Vietnamese (HOSE) Real Estate Sector Analysis
- 7D2.8%
- 3M9.6%
- 1Y40.8%
- YTD29.7%
Over the last 7 days, the Real Estate industry has risen 2.8%, and Vingroup contributed the most with a gain of 3.9%. Meanwhile, Investment and Industrial Development actually underperformed within the industry, shrinking 5.3% in the last week. This takes the industry's 12 month performance to a gain of 41%.
Sector Valuation and Performance
Has the Vietnamese Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 29 Nov 2021 | ₫1318.1t | ₫304.5t | ₫60.3t | 27.6x |
| Wed, 27 Oct 2021 | ₫1220.8t | ₫325.6t | ₫60.2t | 24.3x |
| Fri, 24 Sep 2021 | ₫1165.8t | ₫325.8t | ₫60.1t | 21.6x |
| Sun, 22 Aug 2021 | ₫1197.7t | ₫332.3t | ₫60.5t | 19.6x |
| Fri, 09 Jul 2021 | ₫1289.1t | ₫329.0t | ₫59.6t | 18.5x |
| Thu, 01 Apr 2021 | ₫1091.7t | ₫296.9t | ₫50.8t | 18.1x |
| Sun, 03 Jan 2021 | ₫962.8t | ₫277.2t | ₫47.5t | 16.6x |
| Wed, 07 Oct 2020 | ₫818.4t | ₫270.2t | ₫48.4t | 12.2x |
| Tue, 30 Jun 2020 | ₫746.6t | ₫242.7t | ₫43.1t | 11.6x |
| Fri, 03 Apr 2020 | ₫622.2t | ₫272.0t | ₫48.1t | 7.2x |
| Mon, 06 Jan 2020 | ₫879.9t | ₫284.7t | ₫46.1t | 9.8x |
| Thu, 10 Oct 2019 | ₫913.6t | ₫296.5t | ₫38.3t | 10x |
| Wed, 03 Jul 2019 | ₫853.8t | ₫280.8t | ₫37.1t | 11.3x |
| Sat, 06 Apr 2019 | ₫875.6t | ₫246.9t | ₫31.9t | 11.3x |
| Tue, 08 Jan 2019 | ₫743.0t | ₫246.6t | ₫31.8t | 10.9x |
11.2x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 27.6x which is higher than its 3-year average PE of 13.2x. It appears they are confident that earnings will grow faster in the future than they have historically.
Past Earnings Growth: The earnings for companies in the Real Estate industry have grown 23% per year over the last three years, and revenues for these companies have grown 11% 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?
| Real Estate | 2.79% | |
| REITS | n/a | |
Industry PE: Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 13.2x. This is likely because analysts are expecting annual earnings growth of 14%, which is higher than its past year's earnings decline of 2.6% per year.
Forecasted Growth: Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 14% over the next 5 years. This is better than its past earnings decline of 2.6% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| VIC Vingroup | 3.9%+₫13.7t | 5.3% | PB3.7x | |
| NVL No Va Land Investment Group | 8.3%+₫12.5t | 146.6% | PB4.8x | |
| VHM Vinhomes | 3.5%+₫12.2t | 30.5% | PB3.2x | |
| CEO C.E.O Group | 34.9%+₫2.8t | 482.2% | PB3.9x | |
| PDR Phat Dat Real Estate Development | 5.6%+₫2.5t | 183.3% | PB7.6x |