Vietnamese (HOSE) Chemicals Industry Analysis
UpdatedSep 20, 2023
DataAggregated Company Financials
Companies41
- 7D3.0%
- 3M20.6%
- 1Y-4.8%
- YTD35.8%
In the last week, Chemicals has been flat. As for the longer term, the industry has declined 7.1% in the last year. Looking forward, earnings are forecast to grow by 2.0% annually.
Industry Valuation and Performance
Has the Vietnamese Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 Sep 2023 | ₫167.6t | ₫98.7t | ₫10.3t | 16.5x | 16.3x | 1.7x |
| Sat, 19 Aug 2023 | ₫148.9t | ₫98.7t | ₫10.3t | 14x | 14.5x | 1.5x |
| Mon, 17 Jul 2023 | ₫153.7t | ₫104.2t | ₫13.1t | 10.1x | 11.7x | 1.5x |
| Wed, 14 Jun 2023 | ₫136.8t | ₫119.1t | ₫13.2t | 11.4x | 10.4x | 1.1x |
| Fri, 12 May 2023 | ₫125.1t | ₫119.7t | ₫13.3t | 9.3x | 9.4x | 1x |
| Sun, 09 Apr 2023 | ₫122.7t | ₫127.3t | ₫17.2t | 7.9x | 7.1x | 1x |
| Tue, 07 Mar 2023 | ₫115.2t | ₫127.0t | ₫17.4t | 8.1x | 6.6x | 0.9x |
| Thu, 02 Feb 2023 | ₫128.2t | ₫127.2t | ₫17.8t | 8.7x | 7.2x | 1x |
| Sat, 31 Dec 2022 | ₫120.2t | ₫125.0t | ₫18.3t | 8.2x | 6.6x | 1x |
| Mon, 28 Nov 2022 | ₫113.7t | ₫125.0t | ₫18.3t | 7.8x | 6.2x | 0.9x |
| Wed, 26 Oct 2022 | ₫130.1t | ₫121.4t | ₫17.7t | 8x | 7.4x | 1.1x |
| Fri, 23 Sep 2022 | ₫180.7t | ₫118.6t | ₫16.6t | 9.4x | 10.9x | 1.5x |
| Sun, 21 Aug 2022 | ₫180.0t | ₫118.6t | ₫16.6t | 9.5x | 10.8x | 1.5x |
| Tue, 19 Jul 2022 | ₫175.5t | ₫110.3t | ₫13.8t | 9.6x | 12.7x | 1.6x |
| Thu, 16 Jun 2022 | ₫196.6t | ₫104.0t | ₫13.8t | 10.6x | 14.2x | 1.9x |
| Sat, 14 May 2022 | ₫174.2t | ₫103.5t | ₫13.8t | 10.7x | 12.6x | 1.7x |
| Mon, 11 Apr 2022 | ₫234.5t | ₫93.9t | ₫9.2t | 13.9x | 25.5x | 2.5x |
| Wed, 09 Mar 2022 | ₫237.1t | ₫93.9t | ₫9.5t | 13.5x | 24.9x | 2.5x |
| Fri, 04 Feb 2022 | ₫187.9t | ₫93.7t | ₫9.5t | 11.4x | 19.7x | 2x |
| Sun, 02 Jan 2022 | ₫220.9t | ₫80.1t | ₫5.8t | 15.1x | 38.2x | 2.8x |
| Tue, 30 Nov 2021 | ₫221.0t | ₫80.1t | ₫5.8t | 16.5x | 38.3x | 2.8x |
| Thu, 28 Oct 2021 | ₫223.1t | ₫77.6t | ₫5.6t | 15.3x | 40.1x | 2.9x |
| Sat, 25 Sep 2021 | ₫202.1t | ₫75.8t | ₫5.0t | 15.6x | 40.7x | 2.7x |
| Mon, 23 Aug 2021 | ₫187.4t | ₫100.2t | ₫8.2t | 13.6x | 22.8x | 1.9x |
| Sat, 10 Jul 2021 | ₫179.6t | ₫100.2t | ₫8.2t | 12x | 21.8x | 1.8x |
| Fri, 02 Apr 2021 | ₫144.4t | ₫94.5t | ₫7.8t | 11.7x | 18.5x | 1.5x |
| Mon, 04 Jan 2021 | ₫146.6t | ₫90.6t | ₫7.6t | 12.3x | 19.3x | 1.6x |
| Thu, 08 Oct 2020 | ₫91.1t | ₫91.6t | ₫7.4t | 11.6x | 12.4x | 1x |
Price to Earnings Ratio
12.4x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
- The industry is trading close to its 3-year average PE ratio of 17.5x.
- The industry is trading close to its 3-year average PS ratio of 1.6x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have grown 12% per year over the last three years.
- Revenues for these companies have grown 2.5% 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 | -0.93% | |
| Materials | 1.29% | |
| Chemicals | 3.01% | |
| Commodity Chemicals | 3.69% | |
| Fertilizers and Agricultural Chemicals | 0.99% | |
| Industrial Gases | 0% | |
| Specialty Chemicals | -1.88% | |
| Diversified Chemicals | -3.39% | |
Industry PE
- Investors are most pessimistic about the Fertilizers and Agricultural Chemicals industry, which is trading below its 3-year average of 9.2x.
Forecasted Growth
- Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 4.7% over the next 5 years.
- This is better than its past earnings decline of 17% per year.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings decline by 7.1% 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 | |
|---|---|---|---|---|---|
| GVR Vietnam Rubber Group - | ₫23.10k | 3.6% +₫2.2t | -0.6% | n/a | |
| DGC Duc Giang Chemicals Group | ₫95.90k | 5.6% +₫1.9t | 0.9% | PE9.5x | |
| PHR Phuoc Hoa Rubber | ₫53.20k | 8.0% +₫535.2b | -15.3% | PE8.5x | |
| DCM Petrovietnam Camau Fertilizer | ₫34.85k | 2.0% +₫370.6b | -3.1% | PE9x | |
| DPM PetroVietnam Fertilizer and Chemicals Corporation - JSC | ₫39.50k | 0.6% +₫97.8b | -20.0% | PE6.6x |