Header cover image

Vietnamese (HOSE) Materials Sector Analysis

UpdatedJan 26, 2026
DataAggregated Company Financials
Companies109
  • 7D0.2%
  • 3M6.6%
  • 1Y11.6%
  • YTD14.0%

In the last week, the Materials industry is flat overall, with Hoa Phat Group standing out by going down 3.1%. As for the the longer term, the industry is up 12% over the past 12 months. Looking forward, earnings are forecast to grow by 13% annually.

Sector Valuation and Performance

Has the Vietnamese Materials Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 26 Jan 2026₫568.8t₫481.3t₫35.3t11.1x16.1x1.2x
Wed, 24 Dec 2025₫506.0t₫472.9t₫34.8t10.9x14.5x1.1x
Fri, 21 Nov 2025₫511.1t₫471.9t₫33.7t11.4x15.1x1.1x
Sun, 19 Oct 2025₫517.4t₫472.5t₫31.0t12.6x16.7x1.1x
Tue, 16 Sep 2025₫554.4t₫465.6t₫30.7t13.5x18.1x1.2x
Thu, 14 Aug 2025₫551.2t₫472.6t₫30.9t13.4x17.9x1.2x
Sat, 12 Jul 2025₫502.2t₫465.2t₫27.4t13.5x18.4x1.1x
Mon, 09 Jun 2025₫460.0t₫466.0t₫27.8t12.8x16.5x1x
Wed, 07 May 2025₫446.3t₫465.5t₫28.2t12.1x15.8x1x
Fri, 04 Apr 2025₫473.7t₫444.1t₫27.4t12.2x17.3x1.1x
Sun, 02 Mar 2025₫517.6t₫422.0t₫27.9t13.8x18.5x1.2x
Tue, 28 Jan 2025₫471.9t₫383.5t₫23.2t13.3x20.3x1.2x
Thu, 26 Dec 2024₫483.0t₫375.7t₫21.8t14.7x22.1x1.3x
Sat, 23 Nov 2024₫453.2t₫375.3t₫21.8t14.1x20.8x1.2x
Mon, 21 Oct 2024₫477.3t₫367.4t₫21.0t13.8x22.8x1.3x
Wed, 18 Sep 2024₫469.3t₫367.7t₫21.0t13.6x22.3x1.3x
Fri, 16 Aug 2024₫455.3t₫368.7t₫21.0t13.1x21.7x1.2x
Sun, 14 Jul 2024₫513.3t₫352.5t₫17.8t17x28.8x1.5x
Tue, 11 Jun 2024₫503.7t₫352.4t₫17.8t16.4x28.3x1.4x
Thu, 09 May 2024₫471.7t₫365.5t₫17.1t15.5x27.6x1.3x
Sat, 06 Apr 2024₫464.9t₫357.8t₫14.6t15.4x31.9x1.3x
Mon, 04 Mar 2024₫463.9t₫361.2t₫13.9t14.8x33.4x1.3x
Wed, 31 Jan 2024₫417.3t₫359.8t₫8.1t13.2x51.5x1.2x
Fri, 29 Dec 2023₫408.2t₫365.1t₫10.0t11.9x40.9x1.1x
Sun, 26 Nov 2023₫394.1t₫365.1t₫10.0t11.9x39.5x1.1x
Tue, 24 Oct 2023₫378.2t₫365.6t₫5.4t14x70x1x
Thu, 21 Sep 2023₫435.3t₫374.0t₫6.1t13.5x71.7x1.2x
Sat, 19 Aug 2023₫391.4t₫365.6t₫5.9t13.5x66.6x1.1x
Mon, 17 Jul 2023₫407.3t₫402.9t₫13.2t11.8x30.8x1x
Wed, 14 Jun 2023₫361.6t₫415.9t₫14.8t11x24.5x0.9x
Fri, 12 May 2023₫334.2t₫421.9t₫14.8t10.1x22.6x0.8x
Sun, 09 Apr 2023₫327.5t₫457.6t₫28.5t9x11.5x0.7x
Tue, 07 Mar 2023₫315.7t₫454.4t₫28.3t9.1x11.1x0.7x
Thu, 02 Feb 2023₫524.3t₫463.4t₫36.6t9.1x14.3x1.1x
Price to Earnings Ratio

14.3x


Total Market Cap: ₫524.3tTotal Earnings: ₫36.6tTotal Revenue: ₫463.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Materials Sector Price to Earnings3Y Average 26.7x202420252026
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-0.48%
Materials0.18%
Packaging3.30%
Chemicals3.00%
Paper and Forestry Products-0.12%
Basic Materials-1.47%
Metals and Mining-2.27%
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?

CompanyLast Price7D1YValuation
GVR Vietnam Rubber Group -₫36.90k2.8%
+₫4.0t
28.1%PE25.5x
DGC Duc Giang Chemicals Group₫73.90k12.0%
+₫3.0t
-33.7%PE9.5x
KSV Vinacomin - Minerals Holding₫150.30k3.5%
+₫1.0t
-6.1%PE15.8x
DCM Petrovietnam Camau Fertilizer₫36.05k2.4%
+₫450.0b
7.6%PE11x
PLC Petrolimex Petrochemical Corporation - JSC₫32.30k19.2%
+₫420.1b
31.3%PE21.9x

Latest News