Vietnamese (HOSE) Luxury Industry Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies17
- 7D2.2%
- 3M9.9%
- 1Y31.2%
- YTD16.8%
Over the last 7 days, the Luxury industry has risen 1.4%, driven by gains from Phu Nhuan Jewelry of 1.6%. This means that the industry has gained 29% over the past year. Earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the Vietnamese Luxury Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ₫53.2t | ₫59.4t | ₫2.7t | 14x | 19.5x | 0.9x |
| Tue, 16 Apr 2024 | ₫50.7t | ₫56.4t | ₫2.7t | 12.9x | 18.7x | 0.9x |
| Thu, 14 Mar 2024 | ₫53.4t | ₫55.4t | ₫2.6t | 12.3x | 20.2x | 1x |
| Sat, 10 Feb 2024 | ₫48.3t | ₫55.4t | ₫2.6t | 11.2x | 18.3x | 0.9x |
| Mon, 08 Jan 2024 | ₫44.3t | ₫55.8t | ₫2.8t | 11.3x | 15.6x | 0.8x |
| Wed, 06 Dec 2023 | ₫43.1t | ₫56.2t | ₫2.9t | 9.3x | 15x | 0.8x |
| Fri, 03 Nov 2023 | ₫39.7t | ₫50.0t | ₫2.6t | 14.3x | 15.1x | 0.8x |
| Sun, 01 Oct 2023 | ₫43.6t | ₫50.4t | ₫2.7t | 15.3x | 16.3x | 0.9x |
| Tue, 29 Aug 2023 | ₫42.9t | ₫50.4t | ₫2.7t | 15.4x | 16.1x | 0.9x |
| Thu, 27 Jul 2023 | ₫44.6t | ₫52.7t | ₫2.9t | 9.8x | 15.5x | 0.8x |
| Sat, 24 Jun 2023 | ₫41.7t | ₫53.2t | ₫2.9t | 8.7x | 14.1x | 0.8x |
| Mon, 22 May 2023 | ₫39.2t | ₫53.2t | ₫2.9t | 7.7x | 13.3x | 0.7x |
| Wed, 19 Apr 2023 | ₫41.0t | ₫57.4t | ₫3.2t | 8.1x | 12.6x | 0.7x |
| Fri, 17 Mar 2023 | ₫41.3t | ₫57.4t | ₫3.4t | 7.5x | 12.3x | 0.7x |
| Sun, 12 Feb 2023 | ₫42.2t | ₫57.4t | ₫3.4t | 8.1x | 12.5x | 0.7x |
| Tue, 10 Jan 2023 | ₫43.6t | ₫57.2t | ₫3.4t | 7.8x | 12.8x | 0.8x |
| Thu, 08 Dec 2022 | ₫42.0t | ₫57.2t | ₫3.4t | 7.8x | 12.3x | 0.7x |
| Sat, 05 Nov 2022 | ₫38.2t | ₫56.9t | ₫3.4t | 7.5x | 11.1x | 0.7x |
| Mon, 03 Oct 2022 | ₫43.4t | ₫50.0t | ₫2.8t | 7.6x | 15.6x | 0.9x |
| Wed, 31 Aug 2022 | ₫47.5t | ₫50.0t | ₫2.8t | 9.6x | 16.9x | 1x |
| Fri, 29 Jul 2022 | ₫47.5t | ₫49.7t | ₫2.8t | 9.5x | 16.7x | 1x |
| Sun, 26 Jun 2022 | ₫50.9t | ₫45.4t | ₫2.7t | 11.2x | 19x | 1.1x |
| Tue, 24 May 2022 | ₫47.7t | ₫45.4t | ₫2.7t | 10.3x | 17.8x | 1x |
| Thu, 21 Apr 2022 | ₫56.0t | ₫41.0t | ₫2.4t | 13.4x | 23.2x | 1.4x |
| Sat, 19 Mar 2022 | ₫48.3t | ₫41.0t | ₫2.5t | 13.2x | 19.4x | 1.2x |
| Mon, 14 Feb 2022 | ₫46.5t | ₫41.0t | ₫2.5t | 12.3x | 18.7x | 1.1x |
| Wed, 12 Jan 2022 | ₫44.1t | ₫37.1t | ₫2.3t | 14x | 19.4x | 1.2x |
| Fri, 10 Dec 2021 | ₫45.4t | ₫37.1t | ₫2.3t | 13.8x | 19.9x | 1.2x |
| Sun, 07 Nov 2021 | ₫48.1t | ₫36.8t | ₫2.2t | 14.9x | 21.8x | 1.3x |
| Tue, 05 Oct 2021 | ₫44.3t | ₫40.2t | ₫2.7t | 14x | 16.7x | 1.1x |
| Thu, 02 Sep 2021 | ₫40.9t | ₫42.0t | ₫2.7t | 14x | 15x | 1x |
| Sat, 31 Jul 2021 | ₫41.0t | ₫42.0t | ₫2.7t | 11.4x | 15x | 1x |
Price to Earnings Ratio
17.4x
Current Industry PE
- Investors are optimistic on the Vietnamese Luxury industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 19.3x which is higher than its 3-year average PE of 16.5x.
- The industry is trading close to its 3-year average PS ratio of 0.94x.
Past Earnings Growth
- The earnings for companies in the Luxury industry have grown 4.9% per year over the last three years.
- Revenues for these companies have grown 15% 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 Consumer Discretionary industry?
| VN Market | 2.26% | |
| Consumer Discretionary | 1.50% | |
| Luxury | 2.19% | |
| Apparel, Accessories and Luxury Goods | 2.75% | |
| Textiles | 0.62% | |
| Footwear | 0% | |
Industry PE
- Investors are most optimistic about the Textiles industry which is trading above its 3-year average PE ratio of 16.8x.
- Analysts are expecting annual earnings growth of 25.1%, which is higher than its past year's earnings decline of 37.9% per year.
- Investors are most pessimistic about the Apparel, Accessories and Luxury Goods industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.5x.
Forecasted Growth
- Analysts are most optimistic on the Textiles industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings decline of 38% per year.
- In contrast, the Apparel, Accessories and Luxury Goods industry is expected to see its earnings grow by 20% 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 | |
|---|---|---|---|---|---|
| PNJ Phu Nhuan Jewelry | ₫99.10k | 1.6% +₫535.3b | 36.7% | PE18.7x | |
| TNG TNG Investment and Trading | ₫25.40k | 13.4% +₫323.6b | 42.9% | PE12.1x | |
| GIL Binh Thanh Import Export Production and Trade | ₫35.30k | 7.0% +₫156.5b | 50.5% | PE33.4x | |
| TCM Thanh Cong Textile Garment Investment Trading | ₫45.00k | 1.2% +₫50.9b | 1.1% | PE34.3x | |
| ADS Damsan | ₫13.45k | 4.7% +₫44.0b | 7.8% | n/a |