AN CUONG |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 39,900 VND | -0.50% |
|
+2.57% | +6.12% |
Valuation
| Fiscal Period: December | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Capitalization 1 | 5,669,266 | 6,084,294 | - | - |
| Enterprise Value (EV) 1 | 5,669,266 | 6,084,294 | 6,084,294 | 6,084,294 |
| P/E ratio | - | 7.85 x | 9.97 x | 8.72 x |
| Yield | - | 5.45% | 6.44% | 7.43% |
| Capitalization / Revenue | 1.51 x | 1.49 x | 1.34 x | 1.21 x |
| EV / Revenue | 1.51 x | 1.49 x | 1.34 x | 1.21 x |
| EV / EBITDA | 11 x | 9.93 x | 8.13 x | 6.86 x |
| EV / FCF | - | 9 x | 8.19 x | 9.69 x |
| FCF Yield | - | 11.1% | 12.2% | 10.3% |
| Price to Book | - | 1.09 x | - | - |
| Nbr of stocks (in thousands) | 150,778 | 150,788 | - | - |
| Reference price 2 | 37,600 | 40,350 | 40,350 | 40,350 |
| Announcement Date | 1/29/24 | - | - | - |
1VND in Million2VND
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Net sales 1 | 3,762,129 | 4,083,500 | 4,535,000 | 5,027,000 |
| EBITDA 1 | 516,953 | 613,000 | 748,000 | 887,000 |
| EBIT 1 | 412,822 | 500,000 | 625,000 | 753,000 |
| Operating Margin | 10.97% | 12.24% | 13.78% | 14.98% |
| Earnings before Tax (EBT) 1 | 540,145 | 666,000 | 803,000 | 918,000 |
| Net income 1 | 436,718 | 544,500 | 643,000 | 735,000 |
| Net margin | 11.61% | 13.33% | 14.18% | 14.62% |
| EPS 2 | - | 5,140 | 4,048 | 4,629 |
| Free Cash Flow 1 | - | 676,000 | 743,000 | 628,000 |
| FCF margin | - | 16.55% | 16.38% | 12.49% |
| FCF Conversion (EBITDA) | - | 110.28% | 99.33% | 70.8% |
| FCF Conversion (Net income) | - | 124.15% | 115.55% | 85.44% |
| Dividend per Share 2 | - | 2,200 | 2,600 | 3,000 |
| Announcement Date | 1/29/24 | - | - | - |
1VND in Million2VND
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Net Debt | - | - | - | - |
| Net Cash position | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - |
| Free Cash Flow 1 | - | 676,000 | 743,000 | 628,000 |
| ROE (net income / shareholders' equity) | 10.8% | 12.7% | 14% | 15.1% |
| ROA (Net income/ Total Assets) | 7.95% | 9.75% | 10.8% | 11.6% |
| Assets 1 | 5,494,694 | 5,584,615 | 5,953,704 | 6,336,207 |
| Book Value Per Share 2 | - | 36,882 | - | - |
| Cash Flow per Share | - | - | - | - |
| Capex 1 | - | 76,000 | 84,000 | 93,000 |
| Capex / Sales | - | 1.86% | 1.85% | 1.85% |
| Announcement Date | 1/29/24 | - | - | - |
1VND in Million2VND
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
BUY
Number of Analysts
2
Last Close Price
39,900
VND
Average target price
43,348
VND
Spread / Average Target
+8.64%
EPS Revisions
Annual profits - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +6.12% | 246M | |
| +29.24% | 6.43B | |
| +7.09% | 3.39B | |
| -13.74% | 1.76B | |
| +5.47% | 1.38B | |
| +30.70% | 1.33B | |
| -6.94% | 1.18B | |
| -14.73% | 763M | |
| -21.48% | 643M | |
| +11.14% | 569M |
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