10.100
+12,22%
2026-10-19
Fundamental Analysis
46 / 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 | 17.4% | 197.5% | 1.9% | 7.0% | -82.5% | 132.0% | 1.63× | 100.0% | 2/3 yrs | 179.1% | 2229.6% | 79.9% | 75.3% | 610 | +247,6% | 38,6 | +4.597,8% | 0.76 | 1.02 | −24,9% |
| Pts | 0 / 6 | 8 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 10 / 10 | 6 / 6 | 0 / 8 | 4 / 6 | 8 / 8 | 0 / 8 | 6 / 8 | 4 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn610Q2/26
1.Revenue & growth
VND bn610Q2/26
2.Profit & growth
VND bn20,6Q2/26
3.Profit mix (Penman)
VND bn271Q2/26
4.Margins & cost structure
%28.9%Q2/26
5.Returns & cash cycle
% · days3.6%Q2/26
6.Earnings quality & cash
VND bn374Q2/26
7.Asset structure
VND bn6.426Q2/26
8.Funding & debt health
VND bn · times6.426Q2/26
9.Revenue backlog
VND bn78,1Q2/26
10.Valuation
times · %19,8×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %69Q2/26
Adjusted EPS growth, latest quarter
No comparable quarter a year earlier
Average adjusted EPS growth, 3 quarters
-46.0%
averaged over 1 quarter(s)
Quarters at 25%+ growth
2/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26