Vietnamese (HOSE) Oil and Gas Industry Analysis
UpdatedMay 29, 2024
DataAggregated Company Financials
Companies28
- 7D7.7%
- 3M14.7%
- 1Y13.7%
- YTD18.3%
The Oil and Gas industry is up 6.7% in the last week, with Vietnam National Petroleum Group up 11%. This takes the industry's 12 month performance to a gain of 13%. Earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the Vietnamese Oil and Gas Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 29 May 2024 | ₫78.1t | ₫336.0t | ₫4.3t | 7.4x | 18.4x | 0.2x |
| Fri, 26 Apr 2024 | ₫66.7t | ₫324.0t | ₫3.8t | 7.3x | 17.3x | 0.2x |
| Sun, 24 Mar 2024 | ₫71.3t | ₫324.7t | ₫4.6t | 9x | 15.4x | 0.2x |
| Tue, 20 Feb 2024 | ₫68.3t | ₫324.7t | ₫4.6t | 8.6x | 14.8x | 0.2x |
| Thu, 18 Jan 2024 | ₫65.8t | ₫336.2t | ₫4.3t | 12.2x | 15.2x | 0.2x |
| Sat, 16 Dec 2023 | ₫65.1t | ₫336.0t | ₫4.3t | 11.9x | 15x | 0.2x |
| Mon, 13 Nov 2023 | ₫63.6t | ₫336.0t | ₫4.3t | 12.3x | 14.6x | 0.2x |
| Wed, 11 Oct 2023 | ₫68.4t | ₫322.7t | ₫3.9t | 9.7x | 17.7x | 0.2x |
| Fri, 08 Sep 2023 | ₫63.9t | ₫313.8t | ₫2.9t | 9.9x | 21.9x | 0.2x |
| Sun, 06 Aug 2023 | ₫65.4t | ₫315.3t | ₫3.1t | 11.1x | 21.1x | 0.2x |
| Tue, 04 Jul 2023 | ₫61.5t | ₫344.1t | ₫2.2t | 11.5x | 27.5x | 0.2x |
| Thu, 01 Jun 2023 | ₫59.7t | ₫344.1t | ₫2.2t | 10.6x | 26.7x | 0.2x |
| Sat, 29 Apr 2023 | ₫58.6t | ₫340.8t | ₫1.8t | 8.5x | 32.2x | 0.2x |
| Mon, 27 Mar 2023 | ₫56.7t | ₫348.7t | ₫2.1t | 9.6x | 27.5x | 0.2x |
| Wed, 22 Feb 2023 | ₫62.4t | ₫348.6t | ₫2.1t | 9.2x | 29.9x | 0.2x |
| Fri, 20 Jan 2023 | ₫58.0t | ₫311.4t | ₫803.5b | 10.8x | 72.1x | 0.2x |
| Sun, 18 Dec 2022 | ₫48.9t | ₫311.4t | ₫792.7b | 11.2x | 61.6x | 0.2x |
| Tue, 15 Nov 2022 | ₫42.2t | ₫311.4t | ₫792.7b | 10.6x | 53.2x | 0.1x |
| Thu, 13 Oct 2022 | ₫53.5t | ₫271.0t | ₫1.0t | 12.6x | 52.7x | 0.2x |
| Sat, 10 Sep 2022 | ₫63.4t | ₫270.4t | ₫757.9b | 14.5x | 83.6x | 0.2x |
| Mon, 08 Aug 2022 | ₫65.8t | ₫270.4t | ₫755.4b | 14.2x | 87.1x | 0.2x |
| Wed, 06 Jul 2022 | ₫63.0t | ₫229.8t | ₫2.3t | 12x | 27.2x | 0.3x |
| Fri, 03 Jun 2022 | ₫71.0t | ₫229.8t | ₫2.3t | 12.9x | 30.7x | 0.3x |
| Sun, 01 May 2022 | ₫76.1t | ₫200.6t | ₫2.7t | 12.6x | 28x | 0.4x |
| Tue, 29 Mar 2022 | ₫89.1t | ₫201.7t | ₫3.4t | 13.6x | 26.5x | 0.4x |
| Thu, 24 Feb 2022 | ₫94.6t | ₫201.7t | ₫3.4t | 12.1x | 28x | 0.5x |
| Sat, 22 Jan 2022 | ₫83.3t | ₫182.7t | ₫3.6t | 9x | 23.1x | 0.5x |
| Mon, 20 Dec 2021 | ₫82.8t | ₫182.3t | ₫3.6t | 9.5x | 22.9x | 0.5x |
| Wed, 17 Nov 2021 | ₫92.4t | ₫175.2t | ₫4.1t | 13.7x | 22.3x | 0.5x |
| Fri, 15 Oct 2021 | ₫83.7t | ₫174.3t | ₫4.3t | 13.3x | 19.5x | 0.5x |
| Sun, 12 Sep 2021 | ₫76.5t | ₫185.9t | ₫4.6t | 9.9x | 16.5x | 0.4x |
| Tue, 10 Aug 2021 | ₫79.1t | ₫185.7t | ₫4.6t | 8x | 17.2x | 0.4x |
Price to Earnings Ratio
19.8x
Current Industry PE
- Investors are pessimistic on the Vietnamese Oil and Gas industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 18.3x which is lower than its 3-year average PE of 29.7x.
- The industry is trading close to its 3-year average PS ratio of 0.28x.
Past Earnings Growth
- The earnings for companies in the Oil and Gas industry have remained mostly flat over the last three years.
- Meanwhile revenues for these companies have grown 27% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Industry Trends
Which industries have driven the changes within the Vietnamese Energy industry?
| VN Market | 0.19% | |
| Energy | 4.50% | |
| Oil and Gas | 7.73% | |
| Oil and Gas Storage and Transportation | 8.54% | |
| Oil and Gas Refining and Marketing | 5.96% | |
| Oil and Gas Exploration and Production | 5.07% | |
| Integrated Oil and Gas | 0% | |
| Coal and Fuels | -1.54% | |
Industry PE
- Investors are most optimistic about the Oil and Gas Refining and Marketing industry even though it's trading below its 3-year average PE ratio of 58.6x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Coal and Fuels industry, which is trading below its 3-year average of 25.1x.
Forecasted Growth
- Analysts are most optimistic on the Oil and Gas Storage and Transportation industry, expecting annual earnings growth of 21% over the next 5 years.
- This is better than its past earnings growth rate of 15% per year.
- In contrast, the Oil and Gas Storage and Transportation industry is expected to see its earnings grow by 21% 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 | |
|---|---|---|---|---|---|
| PLX Vietnam National Petroleum Group | ₫41.50k | 10.1% +₫4.8t | 10.7% | PE20.1x | |
| PVT PetroVietnam Transportation | ₫30.15k | 4.0% +₫409.4b | 56.1% | PE11.1x | |
| PSH Nam Song Hau Trading Investing Petroleum | ₫7.70k | 16.3% +₫136.3b | -40.1% | n/a | |
| PGC Petrolimex Gas Corporation JSC | ₫15.90k | 6.0% +₫54.3b | 0.6% | PE13.1x | |
| CNG CNG Vietnam | ₫34.00k | 4.3% +₫49.1b | 35.2% | PE15.7x |