Vietnamese (HOSE) Packaging Industry Analysis
UpdatedApr 13, 2024
DataAggregated Company Financials
Companies13
- 7D-1.2%
- 3M12.1%
- 1Y14.5%
- YTD13.4%
Over the last 7 days, the Packaging industry has dropped 1.2%, driven by a pullback from Bien Hoa Packaging of 5.8%. Over the past 12 months, the industry was up 15%.
Industry Valuation and Performance
Has the Vietnamese Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 13 Apr 2024 | ₫5.4t | ₫7.3t | ₫220.6b | 8.7x | 24.5x | 0.7x |
| Mon, 11 Mar 2024 | ₫5.3t | ₫6.4t | ₫214.9b | 7.4x | 24.6x | 0.8x |
| Wed, 07 Feb 2024 | ₫4.8t | ₫6.4t | ₫214.9b | 6.7x | 22.4x | 0.7x |
| Fri, 05 Jan 2024 | ₫4.7t | ₫5.5t | ₫169.8b | 8.6x | 27.7x | 0.8x |
| Sun, 03 Dec 2023 | ₫4.8t | ₫5.5t | ₫169.8b | 8.3x | 28.1x | 0.9x |
| Tue, 31 Oct 2023 | ₫4.9t | ₫4.8t | ₫155.1b | 8.3x | 31.5x | 1x |
| Thu, 28 Sep 2023 | ₫5.0t | ₫4.8t | ₫150.6b | 11.2x | 33.1x | 1x |
| Sat, 26 Aug 2023 | ₫5.1t | ₫4.8t | ₫150.6b | 11.4x | 33.7x | 1x |
| Mon, 24 Jul 2023 | ₫4.9t | ₫4.7t | ₫145.3b | 25.9x | 33.8x | 1.1x |
| Wed, 21 Jun 2023 | ₫4.8t | ₫4.8t | ₫139.4b | 28.8x | 34.5x | 1x |
| Fri, 19 May 2023 | ₫4.6t | ₫4.5t | ₫138.6b | 17.6x | 33x | 1x |
| Sun, 16 Apr 2023 | ₫4.6t | ₫5.5t | ₫153.6b | 11.3x | 29.9x | 0.8x |
| Tue, 14 Mar 2023 | ₫4.5t | ₫5.6t | ₫158.9b | 12.5x | 28.4x | 0.8x |
| Thu, 09 Feb 2023 | ₫4.6t | ₫5.6t | ₫158.9b | 12.7x | 28.8x | 0.8x |
| Sat, 07 Jan 2023 | ₫4.5t | ₫5.4t | ₫159.7b | 14.5x | 28x | 0.8x |
| Mon, 05 Dec 2022 | ₫4.1t | ₫5.4t | ₫159.7b | 13.7x | 25.9x | 0.8x |
| Wed, 02 Nov 2022 | ₫4.1t | ₫5.4t | ₫159.7b | 17x | 25.5x | 0.8x |
| Fri, 30 Sep 2022 | ₫4.3t | ₫5.0t | ₫155.5b | 16.4x | 27.5x | 0.8x |
| Sun, 28 Aug 2022 | ₫4.4t | ₫6.7t | ₫204.6b | 16x | 21.3x | 0.7x |
| Tue, 26 Jul 2022 | ₫4.6t | ₫5.0t | ₫150.7b | 16.6x | 30.8x | 0.9x |
| Thu, 23 Jun 2022 | ₫4.3t | ₫4.8t | ₫144.4b | 10.1x | 30x | 0.9x |
| Sat, 21 May 2022 | ₫4.4t | ₫4.8t | ₫144.4b | 11.6x | 30.4x | 0.9x |
| Mon, 18 Apr 2022 | ₫4.8t | ₫7.3t | ₫210.5b | 11.2x | 22.7x | 0.7x |
| Wed, 16 Mar 2022 | ₫4.6t | ₫7.3t | ₫210.5b | 12x | 21.9x | 0.6x |
| Fri, 11 Feb 2022 | ₫4.5t | ₫7.3t | ₫210.5b | 11.5x | 21.3x | 0.6x |
| Sun, 09 Jan 2022 | ₫4.2t | ₫6.9t | ₫212.7b | 12.6x | 19.6x | 0.6x |
| Tue, 07 Dec 2021 | ₫4.3t | ₫6.9t | ₫212.7b | 10.7x | 20.3x | 0.6x |
| Thu, 04 Nov 2021 | ₫4.4t | ₫6.9t | ₫212.7b | 10.9x | 20.8x | 0.6x |
| Sat, 02 Oct 2021 | ₫4.2t | ₫6.4t | ₫243.6b | 7.9x | 17.4x | 0.7x |
| Mon, 30 Aug 2021 | ₫4.4t | ₫8.0t | ₫266.4b | 7.9x | 16.7x | 0.6x |
| Tue, 06 Jul 2021 | ₫4.0t | ₫8.0t | ₫266.4b | 8.1x | 15.1x | 0.5x |
Price to Earnings Ratio
15.7x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Packaging 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 25.5x.
- The industry is trading close to its 3-year average PS ratio of 0.78x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 6.7% per year over the last three years,
- Revenues have also declined 2.4% 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 | 1.60% | |
| Materials | 0.75% | |
| Packaging | -1.18% | |
| Paper Packaging | -1.03% | |
| Metal and Glass Containers | -1.82% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry which is trading above its 3-year average PE ratio of 47.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Paper Packaging industry, which is trading close to its 3-year average of 23.4x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| TDP Thuan Duc | ₫33.65k | -0.1% ₫153.5b | 14.6% | n/a | |
| SDG SADICO Can Tho | ₫19.00k | 8.0% +₫14.2b | 25.8% | PE10.2x | |
| BPC Vicem Packaging Bim Son | ₫9.90k | 12.5% +₫4.2b | 4.2% | PE33.4x | |
| TPC Tan Dai Hung Plastic | ₫5.78k | 3.2% +₫4.1b | -11.1% | n/a | |
| PBP PetroVietnam Packaging | ₫12.10k | 3.4% +₫1.9b | 12.0% | PE7.2x |