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Vietnamese (HOSE) Logistics Industry Analysis

UpdatedApr 22, 2024
DataAggregated Company Financials
Companies12
  • 7D-5.9%
  • 3M9.4%
  • 1Y15.5%
  • YTD3.4%

Over the last 7 days, the Logistics industry has dropped 5.9%, driven by a pullback from Transimex of 5.5%. In the past year, the industry has gained 15%. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Apr 2024₫33.1t₫8.8t₫968.0b24x34.2x3.7x
Fri, 22 Mar 2024₫34.2t₫8.8t₫1.0t21.6x33.5x3.9x
Sun, 18 Feb 2024₫21.3t₫8.8t₫1.1t20.2x19.7x2.4x
Tue, 16 Jan 2024₫21.6t₫9.0t₫1.2t12.6x18.5x2.4x
Thu, 14 Dec 2023₫21.6t₫9.0t₫1.2t12.5x18.5x2.4x
Sat, 11 Nov 2023₫21.7t₫9.0t₫1.2t12.3x18.6x2.4x
Mon, 09 Oct 2023₫22.5t₫9.0t₫1.2t12.4x18.2x2.5x
Wed, 06 Sep 2023₫22.4t₫9.0t₫1.3t12.3x17.7x2.5x
Fri, 04 Aug 2023₫22.1t₫9.0t₫1.3t12.7x17.4x2.5x
Sun, 02 Jul 2023₫22.0t₫9.8t₫1.4t12x15.4x2.3x
Tue, 30 May 2023₫21.0t₫8.0t₫1.2t11.8x17.2x2.6x
Thu, 27 Apr 2023₫21.8t₫11.1t₫1.5t11.5x14.9x2x
Sat, 25 Mar 2023₫21.6t₫11.2t₫1.6t10.3x13.7x1.9x
Mon, 20 Feb 2023₫21.8t₫11.2t₫1.6t10.6x13.5x1.9x
Wed, 18 Jan 2023₫20.7t₫15.1t₫1.7t11.3x12.4x1.4x
Fri, 16 Dec 2022₫21.9t₫15.1t₫1.7t11x13.1x1.4x
Sun, 13 Nov 2022₫22.5t₫15.1t₫1.7t10.9x13.5x1.5x
Tue, 11 Oct 2022₫22.7t₫17.3t₫1.7t11.6x13.6x1.3x
Thu, 08 Sep 2022₫23.5t₫17.3t₫1.7t11.5x14.1x1.4x
Sat, 06 Aug 2022₫24.1t₫18.1t₫1.6t11.5x14.9x1.3x
Mon, 04 Jul 2022₫24.9t₫19.0t₫1.6t13.3x15.4x1.3x
Wed, 01 Jun 2022₫26.3t₫19.0t₫1.6t13.6x16.2x1.4x
Fri, 29 Apr 2022₫29.0t₫17.7t₫1.4t15.8x20x1.6x
Sun, 27 Mar 2022₫28.9t₫17.7t₫1.5t15.1x19.7x1.6x
Tue, 22 Feb 2022₫26.2t₫17.7t₫1.5t14.5x17.4x1.5x
Thu, 20 Jan 2022₫23.7t₫13.0t₫1.2t16.5x20.2x1.8x
Sat, 18 Dec 2021₫24.7t₫13.0t₫1.2t17x21x1.9x
Mon, 15 Nov 2021₫24.9t₫12.1t₫1.1t19.1x23.1x2.1x
Wed, 13 Oct 2021₫21.2t₫12.6t₫1.1t16.4x19.8x1.7x
Fri, 10 Sep 2021₫19.9t₫14.6t₫1.2t12.7x16.1x1.4x
Sun, 08 Aug 2021₫17.8t₫14.6t₫1.2t10x14.3x1.2x
Sat, 01 May 2021₫16.8t₫13.3t₫1.1t9.4x14.9x1.3x
Price to Earnings Ratio

14.9x


Total Market Cap: ₫16.8tTotal Earnings: ₫1.1tTotal Revenue: ₫13.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Logistics Industry Price to Earnings3Y Average 17.2x202220232024
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 34.2x which is higher than its 3-year average PE of 17.2x.
  • The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Logistics industry have declined 5.0% 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 Market-7.88%
Industrials-8.44%
Logistics-5.88%
Air Freight and Logistics-5.88%
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
SCS Saigon Cargo Service₫79.50k0.9%
+₫66.4b		21.9%PE16x
GIC Green Development and Investment Service₫15.30k6.3%
+₫10.9b		11.7%PE11.4x
SFI Sea & Air Freight International₫35.70k0.6%
+₫4.4b		3.5%PE3.7x
VNF Vinafreight₫8.50k1.2%
+₫3.2b		-3.4%PE46.1x
TCO TCO Holdings₫10.45k1.5%
+₫2.8b		39.3%n/a
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Latest News

SCS

₫79,500.00

Saigon Cargo Service

7D

0.9%

1Y

21.9%

GIC

₫15,300.00

Green Development and Investment Service

7D

6.3%

1Y

11.7%

VTP

₫69,100.00

Viettel Post

7D

-4.7%

1Y

n/a

HTV

₫8,330.00

Logistics Vicem

7D

-6.9%

1Y

-17.5%

STG

₫47,350.00

South Logistics

7D

-3.1%

1Y

-3.9%

SFI

₫35,700.00

Sea & Air Freight International

7D

0.6%

1Y

3.5%

TCO

₫10,450.00

TCO Holdings

7D

1.5%

1Y

39.3%

VNL

₫13,950.00

Vinalink Logistics

7D

0.4%

1Y

6.8%

ASG

₫19,050.00

ASG

7D

-8.4%

1Y

-18.9%

TMS

₫54,100.00

Transimex

7D

-6.7%

1Y

42.7%

VNT

₫50,900.00

Van Cargoes and Foreign Trade Logistics

7D

-2.1%

1Y

n/a

VNF

₫8,500.00

Vinafreight

7D

1.2%

1Y

-3.4%