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Vietnamese (HOSE) Logistics Industry Analysis
UpdatedFeb 22, 2025
DataAggregated Company Financials
Companies13
- 7D-2.0%
- 3M6.5%
- 1Y-8.4%
- YTD0.4%
Over the last 7 days, the Logistics industry has dropped 2.5%, driven by a pullback from Viettel Post of 2.4%. In contrast, Van Cargoes and Foreign Trade Logistics has gained 20%. However, the industry is down 7.2% over the past year. Looking forward, earnings are forecast to grow by 4.9% 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 |
|---|---|---|---|---|---|---|
| Sat, 22 Feb 2025 | ₫40.9t | ₫11.9t | ₫1.2t | 24.1x | 35.5x | 3.4x |
| Mon, 20 Jan 2025 | ₫42.5t | ₫8.7t | ₫990.0b | 24.9x | 42.9x | 4.9x |
| Wed, 18 Dec 2024 | ₫40.3t | ₫8.5t | ₫887.1b | 26x | 45.5x | 4.7x |
| Fri, 15 Nov 2024 | ₫37.0t | ₫8.5t | ₫909.2b | 27.2x | 40.7x | 4.3x |
| Sun, 13 Oct 2024 | ₫33.6t | ₫8.0t | ₫818.3b | 30.7x | 41.1x | 4.2x |
| Tue, 10 Sep 2024 | ₫32.7t | ₫8.0t | ₫817.3b | 31.8x | 40x | 4.1x |
| Thu, 08 Aug 2024 | ₫32.4t | ₫8.0t | ₫796.2b | 29.8x | 40.6x | 4.1x |
| Sat, 06 Jul 2024 | ₫35.5t | ₫7.4t | ₫744.4b | 29.7x | 47.7x | 4.8x |
| Mon, 03 Jun 2024 | ₫34.8t | ₫9.2t | ₫956.4b | 24.2x | 36.4x | 3.8x |
| Wed, 01 May 2024 | ₫34.3t | ₫8.8t | ₫968.0b | 24.3x | 35.4x | 3.9x |
| Fri, 29 Mar 2024 | ₫34.1t | ₫8.8t | ₫1.0t | 21.9x | 33.5x | 3.9x |
| Sun, 25 Feb 2024 | ₫22.3t | ₫8.8t | ₫1.1t | 20.1x | 20.7x | 2.5x |
| Tue, 23 Jan 2024 | ₫22.5t | ₫9.0t | ₫1.2t | 13.6x | 19.2x | 2.5x |
| Thu, 21 Dec 2023 | ₫21.6t | ₫9.0t | ₫1.2t | 12.8x | 18.5x | 2.4x |
| Sat, 18 Nov 2023 | ₫22.4t | ₫9.0t | ₫1.2t | 12.6x | 19.2x | 2.5x |
| Mon, 16 Oct 2023 | ₫22.7t | ₫9.0t | ₫1.2t | 12.6x | 18.3x | 2.5x |
| Wed, 13 Sep 2023 | ₫22.4t | ₫9.0t | ₫1.3t | 12.7x | 17.6x | 2.5x |
| Fri, 11 Aug 2023 | ₫22.3t | ₫9.0t | ₫1.3t | 12.4x | 17.6x | 2.5x |
| Sun, 09 Jul 2023 | ₫21.8t | ₫9.8t | ₫1.4t | 12x | 15.2x | 2.2x |
| Tue, 06 Jun 2023 | ₫21.4t | ₫9.8t | ₫1.4t | 11.7x | 14.9x | 2.2x |
| Thu, 04 May 2023 | ₫22.2t | ₫9.9t | ₫1.3t | 13.2x | 17.5x | 2.2x |
| Sat, 01 Apr 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.3x | 13.7x | 1.9x |
| Mon, 27 Feb 2023 | ₫22.0t | ₫11.2t | ₫1.6t | 10.7x | 13.6x | 2x |
| Wed, 25 Jan 2023 | ₫22.1t | ₫15.1t | ₫1.7t | 10.7x | 12.9x | 1.5x |
| Fri, 23 Dec 2022 | ₫21.6t | ₫15.1t | ₫1.7t | 10.9x | 12.9x | 1.4x |
| Sun, 20 Nov 2022 | ₫22.0t | ₫15.1t | ₫1.7t | 10.9x | 13.1x | 1.5x |
| Tue, 18 Oct 2022 | ₫22.7t | ₫17.3t | ₫1.7t | 11.7x | 13.5x | 1.3x |
| Thu, 15 Sep 2022 | ₫23.2t | ₫17.3t | ₫1.7t | 11.3x | 13.9x | 1.3x |
| Sat, 13 Aug 2022 | ₫23.7t | ₫17.3t | ₫1.7t | 11.8x | 14.2x | 1.4x |
| Mon, 11 Jul 2022 | ₫23.9t | ₫19.0t | ₫1.6t | 12.4x | 14.7x | 1.3x |
| Wed, 08 Jun 2022 | ₫26.2t | ₫19.0t | ₫1.6t | 13.5x | 16.1x | 1.4x |
| Fri, 06 May 2022 | ₫30.0t | ₫17.9t | ₫1.5t | 15.3x | 20.7x | 1.7x |
| Sun, 03 Apr 2022 | ₫29.7t | ₫17.6t | ₫1.5t | 15.6x | 20.2x | 1.7x |
| Tue, 01 Mar 2022 | ₫27.0t | ₫17.7t | ₫1.5t | 14.7x | 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 35.6x which is higher than its 3-year average PE of 23.9x.
- The 3-year average PS ratio of 2.6x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 8.5% 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 | 1.53% | |
| Industrials | 2.22% | |
| Logistics | -2.01% | |
| Air Freight and Logistics | -2.01% | |
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 | ₫33.60k | 20.4% +₫94.9b | -25.7% | PE2364.9x | |
| VNL Vinalink Logistics | ₫22.30k | 15.2% +₫41.7b | 53.8% | n/a | |
| GIC Green Development and Investment Service | ₫16.00k | 1.3% +₫2.4b | 7.4% | PE11.9x |