{"id":178124,"date":"2025-04-10T19:18:09","date_gmt":"2025-04-10T19:18:09","guid":{"rendered":"https:\/\/pocketoption.com\/blog\/news-events\/data\/export-stocks\/"},"modified":"2025-04-10T19:18:09","modified_gmt":"2025-04-10T19:18:09","slug":"export-stocks","status":"publish","type":"post","link":"https:\/\/pocketoption.com\/blog\/en\/knowledge-base\/markets\/export-stocks\/","title":{"rendered":"Export Industry Stocks: Sustainable Profitable Investment Opportunities for Vietnamese Investors"},"content":{"rendered":"
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Overview of Export Industry Stocks in Vietnam<\/h2><\/div>

In the context of a global economy experiencing many fluctuations, export industry stocks in Vietnam emerge as an attractive investment option with sustainable growth potential. Vietnam has proven its position as one of the countries with impressive export growth in the region, achieving an average growth rate of 8-10% annually during the period 2020-2024.<\/p><\/div>

Investors interested in export industry stocks need to understand the main growth drivers of this sector in Vietnam. These factors include competitive labor costs, favorable geographical location, diverse free trade agreements (FTAs), and the ability to quickly adapt to global market trends.<\/p><\/div>

Pocket Option -- one of the leading trading platforms -- has pointed out that Vietnamese export stocks have good resilience against global economic shocks thanks to the diversification of export markets and the adaptability of Vietnamese enterprises. Particularly, during the 2023-2024 period, when global supply chains faced many challenges, many Vietnamese export stock groups still maintained impressive business results.<\/p><\/div>

Year<\/th>Export turnover (billion USD)<\/th>Growth (%)<\/th>Average performance of export stocks (%)<\/th><\/tr><\/thead>
2020<\/td>281.5<\/td>6.5<\/td>7.2<\/td><\/tr>
2021<\/td>336.3<\/td>19.4<\/td>21.3<\/td><\/tr>
2022<\/td>371.8<\/td>10.6<\/td>12.7<\/td><\/tr>
2023<\/td>389.2<\/td>4.7<\/td>8.9<\/td><\/tr>
2024 (expected)<\/td>420.5<\/td>8.0<\/td>13.5<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Export Sub-sectors and Investment Potential<\/h2><\/div>

When considering export industry stocks, Vietnamese investors need to understand the main sub-sectors and the unique characteristics of each field. Each sub-sector has its own growth drivers and risks, requiring different investment strategies.<\/p><\/div>

Textiles, Apparel and Footwear<\/h3><\/div>

Textiles, apparel, and footwear are among Vietnam's traditional and key export industries. Businesses in this field have succeeded in transitioning from simple processing to ODM (Original Design Manufacturing) and building their own brands, increasing profit margins.<\/p><\/div>

Export stocks in the textile industry such as TCM, VGT, TNG have demonstrated strong recovery capacity after the COVID-19 pandemic. According to Pocket Option's analysis, Vietnam's textile industry benefits from the \"\"China+1\"\" trend as many international manufacturers seek alternative production locations outside China.<\/p><\/div>

Stock code<\/th>Sector<\/th>Main export markets<\/th>ROE (%)<\/th>P\/E<\/th><\/tr><\/thead>
VGT<\/td>Textiles & Apparel<\/td>US, EU, Japan<\/td>15.8<\/td>9.2<\/td><\/tr>
TCM<\/td>Textiles & Apparel<\/td>US, South Korea<\/td>17.3<\/td>8.7<\/td><\/tr>
TNG<\/td>Textiles & Apparel<\/td>EU, US<\/td>16.4<\/td>7.9<\/td><\/tr>
BBC<\/td>Footwear<\/td>US, EU<\/td>14.2<\/td>8.5<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Seafood and Agricultural Products<\/h3><\/div>

Vietnam is a leading global exporter of seafood and agricultural products, with items such as shrimp, pangasius, rice, coffee, and cashews. Export stocks in this sector typically have high cyclicality, depending on weather factors, diseases, and global commodity price fluctuations.<\/p><\/div>

Stocks such as VHC, MPC, ANV in the seafood industry and stocks like LTG, SJF in the agricultural sector are popular choices in the investment portfolios of many investors interested in export stocks. This is especially true as Vietnam benefits from free trade agreements such as CPTPP, EVFTA, and RCEP.<\/p><\/div>

Stock code<\/th>Main products<\/th>Export proportion in revenue (%)<\/th>Gross profit margin (%)<\/th>Outlook for 2025<\/th><\/tr><\/thead>
VHC<\/td>Pangasius, basa fish<\/td>88<\/td>15.7<\/td>Positive<\/td><\/tr>
MPC<\/td>Shrimp<\/td>92<\/td>13.2<\/td>Positive<\/td><\/tr>
ANV<\/td>Pangasius<\/td>85<\/td>14.8<\/td>Neutral<\/td><\/tr>
LTG<\/td>Rice<\/td>75<\/td>10.3<\/td>Positive<\/td><\/tr>
SJF<\/td>Coffee, cashews<\/td>82<\/td>9.7<\/td>Neutral<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Analysis of Export Stocks Based on Economic Cycles<\/h2><\/div>

One of the important factors when investing in export stocks is understanding economic cycles and their impact on export businesses. Experts at Pocket Option point out that export stocks typically have a high correlation with the economic conditions of key export markets such as the US, EU, China, and Japan.<\/p><\/div>

During periods of strong global economic growth, export stocks usually deliver superior performance. Conversely, when the global economy faces difficulties, export businesses must deal with declining orders and price competition pressure.<\/p><\/div>

Below is an analysis of the performance of Vietnamese export stocks during different economic periods:<\/p><\/div>

Economic phase<\/th>Average performance of export stocks<\/th>Most effective export sub-sector<\/th>Suitable investment strategy<\/th><\/tr><\/thead>
Strong growth<\/td>+18-25%<\/td>Electronics, Technology<\/td>Long-term accumulation<\/td><\/tr>
Stable growth<\/td>+10-15%<\/td>Textiles, Seafood<\/td>Portfolio diversification<\/td><\/tr>
Slowdown<\/td>+5-8%<\/td>Agricultural products, Wood<\/td>Selective stocks with strong fundamentals<\/td><\/tr>
Recession<\/td>-5 to -15%<\/td>Essential food products<\/td>Defensive, seeking value stocks<\/td><\/tr>
Recovery<\/td>+15-20%<\/td>Textiles, Furniture<\/td>Buy when market is still low<\/td><\/tr><\/tbody><\/table><\/div><\/div>

Currently, as the global economy is in a period of uneven recovery after the COVID-19 pandemic and geopolitical tensions, investors should pay attention to export stocks with high adaptability and diversified export markets to minimize risks.<\/p><\/div>

Factors Affecting Vietnamese Export Stocks<\/h2><\/div>

To successfully invest in export stocks, Vietnamese investors need to monitor and analyze the macro and micro factors affecting the performance of export businesses. Pocket Option recommends investors pay attention to the following factors:<\/p><\/div>

Macroeconomic Factors<\/h3><\/div>