Ankündigung • Jul 22
Savimex Corporation Announces Change in 25th Certificate of Business Registration by Department of Finance of Ho Chi Minh City Savimex Corporation announced based on the Certificate of enterprises registration (ERC) No. 0302317892 changed the 25th dated on July 17, 2026 issued by the Department of Finance of Ho Chi Minh City, the change of the ERC as follows: Information before change: Charter capital: VND 264,292,400,000. Information after change: Charter capital: VND 277,304,800,000. Reason for change (if any): Issue new shares to increase charter capital from owner's equity. Effective date is July 17, 2026. Receipt date of new certificate of business registration: July 20, 2026. Reported Earnings • Jul 22
Second quarter 2026 earnings released: EPS: ₫86.00 (vs ₫221 loss in 2Q 2025) Second quarter 2026 results: EPS: ₫86.00 (up from ₫221 loss in 2Q 2025). Revenue: ₫304.2b (up 28% from 2Q 2025). Net income: ₫2.24b (up ₫8.28b from 2Q 2025). Profit margin: 0.7% (up from net loss in 2Q 2025). New Risk • Jul 10
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (₫362.2b market cap, or US$13.8m). New Risk • Jun 06
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.3% net profit margin). Market cap is less than US$100m (₫374.5b market cap, or US$14.2m). Declared Dividend • May 21
Dividend of ₫1,000 announced Shareholders will receive a dividend of ₫1,000. Ex-date: 2nd June 2026 Payment date: 22nd July 2026 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time. Reported Earnings • Apr 25
First quarter 2026 earnings released: EPS: ₫837 (vs ₫644 in 1Q 2025) First quarter 2026 results: EPS: ₫837 (up from ₫644 in 1Q 2025). Revenue: ₫299.3b (up 9.3% from 1Q 2025). Net income: ₫21.8b (up 30% from 1Q 2025). Profit margin: 7.3% (up from 6.1% in 1Q 2025). Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₫16,600, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 79% over the past three years. New Risk • Apr 07
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₫350.2b market cap, or US$13.3m). Ankündigung • Mar 26
Savimex Corporation, Annual General Meeting, Apr 17, 2026 Savimex Corporation, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time. Location: hall (ground floor) at savimex corporation, no. 162 ht 17 street, tan thoi hiep ward, Vietnam Buy Or Sell Opportunity • Jan 21
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.9% to ₫13,300. The fair value is estimated to be ₫16,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Jan 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 13% to ₫13,400. The fair value is estimated to be ₫16,878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Dec 12
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 18% to ₫13,000. The fair value is estimated to be ₫16,803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Oct 24
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 19% to ₫13,500. The fair value is estimated to be ₫16,889, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable. Reported Earnings • Oct 23
Third quarter 2025 earnings released: EPS: ₫683 (vs ₫121 in 3Q 2024) Third quarter 2025 results: EPS: ₫683 (up from ₫121 in 3Q 2024). Revenue: ₫251.8b (down 19% from 3Q 2024). Net income: ₫17.2b (up 483% from 3Q 2024). Profit margin: 6.8% (up from 1.0% in 3Q 2024). Reported Earnings • Jul 22
Second quarter 2025 earnings released: ₫910 loss per share (vs ₫1,096 loss in 2Q 2024) Second quarter 2025 results: ₫910 loss per share. Revenue: ₫237.7b (up 2.1% from 2Q 2024). Net loss: ₫22.6b (loss widened 3.7% from 2Q 2024). New Risk • Jul 02
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫427.9b market cap, or US$16.3m). New Risk • Jun 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₫468.2b market cap, or US$17.8m). Declared Dividend • May 10
Dividend of ₫1,000 announced Shareholders will receive a dividend of ₫1,000. Ex-date: 22nd May 2025 Payment date: 25th June 2025 Dividend yield will be 5.6%, which is lower than the industry average of 7.0%. Sustainability & Growth The dividend has increased by an average of 5.6% per year over the past 7 years. However, payments have been volatile during that time. Ankündigung • Mar 28
Savimex Corporation, Annual General Meeting, Apr 18, 2025 Savimex Corporation, Annual General Meeting, Apr 18, 2025, at 14:00 SE Asia Standard Time. Location: no.162 ht 17 street, hiep thanh ward, district 12, ho chi minh, Vietnam New Risk • Jul 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (₫598.3b market cap, or US$23.3m). Upcoming Dividend • May 23
Upcoming dividend of ₫500 per share Eligible shareholders must have bought the stock before 30 May 2024. Payment date: 15 July 2024. Trailing yield: 2.5%. Lower than top quartile of Vietnamese dividend payers (8.7%). Lower than average of industry peers (5.4%). Ankündigung • May 16
Savimex Corporation Proposes Dividend for 2023, Payable on July 15, 2024 Savimex Corporation proposed to settle payment of 2023 dividend, payment rate is 5% (1 share is paid 500 VND), payment by cash. Due date shall be on July 15, 2024. Ankündigung • Mar 20
Savimex Corporation, Annual General Meeting, Apr 05, 2024 Savimex Corporation, Annual General Meeting, Apr 05, 2024, at 07:00 Coordinated Universal Time. Location: No.162, road HT 17, Hiep Thanh ward, district 12 Ho Chi Minh City Vietnam New Risk • Sep 10
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Shareholders have been diluted in the past year (14% increase in shares outstanding). Market cap is less than US$100m (₫437.7b market cap, or US$18.2m). Upcoming Dividend • Aug 07
Upcoming dividend of ₫500 per share at 2.2% yield Eligible shareholders must have bought the stock before 14 August 2023. Payment date: 31 August 2023. Trailing yield: 2.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Lower than average of industry peers (7.0%). Ankündigung • Aug 03
Savimex Corporation Declares Cash Dividend for the Year 2022, Payable on August 31, 2023 Savimex Corporation announced the Payment ratio is 5%/par value (VND 500 per share) for the year 2022. Ex-right date is August 14, 2023. Record date is August 15, 2023 and Payment date is August 31, 2023. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Recent Insider Transactions • Sep 21
Insider recently bought ₫46m worth of stock On the 17th of September, Jung Kwan bought around 5k shares on-market at roughly ₫10,000 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Upcoming Dividend • May 26
Upcoming dividend of ₫500 per share Eligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (7.3%). Lower than average of industry peers (6.3%). Ankündigung • May 26
Savimex Corporation Approves Cash Dividend for 2021, payable on June 10, 2022 Savimex Corporation announced cash dividend: exercise ratio of 05% (VNR 500/share) for 2021. Payment date is June 10, 2022. Ex-right date: June 02, 2022 and record date: June 03, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Ankündigung • Apr 14
Savimex Corporation Approves the Plan for Dividend Payment Savimex Corporation announced Approved on implementation paying dividend by cash with the ratio 5% (each share receive 500 VND) and by issuing plan in order to increase charter capital base on GSM’s Resolution No. 02/2022/NQ-DHCD on April 08", 2022 with 15% of per value (shareholder who owns 100 share will be enjoyed 15 new shares). Upcoming Dividend • May 13
Upcoming dividend of ₫500 per share Eligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 June 2021. Trailing yield: 2.3%. Lower than top quartile of Vietnamese dividend payers (7.4%). Higher than average of industry peers (1.9%). Is New 90 Day High Low • Feb 17
New 90-day high: ₫21,000 The company is up 27% from its price of ₫16,500 on 19 November 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 13% over the same period. Is New 90 Day High Low • Jan 21
New 90-day high: ₫20,800 The company is up 30% from its price of ₫16,000 on 23 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period. Is New 90 Day High Low • Jan 06
New 90-day high: ₫17,800 The company is up 37% from its price of ₫13,000 on 08 October 2020. The Vietnamese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 12% over the same period. Is New 90 Day High Low • Dec 04
New 90-day high: ₫17,750 The company is up 64% from its price of ₫10,800 on 04 September 2020. The Vietnamese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period. Is New 90 Day High Low • Nov 09
New 90-day high: ₫16,400 The company is up 106% from its price of ₫7,970 on 11 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 26% over the same period. Is New 90 Day High Low • Oct 09
New 90-day high: ₫13,750 The company is up 71% from its price of ₫8,020 on 10 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period.