19.100
−10,33%
2026-10-15
Fundamental Analysis
52 / 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 | 243.7% | 5.3% | 0.0% | 2.6% | 599.5% | 307.1% | 1.00× | 31.0% | 1/3 yrs | 1067.0% | 32365.6% | 73.3% | 870.6% | 17,0 | −28,7% | 3,5 | −49,1% | 2.58 | 3.81 | −32,2% |
| Pts | 6 / 6 | 4 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 10 / 10 | 2 / 6 | 6 / 8 | 2 / 6 | 8 / 8 | 0 / 8 | 6 / 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 bn17,0Q2/26
1.Revenue & growth
VND bn17,0Q2/26
2.Profit & growth
VND bn3,42Q2/26
3.Profit mix (Penman)
VND bn4,66Q2/26
4.Margins & cost structure
%-3.1%Q2/26
5.Returns & cash cycle
% · days0.9%Q2/26
Outlier warning: 7 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn
7.Asset structure
VND bn2.561Q2/26
8.Funding & debt health
VND bn · times2.561Q2/26
9.Revenue backlog
VND bn178Q2/26
10.Valuation
times · %285,9×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %57Q2/26
Adjusted EPS growth, latest quarter
-49.8%
Average adjusted EPS growth, 3 quarters
-92.3%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26