10.200
+2,00%
2026-10-19
Fundamental Analysis
32 / 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 | 47.5% | 8.5% | 1.6% | 2.7% | 82.5% | 4.0% | 1.93× | 46.4% | 1/3 yrs | -83.9% | 1588.2% | 39.7% | 187.5% | 29,8 | −78,5% | 15,2 | −68,9% | 0.59 | 1.53 | −61,5% |
| Pts | 0 / 6 | 4 / 8 | 0 / 10 | 0 / 8 | 8 / 8 | 0 / 10 | 6 / 6 | 4 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 8 / 8 | 0 / 6 | |||||||
Scored on the real-estate rubric — land bank, customer advances and cash flow, not the manufacturing criteria.
Financial charts
1.Revenue & growth
VND bn29,8Q2/26
1.Revenue & growth
VND bn29,8Q2/26
2.Profit & growth
VND bn14,7Q2/26
3.Profit mix (Penman)
VND bn38,8Q2/26
4.Margins & cost structure
%48.6%Q2/26
5.Returns & cash cycle
% · days0.3%Q2/26
Outlier warning: 16 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-338Q2/26
7.Asset structure
VND bn2.764Q2/26
8.Funding & debt health
VND bn · times2.764Q2/26
9.Revenue backlog
VND bn134Q2/26
10.Valuation
times · %28,7×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %211Q2/26
Adjusted EPS growth, latest quarter
-69.9%
Average adjusted EPS growth, 3 quarters
-85.1%
Quarters at 25%+ growth
0/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26