Vietnamese (HOSE) Packaging Industry Analysis
UpdatedMay 21, 2022
DataAggregated Company Financials
Companies13
- 7D0.6%
- 3M-2.5%
- 1Y2.7%
- YTD-1.7%
Over the last 7 days, the Packaging industry has dropped 1.9%, driven by a pullback from Bien Hoa Packaging of 6.9%. Meanwhile, SADICO Can Tho actually outperformed within the industry, gaining 6.1% in the last week. Over the last year, the industry has been flat overall.
Industry Valuation and Performance
Has the Vietnamese Packaging Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 21 May 2022 | ₫4.4t | ₫4.8t | ₫144.4b | 11.6x |
| Mon, 18 Apr 2022 | ₫4.8t | ₫7.3t | ₫210.5b | 11.2x |
| Wed, 16 Mar 2022 | ₫4.6t | ₫7.3t | ₫210.5b | 12x |
| Fri, 11 Feb 2022 | ₫4.5t | ₫7.3t | ₫210.5b | 11.5x |
| Sun, 09 Jan 2022 | ₫4.2t | ₫6.9t | ₫212.7b | 12.6x |
| Tue, 07 Dec 2021 | ₫4.3t | ₫6.9t | ₫212.7b | 10.7x |
| Thu, 04 Nov 2021 | ₫4.4t | ₫6.9t | ₫212.7b | 10.9x |
| Sat, 02 Oct 2021 | ₫4.2t | ₫6.4t | ₫243.6b | 7.9x |
| Mon, 30 Aug 2021 | ₫4.4t | ₫8.0t | ₫266.4b | 7.9x |
| Tue, 06 Jul 2021 | ₫4.0t | ₫8.0t | ₫266.4b | 8.1x |
| Fri, 09 Apr 2021 | ₫4.5t | ₫7.8t | ₫271.3b | 9.1x |
| Thu, 31 Dec 2020 | ₫4.7t | ₫7.8t | ₫296.8b | 8.4x |
| Sun, 04 Oct 2020 | ₫2.4t | ₫7.6t | ₫293.9b | 7.4x |
| Wed, 08 Jul 2020 | ₫2.1t | ₫7.4t | ₫275.7b | 8.6x |
| Tue, 31 Mar 2020 | ₫2.1t | ₫7.4t | ₫258.5b | 8.2x |
| Fri, 03 Jan 2020 | ₫2.0t | ₫7.4t | ₫241.0b | 7.4x |
| Mon, 07 Oct 2019 | ₫2.0t | ₫7.6t | ₫161.6b | 11x |
| Sun, 30 Jun 2019 | ₫2.1t | ₫7.4t | ₫141.9b | 14x |
Median PE Ratio
12.1x
Current Industry PE
- Investors are relatively neutral on the 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 9.7x.
Past Earnings Growth
- The earnings for companies in the Packaging industry have grown 3.0% per year over the last three years.
- Meanwhile revenues for these companies have declined 12% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Vietnamese Materials industry?
| VN Market | 4.67% | |
| Materials | 7.36% | |
| Packaging | 0.61% | |
| Paper Packaging | 1.50% | |
| Metal and Glass Containers | -2.86% | |
Industry PE
- Investors are most optimistic about the Metal and Glass Containers industry even though it's trading below its 3-year average PE ratio of 21.7x.
- 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. Although, investor sentiment seems to have improved given its trading above its 3-year average of 8.8x.
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 | |
|---|---|---|---|---|---|
| SVI Bien Hoa Packaging | ₫66.70k | 6.9% +₫55.2b | -19.1% | PS8.3x | |
| SDG SADICO Can Tho | ₫34.90k | 6.1% +₫20.3b | -3.1% | n/a | |
| TPC Tan Dai Hung Plastic | ₫10.20k | 6.6% +₫14.2b | 18.3% | n/a | |
| MCP My Chau Printing & Packing Holdings | ₫28.20k | 1.4% +₫6.5b | 10.6% | n/a | |
| BPC Vicem Packaging Bim Son | ₫11.50k | 0.9% +₫380.0m | 6.5% | PS12x |