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Vietnamese (HOSE) Real Estate Sector Analysis
UpdatedJan 13, 2026
DataAggregated Company Financials
Companies65
- 7D-3.7%
- 3M18.8%
- 1Y217.7%
- YTD-3.7%
Over the last 7 days, the Real Estate industry has dropped 3.7%, driven by a pullback from Vingroup of 5.4%. In contrast, Becamex Investment and Industrial Development Group has gained 15%. Over the past 12 months, the industry was up 218%. Earnings are forecast to grow by 24% 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 |
|---|---|---|---|---|---|---|
| Tue, 13 Jan 2026 | ₫2273.0t | ₫424.8t | ₫50.5t | 23.9x | 45x | 5.4x |
| Thu, 11 Dec 2025 | ₫2068.5t | ₫423.9t | ₫50.3t | 24.8x | 41.1x | 4.9x |
| Sat, 08 Nov 2025 | ₫1663.7t | ₫422.9t | ₫50.2t | 23x | 33.1x | 3.9x |
| Mon, 06 Oct 2025 | ₫1543.9t | ₫455.5t | ₫58.6t | 31.9x | 26.3x | 3.4x |
| Wed, 03 Sep 2025 | ₫1399.4t | ₫450.7t | ₫57.8t | 34.6x | 24.2x | 3.1x |
| Fri, 01 Aug 2025 | ₫1210.5t | ₫453.8t | ₫57.1t | 29.5x | 21.2x | 2.7x |
| Sun, 29 Jun 2025 | ₫1062.5t | ₫457.0t | ₫50.4t | 24.5x | 21.1x | 2.3x |
| Tue, 27 May 2025 | ₫1024.8t | ₫453.4t | ₫49.4t | 23.7x | 20.8x | 2.3x |
| Thu, 24 Apr 2025 | ₫791.5t | ₫376.8t | ₫47.6t | 26.1x | 16.6x | 2.1x |
| Sat, 22 Mar 2025 | ₫785.6t | ₫369.8t | ₫47.0t | 32.5x | 16.7x | 2.1x |
| Mon, 17 Feb 2025 | ₫666.6t | ₫368.3t | ₫47.4t | 31.2x | 14.1x | 1.8x |
| Wed, 15 Jan 2025 | ₫665.1t | ₫292.9t | ₫37.1t | 24.6x | 17.9x | 2.3x |
| Fri, 13 Dec 2024 | ₫685.0t | ₫298.7t | ₫37.9t | 22.9x | 18.1x | 2.3x |
| Sun, 10 Nov 2024 | ₫690.3t | ₫299.8t | ₫38.2t | 20.1x | 18x | 2.3x |
| Tue, 08 Oct 2024 | ₫691.0t | ₫282.1t | ₫31.5t | 34.3x | 21.9x | 2.4x |
| Thu, 05 Sep 2024 | ₫725.2t | ₫282.4t | ₫39.0t | 31.3x | 18.6x | 2.6x |
| Sat, 03 Aug 2024 | ₫663.4t | ₫277.5t | ₫38.6t | 32.2x | 17.2x | 2.4x |
| Mon, 01 Jul 2024 | ₫687.5t | ₫288.9t | ₫42.5t | 22.2x | 16.2x | 2.4x |
| Wed, 29 May 2024 | ₫722.4t | ₫289.0t | ₫42.5t | 24.5x | 17x | 2.5x |
| Fri, 26 Apr 2024 | ₫693.4t | ₫328.5t | ₫47.8t | 30.1x | 14.5x | 2.1x |
| Sun, 24 Mar 2024 | ₫771.6t | ₫330.6t | ₫48.0t | 34.2x | 16.1x | 2.3x |
| Tue, 20 Feb 2024 | ₫757.1t | ₫328.7t | ₫47.6t | 32.2x | 15.9x | 2.3x |
| Thu, 18 Jan 2024 | ₫713.9t | ₫367.1t | ₫53.9t | 22.5x | 13.2x | 1.9x |
| Sat, 16 Dec 2023 | ₫707.4t | ₫371.6t | ₫54.3t | 20.2x | 13x | 1.9x |
| Mon, 13 Nov 2023 | ₫719.8t | ₫372.3t | ₫54.2t | 21.1x | 13.3x | 1.9x |
| Wed, 11 Oct 2023 | ₫748.3t | ₫341.5t | ₫60.6t | 20.3x | 12.4x | 2.2x |
| Fri, 08 Sep 2023 | ₫885.7t | ₫341.6t | ₫60.6t | 18.9x | 14.6x | 2.6x |
| Sun, 06 Aug 2023 | ₫902.1t | ₫335.2t | ₫60.2t | 20x | 15x | 2.7x |
| Tue, 04 Jul 2023 | ₫792.4t | ₫277.9t | ₫53.3t | 22.2x | 14.9x | 2.9x |
| Thu, 01 Jun 2023 | ₫778.7t | ₫277.7t | ₫53.2t | 21.9x | 14.6x | 2.8x |
| Sat, 29 Apr 2023 | ₫734.6t | ₫239.2t | ₫49.1t | 22x | 15x | 3.1x |
| Mon, 27 Mar 2023 | ₫745.8t | ₫239.1t | ₫48.3t | 18.6x | 15.4x | 3.1x |
| Wed, 22 Feb 2023 | ₫747.0t | ₫239.1t | ₫48.3t | 21.1x | 15.5x | 3.1x |
| Fri, 20 Jan 2023 | ₫797.8t | ₫232.0t | ₫46.0t | 11.5x | 17.4x | 3.4x |
Price to Earnings Ratio
17.4x
Current Industry PE
- Investors are optimistic on the Vietnamese Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 45.0x which is higher than its 3-year average PE of 18.7x.
- The 3-year average PS ratio of 2.7x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have grown 3.2% per year over the last three years.
- Revenues for these companies have grown 22% 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 Real Estate sector?
| VN Market | 4.96% | |
| Real Estate | -3.67% | |
| REITS | 0% | 0 |
| Specialized REITs | -3.21% | |
| Real Estate | -3.67% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 18.7x.
- Analysts are expecting annual earnings growth of 23.9%, which is lower than the prior year's growth of 28.1% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 18.7x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 24% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Real Estate industry is expected to see its earnings grow by 24% 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 | |
|---|---|---|---|---|---|
| BCM Becamex Investment and Industrial Development Group | ₫68.60k | 7.5% +₫5.0t | -2.0% | PE19.8x | |
| KBC KinhBac City Development Holding | ₫35.85k | 2.6% +₫847.6b | 23.8% | PE22.1x | |
| SIP Sai Gon VRG Investment | ₫55.50k | 5.9% +₫750.6b | -18.8% | PE11x | |
| NLG Nam Long Investment | ₫30.95k | 1.5% +₫173.3b | -4.2% | PE14.7x | |
| AGG An Gia Real Estate Investment and Development | ₫14.80k | 5.7% +₫130.0b | -2.0% | PE10.2x |