Vietnamese (HOSE) Machinery Industry Analysis
UpdatedSep 29, 2023
DataAggregated Company Financials
Companies8
- 7D-15.7%
- 3M30.6%
- 1Y10.0%
- YTD62.9%
Over the last 7 days, the Machinery industry has dropped 11%, driven by a pullback from Hoang Huy Investment Financial Services of 17%. Meanwhile, Seaprodex Refrigeration Industry actually outperformed within the industry, gaining 13% in the last week. In the past year, the industry has gained 5.6%.
Industry Valuation and Performance
Has the Vietnamese Machinery Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 30 Sep 2023 | ₫11.3t | ₫8.2t | ₫461.6b | 9.7x | 24.5x | 1.4x |
| Mon, 28 Aug 2023 | ₫12.3t | ₫8.2t | ₫461.8b | 11x | 26.6x | 1.5x |
| Wed, 26 Jul 2023 | ₫9.2t | ₫8.1t | ₫396.4b | 9x | 23.2x | 1.1x |
| Fri, 23 Jun 2023 | ₫8.7t | ₫8.1t | ₫397.2b | 8.1x | 22x | 1.1x |
| Sun, 21 May 2023 | ₫8.0t | ₫7.2t | ₫355.9b | 8.6x | 22.6x | 1.1x |
| Tue, 18 Apr 2023 | ₫7.3t | ₫7.6t | ₫301.1b | 7.5x | 24.1x | 1x |
| Thu, 16 Mar 2023 | ₫7.1t | ₫7.6t | ₫304.5b | 7.3x | 23.2x | 0.9x |
| Sat, 11 Feb 2023 | ₫7.2t | ₫7.6t | ₫304.5b | 7.3x | 23.8x | 1x |
| Mon, 09 Jan 2023 | ₫6.7t | ₫7.7t | ₫487.2b | 14x | 13.8x | 0.9x |
| Wed, 07 Dec 2022 | ₫7.1t | ₫7.7t | ₫487.2b | 15.2x | 14.5x | 0.9x |
| Fri, 04 Nov 2022 | ₫7.7t | ₫7.4t | ₫670.5b | 11x | 11.5x | 1x |
| Sun, 02 Oct 2022 | ₫10.6t | ₫7.4t | ₫670.7b | 13.6x | 15.7x | 1.4x |
| Tue, 30 Aug 2022 | ₫11.3t | ₫7.4t | ₫670.6b | 14.4x | 16.9x | 1.5x |
| Thu, 28 Jul 2022 | ₫10.9t | ₫7.6t | ₫702.9b | 14.6x | 15.5x | 1.4x |
| Sat, 25 Jun 2022 | ₫10.0t | ₫7.4t | ₫709.7b | 8.7x | 14.1x | 1.4x |
| Mon, 23 May 2022 | ₫12.5t | ₫7.4t | ₫724.7b | 11x | 17.2x | 1.7x |
| Wed, 20 Apr 2022 | ₫14.6t | ₫6.7t | ₫768.7b | 12.6x | 19x | 2.2x |
| Fri, 18 Mar 2022 | ₫18.7t | ₫6.6t | ₫796.7b | 17.1x | 23.5x | 2.9x |
| Sun, 13 Feb 2022 | ₫18.4t | ₫6.6t | ₫790.7b | 15.3x | 23.3x | 2.8x |
| Tue, 11 Jan 2022 | ₫22.8t | ₫6.5t | ₫752.7b | 19.5x | 30.2x | 3.5x |
| Thu, 09 Dec 2021 | ₫17.3t | ₫6.5t | ₫752.7b | 17.1x | 23x | 2.7x |
| Sat, 06 Nov 2021 | ₫15.1t | ₫8.3t | ₫1.1t | 11.5x | 14.2x | 1.8x |
| Mon, 04 Oct 2021 | ₫10.5t | ₫8.3t | ₫1.1t | 9.4x | 9.9x | 1.3x |
| Wed, 01 Sep 2021 | ₫10.7t | ₫8.3t | ₫1.1t | 8.2x | 10.1x | 1.3x |
| Thu, 08 Jul 2021 | ₫11.7t | ₫8.3t | ₫1.1t | 8.5x | 11x | 1.4x |
| Wed, 31 Mar 2021 | ₫11.7t | ₫9.0t | ₫1.3t | 8.5x | 9.3x | 1.3x |
| Sat, 02 Jan 2021 | ₫9.7t | ₫9.2t | ₫1.3t | 6.8x | 7.7x | 1.1x |
| Tue, 06 Oct 2020 | ₫10.0t | ₫9.6t | ₫1.4t | 5.3x | 7.2x | 1x |
Price to Earnings Ratio
7.2x
Current Industry PE
- Investors are optimistic on the Vietnamese Machinery industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 25.0x which is higher than its 3-year average PE of 16.1x.
- The industry is trading close to its 3-year average PS ratio of 1.5x.
Past Earnings Growth
- The earnings for companies in the Machinery industry have declined 31% per year over the last three years,
- Revenues have also declined 5.2% 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 | -4.91% | |
| Industrials | -5.90% | |
| Machinery | -15.74% | |
| Industrial Machinery | 2.97% | |
| Agricultural Machinery | 0% | |
| Construction Machinery and Vehicles | -17.24% | |
Industry PE
- Investors are most optimistic about the Construction Machinery and Vehicles industry which is trading above its 3-year average PE ratio of 14.4x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| SRF Seaprodex Refrigeration Industry | ₫9.39k | 1.1% +₫3.4b | -21.8% | PS0.2x | |
| CTB Hai Duong Pump Manufacturing | ₫21.30k | 0.5% +₫1.4b | 9.2% | PE6.1x |