Vietnamese (HOSE) Real Estate Industry Analysis
UpdatedJul 26, 2024
DataAggregated Company Financials
Companies65
- 7D-0.2%
- 3M-3.4%
- 1Y-20.8%
- YTD-6.5%
The Real Estate is pretty flat in the last 7 days, but Investment and Industrial Development Corporation - JSC has stood out, gaining 6.9%. Unfortunately though, the industry is down 21% over the past 12 months. Earnings are forecast to grow by 16% annually.
Industry Valuation and Performance
Has the Vietnamese Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jul 2024 | ₫682.0t | ₫279.5t | ₫37.8t | 33.1x | 18x | 2.4x |
| Sun, 23 Jun 2024 | ₫691.9t | ₫288.9t | ₫42.5t | 22.4x | 16.3x | 2.4x |
| Tue, 21 May 2024 | ₫731.4t | ₫289.0t | ₫42.5t | 23.7x | 17.2x | 2.5x |
| Thu, 18 Apr 2024 | ₫709.7t | ₫328.7t | ₫47.8t | 31x | 14.8x | 2.2x |
| Sat, 16 Mar 2024 | ₫751.1t | ₫328.7t | ₫47.6t | 33.2x | 15.8x | 2.3x |
| Mon, 12 Feb 2024 | ₫715.3t | ₫328.6t | ₫47.5t | 29.8x | 15x | 2.2x |
| Wed, 10 Jan 2024 | ₫729.0t | ₫367.1t | ₫53.9t | 22.4x | 13.5x | 2x |
| Fri, 08 Dec 2023 | ₫716.0t | ₫371.6t | ₫54.3t | 20.6x | 13.2x | 1.9x |
| Sun, 05 Nov 2023 | ₫683.0t | ₫372.8t | ₫54.2t | 20.4x | 12.6x | 1.8x |
| Tue, 03 Oct 2023 | ₫748.6t | ₫341.6t | ₫60.6t | 19x | 12.4x | 2.2x |
| Thu, 31 Aug 2023 | ₫877.2t | ₫341.2t | ₫61.0t | 18.9x | 14.4x | 2.6x |
| Sat, 29 Jul 2023 | ₫841.9t | ₫276.7t | ₫53.1t | 20.4x | 15.8x | 3x |
| Mon, 26 Jun 2023 | ₫800.8t | ₫278.9t | ₫53.6t | 20.7x | 14.9x | 2.9x |
| Wed, 24 May 2023 | ₫774.1t | ₫277.7t | ₫53.2t | 21.3x | 14.6x | 2.8x |
| Fri, 21 Apr 2023 | ₫756.8t | ₫239.0t | ₫48.6t | 21.7x | 15.6x | 3.2x |
| Sun, 19 Mar 2023 | ₫16.4t | ₫6.5t | -₫1,648,299,281,151.00 | 11.6x | -10x | 2.5x |
| Tue, 14 Feb 2023 | ₫726.1t | ₫239.1t | ₫48.3t | 18.2x | 15x | 3x |
| Thu, 12 Jan 2023 | ₫777.9t | ₫232.2t | ₫46.1t | 10.3x | 16.9x | 3.4x |
| Sat, 10 Dec 2022 | ₫851.6t | ₫232.2t | ₫46.1t | 11.4x | 18.5x | 3.7x |
| Mon, 07 Nov 2022 | ₫835.7t | ₫229.0t | ₫46.4t | 11.2x | 18x | 3.6x |
| Wed, 05 Oct 2022 | ₫974.8t | ₫233.4t | ₫40.4t | 14.3x | 24.1x | 4.2x |
| Fri, 02 Sep 2022 | ₫1100.4t | ₫233.7t | ₫42.4t | 18.8x | 26x | 4.7x |
| Sun, 31 Jul 2022 | ₫1056.6t | ₫259.0t | ₫51.0t | 16.8x | 20.7x | 4.1x |
| Tue, 28 Jun 2022 | ₫1091.2t | ₫285.0t | ₫50.1t | 14.7x | 21.8x | 3.8x |
| Thu, 26 May 2022 | ₫1127.3t | ₫285.0t | ₫50.1t | 20.6x | 22.5x | 4x |
| Sat, 23 Apr 2022 | ₫1164.0t | ₫301.2t | ₫51.0t | 24.1x | 22.8x | 3.9x |
| Mon, 21 Mar 2022 | ₫1264.8t | ₫300.5t | ₫51.7t | 23.5x | 24.5x | 4.2x |
| Wed, 16 Feb 2022 | ₫1301.8t | ₫300.2t | ₫51.7t | 24.9x | 25.2x | 4.3x |
| Fri, 14 Jan 2022 | ₫1385.6t | ₫301.7t | ₫59.6t | 27.7x | 23.2x | 4.6x |
| Sun, 12 Dec 2021 | ₫1348.8t | ₫309.1t | ₫61.5t | 26.3x | 21.9x | 4.4x |
| Tue, 09 Nov 2021 | ₫1276.2t | ₫306.5t | ₫60.2t | 29.2x | 21.2x | 4.2x |
| Thu, 07 Oct 2021 | ₫1181.5t | ₫325.8t | ₫60.1t | 22.2x | 19.7x | 3.6x |
| Sat, 04 Sep 2021 | ₫1203.7t | ₫332.3t | ₫60.5t | 20x | 19.9x | 3.6x |
| Mon, 02 Aug 2021 | ₫1181.5t | ₫332.3t | ₫60.5t | 18.2x | 19.5x | 3.6x |
Price to Earnings Ratio
19.5x
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 18.4x.
- The 3-year average PS ratio of 3.3x is higher than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 15% per year over the last three years,
- Revenues have also declined 5.6% 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 Real Estate industry?
| VN Market | -2.90% | |
| Real Estate | -0.15% | |
| Real Estate | -0.15% | |
| Diversified Real Estate | 1.65% | |
| Real Estate Development | -0.76% | |
| Real Estate Operating Companies | -2.34% | |
| Real Estate Services | -5.47% | |
Industry PE
- Investors are most optimistic about the Diversified Real Estate industry which is trading above its 3-year average PE ratio.
- Analysts are expecting annual earnings growth of 1.2%, which is higher than its past year's earnings decline of 35.5% per year.
Forecasted Growth
- Analysts are most optimistic on the Real Estate Services industry, expecting annual earnings growth of 74% over the next 5 years.
- This is better than its past earnings growth rate of 26% per year.
- In contrast, the Diversified Real Estate industry is expected to see its earnings growth to stay flat 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 Investment and Industrial Development Corporation - JSC | ₫72.50k | 6.9% +₫4.9t | -7.1% | n/a | |
| VIC Vingroup | ₫41.60k | 2.1% +₫3.2t | -19.2% | PE41.4x | |
| VPI Van Phu - Invest Investment | ₫57.60k | 12.2% +₫1.8t | 25.4% | PE62.8x | |
| KBC KinhBac City Development Holding | ₫28.00k | 2.9% +₫614.1b | -14.6% | PE21.4x | |
| DXG Dat Xanh Group | ₫14.10k | 4.4% +₫432.4b | -25.6% | PE34.7x |