10.700
−0,93%
2026-10-19
Fundamental Analysis
20 / 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 | 135.9% | 2.9% | 0.6% | 7.1% | -71.2% | 17.0% | 0.72× | 97.7% | 1/3 yrs | -171.3% | 732.4% | 92.7% | 25.1% | 11,5 | −91,2% | 167 | +9.356,0% | 0.65 | 0.70 | −6,1% |
| Pts | 4 / 6 | 0 / 8 | 0 / 10 | 0 / 8 | 0 / 8 | 4 / 10 | 0 / 6 | 0 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 4 / 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 bn11,5Q2/26
1.Revenue & growth
VND bn11,5Q2/26
2.Profit & growth
VND bn165Q2/26
3.Profit mix (Penman)
VND bn418Q2/26
4.Margins & cost structure
%37.9%Q2/26
5.Returns & cash cycle
% · days1.0%Q2/26
Outlier warning: 18 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-1.031Q2/26
7.Asset structure
VND bn7.938Q2/26
8.Funding & debt health
VND bn · times7.938Q2/26
9.Revenue backlog
VND bn42,6Q2/26
10.Valuation
times · %8,8×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %601Q2/26
Adjusted EPS growth, latest quarter
24,6× higher
Average adjusted EPS growth, 3 quarters
827%
Quarters at 25%+ growth
3/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26