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Vietnamese (HOSE) Materials Sector Analysis
UpdatedJul 22, 2026
DataAggregated Company Financials
Companies108
- 7D-7.8%
- 3M-17.3%
- 1Y-17.0%
- YTD-8.0%
Over the last 7 days, the Materials industry has dropped 6.3%, driven by declines in Hoa Phat Group and Vietnam Rubber Group - of 7.6% and 10%, respectively. Meanwhile, Viglacera Tien Son JSC actually outperformed within the industry, gaining 7.2% in the last week. However, the industry is down 16% over the past year. As for the next few years, earnings are expected to grow by 12% 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 |
|---|---|---|---|---|---|---|
| Wed, 22 Jul 2026 | ₫489.2t | ₫532.0t | ₫45.0t | 9.5x | 10.9x | 0.9x |
| Fri, 19 Jun 2026 | ₫568.6t | ₫530.9t | ₫45.0t | 9.9x | 12.6x | 1.1x |
| Sun, 17 May 2026 | ₫593.0t | ₫526.1t | ₫44.1t | 10.3x | 13.5x | 1.1x |
| Tue, 14 Apr 2026 | ₫588.8t | ₫508.1t | ₫38.1t | 11.9x | 15.5x | 1.2x |
| Thu, 12 Mar 2026 | ₫612.1t | ₫504.9t | ₫38.9t | 11x | 15.7x | 1.2x |
| Sat, 07 Feb 2026 | ₫577.3t | ₫481.1t | ₫36.5t | 10.9x | 15.8x | 1.2x |
| Mon, 05 Jan 2026 | ₫504.4t | ₫472.9t | ₫34.8t | 11x | 14.5x | 1.1x |
| Wed, 03 Dec 2025 | ₫494.0t | ₫471.9t | ₫33.7t | 11.5x | 14.6x | 1x |
| Fri, 31 Oct 2025 | ₫510.3t | ₫474.0t | ₫31.8t | 11.8x | 16x | 1.1x |
| Sun, 28 Sep 2025 | ₫532.3t | ₫465.7t | ₫30.7t | 13.2x | 17.4x | 1.1x |
| Tue, 26 Aug 2025 | ₫505.3t | ₫465.5t | ₫30.6t | 12.6x | 16.5x | 1.1x |
| Thu, 24 Jul 2025 | ₫527.0t | ₫467.2t | ₫27.7t | 13.7x | 19.1x | 1.1x |
| Sat, 21 Jun 2025 | ₫473.5t | ₫465.5t | ₫27.8t | 12.9x | 17x | 1x |
| Mon, 19 May 2025 | ₫455.2t | ₫465.6t | ₫28.5t | 12.9x | 16x | 1x |
| Wed, 16 Apr 2025 | ₫446.8t | ₫452.5t | ₫27.3t | 12.5x | 16.4x | 1x |
| Fri, 14 Mar 2025 | ₫507.6t | ₫426.5t | ₫28.0t | 14.2x | 18.1x | 1.2x |
| Sun, 09 Feb 2025 | ₫490.0t | ₫388.3t | ₫23.7t | 13.4x | 20.6x | 1.3x |
| Tue, 07 Jan 2025 | ₫462.6t | ₫375.8t | ₫21.8t | 14.1x | 21.2x | 1.2x |
| Thu, 05 Dec 2024 | ₫457.1t | ₫375.7t | ₫21.8t | 14x | 21x | 1.2x |
| Sat, 02 Nov 2024 | ₫463.3t | ₫366.5t | ₫21.2t | 14.1x | 21.8x | 1.3x |
| Mon, 30 Sep 2024 | ₫478.3t | ₫368.4t | ₫21.1t | 14.3x | 22.7x | 1.3x |
| Wed, 28 Aug 2024 | ₫471.6t | ₫368.6t | ₫21.0t | 14x | 22.5x | 1.3x |
| Fri, 26 Jul 2024 | ₫474.6t | ₫352.8t | ₫17.8t | 15x | 26.6x | 1.3x |
| Sun, 23 Jun 2024 | ₫509.2t | ₫352.4t | ₫17.8t | 17.5x | 28.6x | 1.4x |
| Tue, 21 May 2024 | ₫492.2t | ₫362.0t | ₫18.1t | 15.9x | 27.2x | 1.4x |
| Thu, 18 Apr 2024 | ₫435.8t | ₫359.1t | ₫14.3t | 14.5x | 30.4x | 1.2x |
| Sat, 16 Mar 2024 | ₫483.4t | ₫362.3t | ₫14.6t | 15.3x | 33x | 1.3x |
| Mon, 12 Feb 2024 | ₫426.5t | ₫360.9t | ₫13.9t | 13.9x | 30.8x | 1.2x |
| Wed, 10 Jan 2024 | ₫411.0t | ₫361.6t | ₫9.5t | 12.1x | 43.2x | 1.1x |
| Fri, 08 Dec 2023 | ₫407.5t | ₫365.1t | ₫10.0t | 12.2x | 40.8x | 1.1x |
| Sun, 05 Nov 2023 | ₫376.0t | ₫352.5t | ₫8.9t | 12.1x | 42.2x | 1.1x |
| Tue, 03 Oct 2023 | ₫405.2t | ₫366.4t | ₫5.5t | 13.7x | 74x | 1.1x |
| Thu, 31 Aug 2023 | ₫404.5t | ₫365.7t | ₫5.9t | 14.6x | 68.7x | 1.1x |
| Sat, 29 Jul 2023 | ₫417.2t | ₫399.3t | ₫11.3t | 12x | 36.8x | 1x |
Price to Earnings Ratio
36.8x
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 10.9x which is lower than its 3-year average PE of 26.2x.
- The 3-year average PS ratio of 1.2x is higher than the industry's current PS ratio of 0.92x.
Past Earnings Growth
- The earnings for companies in the Materials industry have grown 59% per year over the last three years.
- Revenues for these companies have grown 10% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Vietnamese Materials sector?
| VN Market | -4.28% | |
| Materials | -7.75% | |
| Packaging | -1.48% | |
| Paper and Forestry Products | -3.05% | |
| Metals and Mining | -7.17% | |
| Basic Materials | -8.59% | |
| Chemicals | -8.76% | |
Industry PE
- Investors are most optimistic about the Basic Materials industry even though it's trading below its 3-year average PE ratio of 27.4x.
- Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings growth of 18.5% per year.
- Investors are most pessimistic about the Metals and Mining industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Basic Materials industry, expecting annual earnings growth of 40% over the next 5 years.
- This is better than its past earnings growth rate of 18% per year.
- In contrast, the Paper and Forestry Products industry is expected to see its earnings grow by 4.7% 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 | |
|---|---|---|---|---|---|
| DNP DongNai Plastic Construction | ₫21.00k | 2.4% +₫70.5b | 9.4% | PE18.5x | |
| POM Pomina Steel | ₫2.81k | 6.4% +₫47.4b | -43.7% | PS0.4x | |
| HHP HHP Global | ₫15.00k | 3.4% +₫43.3b | 50.8% | PE29.3x | |
| HDA Dong A Paint | ₫6.50k | 8.3% +₫15.2b | 52.1% | PE8x | |
| HCC Intimex - Hoa Cam Concrete | ₫28.10k | 8.5% +₫14.3b | 14.7% | PE4x |