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Vietnamese (HOSE) Real Estate Sector Analysis
UpdatedNov 24, 2024
DataAggregated Company Financials
Companies65
- 7D0.4%
- 3M-2.4%
- 1Y-1.8%
- YTD-6.1%
Over the last 7 days, the Real Estate industry has remained flat, although notably Vinhomes gained 3.4%. In line with that, the industry has also been flat over the past 12 months. Earnings are forecast to grow by 10% annually.
Sector Valuation and Performance
Has the Vietnamese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 24 Nov 2024 | ₫689.7t | ₫298.6t | ₫37.8t | 20.7x | 18.2x | 2.3x |
| Tue, 22 Oct 2024 | ₫722.7t | ₫282.5t | ₫32.0t | 34.3x | 22.6x | 2.6x |
| Thu, 19 Sep 2024 | ₫718.5t | ₫282.0t | ₫39.1t | 31.7x | 18.4x | 2.5x |
| Sat, 17 Aug 2024 | ₫684.3t | ₫278.5t | ₫38.8t | 34x | 17.6x | 2.5x |
| Mon, 15 Jul 2024 | ₫698.8t | ₫287.5t | ₫42.1t | 24.5x | 16.6x | 2.4x |
| Wed, 12 Jun 2024 | ₫714.0t | ₫289.0t | ₫42.5t | 24x | 16.8x | 2.5x |
| Fri, 10 May 2024 | ₫711.6t | ₫287.7t | ₫42.1t | 24.8x | 16.9x | 2.5x |
| Sun, 07 Apr 2024 | ₫766.6t | ₫329.0t | ₫47.9t | 35.5x | 16x | 2.3x |
| Tue, 05 Mar 2024 | ₫760.6t | ₫328.7t | ₫47.6t | 33.8x | 16x | 2.3x |
| Thu, 01 Feb 2024 | ₫716.8t | ₫365.0t | ₫55.8t | 26.7x | 12.8x | 2x |
| Sat, 30 Dec 2023 | ₫734.3t | ₫371.6t | ₫54.3t | 20.4x | 13.5x | 2x |
| Mon, 27 Nov 2023 | ₫695.0t | ₫371.6t | ₫54.3t | 21.9x | 12.8x | 1.9x |
| Wed, 25 Oct 2023 | ₫719.4t | ₫341.4t | ₫59.9t | 21.3x | 12x | 2.1x |
| Fri, 22 Sep 2023 | ₫814.6t | ₫342.0t | ₫60.8t | 17.9x | 13.4x | 2.4x |
| Sun, 20 Aug 2023 | ₫883.3t | ₫341.2t | ₫61.0t | 18.6x | 14.5x | 2.6x |
| Tue, 18 Jul 2023 | ₫828.2t | ₫277.9t | ₫53.3t | 19.7x | 15.5x | 3x |
| Thu, 15 Jun 2023 | ₫814.5t | ₫277.7t | ₫53.2t | 21.2x | 15.3x | 2.9x |
| Sat, 13 May 2023 | ₫765.9t | ₫277.7t | ₫53.0t | 23.6x | 14.5x | 2.8x |
| Mon, 10 Apr 2023 | ₫769.0t | ₫239.4t | ₫48.9t | 21.9x | 15.7x | 3.2x |
| Wed, 08 Mar 2023 | ₫703.2t | ₫239.1t | ₫48.3t | 18.9x | 14.5x | 2.9x |
| Fri, 03 Feb 2023 | ₫763.8t | ₫224.3t | ₫43.6t | 17.3x | 17.5x | 3.4x |
| Sun, 01 Jan 2023 | ₫751.4t | ₫232.2t | ₫46.1t | 10.1x | 16.3x | 3.2x |
| Tue, 29 Nov 2022 | ₫811.9t | ₫232.2t | ₫46.1t | 12.1x | 17.6x | 3.5x |
| Thu, 27 Oct 2022 | ₫867.9t | ₫233.0t | ₫40.0t | 10.8x | 21.7x | 3.7x |
| Sat, 24 Sep 2022 | ₫1068.1t | ₫233.5t | ₫40.4t | 17.3x | 26.5x | 4.6x |
| Mon, 22 Aug 2022 | ₫1109.9t | ₫233.7t | ₫42.4t | 19.6x | 26.2x | 4.8x |
| Wed, 20 Jul 2022 | ₫1053.8t | ₫279.7t | ₫49.0t | 17.8x | 21.5x | 3.8x |
| Fri, 17 Jun 2022 | ₫1119.9t | ₫285.0t | ₫50.1t | 16.1x | 22.3x | 3.9x |
| Sun, 15 May 2022 | ₫1112.4t | ₫286.6t | ₫50.7t | 20.2x | 22x | 3.9x |
| Tue, 12 Apr 2022 | ₫1277.2t | ₫300.3t | ₫51.4t | 25.2x | 24.8x | 4.3x |
| Thu, 10 Mar 2022 | ₫1238.2t | ₫300.5t | ₫51.7t | 24.3x | 24x | 4.1x |
| Sat, 05 Feb 2022 | ₫1339.3t | ₫299.9t | ₫59.7t | 25.9x | 22.4x | 4.5x |
| Mon, 03 Jan 2022 | ₫1370.8t | ₫301.7t | ₫59.6t | 28.1x | 23x | 4.5x |
| Wed, 01 Dec 2021 | ₫1349.9t | ₫309.1t | ₫61.5t | 26x | 21.9x | 4.4x |
Price to Earnings Ratio
21.9x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Real Estate 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 18.3x.
- The 3-year average PS ratio of 3.1x is higher than the industry's current PS ratio of 2.3x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 15% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Real Estate sector?
| VN Market | 0.66% | |
| Real Estate | 0.42% | |
| Real Estate | 0.42% | |
| REITS | 0% | |
| Residential REITs | 0% | |
| Hotel and Resort REITs | 0% | |
| Industrial REITs | 0% | |
| Health Care REITs | 0% | |
| Retail REITs | 0% | |
| Office REITs | 0% | |
| Specialized REITs | -3.34% | |
Industry PE
- Investors are most optimistic about the Real Estate industry, which is trading close to its 3-year average PE ratio of 18.3x.
- Analysts are expecting annual earnings growth of 10.1%, which is higher than its past year's earnings decline of 7.5% per year.
- Investors are most pessimistic about the Real Estate industry, which is trading close to its 3-year average of 18.3x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 10% over the next 5 years.
- This is better than its past earnings decline of 7.5% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 10% 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 | |
|---|---|---|---|---|---|
| VHM Vinhomes | ₫41.60k | 3.4% +₫5.9t | 6.4% | PE8.7x | |
| NVL No Va Land Investment Group | ₫11.00k | 5.8% +₫1.2t | -37.5% | PS3.4x | |
| PDR Phat Dat Real Estate Development | ₫20.75k | 4.0% +₫698.5b | -24.4% | PE42x | |
| VPI Van Phu - Invest Investment | ₫58.90k | 3.2% +₫576.1b | 28.5% | PE74.3x | |
| DXG Dat Xanh Group | ₫16.80k | 4.0% +₫468.5b | -16.0% | PE91.4x |