Vietnamese (HOSE) Infrastructure Industry Analysis
UpdatedMay 18, 2024
DataAggregated Company Financials
Companies23
- 7D1.5%
- 3M4.8%
- 1Y31.7%
- YTD5.8%
In the last week, the Infrastructure industry is flat overall, with Dong Nai Port standing out by going down 3.4%. The past year has been better, since the industry has gained 30% in that time. Looking forward, earnings are forecast to decline by 12% per year.
Industry Valuation and Performance
Has the Vietnamese Infrastructure Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 19 May 2024 | ₫80.0t | ₫33.5t | ₫5.7t | 14.2x | 14.1x | 2.4x |
| Tue, 16 Apr 2024 | ₫74.7t | ₫32.5t | ₫5.0t | 14.9x | 14.9x | 2.3x |
| Thu, 14 Mar 2024 | ₫77.0t | ₫32.5t | ₫5.0t | 15.1x | 15.4x | 2.4x |
| Sat, 10 Feb 2024 | ₫72.8t | ₫32.3t | ₫5.0t | 14.1x | 14.5x | 2.3x |
| Mon, 08 Jan 2024 | ₫75.7t | ₫37.4t | ₫5.1t | 11.9x | 15x | 2x |
| Wed, 06 Dec 2023 | ₫74.7t | ₫37.4t | ₫5.1t | 13.2x | 14.8x | 2x |
| Fri, 03 Nov 2023 | ₫68.6t | ₫37.4t | ₫5.2t | 11.9x | 13.3x | 1.8x |
| Sun, 01 Oct 2023 | ₫72.6t | ₫23.9t | ₫5.1t | 13.6x | 14.1x | 3x |
| Tue, 29 Aug 2023 | ₫69.1t | ₫23.9t | ₫5.2t | 13.5x | 13.4x | 2.9x |
| Thu, 27 Jul 2023 | ₫66.9t | ₫22.4t | ₫3.9t | 17.4x | 17.4x | 3x |
| Sat, 24 Jun 2023 | ₫63.3t | ₫22.3t | ₫3.8t | 14.3x | 16.8x | 2.8x |
| Mon, 22 May 2023 | ₫58.9t | ₫20.8t | ₫3.5t | 12.1x | 17.1x | 2.8x |
| Wed, 19 Apr 2023 | ₫59.5t | ₫32.5t | ₫4.5t | 11.6x | 13.3x | 1.8x |
| Fri, 17 Mar 2023 | ₫58.0t | ₫31.4t | ₫4.5t | 11.1x | 12.8x | 1.8x |
| Sun, 12 Feb 2023 | ₫57.6t | ₫31.4t | ₫4.5t | 10.6x | 12.7x | 1.8x |
| Tue, 10 Jan 2023 | ₫54.9t | ₫29.6t | ₫4.1t | 11.4x | 13.3x | 1.9x |
| Thu, 08 Dec 2022 | ₫51.4t | ₫29.6t | ₫4.1t | 10.3x | 12.4x | 1.7x |
| Sat, 05 Nov 2022 | ₫53.2t | ₫29.3t | ₫3.9t | 11x | 13.8x | 1.8x |
| Mon, 03 Oct 2022 | ₫55.8t | ₫26.5t | ₫3.8t | 11.6x | 14.8x | 2.1x |
| Wed, 31 Aug 2022 | ₫59.4t | ₫26.4t | ₫3.8t | 11.6x | 15.7x | 2.2x |
| Fri, 29 Jul 2022 | ₫58.6t | ₫25.8t | ₫3.4t | 11.6x | 17x | 2.3x |
| Sun, 26 Jun 2022 | ₫57.5t | ₫27.5t | ₫3.4t | 11.5x | 17x | 2.1x |
| Tue, 24 May 2022 | ₫60.1t | ₫27.5t | ₫3.4t | 11.9x | 17.8x | 2.2x |
| Thu, 21 Apr 2022 | ₫65.4t | ₫26.5t | ₫2.5t | 13.2x | 26.1x | 2.5x |
| Sat, 19 Mar 2022 | ₫68.5t | ₫26.5t | ₫2.5t | 14.7x | 27.6x | 2.6x |
| Mon, 14 Feb 2022 | ₫64.5t | ₫26.5t | ₫2.5t | 15x | 26x | 2.4x |
| Wed, 12 Jan 2022 | ₫65.4t | ₫27.5t | ₫2.5t | 14.7x | 26.1x | 2.4x |
| Fri, 10 Dec 2021 | ₫59.3t | ₫27.5t | ₫2.5t | 15.5x | 23.7x | 2.2x |
| Sun, 07 Nov 2021 | ₫60.4t | ₫28.9t | ₫2.5t | 13.9x | 23.9x | 2.1x |
| Tue, 05 Oct 2021 | ₫57.2t | ₫28.9t | ₫2.5t | 15.8x | 22.8x | 2x |
| Thu, 02 Sep 2021 | ₫61.6t | ₫29.8t | ₫2.6t | 14.6x | 23.7x | 2.1x |
| Sat, 31 Jul 2021 | ₫52.5t | ₫29.8t | ₫2.6t | 12.1x | 20.2x | 1.8x |
Price to Earnings Ratio
19.4x
Current Industry PE
- Investors are pessimistic on the Vietnamese Infrastructure 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 14.0x which is lower than its 3-year average PE of 17.7x.
- The industry is trading close to its 3-year average PS ratio of 2.2x.
Past Earnings Growth
- The earnings for companies in the Infrastructure industry have grown 32% per year over the last three years.
- Revenues for these companies have grown 6.8% 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 Industrials industry?
| VN Market | 2.26% | |
| Industrials | 2.00% | |
| Infrastructure | 1.47% | |
| Highways and Railtracks | 1.70% | |
| Marine Ports and Services | 1.53% | |
| Airport Services | -0.014% | |
Industry PE
- Investors are most optimistic about the Highways and Railtracks industry even though it's trading below its 3-year average PE ratio of 34.8x.
- It looks like they are confident that earnings will grow faster in the future than they have historically.
- Investors are most pessimistic about the Airport Services industry, which is trading below its 3-year average of 17.2x.
Forecasted Growth
- Despite it being negative, analysts are least pessimistic on the Marine Ports and Services industry since they expect its earnings to decline by only 12% per year over the next 5 years, which isn't as bad as the other industries.
- This is a reversal from its past annual earnings growth rate of 2.2% per year.
- In contrast, the Marine Ports and Services industry is expected to see its earnings decline by 12% 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 | |
|---|---|---|---|---|---|
| GMD Gemadept | ₫84.80k | 1.4% +₫372.6b | 68.3% | PE10.4x | |
| CDN Danang Port | ₫31.80k | 12.0% +₫336.6b | 17.3% | PE11x | |
| CII Ho Chi Minh City Infrastructure Investment | ₫17.50k | 4.2% +₫223.1b | 16.3% | PE14.3x | |
| VSC Vietnam Container Shipping | ₫21.45k | 2.9% +₫160.1b | -14.8% | PE44.5x | |
| HHV Deo Ca Traffic Infrastructure Investment | ₫13.15k | 2.7% +₫144.1b | 6.2% | n/a |