14.850
−1,00%
2026-10-19
Fundamental Analysis
58 / 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 | 10.3% | 111.7% | 2.8% | 0.6% | 54.0% | 5.6% | 1.66× | 12.7% | 3/3 yrs | 23.4% | 5532.2% | 58.9% | 68.0% | 486 | −17,5% | 104 | +281,7% | 0.90 | 1.67 | −46,2% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 0 / 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 bn486Q2/26
1.Revenue & growth
VND bn486Q2/26
2.Profit & growth
VND bn50,1Q2/26
3.Profit mix (Penman)
VND bn1.050Q2/26
4.Margins & cost structure
%65.6%Q2/26
5.Returns & cash cycle
% · days10.8%Q2/26
6.Earnings quality & cash
VND bn1.024Q2/26
7.Asset structure
VND bn14.290Q2/26
8.Funding & debt health
VND bn · times14.290Q2/26
9.Revenue backlog
VND bn24,7Q2/26
10.Valuation
times · %8,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %123Q2/26
Adjusted EPS growth, latest quarter
No comparable quarter a year earlier
Average adjusted EPS growth, 3 quarters
-67.8%
averaged over 1 quarter(s)
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
-0.0%
Source: vnstockData through Q2/26