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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?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Jul 2025₫35.8t₫37.0t₫1.6t17.3x22.9x1x
Tue, 17 Jun 2025₫35.3t₫15.9t₫1.3t13.9x28x2.2x
Thu, 15 May 2025₫34.7t₫16.1t₫1.2t12.9x28.5x2.1x
Sat, 12 Apr 2025₫34.2t₫15.9t₫1.1t15x29.9x2.2x
Mon, 10 Mar 2025₫41.3t₫12.2t₫1.2t19.4x35.6x3.4x
Wed, 05 Feb 2025₫42.7t₫10.6t₫1.0t37.1x41.9x4x
Fri, 03 Jan 2025₫40.4t₫8.5t₫887.1b26.6x45.5x4.7x
Sun, 01 Dec 2024₫38.7t₫8.5t₫887.1b26.7x43.6x4.5x
Tue, 29 Oct 2024₫34.0t₫8.1t₫876.5b32.2x38.8x4.2x
Thu, 26 Sep 2024₫33.1t₫8.0t₫818.3b32.9x40.4x4.1x
Sat, 24 Aug 2024₫33.3t₫8.0t₫817.3b31.6x40.7x4.2x
Mon, 22 Jul 2024₫34.4t₫7.5t₫804.8b29.8x42.8x4.6x
Wed, 19 Jun 2024₫34.9t₫9.2t₫956.4b23.2x36.5x3.8x
Fri, 17 May 2024₫35.4t₫9.2t₫956.4b23.7x37x3.9x
Sun, 14 Apr 2024₫33.4t₫8.8t₫1.0t22.5x32.8x3.8x
Tue, 12 Mar 2024₫23.2t₫8.8t₫1.1t20.4x21.5x2.6x
Thu, 08 Feb 2024₫22.5t₫9.2t₫1.2t17.7x18.9x2.4x
Sat, 06 Jan 2024₫21.6t₫9.0t₫1.2t12.9x18.5x2.4x
Mon, 04 Dec 2023₫21.9t₫9.0t₫1.2t12.5x18.8x2.4x
Wed, 01 Nov 2023₫21.5t₫8.9t₫1.2t12.2x17.7x2.4x
Fri, 29 Sep 2023₫22.3t₫9.0t₫1.2t12.3x18x2.5x
Sun, 27 Aug 2023₫22.0t₫9.0t₫1.3t12.3x17.4x2.5x
Tue, 25 Jul 2023₫22.8t₫9.7t₫1.4t13.1x16.1x2.3x
Thu, 22 Jun 2023₫21.3t₫9.8t₫1.4t12.1x14.9x2.2x
Sat, 20 May 2023₫21.6t₫8.0t₫1.2t11.9x17.7x2.7x
Mon, 17 Apr 2023₫21.8t₫11.2t₫1.5t10.3x14.2x1.9x
Wed, 15 Mar 2023₫21.8t₫11.2t₫1.6t10.2x13.5x1.9x
Fri, 10 Feb 2023₫21.8t₫11.2t₫1.6t10.7x13.5x1.9x
Sun, 08 Jan 2023₫21.5t₫15.1t₫1.7t11.3x12.8x1.4x
Tue, 06 Dec 2022₫22.4t₫15.1t₫1.7t11.7x13.4x1.5x
Thu, 03 Nov 2022₫23.1t₫17.3t₫1.7t11.2x13.6x1.3x
Sat, 01 Oct 2022₫21.8t₫17.3t₫1.7t11.1x13x1.3x
Mon, 29 Aug 2022₫23.5t₫17.3t₫1.7t11.5x14.1x1.4x
Wed, 27 Jul 2022₫23.5t₫19.0t₫1.6t12x14.5x1.2x
Price to Earnings Ratio

14.5x


Total Market Cap: ₫23.5tTotal Earnings: ₫1.6tTotal Revenue: ₫19.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Air Freight and Logistics Industry Price to Earnings3Y Average 25.5x202320242025
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 Market2.73%
Industrials3.67%
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?

CompanyLast Price7D1YValuation
VNF Vinafreight₫14.50k2.8%
+₫12.7b
34.3%PE7.1x
SCS Saigon Cargo Service₫67.00k0.1%
+₫9.5b
-23.6%PE9.9x
TCO TCO Holdings₫10.40k3.0%
+₫9.4b
29.9%PE7.1x

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