Vietnamese (HOSE) Chemicals Industry Analysis
UpdatedMay 30, 2024
DataAggregated Company Financials
Companies38
- 7D3.4%
- 3M15.7%
- 1Y71.1%
- YTD40.5%
In the last week, the Chemicals industry is up 3.5%, with Vietnam Rubber Group - up 6.4%. This takes the industry's 12 month performance to a gain of 72%. Looking forward, earnings are forecast to grow by 13% annually.
Industry Valuation and Performance
Has the Vietnamese Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 30 May 2024 | ₫223.9t | ₫93.9t | ₫6.4t | 16.7x | 35.1x | 2.4x |
| Sat, 27 Apr 2024 | ₫196.2t | ₫94.0t | ₫6.3t | 14.2x | 31.1x | 2.1x |
| Mon, 25 Mar 2024 | ₫213.6t | ₫93.6t | ₫6.5t | 14.6x | 32.6x | 2.3x |
| Wed, 21 Feb 2024 | ₫187.6t | ₫93.4t | ₫6.6t | 14.1x | 28.3x | 2x |
| Fri, 19 Jan 2024 | ₫158.7t | ₫98.6t | ₫8.7t | 11.3x | 18.1x | 1.6x |
| Sun, 17 Dec 2023 | ₫155.3t | ₫98.6t | ₫8.7t | 10.7x | 17.8x | 1.6x |
| Tue, 14 Nov 2023 | ₫152.6t | ₫98.6t | ₫8.7t | 10.3x | 17.5x | 1.5x |
| Thu, 12 Oct 2023 | ₫165.6t | ₫98.7t | ₫10.3t | 16.4x | 16.1x | 1.7x |
| Sat, 09 Sep 2023 | ₫169.3t | ₫98.7t | ₫10.3t | 17x | 16.4x | 1.7x |
| Mon, 07 Aug 2023 | ₫159.9t | ₫98.8t | ₫10.3t | 13.8x | 15.6x | 1.6x |
| Wed, 05 Jul 2023 | ₫144.8t | ₫104.3t | ₫13.1t | 10.1x | 11x | 1.4x |
| Fri, 02 Jun 2023 | ₫133.1t | ₫118.4t | ₫13.2t | 10.8x | 10.1x | 1.1x |
| Sun, 30 Apr 2023 | ₫120.4t | ₫120.2t | ₫13.3t | 9.2x | 9x | 1x |
| Tue, 28 Mar 2023 | ₫117.6t | ₫127.2t | ₫17.2t | 7.9x | 6.9x | 0.9x |
| Thu, 23 Feb 2023 | ₫118.9t | ₫127.3t | ₫17.4t | 8.1x | 6.8x | 0.9x |
| Sat, 21 Jan 2023 | ₫130.0t | ₫124.0t | ₫18.4t | 9.1x | 7.1x | 1x |
| Mon, 19 Dec 2022 | ₫132.9t | ₫125.0t | ₫18.3t | 7.7x | 7.3x | 1.1x |
| Wed, 16 Nov 2022 | ₫99.7t | ₫125.0t | ₫18.3t | 6.8x | 5.4x | 0.8x |
| Fri, 14 Oct 2022 | ₫140.7t | ₫118.6t | ₫16.7t | 9x | 8.4x | 1.2x |
| Sun, 11 Sep 2022 | ₫190.1t | ₫118.6t | ₫16.6t | 9.2x | 11.5x | 1.6x |
| Tue, 09 Aug 2022 | ₫184.4t | ₫118.6t | ₫16.6t | 9.6x | 11.1x | 1.6x |
| Thu, 07 Jul 2022 | ₫160.9t | ₫110.3t | ₫13.8t | 9.6x | 11.7x | 1.5x |
| Sat, 04 Jun 2022 | ₫246.2t | ₫104.0t | ₫13.8t | 10.1x | 17.8x | 2.4x |
| Mon, 02 May 2022 | ₫215.8t | ₫99.1t | ₫12.4t | 12.6x | 17.3x | 2.2x |
| Wed, 30 Mar 2022 | ₫248.4t | ₫94.0t | ₫9.3t | 15.4x | 26.7x | 2.6x |
| Fri, 25 Feb 2022 | ₫212.7t | ₫93.9t | ₫9.5t | 11.9x | 22.3x | 2.3x |
| Sun, 23 Jan 2022 | ₫196.8t | ₫80.1t | ₫5.8t | 15.1x | 34.1x | 2.5x |
| Tue, 21 Dec 2021 | ₫224.1t | ₫80.1t | ₫5.8t | 15.2x | 38.8x | 2.8x |
| Thu, 18 Nov 2021 | ₫235.3t | ₫80.1t | ₫5.8t | 17.4x | 40.7x | 2.9x |
| Sat, 16 Oct 2021 | ₫215.8t | ₫75.8t | ₫5.0t | 15.3x | 43.5x | 2.8x |
| Mon, 13 Sep 2021 | ₫201.9t | ₫96.1t | ₫8.3t | 15x | 24.2x | 2.1x |
| Wed, 11 Aug 2021 | ₫183.8t | ₫100.2t | ₫8.2t | 13.3x | 22.3x | 1.8x |
| Sun, 06 Jun 2021 | ₫156.3t | ₫94.5t | ₫7.8t | 12.7x | 20x | 1.7x |
Price to Earnings Ratio
20x
Current Industry PE
- Investors are optimistic on the Vietnamese Chemicals industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 35.4x which is higher than its 3-year average PE of 19.1x.
- The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 2.4x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 6.6% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, 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 Materials industry?
| VN Market | 0.15% | |
| Materials | 1.69% | |
| Chemicals | 3.38% | |
| Commodity Chemicals | 4.45% | |
| Specialty Chemicals | 0.65% | |
| Diversified Chemicals | 0% | |
| Industrial Gases | 0% | |
| Fertilizers and Agricultural Chemicals | -0.68% | |
Industry PE
- Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 28.0x.
- Analysts are expecting annual earnings growth of 9.3%, which is higher than its past year's earnings decline of 14.8% per year.
- Investors are most pessimistic about the Specialty Chemicals industry, which is trading below its 3-year average of 41.7x.
Forecasted Growth
- Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 30% over the next 5 years.
- This is better than its past earnings growth rate of 7.8% per year.
- In contrast, the Commodity Chemicals industry is expected to see its earnings grow by 9.3% 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 | |
|---|---|---|---|---|---|
| GVR Vietnam Rubber Group - | ₫34.90k | 6.4% +₫5.8t | 91.8% | n/a | |
| AAA An Phat Bioplastics | ₫12.25k | 8.4% +₫363.2b | 7.5% | PE12.6x | |
| DGC Duc Giang Chemicals Group | ₫126.60k | 0.6% +₫265.8b | 136.2% | PE17.1x | |
| APH An Phat Holdings | ₫10.80k | 9.3% +₫224.4b | 18.4% | n/a | |
| DPR Dong Phu Rubber | ₫42.80k | 5.7% +₫199.8b | 52.3% | PE21.3x |