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?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 03 Feb 2023 | ₫763.8t | ₫224.3t | ₫43.6t | 17.3x | 17.5x | 3.4x |
| Sun, 01 Jan 2023 | ₫751.4t | ₫232.2t | ₫46.1t | 10.1x | 16.3x | 3.2x |
| Tue, 29 Nov 2022 | ₫811.9t | ₫232.2t | ₫46.1t | 12.1x | 17.6x | 3.5x |
| Thu, 27 Oct 2022 | ₫867.9t | ₫233.0t | ₫40.0t | 10.8x | 21.7x | 3.7x |
| Sat, 24 Sep 2022 | ₫1068.0t | ₫233.5t | ₫40.4t | 17.3x | 26.5x | 4.6x |
| Mon, 22 Aug 2022 | ₫1109.8t | ₫233.7t | ₫42.4t | 19.6x | 26.2x | 4.7x |
| Wed, 20 Jul 2022 | ₫1053.8t | ₫279.7t | ₫49.0t | 17.8x | 21.5x | 3.8x |
| Fri, 17 Jun 2022 | ₫1119.8t | ₫285.0t | ₫50.1t | 16.1x | 22.3x | 3.9x |
| Sun, 15 May 2022 | ₫1112.4t | ₫286.6t | ₫50.7t | 20.2x | 22x | 3.9x |
| Tue, 12 Apr 2022 | ₫1277.1t | ₫300.3t | ₫51.4t | 25.2x | 24.8x | 4.3x |
| Thu, 10 Mar 2022 | ₫1238.1t | ₫300.5t | ₫51.7t | 24.3x | 24x | 4.1x |
| Sat, 05 Feb 2022 | ₫1339.3t | ₫299.9t | ₫59.7t | 25.9x | 22.4x | 4.5x |
| Mon, 03 Jan 2022 | ₫1370.8t | ₫301.7t | ₫59.6t | 28.1x | 23x | 4.5x |
| Wed, 01 Dec 2021 | ₫1349.9t | ₫309.1t | ₫61.5t | 26x | 21.9x | 4.4x |
| Fri, 29 Oct 2021 | ₫1265.9t | ₫324.3t | ₫60.3t | 25.9x | 21x | 3.9x |
| Sun, 26 Sep 2021 | ₫1164.5t | ₫325.8t | ₫60.1t | 21.6x | 19.4x | 3.6x |
| Tue, 24 Aug 2021 | ₫1183.5t | ₫332.3t | ₫60.5t | 19.3x | 19.6x | 3.6x |
| Wed, 30 Jun 2021 | ₫1289.1t | ₫329.0t | ₫59.6t | 18.5x | 21.6x | 3.9x |
| Sat, 03 Apr 2021 | ₫1091.7t | ₫296.9t | ₫50.8t | 18.1x | 21.5x | 3.7x |
| Tue, 05 Jan 2021 | ₫962.8t | ₫277.2t | ₫47.5t | 16.6x | 20.3x | 3.5x |
| Fri, 09 Oct 2020 | ₫818.4t | ₫270.2t | ₫48.4t | 12.2x | 16.9x | 3x |
| Thu, 02 Jul 2020 | ₫746.6t | ₫242.7t | ₫43.1t | 11.6x | 17.3x | 3.1x |
| Sun, 05 Apr 2020 | ₫622.2t | ₫272.0t | ₫48.1t | 7.2x | 12.9x | 2.3x |
Price to Earnings Ratio
18.8x
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 Services | 3.00% | |
| 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| NVL No Va Land Investment Group | ₫14.20k | 1.8% +₫487.5b | -82.2% | PB0.7x | |
| KHG Khai Hoan Land Group | ₫5.00k | 8.0% +₫166.3b | -58.6% | n/a | |
| DXS Dat Xanh Real Estate Services | ₫7.00k | 4.5% +₫135.9b | -73.2% | n/a | |
| CEO C.E.O Group | ₫22.60k | 2.3% +₫128.7b | -63.5% | PB1.8x | |
| CKG Kien Giang Construction and Investment Consulting | ₫20.45k | 4.3% +₫81.0b | -22.8% | n/a |