Vietnamese (HOSE) Media Industry Analysis
UpdatedDec 03, 2022
DataAggregated Company Financials
Companies14
- 7D1.8%
- 3M-21.6%
- 1Y-25.5%
- YTD-29.2%
Over the last 7 days, the Media industry has risen 1.8%, driven by gains from Sao Thang Long Investment of 20%. During this same period, the Art Design and Communication underperformed, falling 16%. However, the industry is down 25% over the past year.
Industry Valuation and Performance
Has the Vietnamese Media Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sat, 03 Dec 2022 | ₫1.9t | ₫1.1t | ₫117.8b | 5.9x | 15.9x | 1.7x |
| Mon, 31 Oct 2022 | ₫1.9t | ₫1.1t | ₫111.8b | 5.6x | 17.1x | 1.7x |
| Wed, 28 Sep 2022 | ₫2.3t | ₫940.9b | ₫112.3b | 6.6x | 20.1x | 2.4x |
| Fri, 26 Aug 2022 | ₫2.3t | ₫940.9b | ₫112.3b | 6.4x | 20.5x | 2.5x |
| Sun, 24 Jul 2022 | ₫2.2t | ₫946.8b | ₫107.0b | 6x | 20.2x | 2.3x |
| Tue, 21 Jun 2022 | ₫2.1t | ₫872.6b | ₫106.9b | 6.1x | 19.4x | 2.4x |
| Thu, 19 May 2022 | ₫2.4t | ₫874.3b | ₫98.0b | 6.7x | 24.3x | 2.7x |
| Sat, 16 Apr 2022 | ₫2.5t | ₫1.9t | ₫155.0b | 8.3x | 16.1x | 1.3x |
| Mon, 14 Mar 2022 | ₫2.6t | ₫1.9t | ₫140.3b | 9.6x | 18.8x | 1.4x |
| Wed, 09 Feb 2022 | ₫2.3t | ₫2.0t | ₫141.1b | 9.9x | 16.6x | 1.2x |
| Fri, 07 Jan 2022 | ₫2.3t | ₫2.0t | ₫113.1b | 15.5x | 20.7x | 1.2x |
| Sun, 05 Dec 2021 | ₫2.1t | ₫2.0t | ₫113.1b | 9x | 18.7x | 1.1x |
| Tue, 02 Nov 2021 | ₫2.0t | ₫2.0t | ₫116.8b | 9.4x | 17.2x | 1x |
| Thu, 30 Sep 2021 | ₫1.8t | ₫2.2t | ₫124.7b | 6.7x | 14.7x | 0.9x |
| Sat, 28 Aug 2021 | ₫1.7t | ₫2.2t | ₫126.4b | 7.3x | 13.7x | 0.8x |
| Sun, 04 Jul 2021 | ₫1.7t | ₫2.2t | ₫126.4b | 6.4x | 13.4x | 0.8x |
| Wed, 07 Apr 2021 | ₫1.9t | ₫2.0t | ₫117.6b | 6.5x | 15.9x | 1x |
| Sat, 09 Jan 2021 | ₫735.1b | ₫1.9t | ₫113.2b | 6.1x | 6.5x | 0.4x |
| Fri, 02 Oct 2020 | ₫604.4b | ₫1.8t | ₫106.1b | 5.9x | 5.7x | 0.3x |
| Mon, 06 Jul 2020 | ₫618.2b | ₫1.7t | ₫88.7b | 7.2x | 7x | 0.4x |
| Thu, 09 Apr 2020 | ₫496.1b | ₫1.9t | ₫99.3b | 4.9x | 5x | 0.3x |
| Wed, 01 Jan 2020 | ₫583.4b | ₫2.0t | ₫94.4b | 6x | 6.2x | 0.3x |
Price to Earnings Ratio
7.3x
Current Industry PE
- Investors are optimistic on the Vietnamese Media industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 15.9x which is higher than its 3-year average PE of 13.1x.
- The 3-year average PS ratio of 1.0x is lower than the industry's current PS ratio of 1.7x.
Past Earnings Growth
- The earnings for companies in the Media industry have grown 12% per year over the last three years.
- Meanwhile revenues for these companies have declined 19% per year.
- This means that less sales are being generated overall, but since cost of doing business is lower, profits have been increasing.
Industry Trends
Which industries have driven the changes within the Vietnamese Telecom industry?
| VN Market | 10.86% | |
| Telecom | 11.61% | |
| Media | 1.84% | |
| Publishing | 2.69% | |
| Advertising | 0.17% | |
| Broadcasting | 0% | |
| Cable and Satellite | 0% | |
Industry PE
- Investors are most pessimistic about the Publishing industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 8.5x.
Forecasted GrowthThere is insufficient data on the sub-industries of this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| DST Sao Thang Long Investment | ₫5.30k | 20.5% +₫29.0b | -36.1% | PE2.4x | |
| DAD Da Nang Education Development and Investment JSC | ₫19.30k | 14.9% +₫11.6b | -24.6% | n/a | |
| EBS Educational Book JSC in Hanoi City | ₫9.40k | 9.3% +₫8.0b | -15.3% | PE9x | |
| LBE Long An Book and Educational Equipment JSC | ₫39.90k | 8.4% +₫3.4b | 69.8% | n/a | |
| DAE Educational Book in Da Nang City | ₫19.80k | 11.9% +₫3.1b | -15.7% | PE6.8x |