Have your own idea? Try our Stock Screener
Vietnamese (HOSE) Materials Sector Analysis
UpdatedJan 27, 2026
DataAggregated Company Financials
Companies109
- 7D-1.6%
- 3M5.7%
- 1Y11.9%
- YTD14.3%
The Materials industry has been flat over the last week, but Hoa Phat Group has lost 5.1%. As for the the longer term, the industry is up 12% over the past 12 months. As for the next few years, earnings are expected to grow by 13% per annum.
Sector Valuation and Performance
Has the Vietnamese Materials Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 27 Jan 2026 | ₫570.1t | ₫481.3t | ₫35.3t | 11x | 16.2x | 1.2x |
| Thu, 25 Dec 2025 | ₫501.4t | ₫472.9t | ₫34.8t | 10.9x | 14.4x | 1.1x |
| Sat, 22 Nov 2025 | ₫510.4t | ₫471.9t | ₫33.7t | 11.4x | 15.1x | 1.1x |
| Mon, 20 Oct 2025 | ₫517.4t | ₫472.5t | ₫31.0t | 12.6x | 16.7x | 1.1x |
| Wed, 17 Sep 2025 | ₫548.5t | ₫465.6t | ₫30.7t | 13.3x | 17.9x | 1.2x |
| Fri, 15 Aug 2025 | ₫549.5t | ₫472.6t | ₫30.9t | 13.7x | 17.8x | 1.2x |
| Sun, 13 Jul 2025 | ₫508.5t | ₫465.2t | ₫27.4t | 13.4x | 18.6x | 1.1x |
| Tue, 10 Jun 2025 | ₫456.2t | ₫466.0t | ₫27.8t | 12.6x | 16.4x | 1x |
| Thu, 08 May 2025 | ₫447.5t | ₫465.5t | ₫28.2t | 11.9x | 15.9x | 1x |
| Sat, 05 Apr 2025 | ₫456.1t | ₫444.1t | ₫27.4t | 11.9x | 16.7x | 1x |
| Mon, 03 Mar 2025 | ₫519.7t | ₫422.1t | ₫28.1t | 14.2x | 18.5x | 1.2x |
| Wed, 29 Jan 2025 | ₫471.9t | ₫384.9t | ₫23.7t | 13.1x | 19.9x | 1.2x |
| Fri, 27 Dec 2024 | ₫483.2t | ₫375.7t | ₫21.8t | 14.6x | 22.2x | 1.3x |
| Sun, 24 Nov 2024 | ₫453.2t | ₫375.3t | ₫21.8t | 14.1x | 20.8x | 1.2x |
| Tue, 22 Oct 2024 | ₫472.6t | ₫367.4t | ₫21.0t | 13.9x | 22.6x | 1.3x |
| Thu, 19 Sep 2024 | ₫468.1t | ₫367.7t | ₫21.0t | 13.6x | 22.3x | 1.3x |
| Sat, 17 Aug 2024 | ₫468.8t | ₫368.7t | ₫21.0t | 13.2x | 22.3x | 1.3x |
| Mon, 15 Jul 2024 | ₫513.3t | ₫352.5t | ₫17.8t | 17x | 28.8x | 1.5x |
| Wed, 12 Jun 2024 | ₫507.4t | ₫352.4t | ₫17.8t | 16.5x | 28.5x | 1.4x |
| Fri, 10 May 2024 | ₫471.0t | ₫364.2t | ₫17.1t | 15.7x | 27.6x | 1.3x |
| Sun, 07 Apr 2024 | ₫464.9t | ₫357.8t | ₫14.6t | 15.4x | 31.9x | 1.3x |
| Tue, 05 Mar 2024 | ₫465.0t | ₫362.3t | ₫14.7t | 14.6x | 31.7x | 1.3x |
| Thu, 01 Feb 2024 | ₫413.2t | ₫360.0t | ₫8.0t | 13x | 51.7x | 1.1x |
| Sat, 30 Dec 2023 | ₫411.2t | ₫365.1t | ₫10.0t | 12.1x | 41.2x | 1.1x |
| Mon, 27 Nov 2023 | ₫394.1t | ₫365.1t | ₫10.0t | 11.9x | 39.5x | 1.1x |
| Wed, 25 Oct 2023 | ₫381.0t | ₫365.6t | ₫5.4t | 12.6x | 70.7x | 1x |
| Fri, 22 Sep 2023 | ₫434.2t | ₫374.0t | ₫6.1t | 13.5x | 71.5x | 1.2x |
| Sun, 20 Aug 2023 | ₫391.4t | ₫365.6t | ₫5.9t | 13.5x | 66.6x | 1.1x |
| Tue, 18 Jul 2023 | ₫407.4t | ₫402.9t | ₫13.2t | 11.9x | 30.8x | 1x |
| Thu, 15 Jun 2023 | ₫361.5t | ₫415.9t | ₫14.8t | 11.3x | 24.5x | 0.9x |
| Sat, 13 May 2023 | ₫338.8t | ₫421.9t | ₫14.8t | 10.2x | 22.9x | 0.8x |
| Mon, 10 Apr 2023 | ₫327.5t | ₫457.6t | ₫28.5t | 9x | 11.5x | 0.7x |
| Wed, 08 Mar 2023 | ₫315.7t | ₫454.4t | ₫28.3t | 9.2x | 11.1x | 0.7x |
| Fri, 03 Feb 2023 | ₫521.4t | ₫463.1t | ₫36.0t | 8.9x | 14.5x | 1.1x |
Price to Earnings Ratio
14.5x
Current Industry PE
- Investors are pessimistic on the Vietnamese Materials 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 16.1x which is lower than its 3-year average PE of 26.7x.
- The industry is trading close to its 3-year average PS ratio of 1.1x.
Past Earnings Growth
- Both revenue and earnings for companies in the Materials industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Materials sector?
| VN Market | -2.80% | |
| Materials | -1.57% | |
| Packaging | 9.37% | |
| Chemicals | 0.74% | |
| Paper and Forestry Products | -0.38% | |
| Basic Materials | -3.39% | |
| Metals and Mining | -3.80% | |
Industry PE
- Investors are most optimistic about the Chemicals industry even though it's trading below its 3-year average PE ratio of 19.9x.
- Analysts are expecting annual earnings growth of 7.7%, which is lower than the prior year's growth of 18.5% per year.
- Investors are most pessimistic about the Packaging industry, which is trading below its 3-year average of 27.1x.
Forecasted Growth
- Analysts are most optimistic on the Metals and Mining industry, expecting annual earnings growth of 19% over the next 5 years.
- However this is lower than its past earnings growth rate of 43% per year.
- In contrast, the Basic Materials industry is expected to see its earnings grow by 6.1% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| GVR Vietnam Rubber Group - | ₫39.85k | 2.2% +₫3.4t | 38.4% | PE27.5x | |
| KSV Vinacomin - Minerals Holding | ₫177.70k | 5.2% +₫1.8t | 11.1% | PE18.7x | |
| DGC Duc Giang Chemicals Group | ₫67.50k | 4.7% +₫1.1t | -39.4% | PE8.7x | |
| TDP Thuan Duc | ₫32.00k | 15.5% +₫379.4b | -3.9% | PE32.8x | |
| DCM Petrovietnam Camau Fertilizer | ₫35.80k | 1.7% +₫317.6b | 6.9% | PE10.9x |