Vietnamese (HOSE) Basic Materials Industry Analysis
- 7D-2.1%
- 3M-4.9%
- 1Y33.4%
- YTD-6.1%
Over the last 7 days, the Basic Materials industry has dropped 2.1%, driven by a decline by Ha Tien 1 Cement of 8.0%. Meanwhile, Phu Tai actually outperformed within the industry, gaining 7.4% in the last week. This takes the industry's 12 month performance to a gain of 33%.
Industry Valuation and Performance
Has the Vietnamese Basic Materials Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 24 Jan 2022 | â‚«53.2t | â‚«38.4t | â‚«3.3t | 14.5x |
| Wed, 22 Dec 2021 | â‚«55.5t | â‚«38.4t | â‚«3.3t | 16.1x |
| Fri, 19 Nov 2021 | â‚«57.0t | â‚«38.4t | â‚«3.3t | 14.6x |
| Sun, 17 Oct 2021 | â‚«55.3t | â‚«39.6t | â‚«3.4t | 13.3x |
| Tue, 14 Sep 2021 | â‚«49.3t | â‚«42.6t | â‚«3.6t | 12x |
| Thu, 12 Aug 2021 | â‚«48.0t | â‚«45.7t | â‚«3.7t | 11.2x |
| Mon, 07 Jun 2021 | â‚«40.2t | â‚«44.5t | â‚«3.5t | 10.5x |
| Sun, 28 Feb 2021 | â‚«38.3t | â‚«43.9t | â‚«3.4t | 10.1x |
| Wed, 02 Dec 2020 | â‚«34.4t | â‚«44.0t | â‚«3.5t | 8x |
| Sat, 05 Sep 2020 | â‚«29.5t | â‚«44.0t | â‚«3.4t | 8x |
| Tue, 09 Jun 2020 | â‚«29.6t | â‚«44.3t | â‚«3.4t | 8x |
| Mon, 02 Mar 2020 | â‚«30.1t | â‚«44.0t | â‚«3.5t | 7.5x |
| Thu, 05 Dec 2019 | â‚«31.8t | â‚«45.0t | â‚«3.4t | 8.1x |
| Sun, 08 Sep 2019 | â‚«34.0t | â‚«44.1t | â‚«3.3t | 9.2x |
| Sat, 01 Jun 2019 | â‚«30.1t | â‚«43.3t | â‚«3.2t | 8.6x |
| Tue, 05 Mar 2019 | â‚«30.3t | â‚«42.7t | â‚«3.1t | 8.3x |
8.4x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 14.5x which is higher than its 3-year average PE of 9.4x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Basic Materials industry have grown 2.3% per year over the last three years, while revenues for these companies have declined 3.5% per year. This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Vietnamese Basic Materials industry?
| Construction Materials | -2.05% | |
Industry PE: Investors are most optimistic about the Construction Materials industry which is trading above its 3-year average PE ratio of 9.4x. This is likely because analysts are expecting annual earnings growth of 14%, which is higher than its past year's earnings decline of 27% per year.
Forecasted Growth: Analysts are most optimistic on the Construction Materials industry, expecting annual earnings growth of 14% over the next 5 years. This is better than its past earnings decline of 27% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VCS Vicostone | â‚«107.90k | 1.6% +â‚«272.0b | 22.5% | PE10.4x | |
| PTB Phu Tai | â‚«106.50k | 5.2% +â‚«257.6b | 55.9% | PE10.3x | |
| LBM Lam Dong Minerals and Building Materials | â‚«95.80k | 10.1% +â‚«88.0b | 106.0% | n/a | |
| GAB FLC Mining Investment & Asset Management | â‚«194.50k | 0.9% +â‚«25.3b | 7.8% | n/a | |
| VIT Viglacera Tien Son JSC | â‚«23.90k | 1.7% +â‚«20.0b | 40.6% | PE27.3x |