LONG HAU CORPORATION |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 34,100 VND | +1.79% |
|
+7.57% | +12.54% |
| 17/04 | Long Hau Corporation Reports Earnings Results for the First Quarter Ended March 31, 2024 | CI |
| 17/01 | Long Hau Corporation Reports Earnings Results for the Full Year Ended December 31, 2023 | CI |
Valuation
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 9,27,723 | 7,70,185 | 17,15,412 | 26,50,637 | 10,67,756 | 15,15,364 |
| Enterprise Value (EV) 1 | 3,65,327 | 3,92,342 | 12,31,187 | 17,59,740 | -13,911 | 5,05,900 |
| P/E ratio | 5.27 x | 6.03 x | 9.37 x | 10.6 x | 5.78 x | 11.3 x |
| Yield | 8.63% | 12.3% | 5.54% | - | 8.9% | - |
| Capitalization / Revenue | 2.16 x | 1.29 x | 2.67 x | 3.39 x | 1.7 x | 3.84 x |
| EV / Revenue | 0.85 x | 0.66 x | 1.91 x | 2.25 x | -0.02 x | 1.28 x |
| EV / EBITDA | 1.79 x | 2.15 x | 4.59 x | 4.37 x | -0.06 x | 2.64 x |
| EV / FCF | -1.91 x | -3.18 x | 8.49 x | 4.45 x | -0.07 x | -9.82 x |
| FCF Yield | -52.4% | -31.5% | 11.8% | 22.5% | -1,497% | -10.2% |
| Price to Book | 0.81 x | 0.65 x | 1.34 x | 1.81 x | 0.7 x | 0.95 x |
| Nbr of stocks (in thousands) | 50,012 | 50,012 | 50,012 | 50,012 | 50,012 | 50,012 |
| Reference price 2 | 18,550 | 15,400 | 34,300 | 53,000 | 21,350 | 30,300 |
| Announcement Date | 29/03/19 | 20/03/20 | 19/03/21 | 21/03/22 | 17/03/23 | 05/03/24 |
1VND in Million2VND
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net sales 1 | 4,30,241 | 5,98,868 | 6,43,579 | 7,81,650 | 6,28,858 | 3,94,859 |
| EBITDA 1 | 2,03,979 | 1,82,414 | 2,67,976 | 4,03,124 | 2,50,510 | 1,91,914 |
| EBIT 1 | 1,73,113 | 1,44,770 | 2,17,558 | 3,51,583 | 1,96,728 | 1,37,248 |
| Operating Margin | 40.24% | 24.17% | 33.8% | 44.98% | 31.28% | 34.76% |
| Earnings before Tax (EBT) 1 | 2,14,598 | 1,79,299 | 2,46,410 | 3,74,876 | 2,54,960 | 2,11,965 |
| Net income 1 | 1,75,976 | 1,42,695 | 1,98,630 | 2,96,295 | 2,03,891 | 1,66,187 |
| Net margin | 40.9% | 23.83% | 30.86% | 37.91% | 32.42% | 42.09% |
| EPS 2 | 3,519 | 2,554 | 3,662 | 5,006 | 3,691 | 2,691 |
| Free Cash Flow 1 | -1,91,381 | -1,23,429 | 1,44,931 | 3,95,592 | 2,08,216 | -51,500 |
| FCF margin | -44.48% | -20.61% | 22.52% | 50.61% | 33.11% | -13.04% |
| FCF Conversion (EBITDA) | - | - | 54.08% | 98.13% | 83.12% | - |
| FCF Conversion (Net income) | - | - | 72.97% | 133.51% | 102.12% | - |
| Dividend per Share 2 | 1,600 | 1,900 | 1,900 | - | 1,900 | - |
| Announcement Date | 29/03/19 | 20/03/20 | 19/03/21 | 21/03/22 | 17/03/23 | 05/03/24 |
1VND in Million2VND
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2022 Q2 | 2022 Q3 | 2023 Q1 |
|---|---|---|---|
| Net sales 1 | 2,33,365 | 1,77,903 | 1,15,695 |
| EBITDA | - | - | - |
| EBIT | - | 79,715 | - |
| Operating Margin | - | 44.81% | - |
| Earnings before Tax (EBT) | - | - | - |
| Net income 1 | 40,846 | 82,433 | 50,746 |
| Net margin | 17.5% | 46.34% | 43.86% |
| EPS | - | - | - |
| Dividend per Share | - | - | - |
| Announcement Date | 29/07/22 | 31/10/22 | 05/05/23 |
1VND in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 |
|---|---|---|---|---|---|---|
| Net Debt 1 | - | - | - | - | - | - |
| Net Cash position 1 | 5,62,395 | 3,77,843 | 4,84,225 | 8,90,897 | 10,81,667 | 10,09,464 |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - |
| Free Cash Flow 1 | -1,91,381 | -1,23,429 | 1,44,931 | 3,95,592 | 2,08,216 | -51,500 |
| ROE (net income / shareholders' equity) | 15.9% | 12.2% | 16.1% | 21.6% | 13.6% | 10.6% |
| ROA (Net income/ Total Assets) | 5.3% | 4.16% | 5.62% | 8.07% | 4.2% | 2.83% |
| Assets 1 | 33,20,055 | 34,31,830 | 35,31,328 | 36,71,015 | 48,49,688 | 58,69,207 |
| Book Value Per Share 2 | 22,922 | 23,805 | 25,654 | 29,262 | 30,673 | 31,885 |
| Cash Flow per Share 2 | 7,035 | 3,029 | 5,209 | 1,837 | 1,700 | 4,879 |
| Capex 1 | 71,571 | 1,53,742 | 60,380 | 10,834 | 35,913 | 1,18,697 |
| Capex / Sales | 16.64% | 25.67% | 9.38% | 1.39% | 5.71% | 30.06% |
| Announcement Date | 29/03/19 | 20/03/20 | 19/03/21 | 21/03/22 | 17/03/23 | 05/03/24 |
1VND in Million2VND
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Sell
Buy
Mean consensus
BUY
Number of Analysts
1
Last Close Price
34,100
VND
Average target price
50,000
VND
Spread / Average Target
+46.63%
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +12.54% | 66.03M | |
| -10.60% | 27.77B | |
| +7.32% | 27.05B | |
| +17.83% | 26.3B | |
| +48.38% | 23.85B | |
| +7.41% | 20.92B | |
| +1.01% | 19.13B | |
| +28.02% | 16.64B | |
| -12.63% | 15.27B | |
| +1.46% | 15.05B |
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