Vietnamese (HOSE) Chemicals Industry Analysis
UpdatedDec 06, 2022
DataAggregated Company Financials
Companies40
- 7D9.7%
- 3M-32.4%
- 1Y-40.1%
- YTD-43.4%
In the last week, the Chemicals industry is up 14%, with Vietnam Rubber Group - leading the way, up 11%. In the same time, Hoa Binh Rubber was down 6.9%. In contrast, the industry has lost 43% in the last 12 months. As for the next few years, earnings are forecast to decline by 17% per annum.
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 |
|---|---|---|---|---|---|---|
| Tue, 06 Dec 2022 | ₫130.6t | ₫125.0t | ₫18.3t | 7.9x | 7.1x | 1x |
| Thu, 03 Nov 2022 | ₫130.4t | ₫124.4t | ₫18.4t | 8.3x | 7.1x | 1x |
| Sat, 01 Oct 2022 | ₫161.2t | ₫118.6t | ₫16.6t | 9.2x | 9.7x | 1.4x |
| Mon, 29 Aug 2022 | ₫189.0t | ₫118.6t | ₫16.6t | 9.4x | 11.4x | 1.6x |
| Wed, 27 Jul 2022 | ₫172.7t | ₫112.8t | ₫15.3t | 8.9x | 11.3x | 1.5x |
| Fri, 24 Jun 2022 | ₫186.3t | ₫110.3t | ₫13.8t | 10.5x | 13.5x | 1.7x |
| Sun, 22 May 2022 | ₫182.3t | ₫104.0t | ₫13.8t | 10.7x | 13.2x | 1.8x |
| Tue, 19 Apr 2022 | ₫249.1t | ₫93.9t | ₫9.2t | 13.9x | 27x | 2.7x |
| Thu, 17 Mar 2022 | ₫227.1t | ₫94.0t | ₫9.5t | 13.3x | 24x | 2.4x |
| Sat, 12 Feb 2022 | ₫205.6t | ₫93.9t | ₫9.5t | 11.6x | 21.6x | 2.2x |
| Mon, 10 Jan 2022 | ₫224.5t | ₫80.1t | ₫5.8t | 15.9x | 38.9x | 2.8x |
| Wed, 08 Dec 2021 | ₫212.0t | ₫80.1t | ₫5.8t | 14.4x | 36.7x | 2.6x |
| Fri, 05 Nov 2021 | ₫221.3t | ₫77.9t | ₫5.8t | 15.7x | 37.8x | 2.8x |
| Sun, 03 Oct 2021 | ₫204.1t | ₫75.8t | ₫5.0t | 15.3x | 41.2x | 2.7x |
| Tue, 31 Aug 2021 | ₫204.4t | ₫100.2t | ₫8.2t | 14.5x | 24.8x | 2x |
| Wed, 07 Jul 2021 | ₫179.6t | ₫100.2t | ₫8.2t | 12x | 21.8x | 1.8x |
| Sat, 10 Apr 2021 | ₫144.4t | ₫94.5t | ₫7.8t | 11.7x | 18.5x | 1.5x |
| Fri, 01 Jan 2021 | ₫146.6t | ₫90.6t | ₫7.6t | 12.3x | 19.3x | 1.6x |
| Mon, 05 Oct 2020 | ₫91.1t | ₫91.6t | ₫7.4t | 11.6x | 12.4x | 1x |
| Thu, 09 Jul 2020 | ₫69.0t | ₫81.9t | ₫6.7t | 10.2x | 10.2x | 0.8x |
| Wed, 01 Apr 2020 | ₫51.9t | ₫83.3t | ₫6.1t | 9.1x | 8.5x | 0.6x |
| Sat, 04 Jan 2020 | ₫33.5t | ₫67.3t | ₫3.3t | 9.3x | 10.1x | 0.5x |
Price to Earnings Ratio
10.1x
Current Industry PE
- Investors are pessimistic on the Vietnamese Chemicals 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 7.1x which is lower than its 3-year average PE of 17.9x.
- The 3-year average PS ratio of 1.5x is higher than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have grown 77% per year over the last three years.
- Revenues for these companies have grown 23% 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 | 8.45% | |
| Materials | 11.47% | |
| Chemicals | 9.71% | |
| Diversified Chemicals | 24.88% | |
| Specialty Chemicals | 13.38% | |
| Commodity Chemicals | 11.73% | |
| Fertilizers and Agricultural Chemicals | 4.89% | |
| Industrial Gases | 0% | |
Industry PE
- Investors are most pessimistic about the Fertilizers and Agricultural Chemicals industry, which is trading below its 3-year average of 11.4x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Commodity Chemicals industry since they expect its earnings to decline by only 1.3% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 22% per year.
- In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings decline by 33% 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 - | ₫15.60k | 10.6% +₫4.2t | -56.7% | n/a | |
| DGC Duc Giang Chemicals Group | ₫64.00k | 18.7% +₫3.8t | -10.6% | PE4.4x | |
| DPM PetroVietnam Fertilizer and Chemicals Corporation - JSC | ₫41.05k | 5.1% +₫782.7b | -9.3% | PE2.7x | |
| DCM Petrovietnam Camau Fertilizer | ₫28.80k | 5.3% +₫767.6b | -18.2% | PE3.7x | |
| PHR Phuoc Hoa Rubber | ₫46.10k | 8.5% +₫487.8b | -28.0% | PE10.1x |