03 Jan 2023 | ₫21.8t | ₫15.1t | ₫1.7t | 11.5x | 13x | 1.4x |
| Thu, 01 Dec 2022 | ₫22.1t | ₫15.1t | ₫1.7t | 10.9x | 13.2x | 1.5x |
| Sat, 29 Oct 2022 | ₫22.4t | ₫17.3t | ₫1.7t | 11.1x | 13.1x | 1.3x |
| Mon, 26 Sep 2022 | ₫22.4t | ₫17.3t | ₫1.7t | 11x | 13.3x | 1.3x |
| Wed, 24 Aug 2022 | ₫23.6t | ₫17.3t | ₫1.7t | 11.6x | 14.1x | 1.4x |
Price to Earnings Ratio
14.1x
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 20.6x which is lower than its 3-year average PE of 25.7x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 0.95x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 28% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | 3.02% | |
| Industrials | 4.42% | |
| Logistics | -2.98% | |
| Air Freight and Logistics | -2.98% | |
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 | |
|---|---|---|---|---|---|
| VNT Van Cargoes and Foreign Trade Logistics | ₫40.20k | 32.2% +₫163.1b | 14.5% | PE167.1x | |
| TCO TCO Holdings | ₫13.80k | 14.0% +₫53.2b | 67.4% | PE8.7x | |
| PTX Petrolimex Nghe Tinh Transportation and Service | ₫22.40k | 9.8% +₫12.9b | n/a | n/a | |
| VNL Vinalink Logistics | ₫22.70k | 1.1% +₫3.5b | 37.2% | n/a |