Vietnamese (HOSE) Basic Materials Industry Analysis

Industry Valuation and Performance

Has the Vietnamese Basic Materials Industry valuation changed over the past few years?

Date	Market Cap	Revenue	Earnings	PE	Absolute PE	PS
Sun, 05 Jul 2026	₫52.9t	₫52.6t	₫2.5t	9.5x	21.5x	1x
Tue, 02 Jun 2026	₫53.3t	₫52.5t	₫2.5t	10.9x	21.7x	1x
Thu, 30 Apr 2026	₫54.7t	₫51.8t	₫2.7t	11.2x	20x	1.1x
Sat, 28 Mar 2026	₫57.5t	₫50.6t	₫2.7t	11.8x	21.7x	1.1x
Mon, 23 Feb 2026	₫59.6t	₫50.9t	₫2.6t	11.2x	23.3x	1.2x
Wed, 21 Jan 2026	₫28.3t	₫35.7t	₫1.8t	11.3x	16.2x	0.8x
Fri, 19 Dec 2025	₫27.1t	₫35.7t	₫1.7t	11.3x	15.6x	0.8x
Sun, 16 Nov 2025	₫28.1t	₫35.7t	₫1.7t	11.7x	16.1x	0.8x
Tue, 14 Oct 2025	₫29.2t	₫34.9t	₫1.6t	12.8x	18.7x	0.8x
Thu, 11 Sep 2025	₫29.4t	₫34.6t	₫1.6t	12.4x	18.9x	0.9x
Sat, 09 Aug 2025	₫29.4t	₫34.5t	₫1.5t	12x	19x	0.9x
Mon, 07 Jul 2025	₫26.3t	₫32.8t	₫1.2t	12.9x	21.5x	0.8x
Wed, 04 Jun 2025	₫25.4t	₫32.7t	₫1.2t	12.1x	20.7x	0.8x
Fri, 02 May 2025	₫24.2t	₫32.6t	₫1.3t	11x	19x	0.7x
Sun, 30 Mar 2025	₫27.2t	₫30.6t	₫1.0t	11.5x	27x	0.9x
Tue, 25 Feb 2025	₫27.8t	₫30.1t	₫1.1t	11.8x	25.1x	0.9x
Thu, 23 Jan 2025	₫26.5t	₫28.7t	₫883.5b	12.5x	30x	0.9x
Sat, 21 Dec 2024	₫26.5t	₫28.4t	₫849.5b	12.2x	31.2x	0.9x
Mon, 18 Nov 2024	₫27.2t	₫28.4t	₫849.5b	13.3x	32x	1x
Wed, 16 Oct 2024	₫26.5t	₫28.0t	₫778.9b	13.7x	34x	0.9x
Fri, 13 Sep 2024	₫27.9t	₫28.3t	₫782.1b	14.1x	35.7x	1x
Sun, 11 Aug 2024	₫28.0t	₫28.3t	₫782.1b	13.7x	35.7x	1x
Tue, 09 Jul 2024	₫30.7t	₫28.2t	₫789.0b	13.5x	38.9x	1.1x
Thu, 06 Jun 2024	₫29.6t	₫28.2t	₫789.0b	11.7x	37.5x	1x
Sat, 04 May 2024	₫27.1t	₫28.4t	₫715.9b	12.4x	37.8x	1x
Mon, 01 Apr 2024	₫29.8t	₫28.7t	₫802.1b	13.4x	37.1x	1x
Wed, 28 Feb 2024	₫28.2t	₫28.7t	₫802.1b	12.8x	35.2x	1x
Fri, 26 Jan 2024	₫29.6t	₫29.2t	₫787.6b	12.7x	37.6x	1x
Sun, 24 Dec 2023	₫29.5t	₫28.5t	₫902.2b	12.5x	32.7x	1x
Tue, 21 Nov 2023	₫29.8t	₫28.5t	₫902.2b	13.1x	33x	1x
Thu, 19 Oct 2023	₫31.6t	₫28.9t	₫1.0t	13.1x	30.9x	1.1x
Sat, 16 Sep 2023	₫34.6t	₫28.9t	₫972.6b	14.1x	35.6x	1.2x
Mon, 14 Aug 2023	₫34.1t	₫28.9t	₫972.6b	12.7x	35.1x	1.2x
Wed, 12 Jul 2023	₫38.3t	₫36.8t	₫1.8t	11x	21.4x	1x

Current Industry PE

Investors are pessimistic on the Vietnamese Basic 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 21.5x which is lower than its 3-year average PE of 27.4x.

The industry is trading close to its 3-year average PS ratio of 0.96x.

Past Earnings Growth

The earnings for companies in the Basic Materials industry have grown 11% per year over the last three years.
Revenues for these companies have grown 13% 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 industry?


VN Market	-0.59%
Materials	0.023%
Basic Materials	-1.48%
Construction Materials	-1.48%

Industry PEThere are no additional sub-industries under this industry.

Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

Company	Last Price	7D	1Y	Valuation
VCS Vicostone	₫36.10k	1.1% +₫64.0b	-26.5%	PE9.5x
LBM Lam Dong Minerals and Building Materials	₫29.25k	3.4% +₫38.0b	-6.5%	PE7.8x
DHA Hoa An	₫52.50k	4.2% +₫30.9b	22.1%	PE6.9x
CLH VVMI La Hien Cement	₫21.00k	3.4% +₫8.4b	2.4%	PE8.4x
HOM Vicem Hoang Mai Cement	₫4.00k	2.6% +₫7.2b	-2.4%	PE12.3x

New major risk - Revenue and earnings growth

Earnings have declined by 4.5% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.8% operating cash flow to total debt). Earnings have declined by 4.5% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (1.3% net profit margin).

Vietnamese (HOSE) Basic Materials Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

YBM Joint Stock Company Announces Dismissal of Hoang Van Thai as Deputy Director, Effective July 1, 2026

New minor risk - Share price stability

Hoa An Joint Stock Company announces Annual dividend, payable on July 30, 2026

Investor sentiment improves as stock rises 19%

New minor risk - Share price stability

New major risk - Share price stability

New major risk - Earnings quality

New major risk - Revenue and earnings growth

New major risk - Market cap size

Dividend of ₫1,000 announced

Dividend of ₫700 announced

First quarter 2026 earnings released: EPS: ₫727 (vs ₫972 in 1Q 2025)

First quarter 2026 earnings released: EPS: ₫204 (vs ₫24.00 loss in 1Q 2025)

Full year 2025 earnings released: EPS: ₫324 (vs ₫970 loss in FY 2024)

Third quarter 2025 earnings released: EPS: ₫234 (vs ₫136 in 3Q 2024)

Viglacera Dong Trieu JSC, Annual General Meeting, Mar 20, 2025