End-of-day quote
Ho Chi Minh S.E.
06:00:00 2024-04-25 pm EDT
|
5-day change
|
1st Jan Change
|
80,000
VND
|
-1.84%
|
|
+3.23%
|
+11.27%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
6,043,890
|
6,495,456
|
8,119,320
|
7,040,939
|
6,785,863
|
7,590,959
|
-
|
-
|
Enterprise Value (EV)
1 |
6,043,890
|
6,495,456
|
8,119,320
|
7,040,939
|
6,785,863
|
7,590,959
|
7,590,959
|
7,590,959
|
P/E ratio
|
12.9
x
|
15
x
|
15.3
x
|
11.5
x
|
15.5
x
|
12
x
|
10.5
x
|
9.48
x
|
Yield
|
6.67%
|
6.25%
|
3.13%
|
-
|
-
|
6.25%
|
5.83%
|
6.25%
|
Capitalization / Revenue
|
8.08
x
|
9.37
x
|
9.68
x
|
8.27
x
|
9.63
x
|
7.82
x
|
6.69
x
|
5.62
x
|
EV / Revenue
|
8.08
x
|
9.37
x
|
9.68
x
|
8.27
x
|
9.63
x
|
7.82
x
|
6.69
x
|
5.62
x
|
EV / EBITDA
|
11.2
x
|
12.3
x
|
12.9
x
|
10.3
x
|
12.9
x
|
9.16
x
|
7.88
x
|
6.6
x
|
EV / FCF
|
37.7
x
|
13
x
|
13.9
x
|
12.8
x
|
-
|
25.9
x
|
11.3
x
|
10.4
x
|
FCF Yield
|
2.65%
|
7.7%
|
7.21%
|
7.83%
|
-
|
3.86%
|
8.87%
|
9.63%
|
Price to Book
|
-
|
6.4
x
|
-
|
4.91
x
|
5.07
x
|
4.2
x
|
3.52
x
|
-
|
Nbr of stocks (in thousands)
|
93,177
|
93,880
|
93,880
|
93,879
|
94,379
|
94,887
|
-
|
-
|
Reference price
2 |
64,865
|
69,189
|
86,486
|
75,000
|
71,900
|
80,000
|
80,000
|
80,000
|
Announcement Date
|
1/18/20
|
1/20/21
|
1/19/22
|
1/18/23
|
1/20/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
747,976
|
692,853
|
839,106
|
851,018
|
704,825
|
970,333
|
1,134,500
|
1,351,000
|
EBITDA
1 |
540,709
|
526,773
|
628,533
|
684,833
|
527,392
|
828,500
|
963,500
|
1,151,000
|
EBIT
1 |
526,789
|
473,363
|
574,093
|
641,088
|
483,636
|
728,333
|
879,000
|
1,014,000
|
Operating Margin
|
70.43%
|
68.32%
|
68.42%
|
75.33%
|
68.62%
|
75.06%
|
77.48%
|
75.06%
|
Earnings before Tax (EBT)
1 |
537,679
|
499,278
|
606,308
|
696,605
|
568,559
|
771,667
|
915,000
|
1,103,000
|
Net income
1 |
502,589
|
464,337
|
564,644
|
646,149
|
498,307
|
686,667
|
774,000
|
882,000
|
Net margin
|
67.19%
|
67.02%
|
67.29%
|
75.93%
|
70.7%
|
70.77%
|
68.22%
|
65.28%
|
EPS
2 |
5,030
|
4,600
|
5,635
|
6,505
|
4,638
|
6,671
|
7,596
|
8,437
|
Free Cash Flow
1 |
160,438
|
500,227
|
585,458
|
551,281
|
-
|
293,000
|
673,000
|
731,000
|
FCF margin
|
21.45%
|
72.2%
|
69.77%
|
64.78%
|
-
|
30.2%
|
59.32%
|
54.11%
|
FCF Conversion (EBITDA)
|
29.67%
|
94.96%
|
93.15%
|
80.5%
|
-
|
35.37%
|
69.85%
|
63.51%
|
FCF Conversion (Net income)
|
31.92%
|
107.73%
|
103.69%
|
85.32%
|
-
|
42.67%
|
86.95%
|
82.88%
|
Dividend per Share
2 |
4,324
|
4,324
|
2,703
|
-
|
-
|
5,000
|
4,667
|
5,000
|
Announcement Date
|
1/18/20
|
1/20/21
|
1/19/22
|
1/18/23
|
1/20/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 S1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
---|
Net sales
1 |
408,039
|
172,375
|
171,590
|
198,814
|
212,813
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
-
|
123,113
|
121,861
|
-
|
154,338
|
Operating Margin
|
-
|
71.42%
|
71.02%
|
-
|
72.52%
|
Earnings before Tax (EBT)
1 |
309,141
|
147,401
|
145,732
|
-
|
168,166
|
Net income
1 |
287,739
|
129,125
|
127,608
|
128,379
|
147,285
|
Net margin
|
70.52%
|
74.91%
|
74.37%
|
64.57%
|
69.21%
|
EPS
|
-
|
-
|
-
|
-
|
-
|
Dividend per Share
|
-
|
-
|
-
|
-
|
-
|
Announcement Date
|
7/20/21
|
7/20/23
|
10/19/23
|
1/20/24
|
4/17/24
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
160,438
|
500,227
|
585,458
|
551,281
|
-
|
293,000
|
673,000
|
731,000
|
ROE (net income / shareholders' equity)
|
53.2%
|
46%
|
49.8%
|
48.2%
|
35.9%
|
46.1%
|
43.8%
|
45.3%
|
ROA (Net income/ Total Assets)
|
49.2%
|
42.8%
|
45%
|
43.5%
|
30.6%
|
40.2%
|
39.6%
|
41.2%
|
Assets
1 |
1,022,250
|
1,083,778
|
1,255,043
|
1,485,400
|
1,629,286
|
1,710,253
|
1,954,545
|
2,140,777
|
Book Value Per Share
2 |
-
|
10,819
|
-
|
15,271
|
14,185
|
19,037
|
22,700
|
-
|
Cash Flow per Share
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Capex
1 |
3,246
|
3,577
|
12,218
|
34,328
|
-
|
79,000
|
-
|
-
|
Capex / Sales
|
0.43%
|
0.52%
|
1.46%
|
4.03%
|
-
|
8.14%
|
-
|
-
|
Announcement Date
|
1/18/20
|
1/20/21
|
1/19/22
|
1/18/23
|
1/20/24
|
-
|
-
|
-
|
Last Close Price
80,000
VND Average target price
85,933
VND Spread / Average Target +7.42% Consensus |
1st Jan change
|
Capi.
|
---|
| +11.27% | 300M | | +7.11% | 24.69B | | +3.02% | 5.37B | | -13.29% | 4.68B | | -1.77% | 4.48B | | +5.47% | 4.26B | | +8.18% | 3.46B | | -9.81% | 3.31B | | 0.00% | 2.67B | | +13.27% | 2.25B |
Airport Operators
|