Vietnamese (HOSE) Renewable Energy Industry Analysis
UpdatedMay 21, 2022
DataAggregated Company Financials
Companies17
- 7D6.0%
- 3M-17.4%
- 1Y20.2%
- YTD-16.2%
The Renewable Energy industry is up 6.0% in the last week, with PetroVietnam Power Corporation - JSC up 12%. During this same period, the Mien Trung Power Investment and Development underperformed, falling 20%. This means that the industry has gained 20% over the past year. Looking forward, earnings are forecast to grow by 24% annually.
Industry Valuation and Performance
Has the Vietnamese Renewable Energy Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sat, 21 May 2022 | ₫77.3t | ₫32.4t | ₫5.0t | 10.3x |
| Mon, 18 Apr 2022 | ₫83.5t | ₫31.7t | ₫4.1t | 12.3x |
| Wed, 16 Mar 2022 | ₫86.9t | ₫44.7t | ₫4.1t | 11.7x |
| Fri, 11 Feb 2022 | ₫91.1t | ₫44.7t | ₫4.1t | 12x |
| Sun, 09 Jan 2022 | ₫95.0t | ₫48.5t | ₫5.1t | 12.4x |
| Tue, 07 Dec 2021 | ₫75.5t | ₫48.5t | ₫5.1t | 11.3x |
| Thu, 04 Nov 2021 | ₫72.9t | ₫49.1t | ₫4.9t | 11.3x |
| Sat, 02 Oct 2021 | ₫68.6t | ₫48.9t | ₫4.7t | 12.5x |
| Mon, 30 Aug 2021 | ₫66.2t | ₫48.9t | ₫4.6t | 12.1x |
| Tue, 06 Jul 2021 | ₫64.0t | ₫48.9t | ₫4.6t | 11.7x |
| Fri, 09 Apr 2021 | ₫66.7t | ₫48.1t | ₫4.3t | 12.6x |
| Thu, 31 Dec 2020 | ₫68.7t | ₫48.1t | ₫4.0t | 13.9x |
| Sun, 04 Oct 2020 | ₫49.6t | ₫36.0t | ₫2.9t | 13.8x |
| Wed, 08 Jul 2020 | ₫47.3t | ₫37.8t | ₫3.5t | 12.2x |
| Tue, 31 Mar 2020 | ₫39.4t | ₫40.1t | ₫3.6t | 11x |
| Fri, 03 Jan 2020 | ₫53.8t | ₫40.5t | ₫4.2t | 11.3x |
| Mon, 07 Oct 2019 | ₫56.7t | ₫39.1t | ₫4.3t | 11.5x |
| Sun, 30 Jun 2019 | ₫56.7t | ₫37.3t | ₫3.6t | 12.1x |
Median PE Ratio
13x
Current Industry PE
- Investors are relatively neutral on the 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 12.3x.
Past Earnings Growth
- The earnings for companies in the Renewable Energy industry have grown 28% per year over the last three years.
- Revenues for these companies have grown 19% 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 industry?
| VN Market | 4.67% | |
| Utilities | 4.53% | |
| Renewable Energy | 5.96% | |
| Independent Power Producers and Energy Traders | 9.08% | |
| Renewable Energy | 2.98% | |
Industry PE
- Investors are most optimistic about the Independent Power Producers and Energy Traders industry even though it's trading below its 3-year average PE ratio of 40.6x.
- Analysts are expecting annual earnings growth of 26%, which is higher than its past year's earnings decline of 11% per year.
- Investors are most pessimistic about the Renewable Energy industry, which is trading below its 3-year average of 12.2x.
Forecasted Growth
- Analysts are most optimistic on the Independent Power Producers and Energy Traders industry, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings decline of 11% per year.
- In contrast, the Renewable Energy industry is expected to see its earnings grow by 16% 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 | |
|---|---|---|---|---|---|
| POW PetroVietnam Power Corporation - JSC | ₫12.80k | 11.8% +₫3.2t | 9.4% | PS15.1x | |
| GEG Gia Lai Electricity | ₫21.75k | 16.0% +₫911.1b | 41.4% | PS19.5x | |
| VSH Vinh Son - Song Hinh Hydropower | ₫32.40k | 7.8% +₫555.2b | 67.0% | PS11.1x | |
| CHP Central Hydropower | ₫24.30k | 2.1% +₫73.5b | 32.1% | PS9.3x | |
| DTK Vinacomin - Power Holding | ₫12.90k | 0.8% +₫68.3b | 7.5% | n/a |