Vietnamese (HOSE) Packaging Industry Analysis
UpdatedMay 29, 2023
DataAggregated Company Financials
Companies13
- 7D2.9%
- 3M5.7%
- 1Y6.0%
- YTD3.1%
The Packaging industry is up 1.6% in the last week, with Bien Hoa Packaging up 11%. Meanwhile, Vinh Plastic and Bags actually underperformed within the industry, shrinking 8.7% in the last week. In the last 12 months, the industry was up 5.6%.
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 |
|---|---|---|---|---|---|---|
| Mon, 29 May 2023 | ₫4.7t | ₫4.5t | ₫138.6b | 17.3x | 33.8x | 1x |
| Wed, 26 Apr 2023 | ₫4.6t | ₫4.5t | ₫137.7b | 17.8x | 33.1x | 1x |
| Fri, 24 Mar 2023 | ₫4.5t | ₫5.5t | ₫153.6b | 11.1x | 29.5x | 0.8x |
| Sun, 19 Feb 2023 | ₫4.6t | ₫5.6t | ₫158.9b | 13.1x | 28.8x | 0.8x |
| Tue, 17 Jan 2023 | ₫4.4t | ₫5.4t | ₫159.7b | 15.3x | 27.5x | 0.8x |
| Thu, 15 Dec 2022 | ₫4.4t | ₫5.4t | ₫159.7b | 13.1x | 27.7x | 0.8x |
| Sat, 12 Nov 2022 | ₫4.0t | ₫5.4t | ₫159.7b | 14.8x | 25.3x | 0.7x |
| Mon, 10 Oct 2022 | ₫4.4t | ₫5.0t | ₫155.5b | 15.6x | 28.5x | 0.9x |
| Wed, 07 Sep 2022 | ₫4.4t | ₫5.0t | ₫147.8b | 16.9x | 30.1x | 0.9x |
| Fri, 05 Aug 2022 | ₫4.5t | ₫6.7t | ₫204.6b | 13.7x | 22x | 0.7x |
| Sun, 03 Jul 2022 | ₫4.3t | ₫4.8t | ₫144.4b | 10.2x | 30x | 0.9x |
| Tue, 31 May 2022 | ₫4.3t | ₫4.8t | ₫144.4b | 11.4x | 29.5x | 0.9x |
| Thu, 28 Apr 2022 | ₫4.5t | ₫6.5t | ₫198.3b | 11.7x | 22.5x | 0.7x |
| Sat, 26 Mar 2022 | ₫5.0t | ₫7.3t | ₫210.5b | 12.3x | 23.6x | 0.7x |
| Mon, 21 Feb 2022 | ₫4.5t | ₫7.3t | ₫210.5b | 12.6x | 21.5x | 0.6x |
| Wed, 19 Jan 2022 | ₫4.0t | ₫6.9t | ₫212.7b | 11.3x | 18.9x | 0.6x |
| Fri, 17 Dec 2021 | ₫4.4t | ₫6.9t | ₫212.7b | 11.2x | 20.5x | 0.6x |
| Sun, 14 Nov 2021 | ₫4.4t | ₫6.9t | ₫212.7b | 11.5x | 20.8x | 0.6x |
| Tue, 12 Oct 2021 | ₫4.3t | ₫6.6t | ₫245.7b | 8.3x | 17.6x | 0.7x |
| Thu, 09 Sep 2021 | ₫4.4t | ₫7.4t | ₫264.4b | 8x | 16.7x | 0.6x |
| Sat, 07 Aug 2021 | ₫4.3t | ₫8.0t | ₫266.4b | 7.4x | 16.1x | 0.5x |
| Fri, 30 Apr 2021 | ₫4.3t | ₫7.8t | ₫271.3b | 8.5x | 15.7x | 0.5x |
| Mon, 01 Feb 2021 | ₫4.0t | ₫7.8t | ₫296.8b | 8.4x | 13.6x | 0.5x |
| Thu, 05 Nov 2020 | ₫3.9t | ₫7.6t | ₫293.9b | 7.6x | 13.3x | 0.5x |
| Sun, 09 Aug 2020 | ₫2.0t | ₫7.4t | ₫275.7b | 9.4x | 7.2x | 0.3x |
Price to Earnings Ratio
8.9x
Current Industry PE
- Investors are optimistic on the Vietnamese Packaging industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 33.4x which is higher than its 3-year average PE of 19.9x.
- The 3-year average PS ratio of 0.63x is lower than the industry's current PS ratio of 1.0x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have declined 19% 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 | -0.23% | |
| Materials | 0.16% | |
| Packaging | 2.87% | |
| Paper Packaging | 3.15% | |
| Metal and Glass Containers | 1.91% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry which is trading above its 3-year average PE ratio of 35.8x.
- 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, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.4x.
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 | |
|---|---|---|---|---|---|
| SDG SADICO Can Tho | ₫17.90k | 42.1% +₫53.7b | -37.2% | n/a | |
| SVI Bien Hoa Packaging | ₫57.20k | 3.6% +₫25.7b | -8.2% | PE6.2x | |
| MCP My Chau Printing & Packing Holdings | ₫28.50k | 3.4% +₫15.4b | -0.7% | n/a | |
| TPC Tan Dai Hung Plastic | ₫6.69k | 2.1% +₫3.2b | -29.1% | n/a |