Vietnamese (HOSE) Real Estate Industry Analysis
- 7D-3.6%
- 3M8.4%
- 1Y21.4%
- YTD-5.7%
Over the last 7 days, the Real Estate industry has dropped 3.6%, driven by a decline by Vinhomes of 3.7%. This takes the industry's 12 month performance to a gain of 21%.
Industry Valuation and Performance
Has the Vietnamese Real Estate Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Mon, 24 Jan 2022 | â‚«1333.6t | â‚«301.5t | â‚«60.2t | 25.5x |
| Wed, 22 Dec 2021 | â‚«1398.9t | â‚«309.1t | â‚«61.5t | 29.6x |
| Fri, 19 Nov 2021 | â‚«1299.6t | â‚«304.5t | â‚«60.3t | 28.1x |
| Sun, 17 Oct 2021 | â‚«1210.7t | â‚«325.6t | â‚«60.0t | 23.1x |
| Tue, 14 Sep 2021 | â‚«1191.1t | â‚«332.3t | â‚«60.5t | 21x |
| Thu, 12 Aug 2021 | â‚«1239.2t | â‚«332.3t | â‚«60.5t | 19.6x |
| Mon, 07 Jun 2021 | â‚«1178.9t | â‚«296.9t | â‚«50.8t | 18.1x |
| Sun, 28 Feb 2021 | â‚«1066.5t | â‚«277.2t | â‚«47.5t | 15.9x |
| Wed, 02 Dec 2020 | â‚«896.3t | â‚«270.2t | â‚«48.4t | 13.5x |
| Sat, 05 Sep 2020 | â‚«807.0t | â‚«250.1t | â‚«45.0t | 11.8x |
| Tue, 09 Jun 2020 | â‚«773.5t | â‚«272.0t | â‚«48.1t | 9.6x |
| Mon, 02 Mar 2020 | â‚«812.4t | â‚«284.5t | â‚«46.4t | 8.7x |
| Thu, 05 Dec 2019 | â‚«905.7t | â‚«296.5t | â‚«38.3t | 9.4x |
| Sun, 08 Sep 2019 | â‚«921.4t | â‚«282.0t | â‚«37.1t | 10.3x |
| Sat, 01 Jun 2019 | â‚«861.1t | â‚«246.9t | â‚«31.9t | 10.8x |
| Tue, 05 Mar 2019 | â‚«851.6t | â‚«253.2t | â‚«33.1t | 11.1x |
10.7x
Current Industry PE: Investors are more optimistic on the industry, considering it's trading at a PE ratio of 25.5x which is higher than its 3-year average PE of 14.1x. 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 22% per year over the last three years, and revenues for these companies have grown 6.0% 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 industry?
| Real Estate Services | -2.06% | |
| Real Estate Development | -3.36% | |
| Diversified Real Estate | -3.86% | |
| Real Estate Operating Companies | -4.68% | |
Industry PE: Investors are most optimistic about the Diversified Real Estate industry which is trading above its 3-year average PE ratio of 17.4x. This is likely because analysts are expecting annual earnings growth of 12%, which is higher than its past year's earnings decline of 59% per year. Meanwhile, investors are most pessimistic about the Real Estate Services industry. Although, investor sentiment seems to have improved given its trading above its 3-year average of 7.7x.
Forecasted Growth: Analysts are most optimistic on the Real Estate Operating Companies industry, expecting annual earnings growth of 37% over the next 5 years. However this is lower than its past earnings growth rate of 71% per year. Meanwhile, the Diversified Real Estate industry is expected to see its earnings grow by 12% 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 Investment and Industrial Development | â‚«72.00k | 1.8% +â‚«1.3t | 24.1% | n/a | |
| VPI Van Phu - Invest Investment | â‚«59.00k | 1.9% +â‚«242.0b | 70.6% | PB4.5x | |
| CRE Century Land | â‚«35.50k | 3.0% +â‚«211.7b | 53.4% | PB3.6x | |
| KOS KOSY | â‚«32.70k | 2.8% +â‚«194.8b | 33.5% | PB4.1x | |
| AGG An Gia Real Estate Investment and Development | â‚«56.36k | 3.4% +â‚«154.2b | 53.2% | PB2.5x |