2.280
+1,33%
2026-10-19
Fundamental Analysis
50 / 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 | 8.6% | 461.7% | 12.0% | 1.5% | 28.0% | 12.5% | 0.75× | 25.6% | 3/3 yrs | 8.2% | 133.3% | 25.6% | 46.4% | 311 | +71,9% | 15,4 | +224,2% | 0.86 | 3.82 | −77,4% |
| Pts | 0 / 6 | 8 / 8 | 4 / 10 | 0 / 8 | 6 / 8 | 4 / 10 | 0 / 6 | 6 / 8 | 6 / 6 | 2 / 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 bn311Q2/26
1.Revenue & growth
VND bn311Q2/26
2.Profit & growth
VND bn20,2Q2/26
3.Profit mix (Penman)
VND bn204Q2/26
4.Margins & cost structure
%46.7%Q2/26
5.Returns & cash cycle
% · days6.0%Q2/26
6.Earnings quality & cash
VND bn109Q2/26
7.Asset structure
VND bn4.473Q2/26
8.Funding & debt health
VND bn · times4.473Q2/26
9.Revenue backlog
VND bn214Q2/26
10.Valuation
times · %9,4×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %67Q2/26
Adjusted EPS growth, latest quarter
702%
Average adjusted EPS growth, 3 quarters
294%
averaged over 2 quarter(s)
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26