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Vietnamese (HOSE) Air Freight and Logistics Industry Analysis
UpdatedJul 19, 2025
DataAggregated Company Financials
Companies12
- 7D-1.0%
- 3M9.6%
- 1Y4.4%
- YTDn/a
Over the last 7 days, the Air Freight and Logistics industry has dropped 1.0%, driven by a pullback from South Logistics of 6.0%. Over the past 12 months, the industry was up 4.4%. In the next few years, earnings are forecast to decline by 8.3% annually.
Industry Valuation and Performance
Has the Vietnamese Air Freight and Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 20 Jul 2025 | ₫35.8t | ₫37.0t | ₫1.6t | 17.3x | 22.9x | 1x |
| Tue, 17 Jun 2025 | ₫35.3t | ₫15.9t | ₫1.3t | 13.9x | 28x | 2.2x |
| Thu, 15 May 2025 | ₫34.7t | ₫16.1t | ₫1.2t | 12.9x | 28.5x | 2.1x |
| Sat, 12 Apr 2025 | ₫34.2t | ₫15.9t | ₫1.1t | 15x | 29.9x | 2.2x |
| Mon, 10 Mar 2025 | ₫41.3t | ₫12.2t | ₫1.2t | 19.4x | 35.6x | 3.4x |
| Wed, 05 Feb 2025 | ₫42.7t | ₫10.6t | ₫1.0t | 37.1x | 41.9x | 4x |
| Fri, 03 Jan 2025 | ₫40.4t | ₫8.5t | ₫887.1b | 26.6x | 45.5x | 4.7x |
| Sun, 01 Dec 2024 | ₫38.7t | ₫8.5t | ₫887.1b | 26.7x | 43.6x | 4.5x |
| Tue, 29 Oct 2024 | ₫34.0t | ₫8.1t | ₫876.5b | 32.2x | 38.8x | 4.2x |
| Thu, 26 Sep 2024 | ₫33.1t | ₫8.0t | ₫818.3b | 32.9x | 40.4x | 4.1x |
| Sat, 24 Aug 2024 | ₫33.3t | ₫8.0t | ₫817.3b | 31.6x | 40.7x | 4.2x |
| Mon, 22 Jul 2024 | ₫34.4t | ₫7.5t | ₫804.8b | 29.8x | 42.8x | 4.6x |
| Wed, 19 Jun 2024 | ₫34.9t | ₫9.2t | ₫956.4b | 23.2x | 36.5x | 3.8x |
| Fri, 17 May 2024 | ₫35.4t | ₫9.2t | ₫956.4b | 23.7x | 37x | 3.9x |
| Sun, 14 Apr 2024 | ₫33.4t | ₫8.8t | ₫1.0t | 22.5x | 32.8x | 3.8x |
| Tue, 12 Mar 2024 | ₫23.2t | ₫8.8t | ₫1.1t | 20.4x | 21.5x | 2.6x |
| Thu, 08 Feb 2024 | ₫22.5t | ₫9.2t | ₫1.2t | 17.7x | 18.9x | 2.4x |
| Sat, 06 Jan 2024 | ₫21.6t | ₫9.0t | ₫1.2t | 12.9x | 18.5x | 2.4x |
| Mon, 04 Dec 2023 | ₫21.9t | ₫9.0t | ₫1.2t | 12.5x | 18.8x | 2.4x |
| Wed, 01 Nov 2023 | ₫21.5t | ₫8.9t | ₫1.2t | 12.2x | 17.7x | 2.4x |
| Fri, 29 Sep 2023 | ₫22.3t | ₫9.0t | ₫1.2t | 12.3x | 18x | 2.5x |
| Sun, 27 Aug 2023 | ₫22.0t | ₫9.0t | ₫1.3t | 12.3x | 17.4x | 2.5x |
| Tue, 25 Jul 2023 | ₫22.8t | ₫9.7t | ₫1.4t | 13.1x | 16.1x | 2.3x |
| Thu, 22 Jun 2023 | ₫21.3t | ₫9.8t | ₫1.4t | 12.1x | 14.9x | 2.2x |
| Sat, 20 May 2023 | ₫21.6t | ₫8.0t | ₫1.2t | 11.9x | 17.7x | 2.7x |
| Mon, 17 Apr 2023 | ₫21.8t | ₫11.2t | ₫1.5t | 10.3x | 14.2x | 1.9x |
| Wed, 15 Mar 2023 | ₫21.8t | ₫11.2t | ₫1.6t | 10.2x | 13.5x | 1.9x |
| Fri, 10 Feb 2023 | ₫21.8t | ₫11.2t | ₫1.6t | 10.7x | 13.5x | 1.9x |
| Sun, 08 Jan 2023 | ₫21.5t | ₫15.1t | ₫1.7t | 11.3x | 12.8x | 1.4x |
| Tue, 06 Dec 2022 | ₫22.4t | ₫15.1t | ₫1.7t | 11.7x | 13.4x | 1.5x |
| Thu, 03 Nov 2022 | ₫23.1t | ₫17.3t | ₫1.7t | 11.2x | 13.6x | 1.3x |
| Sat, 01 Oct 2022 | ₫21.8t | ₫17.3t | ₫1.7t | 11.1x | 13x | 1.3x |
| Mon, 29 Aug 2022 | ₫23.5t | ₫17.3t | ₫1.7t | 11.5x | 14.1x | 1.4x |
| Wed, 27 Jul 2022 | ₫23.5t | ₫19.0t | ₫1.6t | 12x | 14.5x | 1.2x |
Price to Earnings Ratio
14.5x
Current Industry PE
- Investors are pessimistic on the Vietnamese Air Freight and 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 22.9x which is lower than its 3-year average PE of 25.5x.
- The 3-year average PS ratio of 2.7x is higher than the industry's current PS ratio of 0.97x.
Past Earnings Growth
- The earnings for companies in the Air Freight and Logistics industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 25% 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 Comparison
How does Vietnamese Air Freight and Logistics compare with similar industries?
| VN Market | 2.73% | |
| Industrials | 3.67% | |
| Logistics | -1.02% | |
| Air Freight and Logistics | -1.02% | |
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 | |
|---|---|---|---|---|---|
| VNF Vinafreight | ₫14.50k | 2.8% +₫12.7b | 34.3% | PE7.1x | |
| SCS Saigon Cargo Service | ₫67.00k | 0.1% +₫9.5b | -23.6% | PE9.9x | |
| TCO TCO Holdings | ₫10.40k | 3.0% +₫9.4b | 29.9% | PE7.1x |