AN CUONG |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 40,200 VND | -0.25% |
|
+0.25% | +6.91% |
Valuation
| Fiscal Period: December | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Capitalization 1 | 56,69,266 | 60,61,675 | - | - |
| Enterprise Value (EV) 1 | 56,69,266 | 60,61,675 | 60,61,675 | 60,61,675 |
| P/E ratio | - | 7.82 x | 9.93 x | 8.68 x |
| Yield | - | 5.47% | 6.47% | 7.46% |
| Capitalization / Revenue | 1.51 x | 1.48 x | 1.34 x | 1.21 x |
| EV / Revenue | 1.51 x | 1.48 x | 1.34 x | 1.21 x |
| EV / EBITDA | 11 x | 9.89 x | 8.1 x | 6.83 x |
| EV / FCF | - | 8.97 x | 8.16 x | 9.65 x |
| FCF Yield | - | 11.2% | 12.3% | 10.4% |
| Price to Book | - | 1.09 x | - | - |
| Nbr of stocks (in thousands) | 1,50,778 | 1,50,788 | - | - |
| Reference price 2 | 37,600 | 40,200 | 40,200 | 40,200 |
| Announcement Date | 29/01/24 | - | - | - |
1VND in Million2VND
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|
| Net sales 1 | 37,62,129 | 40,83,500 | 45,35,000 | 50,27,000 |
| EBITDA 1 | 5,16,953 | 6,13,000 | 7,48,000 | 8,87,000 |
| EBIT 1 | 4,12,822 | 5,00,000 | 6,25,000 | 7,53,000 |
| Operating Margin | 10.97% | 12.24% | 13.78% | 14.98% |
| Earnings before Tax (EBT) 1 | 5,40,145 | 6,66,000 | 8,03,000 | 9,18,000 |
| Net income 1 | 4,36,718 | 5,44,500 | 6,43,000 | 7,35,000 |
| Net margin | 11.61% | 13.33% | 14.18% | 14.62% |
| EPS 2 | - | 5,140 | 4,048 | 4,629 |
| Free Cash Flow 1 | - | 6,76,000 | 7,43,000 | 6,28,000 |
| 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 | 29/01/24 | - | - | - |
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 | - | 6,76,000 | 7,43,000 | 6,28,000 |
| 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 | 54,94,694 | 55,84,615 | 59,53,704 | 63,36,207 |
| 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 | 29/01/24 | - | - | - |
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
40,200
VND
Average target price
43,348
VND
Spread / Average Target
+7.83%
EPS Revisions
Annual profits - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +6.91% | 238M | |
| +27.66% | 6.48B | |
| +7.55% | 3.45B | |
| -12.34% | 1.81B | |
| +43.79% | 1.46B | |
| +5.80% | 1.4B | |
| -4.58% | 1.22B | |
| -9.30% | 823M | |
| -21.60% | 648M | |
| +11.59% | 575M |
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