4.600
+15,00%
2026-10-19
Fundamental Analysis
44 / 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 | 41.3% | 12.9% | 0.3% | — | -93.0% | — | 15.97× | — | 1/3 yrs | — | 3171.7% | 89.2% | — | 2,4 | −39,6% | −3,1 | +70,1% | 0.65 | 0.75 | −13,4% |
| Pts | 0 / 6 | 6 / 8 | 0 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 8 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 4 / 8 | — / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn2,45Q2/26
1.Revenue & growth
VND bn2,45Q2/26
2.Profit & growth
VND bn-3,08Q2/26
3.Profit mix (Penman)
VND bn-10,7Q2/26
4.Margins & cost structure
%29.8%Q2/26
5.Returns & cash cycle
% · days-6.0%Q2/26
Outlier warning: 2 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-2,92Q2/26
7.Asset structure
VND bn149Q2/26
8.Funding & debt health
VND bn · times149Q2/26
9.Revenue backlog
VND bn0,17Q2/26
10.Valuation
times · %-11,0×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %-154Q2/26
Adjusted EPS growth, latest quarter
No comparable quarter a year earlier
Average adjusted EPS growth, 3 quarters
No comparable quarter a year earlier
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26