2.790
+1,82%
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 | 140.4% | 68.5% | 76.8% | 27838.3% | -3.0% | 1706.7% | 0.96× | 26.7% | 1/3 yrs | -2698.3% | 101.9% | 118.2% | — | 69,5 | +290,0% | 5,8 | −55,9% | 1.61 | 2.07 | −22,2% |
| Pts | 4 / 6 | 8 / 8 | 10 / 10 | 8 / 8 | 0 / 8 | 10 / 10 | 0 / 6 | 6 / 8 | 2 / 6 | 0 / 8 | 0 / 8 | 2 / 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 bn69,5Q2/26
1.Revenue & growth
VND bn69,5Q2/26
2.Profit & growth
VND bn6,03Q2/26
3.Profit mix (Penman)
VND bn104Q2/26
4.Margins & cost structure
%14.2%Q2/26
5.Returns & cash cycle
% · days1.1%Q2/26
Outlier warning: 5 period(s) outside -1.825…1.825 days, drawn at the limit
6.Earnings quality & cash
VND bn-20,2Q2/26
7.Asset structure
VND bn677Q2/26
8.Funding & debt health
VND bn · times677Q2/26
9.Revenue backlog
VND bn249Q2/26
10.Valuation
times · %3,1×Q2/26
11.EPS growth & dilution warning (CANSLIM)
VND per share; growth in %53Q2/26
Adjusted EPS growth, latest quarter
-54.6%
Average adjusted EPS growth, 3 quarters
-18.1%
averaged over 2 quarter(s)
Quarters at 25%+ growth
1/3
Share dilution rate, 1 year
0.0%
Source: vnstockData through Q2/26