New Risk • May 12
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 5.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (5.3% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Dividend per share is over 160x cash flows per share. Earnings have declined by 3.2% per year over the past 5 years. Market cap is less than US$10m (₫259.8b market cap, or US$9.87m). Minor Risk Profit margins are more than 30% lower than last year (3.4% net profit margin). New Risk • May 06
New major risk - Market cap size The company's market capitalization is less than US$10m. Market cap: ₫261.6b (US$9.94m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 213% Dividend per share is over 12x cash flows per share. Earnings have declined by 1.5% per year over the past 5 years. Market cap is less than US$10m (₫261.6b market cap, or US$9.94m). Ankündigung • Mar 13
Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Apr 29, 2026 Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Apr 29, 2026, at 13:30 SE Asia Standard Time. Location: meeting room troung long jsc lot 45, street 3 tan tao industrial park, tan tao ward, ho chi minh Vietnam Reported Earnings • Feb 05
Full year 2025 earnings released: EPS: ₫2,084 (vs ₫1,929 in FY 2024) Full year 2025 results: EPS: ₫2,084 (up from ₫1,929 in FY 2024). Revenue: ₫690.4b (up 45% from FY 2024). Net income: ₫25.0b (up 8.0% from FY 2024). Profit margin: 3.6% (down from 4.9% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Jan 16
Now 21% overvalued Over the last 90 days, the stock has fallen 14% to ₫22,800. The fair value is estimated to be ₫18,845, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 27% over the last 3 years. Earnings per share has declined by 16%. Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₫23,150, the stock trades at a trailing P/E ratio of 16.5x. Average trailing P/E is 21x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 173% over the past three years. Declared Dividend • Nov 08
Dividend of ₫3,000 announced Shareholders will receive a dividend of ₫3,000. Ex-date: 18th November 2025 Payment date: 5th December 2025 Dividend yield will be 11%, which is higher than the industry average of 1.1%. Sustainability & Growth The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. New Risk • Aug 02
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: 3.5% Last year net profit margin: 7.1% 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: Major Risk Dividend is not well covered by earnings and cash flows. Payout ratio: 159% Cash payout ratio: 107% Minor Risks Profit margins are more than 30% lower than last year (3.5% net profit margin). Market cap is less than US$100m (₫327.6b market cap, or US$12.4m). Reported Earnings • Aug 02
Second quarter 2025 earnings released: EPS: ₫363 (vs ₫901 in 2Q 2024) Second quarter 2025 results: EPS: ₫363 (down from ₫901 in 2Q 2024). Revenue: ₫159.2b (up 12% from 2Q 2024). Net income: ₫4.36b (down 60% from 2Q 2024). Profit margin: 2.7% (down from 7.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Reported Earnings • Apr 30
First quarter 2025 earnings released: EPS: ₫314 (vs ₫206 in 1Q 2024) First quarter 2025 results: EPS: ₫314 (up from ₫206 in 1Q 2024). Revenue: ₫91.1b (up 42% from 1Q 2024). Net income: ₫3.77b (up 53% from 1Q 2024). Profit margin: 4.1% (up from 3.8% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • Apr 23
Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Jun 05, 2025 Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Jun 05, 2025, at 13:30 SE Asia Standard Time. Location: lot 46, street no.3, tan tao a industrial park, binh tan district, hcmc., Vietnam Ankündigung • Dec 03
Truong Long Engineering and Auto Joint Stock Company Appoints Tran Thu Hang as Chief Accountant On November 30, 2024, Truong Long Engineering and Auto Joint Stock Company announces the appointment of Ms. Tran Thu Hang as Chief Accountant, Effective from December 1, 2024. New Risk • Nov 27
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 Dividend is not well covered by cash flows (97% cash payout ratio). Market cap is less than US$100m (₫399.6b market cap, or US$15.6m). Valuation Update With 7 Day Price Move • Nov 26
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₫35,700, the stock trades at a trailing P/E ratio of 8.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total returns to shareholders of 136% over the past three years. Upcoming Dividend • Nov 22
Upcoming dividend of ₫3,500 per share Eligible shareholders must have bought the stock before 29 November 2024. Payment date: 18 December 2024. Payout ratio is a comfortable 74% and the cash payout ratio is 97%. Trailing yield: 19%. Within top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (0.9%). Reported Earnings • Nov 05
Third quarter 2024 earnings released: EPS: ₫527 (vs ₫225 in 3Q 2023) Third quarter 2024 results: EPS: ₫527 (up from ₫225 in 3Q 2023). Revenue: ₫135.4b (down 7.4% from 3Q 2023). Net income: ₫6.33b (up 135% from 3Q 2023). Profit margin: 4.7% (up from 1.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Oct 15
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₫25,900, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total returns to shareholders of 84% over the past three years. Valuation Update With 7 Day Price Move • Sep 25
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₫21,650, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total returns to shareholders of 55% over the past three years. Valuation Update With 7 Day Price Move • Jul 15
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₫19,800, the stock trades at a trailing P/E ratio of 6.1x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total returns to shareholders of 77% over the past three years. Upcoming Dividend • Jul 04
Upcoming dividend of ₫3,000 per share Eligible shareholders must have bought the stock before 11 July 2024. Payment date: 30 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 8.7%. Within top quartile of Vietnamese dividend payers (8.3%). Higher than average of industry peers (0.8%). Buy Or Sell Opportunity • Jul 01
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 40% to ₫21,850. The fair value is estimated to be ₫17,550, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has grown by 5.7%. Valuation Update With 7 Day Price Move • Jun 28
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₫20,450, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 49% over the past three years. New Risk • May 15
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (20% accrual ratio). Market cap is less than US$10m (₫186.0b market cap, or US$7.44m). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change). Ankündigung • Mar 22
Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, May 10, 2024 Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, May 10, 2024, at 06:30 Coordinated Universal Time. Location: Lot 46, road 3, Tan Tao industrial park, Tan Tao A ward, Binh Tan Vietnam Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₫15,300, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 16x in the Specialty Retail industry in Asia. Total returns to shareholders of 12% over the past three years. Upcoming Dividend • Feb 13
Upcoming dividend of ₫2,000 per share at 5.5% yield Eligible shareholders must have bought the stock before 20 February 2024. Payment date: 08 March 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 5.5%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (1.1%). Ankündigung • Feb 05
Truong Long Engineering and Auto Joint Stock Company Announces First Cash Dividend in 2023, Payable on March 8, 2024 On January 31, 2024, the Board of Directors of Truong Long Engineering and Auto Joint Stock Company approved the record date for the first cash dividend payment in 2023 as follows: Record date: February 21, 2024. Exercise ratio: 20%/share (2,000 dongs/share). Payment time: March 08, 2024. Reported Earnings • Feb 04
Full year 2023 earnings released: EPS: ₫3,225 (vs ₫3,083 in FY 2022) Full year 2023 results: EPS: ₫3,225 (up from ₫3,083 in FY 2022). Revenue: ₫660.6b (down 37% from FY 2022). Net income: ₫38.7b (up 4.6% from FY 2022). Profit margin: 5.9% (up from 3.5% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Feb 02
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to ₫14,900, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 7.4% over the past three years. Valuation Update With 7 Day Price Move • Sep 28
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₫13,800, the stock trades at a trailing P/E ratio of 6.5x. Average trailing P/E is 16x in the Specialty Retail industry in Asia. Total returns to shareholders of 21% over the past three years. Reported Earnings • Aug 04
Second quarter 2023 earnings released: EPS: ₫354 (vs ₫1,214 in 2Q 2022) Second quarter 2023 results: EPS: ₫354 (down from ₫1,214 in 2Q 2022). Revenue: ₫122.2b (down 60% from 2Q 2022). Net income: ₫4.24b (down 71% from 2Q 2022). Profit margin: 3.5% (down from 4.8% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 09
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₫16,100, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 64% over the past three years. Upcoming Dividend • Jun 01
Upcoming dividend of ₫1,000 per share at 5.4% yield Eligible shareholders must have bought the stock before 08 June 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (1.3%). Ankündigung • May 30
Truong Long Engineering and Auto Joint Stock Company Approves Cash Dividend for the Year 2022, Payable on June 27, 2023 Truong Long Engineering and Auto Joint Stock Company approved the time to pay the cash dividend in 2022 as Exercise ratio of 10% (1,000 dongs/share). Record date is June 09, 2023. Payment date is June 27, 2023. Valuation Update With 7 Day Price Move • May 24
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₫16,900, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 53% over the past three years. Valuation Update With 7 Day Price Move • Dec 02
Investor sentiment improved over the past week After last week's 18% share price gain to ₫15,950, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 23% over the past three years. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Deputy CEO & Deputy Director Phuong Thi La was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₫16,400, the stock trades at a trailing P/E ratio of 5.9x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 14% over the past three years. Ankündigung • Oct 20
Truong Long Engineering and Auto Joint Stock Company Announces Board Appointments Truong Long Engineering and Auto Joint Stock Company announced the appointment Mr. La Van Truong Son as Director for the term in 2022-2027 and Effective date of October 17, 2022. Mrs. La Thi Thanh Phuong as Deputy Director for the term in 2022-2027 and Effective date of October 17, 2022. Upcoming Dividend • Sep 21
Upcoming dividend of ₫1,000 per share Eligible shareholders must have bought the stock before 28 September 2022. Payment date: 17 October 2022. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (0.8%). Ankündigung • Sep 17
Truong Long Engineering and Auto Joint Stock Company Announces Cash Dividend for the Year 2021, Payable on October 17, 2022 Truong Long Engineering and Auto Joint Stock Company announced cash dividend of VND 1,000 per share for 2021. Record date is September 29, 2022. Payment date is October 17, 2022. Ankündigung • Aug 30
Truong Long Engineering and Auto Joint Stock Company Announces Resignation of Nguyen Thi Thanh Thuy as Member of the Board of Supervisors On August 17, Truong Long Engineering and Auto Joint Stock Company received the resignation letter from Ms. Nguyen Thi Thanh Thuy from the position of member of the board of supervisors for the term from 2022 to 2027. Reported Earnings • Aug 06
Second quarter 2022 earnings released: EPS: ₫1,196 (vs ₫500 in 2Q 2021) Second quarter 2022 results: EPS: ₫1,196 (up from ₫500 in 2Q 2021). Revenue: ₫306.2b (up 20% from 2Q 2021). Net income: ₫14.4b (up 139% from 2Q 2021). Profit margin: 4.7% (up from 2.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 02
Investor sentiment improved over the past week After last week's 19% share price gain to ₫21,100, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 56% over the past three years. Valuation Update With 7 Day Price Move • Jul 11
Investor sentiment deteriorated over the past week After last week's 15% share price decline to ₫17,750, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 27% over the past three years. Upcoming Dividend • Jun 02
Upcoming dividend of ₫1,000 per share Eligible shareholders must have bought the stock before 09 June 2022. Payment date: 28 June 2022. The company last paid an ordinary dividend in April 2013. The average dividend yield among industry peers is 0.4%. Ankündigung • May 26
Truong Long Engineering and Auto Joint Stock Company Announces 2020 Cash Dividend, Payable on June 28, 2022 On May 19, 2022, Truong Long Engineering And Auto Joint Stock Company announced the cash dividend of VND 1,000 per share for 2022. The dividend will paid on June 28, 2022 with record date of June 10, 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. 4 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). Director Satoshi Tsukada was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Ankündigung • Mar 06
Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Apr 20, 2022 Truong Long Engineering and Auto Joint Stock Company, Annual General Meeting, Apr 20, 2022, at 06:30 Coordinated Universal Time. Location: Truong Long Engineering and Auto Joint Stock Company. Lot 46, Road 3, Tan Tao Industrial Park, Tan Tao A Ward, Binh Tan District Ho Chi Minh City Vietnam Reported Earnings • Feb 09
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: ₫2,263 (up from ₫1,927 in FY 2020). Revenue: ₫905.8b (up 16% from FY 2020). Net income: ₫27.2b (up 17% from FY 2020). Profit margin: 3.0% (in line with FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 04
Third quarter 2021 earnings released: ₫81.00 loss per share (vs ₫964 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₫55.3b (down 63% from 3Q 2020). Net loss: ₫968.5m (down 108% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Sep 13
Investor sentiment improved over the past week After last week's 16% share price gain to ₫22,000, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 55% over the past three years. Reported Earnings • Aug 05
Second quarter 2021 earnings released: EPS ₫502 (vs ₫266 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫256.7b (up 49% from 2Q 2020). Net income: ₫6.02b (up 89% from 2Q 2020). Profit margin: 2.3% (up from 1.9% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Reported Earnings • May 09
First quarter 2021 earnings released: EPS ₫498 (vs ₫133 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₫224.8b (up 52% from 1Q 2020). Net income: ₫5.98b (up ₫7.58b from 1Q 2020). Profit margin: 2.7% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 02
Full year 2020 earnings released: EPS ₫1,984 (vs ₫1,719 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: ₫781.4b (down 5.1% from FY 2019). Net income: ₫23.8b (up 15% from FY 2019). Profit margin: 3.0% (up from 2.5% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 17% per year. Is New 90 Day High Low • Jan 18
New 90-day high: ₫19,900 The company is up 5.0% from its price of ₫18,950 on 20 October 2020. The Vietnamese market is up 26% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 20% over the same period. Valuation Update With 7 Day Price Move • Jan 15
Investor sentiment improved over the past week After last week's 16% share price gain to ₫19,000, the stock is trading at a trailing P/E ratio of 17.7x, up from the previous P/E ratio of 15.3x. This compares to an average P/E of 17x in the Specialty Retail industry in Asia. Total return to shareholders over the past three years is a loss of 25%. Valuation Update With 7 Day Price Move • Oct 30
Market pulls back on stock over the past week After last week's 16% share price decline to ₫15,450, the stock is trading at a trailing P/E ratio of 23.9x, down from the previous P/E ratio of 28.4x. This compares to an average P/E of 17x in the Specialty Retail industry in Asia. Total return to shareholders over the past three years is a loss of 45%. Upcoming Dividend • Oct 20
Upcoming Dividend of ₫2,000 Per Share Will be paid on the 5th of November to those who are registered shareholders by the 27th of October. The trailing yield of 11% is in the top quartile of Vietnamese dividend payers (9.5%), and it is higher than industry peers (2.0%). Valuation Update With 7 Day Price Move • Oct 14
Market bids up stock over the past week After last week's 21% share price gain to ₫19,250, the stock is trading at a trailing P/E ratio of 29.8x, up from the previous P/E ratio of 24.5x. This compares to an average P/E of 17x in the Specialty Retail industry in Asia. Total return to shareholders over the past three years is a loss of 46%. Is New 90 Day High Low • Oct 02
New 90-day high: ₫15,900 The company is up 24% from its price of ₫12,850 on 01 July 2020. The Vietnamese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 26% over the same period. 
