18.800
+1,08%
2026-10-19
Fundamental Analysis
76 / 100Rubric: Real estate
| Quarterly results | Relative Valuation | |||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Criterion | Inv/Equity | Inv turn | Adv/Inv | Adv/Debt | Adv YoY | Cash/Debt | Current | ST/Debt | CFO yrs+ | CFO/Debt | Recv/Adv | P/B vs 20q | P/E vs 20q | Revenue (bn) | Rev YoY | NPAT (bn) | NPAT YoY | P/B | 5-Year Average P/B | P/B vs. 5-Year Average |
| Value | 13.1% | 79.7% | 24.9% | — | -84.6% | — | 5.77× | — | 3/3 yrs | — | 138.7% | 67.6% | 59.6% | 45,9 | +735,1% | 50,7 | +393,6% | 0.83 | 1.59 | −48,0% |
| Pts | 0 / 6 | 8 / 8 | 8 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 8 / 8 | 6 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn45,9Q2/26
1.Revenue & growth
VND bn45,9Q2/26
2.Profit & growth
VND bn50,7Q2/26
3.Profit mix (Penman)
VND bn306Q2/26
4.Margins & cost structure
%77.5%Q2/26
5.Returns & cash cycle
% · days
6.Earnings quality & cash
VND bn193Q2/26
7.Asset structure
VND bn665Q2/26
8.Funding & debt health
VND bn · times665Q2/26
9.Revenue backlog
VND bn18,4Q2/26
10.Valuation
times · %1,9×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %2.028Q2/26
Adjusted EPS growth, latest quarter
394%
Average adjusted EPS growth, 3 quarters
180%
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26