10.200
+0,00%
2026-10-19
Fundamental Analysis
74 / 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 | 6.5% | 316.8% | 78.9% | 154.5% | 0.8% | 354.3% | 2.76× | 32.9% | 3/3 yrs | 478.3% | 117.5% | 45.4% | 170.3% | 98,1 | −65,9% | 35,2 | −76,9% | 0.55 | 1.22 | −54,9% |
| Pts | 0 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 4 / 8 | 10 / 10 | 6 / 6 | 6 / 8 | 6 / 6 | 8 / 8 | 0 / 8 | 8 / 8 | 0 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn98,1Q2/26
1.Revenue & growth
VND bn98,1Q2/26
2.Profit & growth
VND bn25,6Q2/26
3.Profit mix (Penman)
VND bn198Q2/26
4.Margins & cost structure
%41.5%Q2/26
5.Returns & cash cycle
% · days14.3%Q2/26
6.Earnings quality & cash
VND bn261Q2/26
7.Asset structure
VND bn2.582Q2/26
8.Funding & debt health
VND bn · times2.582Q2/26
9.Revenue backlog
VND bn181Q2/26
10.Valuation
times · %11,7×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %384Q2/26
Adjusted EPS growth, latest quarter
-75.0%
Average adjusted EPS growth, 3 quarters
54.7%
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
Share history could not be reconciled
Source: vnstockData through Q2/26