10.900
−0,91%
2026-10-19
Fundamental Analysis
48 / 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 | 56.2% | 45.2% | 12.3% | 29.4% | -20.5% | 16.7% | 2.34× | 15.4% | 0/3 yrs | -105.2% | 142.6% | 62.4% | 82.6% | 293 | −30,4% | 53,5 | +34,9% | 1.05 | 1.94 | −46,1% |
| Pts | 2 / 6 | 8 / 8 | 4 / 10 | 4 / 8 | 0 / 8 | 4 / 10 | 6 / 6 | 8 / 8 | 0 / 6 | 0 / 8 | 0 / 8 | 8 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn293Q2/26
1.Revenue & growth
VND bn293Q2/26
2.Profit & growth
VND bn42,6Q2/26
3.Profit mix (Penman)
VND bn271Q2/26
4.Margins & cost structure
%31.0%Q2/26
5.Returns & cash cycle
% · days3.1%Q2/26
6.Earnings quality & cash
VND bn-1.614Q2/26
7.Asset structure
VND bn10.754Q2/26
8.Funding & debt health
VND bn · times10.754Q2/26
9.Revenue backlog
VND bn587Q2/26
10.Valuation
times · %33,9×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %75Q2/26
Adjusted EPS growth, latest quarter
-21.7%
Average adjusted EPS growth, 3 quarters
-4.3%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
Share history could not be reconciled
Source: vnstockData through Q2/26