Vietnamese (HOSE) Electrical Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies11
- 7D2.8%
- 3M4.9%
- 1Y37.3%
- YTD7.8%
In the last week, the Electrical industry is up 1.1%, with GELEX Group up 4.0%. Meanwhile, Hanoi Battery actually underperformed within the industry, shrinking 11% in the last week. This takes the industry's 12 month performance to a gain of 39%. As for the next few years, earnings are expected to grow by 19% per annum.
Industry Valuation and Performance
Has the Vietnamese Electrical Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | ₫31.8t | ₫55.4t | ₫1.6t | 37.9x | 20.5x | 0.6x |
| Sat, 27 Apr 2024 | ₫28.7t | ₫53.9t | ₫1.3t | 52.6x | 21.7x | 0.5x |
| Mon, 25 Mar 2024 | ₫32.8t | ₫54.3t | ₫1.4t | 44.5x | 24.1x | 0.6x |
| Wed, 21 Feb 2024 | ₫30.2t | ₫54.3t | ₫1.4t | 40x | 22.1x | 0.6x |
| Fri, 19 Jan 2024 | ₫30.9t | ₫52.6t | ₫1.3t | 27x | 23.4x | 0.6x |
| Sun, 17 Dec 2023 | ₫31.0t | ₫52.6t | ₫1.3t | 27x | 23.5x | 0.6x |
| Tue, 14 Nov 2023 | ₫30.8t | ₫52.6t | ₫1.3t | 26.4x | 23.3x | 0.6x |
| Thu, 12 Oct 2023 | ₫30.7t | ₫51.8t | ₫1.2t | 36x | 24.9x | 0.6x |
| Sat, 09 Sep 2023 | ₫34.5t | ₫51.8t | ₫1.2t | 42.2x | 28.3x | 0.7x |
| Mon, 07 Aug 2023 | ₫32.4t | ₫51.8t | ₫1.2t | 35.1x | 26.5x | 0.6x |
| Wed, 05 Jul 2023 | ₫28.9t | ₫53.8t | ₫940.6b | 47.7x | 30.8x | 0.5x |
| Fri, 02 Jun 2023 | ₫25.9t | ₫53.8t | ₫940.6b | 47.7x | 27.5x | 0.5x |
| Sun, 30 Apr 2023 | ₫22.3t | ₫56.8t | ₫1.3t | 25.7x | 16.8x | 0.4x |
| Tue, 28 Mar 2023 | ₫21.2t | ₫57.0t | ₫1.3t | 22.8x | 16x | 0.4x |
| Thu, 23 Feb 2023 | ₫21.5t | ₫57.0t | ₫1.3t | 26.5x | 16.1x | 0.4x |
| Sat, 21 Jan 2023 | ₫22.8t | ₫58.0t | ₫1.7t | 17.7x | 13.7x | 0.4x |
| Mon, 19 Dec 2022 | ₫24.3t | ₫57.5t | ₫1.6t | 19.4x | 14.9x | 0.4x |
| Wed, 16 Nov 2022 | ₫19.0t | ₫56.6t | ₫1.8t | 13.1x | 10.4x | 0.3x |
| Fri, 14 Oct 2022 | ₫23.5t | ₫55.9t | ₫1.9t | 16x | 12.7x | 0.4x |
| Sun, 11 Sep 2022 | ₫33.0t | ₫55.8t | ₫1.9t | 18.8x | 17.8x | 0.6x |
| Tue, 09 Aug 2022 | ₫34.6t | ₫55.8t | ₫1.9t | 20x | 18.6x | 0.6x |
| Thu, 07 Jul 2022 | ₫28.5t | ₫55.0t | ₫2.1t | 12.3x | 13.5x | 0.5x |
| Sat, 04 Jun 2022 | ₫33.4t | ₫55.0t | ₫2.1t | 13.4x | 15.8x | 0.6x |
| Mon, 02 May 2022 | ₫38.1t | ₫50.7t | ₫2.1t | 14.1x | 18.3x | 0.8x |
| Wed, 30 Mar 2022 | ₫50.9t | ₫51.6t | ₫2.0t | 26.3x | 24.9x | 1x |
| Fri, 25 Feb 2022 | ₫50.2t | ₫51.6t | ₫2.1t | 23.4x | 24.4x | 1x |
| Sun, 23 Jan 2022 | ₫49.1t | ₫47.7t | ₫2.0t | 21.1x | 24.5x | 1x |
| Tue, 21 Dec 2021 | ₫51.3t | ₫47.7t | ₫2.0t | 21.3x | 25.6x | 1.1x |
| Thu, 18 Nov 2021 | ₫53.8t | ₫47.7t | ₫2.0t | 24.1x | 26.8x | 1.1x |
| Sat, 16 Oct 2021 | ₫33.9t | ₫48.0t | ₫2.1t | 17.1x | 16.3x | 0.7x |
| Mon, 13 Sep 2021 | ₫32.2t | ₫50.2t | ₫2.3t | 16.7x | 14.2x | 0.6x |
| Wed, 11 Aug 2021 | ₫31.8t | ₫50.2t | ₫2.3t | 11.8x | 14x | 0.6x |
| Sun, 06 Jun 2021 | ₫25.7t | ₫44.0t | ₫2.2t | 12.3x | 11.5x | 0.6x |
Price to Earnings Ratio
11.5x
Current Industry PE
- Investors are relatively neutral on the Vietnamese Electrical 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 19.8x.
- The industry is trading close to its 3-year average PS ratio of 0.61x.
Past Earnings Growth
- The earnings for companies in the Electrical industry have declined 12% per year over the last three years.
- Meanwhile revenues for these companies have grown 8.0% 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, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | 0.15% | |
| Industrials | 0.79% | |
| Electrical | 2.81% | |
| Electrical Components | 2.81% | |
| Heavy Electrical Equipment | 0% | |
Industry PE
- Investors are most optimistic about the Electrical Components industry, which is trading close to its 3-year average PE ratio of 19.8x.
- Analysts expect its future annual earnings growth (19.4%) to be largely in line with prior year's earnings growth.
- Investors are most pessimistic about the Electrical Components industry, which is trading close to its 3-year average of 19.8x.
Forecasted Growth
- Analysts are most optimistic on the Electrical Components industry, expecting annual earnings growth of 19% over the next 5 years.
- This is roughly in line with its past earnings growth rate.
- In contrast, the Electrical Components industry is expected to see its earnings grow by 19% 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 | |
|---|---|---|---|---|---|
| GEX GELEX Group | ₫23.60k | 4.0% +₫766.3b | 52.8% | PE37.9x | |
| CAV Vietnam Electric Cable | ₫69.40k | 3.3% +₫126.5b | 28.8% | PE9.4x | |
| SAM Sam Holdings | ₫7.28k | 2.5% +₫68.4b | 2.7% | PE89.1x | |
| TYA Taya Viet Nam Electric Wire and Cable | ₫10.85k | 1.4% +₫4.6b | -4.4% | PE357x |