Vietnamese (HOSE) Logistics Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies12
- 7D-0.9%
- 3M2.6%
- 1Y18.9%
- YTD8.9%
Over the last 7 days, the Logistics industry has dropped 1.5%, driven by a pullback from Viettel Post of 3.1%. In contrast, Van Cargoes and Foreign Trade Logistics has gained 10.0%. Over the past 12 months, the industry was up 18%. Earnings are forecast to grow by 21% annually.
Industry Valuation and Performance
Has the Vietnamese Logistics Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | ₫34.9t | ₫9.2t | ₫956.4b | 24.5x | 36.5x | 3.8x |
| Sat, 27 Apr 2024 | ₫34.3t | ₫8.8t | ₫968.0b | 24.3x | 35.4x | 3.9x |
| Mon, 25 Mar 2024 | ₫33.8t | ₫8.8t | ₫1.0t | 21.6x | 33.2x | 3.8x |
| Wed, 21 Feb 2024 | ₫21.9t | ₫8.8t | ₫1.1t | 20.8x | 20.3x | 2.5x |
| Fri, 19 Jan 2024 | ₫22.6t | ₫9.0t | ₫1.2t | 12.7x | 19.3x | 2.5x |
| Sun, 17 Dec 2023 | ₫21.5t | ₫9.0t | ₫1.2t | 12.7x | 18.4x | 2.4x |
| Tue, 14 Nov 2023 | ₫21.7t | ₫9.0t | ₫1.2t | 12.3x | 18.6x | 2.4x |
| Thu, 12 Oct 2023 | ₫22.5t | ₫9.0t | ₫1.2t | 12.5x | 18.1x | 2.5x |
| Sat, 09 Sep 2023 | ₫22.1t | ₫9.0t | ₫1.3t | 12.4x | 17.4x | 2.5x |
| Mon, 07 Aug 2023 | ₫22.3t | ₫9.0t | ₫1.3t | 12.7x | 17.5x | 2.5x |
| Wed, 05 Jul 2023 | ₫22.2t | ₫9.8t | ₫1.4t | 12.1x | 15.5x | 2.3x |
| Fri, 02 Jun 2023 | ₫21.2t | ₫8.0t | ₫1.2t | 12x | 17.4x | 2.6x |
| Sun, 30 Apr 2023 | ₫22.2t | ₫11.1t | ₫1.5t | 11.6x | 15.2x | 2x |
| Tue, 28 Mar 2023 | ₫21.7t | ₫11.2t | ₫1.6t | 10.2x | 13.7x | 1.9x |
| Thu, 23 Feb 2023 | ₫21.8t | ₫11.2t | ₫1.6t | 10.6x | 13.5x | 1.9x |
| Sat, 21 Jan 2023 | ₫22.1t | ₫15.1t | ₫1.7t | 10.7x | 12.9x | 1.5x |
| Mon, 19 Dec 2022 | ₫22.1t | ₫15.1t | ₫1.7t | 11.1x | 13.2x | 1.5x |
| Wed, 16 Nov 2022 | ₫21.1t | ₫15.1t | ₫1.7t | 10x | 12.6x | 1.4x |
| Fri, 14 Oct 2022 | ₫22.6t | ₫17.3t | ₫1.7t | 11.8x | 13.5x | 1.3x |
| Sun, 11 Sep 2022 | ₫23.4t | ₫17.3t | ₫1.7t | 11.8x | 14x | 1.4x |
| Tue, 09 Aug 2022 | ₫23.5t | ₫17.3t | ₫1.7t | 11.5x | 14.1x | 1.4x |
| Thu, 07 Jul 2022 | ₫24.4t | ₫19.0t | ₫1.6t | 12.6x | 15.1x | 1.3x |
| Sat, 04 Jun 2022 | ₫26.5t | ₫19.0t | ₫1.6t | 13.3x | 16.3x | 1.4x |
| Mon, 02 May 2022 | ₫29.6t | ₫17.9t | ₫1.5t | 15.8x | 20.4x | 1.7x |
| Wed, 30 Mar 2022 | ₫30.3t | ₫17.7t | ₫1.5t | 15.4x | 20.6x | 1.7x |
| Fri, 25 Feb 2022 | ₫26.4t | ₫17.7t | ₫1.5t | 14.4x | 17.6x | 1.5x |
| Sun, 23 Jan 2022 | ₫23.7t | ₫13.0t | ₫1.2t | 16.5x | 20.2x | 1.8x |
| Tue, 21 Dec 2021 | ₫24.3t | ₫13.0t | ₫1.2t | 16.6x | 20.7x | 1.9x |
| Thu, 18 Nov 2021 | ₫24.8t | ₫12.1t | ₫1.1t | 19.1x | 23x | 2x |
| Sat, 16 Oct 2021 | ₫21.4t | ₫12.6t | ₫1.1t | 16.7x | 20x | 1.7x |
| Mon, 13 Sep 2021 | ₫20.2t | ₫14.6t | ₫1.2t | 12.4x | 16.3x | 1.4x |
| Wed, 11 Aug 2021 | ₫19.2t | ₫14.6t | ₫1.2t | 11.5x | 15.5x | 1.3x |
| Sun, 06 Jun 2021 | ₫16.9t | ₫13.3t | ₫1.1t | 9.2x | 15x | 1.3x |
Price to Earnings Ratio
15x
Current Industry PE
- Investors are optimistic on the Vietnamese Logistics industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 36.3x which is higher than its 3-year average PE of 17.9x.
- The 3-year average PS ratio of 1.9x is lower than the industry's current PS ratio of 3.8x.
Past Earnings Growth
- The earnings for companies in the Logistics industry have declined 5.3% per year over the last three years,
- Revenues have also declined 12% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Vietnamese Industrials industry?
| VN Market | 0.15% | |
| Industrials | 0.79% | |
| Logistics | -0.86% | |
| Air Freight and Logistics | -0.86% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VNT Van Cargoes and Foreign Trade Logistics | ₫49.50k | 10.0% +₫74.9b | -16.1% | PS0.9x | |
| HTV Logistics Vicem | ₫8.87k | 2.0% +₫2.2b | -11.7% | n/a | |
| TCO TCO Holdings | ₫11.25k | 0.9% +₫1.9b | 47.3% | n/a | |
| VNL Vinalink Logistics | ₫14.55k | 0.7% +₫1.4b | 2.0% | n/a |