Vietnamese (HOSE) Food Industry Analysis
UpdatedMay 19, 2024
DataAggregated Company Financials
Companies45
- 7D3.0%
- 3M3.9%
- 1Y5.7%
- YTD3.9%
The Food industry is up 3.0% in the last week, with Masan Group up 6.6%. In the same time, BAF Vietnam Agriculture was down 7.3%. This takes the industry's 12 month performance to a gain of 5.7%. Looking forward, earnings are forecast to grow by 25% annually.
Industry Valuation and Performance
Has the Vietnamese Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ₫360.2t | ₫260.0t | ₫14.2t | 12.2x | 25.4x | 1.4x |
| Tue, 16 Apr 2024 | ₫335.2t | ₫258.8t | ₫13.2t | 13x | 25.4x | 1.3x |
| Thu, 14 Mar 2024 | ₫372.4t | ₫258.2t | ₫13.3t | 12.5x | 28.1x | 1.4x |
| Sat, 10 Feb 2024 | ₫337.5t | ₫258.1t | ₫11.1t | 11.7x | 30.3x | 1.3x |
| Mon, 08 Jan 2024 | ₫346.4t | ₫258.2t | ₫11.1t | 13.6x | 31.1x | 1.3x |
| Wed, 06 Dec 2023 | ₫330.1t | ₫258.2t | ₫11.1t | 12.7x | 29.6x | 1.3x |
| Fri, 03 Nov 2023 | ₫330.6t | ₫256.3t | ₫11.2t | 12x | 29.4x | 1.3x |
| Sun, 01 Oct 2023 | ₫364.6t | ₫255.9t | ₫11.8t | 13.5x | 30.9x | 1.4x |
| Tue, 29 Aug 2023 | ₫382.1t | ₫257.4t | ₫11.8t | 13.8x | 32.4x | 1.5x |
| Thu, 27 Jul 2023 | ₫383.2t | ₫252.0t | ₫12.5t | 12.3x | 30.6x | 1.5x |
| Sat, 24 Jun 2023 | ₫352.2t | ₫253.7t | ₫12.1t | 11.5x | 29.1x | 1.4x |
| Mon, 22 May 2023 | ₫338.6t | ₫253.6t | ₫12.1t | 10.1x | 28x | 1.3x |
| Wed, 19 Apr 2023 | ₫356.5t | ₫256.6t | ₫15.4t | 9.6x | 23.2x | 1.4x |
| Fri, 17 Mar 2023 | ₫365.1t | ₫258.7t | ₫15.6t | 8.7x | 23.5x | 1.4x |
| Sun, 12 Feb 2023 | ₫380.2t | ₫255.9t | ₫19.3t | 9.4x | 19.7x | 1.5x |
| Tue, 10 Jan 2023 | ₫397.6t | ₫257.3t | ₫24.3t | 9.1x | 16.3x | 1.5x |
| Thu, 08 Dec 2022 | ₫405.8t | ₫257.3t | ₫24.3t | 9.1x | 16.7x | 1.6x |
| Sat, 05 Nov 2022 | ₫377.3t | ₫255.3t | ₫24.7t | 9.1x | 15.3x | 1.5x |
| Mon, 03 Oct 2022 | ₫401.4t | ₫253.3t | ₫25.0t | 11.4x | 16x | 1.6x |
| Wed, 31 Aug 2022 | ₫442.8t | ₫253.4t | ₫25.4t | 12.7x | 17.4x | 1.7x |
| Fri, 29 Jul 2022 | ₫422.0t | ₫254.4t | ₫25.6t | 12.9x | 16.5x | 1.7x |
| Sun, 26 Jun 2022 | ₫418.9t | ₫256.7t | ₫24.8t | 14.5x | 16.9x | 1.6x |
| Tue, 24 May 2022 | ₫398.7t | ₫256.7t | ₫24.8t | 14.8x | 16.1x | 1.6x |
| Thu, 21 Apr 2022 | ₫463.7t | ₫251.3t | ₫22.7t | 19.7x | 20.4x | 1.8x |
| Sat, 19 Mar 2022 | ₫461.2t | ₫255.5t | ₫22.8t | 21.1x | 20.2x | 1.8x |
| Mon, 14 Feb 2022 | ₫477.9t | ₫255.4t | ₫23.9t | 21.9x | 20x | 1.9x |
| Wed, 12 Jan 2022 | ₫483.5t | ₫248.8t | ₫17.3t | 25x | 28x | 1.9x |
| Fri, 10 Dec 2021 | ₫490.9t | ₫248.8t | ₫17.3t | 23.5x | 28.4x | 2x |
| Sun, 07 Nov 2021 | ₫475.2t | ₫248.4t | ₫17.8t | 24.9x | 26.7x | 1.9x |
| Tue, 05 Oct 2021 | ₫457.1t | ₫244.4t | ₫17.2t | 18.4x | 26.6x | 1.9x |
| Thu, 02 Sep 2021 | ₫447.3t | ₫258.8t | ₫16.1t | 16.2x | 27.7x | 1.7x |
| Sat, 31 Jul 2021 | ₫435.9t | ₫258.8t | ₫16.1t | 14.4x | 27x | 1.7x |
Price to Earnings Ratio
28.5x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Food 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 24.4x.
- The 3-year average PS ratio of 1.6x is higher than the industry's current PS ratio of 1.4x.
Past Earnings Growth
- Both revenue and earnings for companies in the Food industry have remained mostly flat over the last three years.
- This means that sales and the cost of doing business have remained relatively consistent over this period and subsequently, so have profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Consumer Staples industry?
| VN Market | 2.26% | |
| Consumer Staples | 2.57% | |
| Food | 3.03% | |
| Agricultural Products | 9.15% | |
| Packaged Foods and Meats | 2.64% | |
Industry PE
- Investors are most optimistic about the Agricultural Products industry which is trading above its 3-year average PE ratio of 1.7x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Packaged Foods and Meats industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 22.0x.
Forecasted Growth
- Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 25% over the next 5 years.
- This is better than its past earnings growth rate of 6.7% per year.
- In contrast, the Packaged Foods and Meats industry is expected to see its earnings grow by 25% 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 | |
|---|---|---|---|---|---|
| MSN Masan Group | ₫75.50k | 6.6% +₫6.7t | 4.3% | PE350.6x | |
| HAG Hoang Anh Gia Lai | ₫14.60k | 10.6% +₫1.5t | 89.6% | PE9.7x | |
| VNM Vietnam Dairy Products | ₫67.00k | 0.8% +₫1.0t | -2.3% | PE17x | |
| DBC Dabaco Group | ₫33.40k | 8.8% +₫653.4b | 84.5% | PE19.3x | |
| HNG Hoang Anh Gia Lai Agricultural | ₫4.47k | 6.9% +₫321.5b | 19.5% | PS8.7x |