Header cover image

Vietnamese (HOSE) Utilities Sector Analysis

UpdatedApr 13, 2024
DataAggregated Company Financials
Companies38
  • 7D-1.2%
  • 3M3.4%
  • 1Y-0.9%
  • YTD3.4%

Over the last 7 days, the Utilities industry has dropped 1.2%, driven by Petrovietnam Gas declining 1.5%. In contrast, Thu Dau Mot Water has gained 7.4%. As for the longer term, the industry's performance has been flat for the past year. Earnings are forecast to grow by 11% annually.

Sector Valuation and Performance

Has the Vietnamese Utilities Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 13 Apr 2024₫322.5t₫170.0t₫17.9t12.7x18x1.9x
Mon, 11 Mar 2024₫325.2t₫168.9t₫18.4t12.7x17.7x1.9x
Wed, 07 Feb 2024₫312.9t₫170.9t₫19.0t11.9x16.5x1.8x
Fri, 05 Jan 2024₫312.1t₫158.5t₫19.1t10.3x16.3x2x
Sun, 03 Dec 2023₫311.5t₫158.5t₫19.1t10.6x16.3x2x
Tue, 31 Oct 2023₫303.8t₫159.9t₫19.8t9.9x15.3x1.9x
Thu, 28 Sep 2023₫341.2t₫161.9t₫20.6t9.3x16.6x2.1x
Sat, 26 Aug 2023₫336.8t₫161.9t₫20.6t9.4x16.4x2.1x
Mon, 24 Jul 2023₫338.5t₫165.7t₫23.1t9.4x14.7x2x
Wed, 21 Jun 2023₫328.2t₫166.3t₫23.2t9.5x14.1x2x
Fri, 19 May 2023₫317.0t₫166.2t₫23.2t9x13.7x1.9x
Sun, 16 Apr 2023₫320.2t₫171.3t₫23.4t9.2x13.7x1.9x
Tue, 14 Mar 2023₫339.6t₫171.5t₫23.1t8.5x14.7x2x
Thu, 09 Feb 2023₫332.9t₫171.5t₫23.1t8.6x14.4x1.9x
Sat, 07 Jan 2023₫327.1t₫163.6t₫20.8t8.8x15.7x2x
Mon, 05 Dec 2022₫334.9t₫162.6t₫20.7t8.1x16.2x2.1x
Wed, 02 Nov 2022₫334.3t₫155.7t₫20.4t9.1x16.4x2.1x
Fri, 30 Sep 2022₫340.0t₫153.9t₫19.9t10x17.1x2.2x
Sun, 28 Aug 2022₫367.9t₫153.9t₫19.9t10.3x18.5x2.4x
Tue, 26 Jul 2022₫346.1t₫148.8t₫17.2t10x20.1x2.3x
Thu, 23 Jun 2022₫358.0t₫146.8t₫16.6t11x21.5x2.4x
Sat, 21 May 2022₫348.9t₫146.8t₫16.6t11.1x21x2.4x
Mon, 18 Apr 2022₫381.6t₫136.7t₫14.3t12.4x26.6x2.8x
Wed, 16 Mar 2022₫371.8t₫192.3t₫16.4t12.7x22.6x1.9x
Fri, 11 Feb 2022₫342.8t₫149.9t₫14.9t12x23x2.3x
Sun, 09 Jan 2022₫339.7t₫149.0t₫15.7t12.8x21.6x2.3x
Tue, 07 Dec 2021₫288.4t₫149.0t₫15.7t11.9x18.3x1.9x
Thu, 04 Nov 2021₫339.6t₫149.7t₫15.5t11.9x21.9x2.3x
Sat, 02 Oct 2021₫301.7t₫147.2t₫14.8t13.5x20.4x2x
Mon, 30 Aug 2021₫269.3t₫153.4t₫14.8t13x18.2x1.8x
Tue, 06 Jul 2021₫275.1t₫153.4t₫14.8t11.4x18.6x1.8x
Price to Earnings Ratio

18x


Total Market Cap: ₫257.0tTotal Earnings: ₫14.2tTotal Revenue: ₫145.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Vietnamese Utilities Sector Price to Earnings3Y Average 18x202220232024
Current Industry PE
  • Investors are relatively neutral on the Vietnamese Utilities 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 18.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.1x.
Past Earnings Growth
  • The earnings for companies in the Utilities industry have grown 7.9% per year over the last three years.
  • Revenues for these companies have grown 5.3% 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 Utilities sector?

VN Market1.60%
Utilities-1.18%
Water Utilities1.66%
Other Utilities0%
Renewable Energy-0.26%
Gas Utilities-1.52%
Electric Utilities-2.52%
Industry PE
  • Investors are most optimistic about the Electric Utilities industry which is trading above its 3-year average PE ratio of 31.6x.
    • Analysts are expecting annual earnings growth of 24.1%, which is higher than its past year's earnings decline of 29.1% per year.
  • Investors are most pessimistic about the Gas Utilities industry, which is trading below its 3-year average of 18.3x.
Forecasted Growth
  • Analysts are most optimistic on the Water Utilities industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings growth rate of 22% per year.
  • In contrast, the Gas Utilities industry is expected to see its earnings grow by 8.1% 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
TDM Thu Dau Mot Water₫48.15k7.4%
+₫363.0b
27.9%PE20.3x
VPD Viet Nam Power Development₫28.05k5.1%
+₫143.9b
3.9%n/a
DTK Vinacomin - Power Holding₫10.90k1.9%
+₫136.6b
14.7%PE14.2x
TBC Thac Ba Hydropower₫39.20k1.8%
+₫44.5b
17.0%PE19.8x
NBW Nha Be Water Supply₫28.00k13.8%
+₫37.1b
1.4%PE12.1x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

GAS

₫79,700.00

Petrovietnam Gas

7D

-1.5%

1Y

-2.5%

BTW

₫37,600.00

Ben Thanh Water Supply

7D

9.6%

1Y

n/a

VPD

₫28,050.00

Viet Nam Power Development

7D

5.1%

1Y

3.9%

NT2

₫22,700.00

PetroVietnam Power Nhon Trach 2

7D

-1.5%

1Y

-21.7%

GEG

₫13,500.00

Gia Lai Electricity

7D

-2.9%

1Y

-4.6%

HJS

₫34,800.00

Nam Mu Hydropower JSC

7D

4.8%

1Y

-0.9%

PGD

₫37,250.00

PetroVietNam Low Pressure Gas Distribution

7D

-3.2%

1Y

26.9%

BWE

₫43,300.00

Binh Duong Water - Environment

7D

-1.5%

1Y

0.3%

TDM

₫48,150.00

Thu Dau Mot Water

7D

7.4%

1Y

27.9%

CHP

₫30,100.00

Central Hydropower

7D

0.7%

1Y

19.4%

DTK

₫10,900.00

Vinacomin - Power Holding

7D

1.9%

1Y

14.7%

VSH

₫48,000.00

Vinh Son - Song Hinh Hydropower

7D

-1.8%

1Y

19.1%

TBC

₫39,200.00

Thac Ba Hydropower

7D

1.8%

1Y

17.0%

TMP

₫69,800.00

Thac Mo Hydro Power

7D

-2.4%

1Y

24.0%

PGV

₫20,750.00

Power Generation Corporation 3

7D

-3.3%

1Y

6.7%