Vietnamese (HOSE) Machinery Industry Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies8
- 7D-1.8%
- 3M-32.4%
- 1Y-58.4%
- YTD-66.1%
Over the last 7 days, the Machinery industry has dropped 1.8%, driven by a pullback from Hoang Huy Investment Financial Services of 7.2%. In contrast, Hoang Huy Investment Services has gained 14%. The industry has fallen 58% in the last year.
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, 03 Dec 2022 | ₫7.7t | ₫7.7t | ₫487.2b | 15x | 15.7x | 1x |
| Mon, 31 Oct 2022 | ₫7.8t | ₫7.4t | ₫670.5b | 11.2x | 11.6x | 1x |
| Wed, 28 Sep 2022 | ₫11.3t | ₫7.4t | ₫670.7b | 13.8x | 16.8x | 1.5x |
| Fri, 26 Aug 2022 | ₫11.6t | ₫7.4t | ₫670.6b | 15.1x | 17.4x | 1.6x |
| Sun, 24 Jul 2022 | ₫10.9t | ₫7.6t | ₫702.9b | 14.5x | 15.5x | 1.4x |
| Tue, 21 Jun 2022 | ₫9.5t | ₫7.4t | ₫709.7b | 8x | 13.4x | 1.3x |
| Thu, 19 May 2022 | ₫12.4t | ₫7.4t | ₫724.7b | 11.6x | 17.1x | 1.7x |
| Sat, 16 Apr 2022 | ₫16.7t | ₫6.7t | ₫768.7b | 13.9x | 21.7x | 2.5x |
| Mon, 14 Mar 2022 | ₫18.9t | ₫6.6t | ₫790.7b | 17.1x | 23.9x | 2.9x |
| Wed, 09 Feb 2022 | ₫18.2t | ₫6.6t | ₫795.0b | 15.1x | 22.8x | 2.8x |
| Fri, 07 Jan 2022 | ₫22.5t | ₫6.5t | ₫752.7b | n/a | 29.8x | 3.5x |
| Sun, 05 Dec 2021 | ₫18.2t | ₫6.5t | ₫752.7b | 17x | 24.1x | 2.8x |
| Tue, 02 Nov 2021 | ₫14.7t | ₫8.3t | ₫1.1t | 11.5x | 13.8x | 1.8x |
| Thu, 30 Sep 2021 | ₫10.5t | ₫8.3t | ₫1.1t | 9.2x | 9.8x | 1.3x |
| Sat, 28 Aug 2021 | ₫10.0t | ₫8.3t | ₫1.1t | 7.7x | 9.4x | 1.2x |
| Sun, 04 Jul 2021 | ₫11.7t | ₫8.3t | ₫1.1t | 8.5x | 11x | 1.4x |
| Wed, 07 Apr 2021 | ₫11.7t | ₫9.0t | ₫1.3t | 8.5x | 9.3x | 1.3x |
| Sat, 09 Jan 2021 | ₫9.7t | ₫9.2t | ₫1.3t | 6.8x | 7.7x | 1.1x |
| Fri, 02 Oct 2020 | ₫10.0t | ₫9.6t | ₫1.4t | 5.3x | 7.2x | 1x |
| Mon, 06 Jul 2020 | ₫9.7t | ₫8.3t | ₫1.1t | 4.6x | 8.4x | 1.2x |
| Thu, 09 Apr 2020 | ₫7.7t | ₫6.9t | ₫848.3b | 5.5x | 9x | 1.1x |
| Wed, 01 Jan 2020 | ₫13.4t | ₫6.8t | ₫828.0b | 5x | 16.2x | 2x |
Price to Earnings Ratio
18.7x
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 15.7x which is higher than its 3-year average PE of 13.4x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 0.99x.
Past Earnings Growth
- The earnings for companies in the Machinery industry have declined 8.9% per year over the last three years.
- Meanwhile revenues for these companies have grown 7.4% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | 10.86% | |
| Industrials | 9.39% | |
| Machinery | -1.81% | |
| Industrial Machinery | 13.07% | |
| Agricultural Machinery | 0% | |
| Construction Machinery and Vehicles | -3.62% | |
Industry PE
- Investors are most optimistic about the Industrial Machinery industry which is trading above its 3-year average PE ratio of 17.1x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Construction Machinery and Vehicles industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 13.2x.
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 | |
|---|---|---|---|---|---|
| HHS Hoang Huy Investment Services | ₫4.18k | 13.6% +₫160.7b | -56.1% | PE5.5x | |
| SRF Seaprodex Refrigeration Industry | ₫9.84k | 22.1% +₫60.1b | -32.1% | PE24.1x | |
| CTB Hai Duong Pump Manufacturing | ₫20.90k | 16.1% +₫39.7b | -24.8% | n/a | |
| SHA Son Ha Sai Gon | ₫4.20k | 13.5% +₫16.7b | -55.0% | PE6x | |
| CMC CMC Investment JSC | ₫4.90k | 8.9% +₫1.8b | -67.3% | PE174.3x |