6.720
−6,93%
2026-10-19
Fundamental Analysis
40 / 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 | 118.0% | 53.7% | 1.1% | 1.6% | -19.4% | 0.6% | 2.25× | 44.0% | 2/3 yrs | 2.4% | 722.6% | 18.5% | 15.3% | 466 | +6,8% | 12,0 | +181,4% | 0.67 | 3.58 | −81,4% |
| Pts | 4 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 0 / 10 | 6 / 6 | 4 / 8 | 4 / 6 | 0 / 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 bn466Q2/26
1.Revenue & growth
VND bn466Q2/26
2.Profit & growth
VND bn12,2Q2/26
3.Profit mix (Penman)
VND bn41,9Q2/26
4.Margins & cost structure
%11.7%Q2/26
5.Returns & cash cycle
% · days2.2%Q2/26
6.Earnings quality & cash
VND bn47,8Q2/26
7.Asset structure
VND bn5.079Q2/26
8.Funding & debt health
VND bn · times5.079Q2/26
9.Revenue backlog
VND bn48,4Q2/26
10.Valuation
times · %54,2×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %56Q2/26
Adjusted EPS growth, latest quarter
181%
Average adjusted EPS growth, 3 quarters
91.4%
averaged over 2 quarter(s)
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26