Vietnamese (HOSE) Basic Materials Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies34
- 7D-3.6%
- 3M9.7%
- 1Y-5.1%
- YTD10.8%
Over the last 7 days, the Basic Materials industry has dropped 6.9%, driven by Vicostone declining 5.9%. On the other hand Khang Minh Group is actually up 12%. Overall the industry is down 7.5% in 12 months. As for the next few years, earnings are expected to grow by 75% per annum.
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 |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₫29.4t | ₫28.1t | ₫772.4b | 12.6x | 38.1x | 1x |
| Sun, 23 Jun 2024 | ₫31.6t | ₫28.2t | ₫789.0b | 14x | 40x | 1.1x |
| Tue, 21 May 2024 | ₫29.4t | ₫28.2t | ₫789.0b | 11.7x | 37.2x | 1x |
| Thu, 18 Apr 2024 | ₫26.9t | ₫28.7t | ₫718.1b | 13.4x | 37.4x | 0.9x |
| Sat, 16 Mar 2024 | ₫29.6t | ₫28.7t | ₫802.1b | 13.5x | 36.9x | 1x |
| Mon, 12 Feb 2024 | ₫27.8t | ₫28.7t | ₫802.1b | 13.9x | 34.6x | 1x |
| Wed, 10 Jan 2024 | ₫30.5t | ₫28.5t | ₫902.2b | 13.1x | 33.8x | 1.1x |
| Fri, 08 Dec 2023 | ₫30.1t | ₫28.5t | ₫902.2b | 12.7x | 33.3x | 1.1x |
| Sun, 05 Nov 2023 | ₫29.3t | ₫28.3t | ₫932.7b | 12.7x | 31.4x | 1x |
| Tue, 03 Oct 2023 | ₫32.4t | ₫28.9t | ₫1.0t | 12.3x | 31.6x | 1.1x |
| Thu, 31 Aug 2023 | ₫33.6t | ₫28.9t | ₫972.6b | 14.2x | 34.5x | 1.2x |
| Sat, 29 Jul 2023 | ₫37.9t | ₫36.2t | ₫1.6t | 10.7x | 23.6x | 1x |
| Mon, 26 Jun 2023 | ₫36.8t | ₫36.8t | ₫1.8t | 10.5x | 20.5x | 1x |
| Wed, 24 May 2023 | ₫34.0t | ₫36.8t | ₫1.8t | 9.4x | 19x | 0.9x |
| Fri, 21 Apr 2023 | ₫33.5t | ₫39.7t | ₫2.4t | 10.7x | 14.1x | 0.8x |
| Sun, 19 Mar 2023 | ₫33.2t | ₫39.5t | ₫2.5t | 11.3x | 13.1x | 0.8x |
| Tue, 14 Feb 2023 | ₫33.3t | ₫39.5t | ₫2.5t | 9.8x | 13.2x | 0.8x |
| Thu, 12 Jan 2023 | ₫238.1t | ₫38.9t | ₫2.6t | 15.2x | 91.3x | 6.1x |
| Sat, 10 Dec 2022 | ₫230.1t | ₫38.9t | ₫2.6t | 13x | 88.2x | 5.9x |
| Mon, 07 Nov 2022 | ₫191.9t | ₫38.9t | ₫2.6t | 10.7x | 73.3x | 4.9x |
| Wed, 05 Oct 2022 | ₫247.8t | ₫36.5t | ₫2.8t | 14.2x | 87x | 6.8x |
| Fri, 02 Sep 2022 | ₫43.2t | ₫36.5t | ₫2.8t | 15.5x | 15.3x | 1.2x |
| Sun, 31 Jul 2022 | ₫42.0t | ₫36.1t | ₫2.9t | 15.9x | 14.7x | 1.2x |
| Tue, 28 Jun 2022 | ₫41.4t | ₫39.0t | ₫3.1t | 15.4x | 13.5x | 1.1x |
| Thu, 26 May 2022 | ₫44.7t | ₫39.0t | ₫3.1t | 16.8x | 14.6x | 1.1x |
| Sat, 23 Apr 2022 | ₫53.7t | ₫38.5t | ₫3.0t | 19.2x | 18.1x | 1.4x |
| Mon, 21 Mar 2022 | ₫58.4t | ₫37.5t | ₫3.2t | 22.3x | 18.1x | 1.6x |
| Wed, 16 Feb 2022 | ₫52.5t | ₫38.3t | ₫3.2t | 20.6x | 16.2x | 1.4x |
| Fri, 14 Jan 2022 | ₫53.9t | ₫38.4t | ₫3.3t | 15.6x | 16.4x | 1.4x |
| Sun, 12 Dec 2021 | ₫55.7t | ₫38.4t | ₫3.3t | 14.4x | 17x | 1.5x |
| Tue, 09 Nov 2021 | ₫55.9t | ₫38.5t | ₫3.3t | 14.5x | 16.8x | 1.4x |
| Thu, 07 Oct 2021 | ₫54.6t | ₫39.6t | ₫3.4t | 12.9x | 15.9x | 1.4x |
| Sat, 04 Sep 2021 | ₫50.1t | ₫45.7t | ₫3.7t | 12.2x | 13.7x | 1.1x |
| Mon, 02 Aug 2021 | ₫45.1t | ₫45.7t | ₫3.7t | 10.4x | 12.3x | 1x |
Price to Earnings Ratio
12.3x
Current Industry PE
- Investors are optimistic on the Vietnamese Basic Materials industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 37.4x which is higher than its 3-year average PE of 29.7x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Basic Materials industry have declined 40% per year over the last three years,
- Revenues have also declined 15% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Vietnamese Materials industry?
| VN Market | -2.90% | |
| Materials | -5.56% | |
| Basic Materials | -3.61% | |
| Construction Materials | -3.61% | |
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 | |
|---|---|---|---|---|---|
| GKM Khang Minh Group | ₫40.00k | 11.1% +₫125.7b | 9.6% | PS4.1x | |
| THG Tien Giang Investment and Construction | ₫44.45k | 6.9% +₫73.9b | 26.5% | PE11.9x | |
| NNC Nui Nho Stone | ₫22.05k | 13.1% +₫55.9b | 14.5% | PE10.4x | |
| CVT CMC | ₫28.95k | 3.4% +₫34.9b | -20.0% | PE18.4x | |
| VHL Viglacera Ha Long | ₫12.10k | 5.2% +₫15.0b | -26.7% | PS0.3x |