12.000
+0,00%
2026-10-19
Fundamental Analysis
60 / 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 | 331.3% | 17.0% | 11.1% | 15.1% | 453598.8% | 18.6% | 2.71× | 34.1% | 0/3 yrs | 7.5% | 30.7% | 77.6% | 18.0% | 110 | +2.676,6% | 6,9 | +503,8% | 1.01 | 1.40 | −27,6% |
| Pts | 6 / 6 | 6 / 8 | 4 / 10 | 0 / 8 | 8 / 8 | 4 / 10 | 6 / 6 | 6 / 8 | 0 / 6 | 2 / 8 | 6 / 8 | 6 / 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 bn110Q2/26
1.Revenue & growth
VND bn110Q2/26
2.Profit & growth
VND bn6,88Q2/26
3.Profit mix (Penman)
VND bn49,2Q2/26
4.Margins & cost structure
%32.6%Q2/26
5.Returns & cash cycle
% · days3.7%Q2/26
Outlier warning: 18 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn119Q2/26
7.Asset structure
VND bn2.642Q2/26
8.Funding & debt health
VND bn · times2.642Q2/26
9.Revenue backlog
VND bn241Q2/26
10.Valuation
times · %18,9×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %125Q2/26
Adjusted EPS growth, latest quarter
504%
Average adjusted EPS growth, 3 quarters
314%
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26