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Vietnamese (HOSE) Real Estate Industry Analysis

UpdatedFeb 03, 2023
DataAggregated Company Financials
Companies66
  • 7D-4.0%
  • 3M-8.7%
  • 1Y-45.3%
  • YTD-3.5%

Over the last 7 days, the Real Estate industry has dropped 4.0%, driven by a pullback from Vinhomes of 10%. Overall the industry is down 45% in 12 months. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

Has the Vietnamese Real Estate Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 03 Feb 2023₫763.8t₫224.3t₫43.6t17.3x17.5x3.4x
Sun, 01 Jan 2023₫751.4t₫232.2t₫46.1t10.1x16.3x3.2x
Tue, 29 Nov 2022₫811.9t₫232.2t₫46.1t12.1x17.6x3.5x
Thu, 27 Oct 2022₫867.9t₫233.0t₫40.0t10.8x21.7x3.7x
Sat, 24 Sep 2022₫1068.0t₫233.5t₫40.4t17.3x26.5x4.6x
Mon, 22 Aug 2022₫1109.8t₫233.7t₫42.4t19.6x26.2x4.7x
Wed, 20 Jul 2022₫1053.8t₫279.7t₫49.0t17.8x21.5x3.8x
Fri, 17 Jun 2022₫1119.8t₫285.0t₫50.1t16.1x22.3x3.9x
Sun, 15 May 2022₫1112.4t₫286.6t₫50.7t20.2x22x3.9x
Tue, 12 Apr 2022₫1277.1t₫300.3t₫51.4t25.2x24.8x4.3x
Thu, 10 Mar 2022₫1238.1t₫300.5t₫51.7t24.3x24x4.1x
Sat, 05 Feb 2022₫1339.3t₫299.9t₫59.7t25.9x22.4x4.5x
Mon, 03 Jan 2022₫1370.8t₫301.7t₫59.6t28.1x23x4.5x
Wed, 01 Dec 2021₫1349.9t₫309.1t₫61.5t26x21.9x4.4x
Fri, 29 Oct 2021₫1265.9t₫324.3t₫60.3t25.9x21x3.9x
Sun, 26 Sep 2021₫1164.5t₫325.8t₫60.1t21.6x19.4x3.6x
Tue, 24 Aug 2021₫1183.5t₫332.3t₫60.5t19.3x19.6x3.6x
Wed, 30 Jun 2021₫1289.1t₫329.0t₫59.6t18.5x21.6x3.9x
Sat, 03 Apr 2021₫1091.7t₫296.9t₫50.8t18.1x21.5x3.7x
Tue, 05 Jan 2021₫962.8t₫277.2t₫47.5t16.6x20.3x3.5x
Fri, 09 Oct 2020₫818.4t₫270.2t₫48.4t12.2x16.9x3x
Thu, 02 Jul 2020₫746.6t₫242.7t₫43.1t11.6x17.3x3.1x
Sun, 05 Apr 2020₫622.2t₫272.0t₫48.1t7.2x12.9x2.3x
Price to Earnings Ratio

18.8x


Total Market Cap: ₫872.5tTotal Earnings: ₫46.4tTotal Revenue: ₫284.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Real Estate Industry Price to Earnings3Y Average 20.4x202120222023
Current Industry PE
  • Investors are pessimistic on the Vietnamese Real Estate industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 17.5x which is lower than its 3-year average PE of 20.4x.
  • The industry is trading close to its 3-year average PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Real Estate industry have declined 2.0% per year over the last three years,
  • Revenues have also declined 7.6% 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-2.66%
Real Estate-3.99%
Real Estate-3.99%
Real Estate Services3.00%
Diversified Real Estate-2.19%
Real Estate Operating Companies-3.98%
Real Estate Development-5.85%
Industry PE
    Forecasted Growth
    • Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 24% over the next 5 years.
    • However this is lower than its past earnings growth rate of 53% per year.
    • In contrast, the Real Estate Services industry is expected to see its earnings grow by 2.2% per year over the next few years.

    Top Stock Gainers and Losers

    Which companies have driven the market over the last 7 days?

    CompanyLast Price7D1YValuation
    NVL No Va Land Investment Group₫14.20k1.8%
    +₫487.5b
    -82.2%PB0.7x
    KHG Khai Hoan Land Group₫5.00k8.0%
    +₫166.3b
    -58.6%n/a
    DXS Dat Xanh Real Estate Services₫7.00k4.5%
    +₫135.9b
    -73.2%n/a
    CEO C.E.O Group₫22.60k2.3%
    +₫128.7b
    -63.5%PB1.8x
    CKG Kien Giang Construction and Investment Consulting₫20.45k4.3%
    +₫81.0b
    -22.8%n/a
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    Latest News

    VIC

    ₫55,800.00

    Vingroup

    7D

    -5.7%

    1Y

    -42.5%

    VRE

    ₫28,850.00

    Vincom Retail

    7D

    -4.8%

    1Y

    -17.5%

    CEO

    ₫22,600.00

    C.E.O Group

    7D

    2.3%

    1Y

    -63.5%

    KBC

    ₫23,000.00

    KinhBac City Development Holding

    7D

    -14.7%

    1Y

    -42.9%

    KHG

    ₫5,000.00

    Khai Hoan Land Group

    7D

    8.0%

    1Y

    -58.6%

    DXG

    ₫13,450.00

    Dat Xanh Group

    7D

    -4.6%

    1Y

    -60.3%

    HPX

    ₫5,240.00

    Hai Phat Investment

    7D

    4.0%

    1Y

    -83.9%

    KDH

    ₫26,600.00

    Khang Dien House Trading and Investment

    7D

    -3.8%

    1Y

    -41.5%

    NVL

    ₫14,200.00

    No Va Land Investment Group

    7D

    1.8%

    1Y

    -82.2%

    DXS

    ₫7,000.00

    Dat Xanh Real Estate Services

    7D

    4.5%

    1Y

    -73.2%

    VHM

    ₫47,900.00

    Vinhomes

    7D

    -10.1%

    1Y

    -40.3%

    PTL

    ₫3,780.00

    Victory Capital

    7D

    12.2%

    1Y

    -71.6%

    KSF

    ₫60,100.00

    KSFinance Group

    7D

    -5.4%

    1Y

    -51.5%