Vietnam Dairy Products Croissance future

Future contrôle des critères 2/6

Vietnam Dairy Products devrait augmenter ses bénéfices et son chiffre d'affaires de 7.1% et de 5% par an respectivement. Le BPA devrait croître de de 6.5% par an. Le rendement des capitaux propres devrait être 31.3% dans 3 ans.

Informations clés

7.1%

Taux de croissance des bénéfices

6.5%

Taux de croissance du BPA

Food croissance des bénéfices	24.8%
Taux de croissance des recettes	5.0%
Rendement futur des capitaux propres	31.3%
Couverture par les analystes	Good
Dernière mise à jour	22 Nov 2024

Mises à jour récentes de la croissance future

Recent updates

Prévisions de croissance des bénéfices et des revenus

HOSE:VNM - Estimations futures des analystes et données financières antérieures (VND Millions )
Date	Recettes	Les revenus	Flux de trésorerie disponible	Cash from Op	Moy. Nombre d'analystes
12/31/2026	69,726,717	10,926,220	10,999,500	12,573,600	5
12/31/2025	65,921,611	10,275,084	10,140,000	11,391,457	10
12/31/2024	62,829,708	9,722,491	9,562,000	10,691,700	6
9/30/2024	61,924,247	8,596,081	6,995,513	8,875,590	N/A
6/30/2024	62,023,898	8,684,816	6,973,872	8,653,189	N/A
3/31/2024	60,562,935	8,196,556	7,065,362	8,666,184	N/A
12/31/2023	60,368,916	7,933,775	6,307,786	7,887,424	N/A
9/30/2023	59,818,859	7,512,189	7,435,310	9,039,353	N/A
6/30/2023	60,261,363	7,318,334	7,644,927	9,332,690	N/A
3/31/2023	59,996,813	7,225,058	7,257,829	8,811,274	N/A
1/1/2023	59,956,247	7,591,396	7,370,359	8,827,273	N/A
9/30/2022	60,706,629	7,895,202	7,111,171	8,500,529	N/A
6/30/2022	60,821,190	8,522,570	6,568,321	8,320,690	N/A
3/31/2022	61,606,721	9,225,941	6,770,760	8,388,054	N/A
1/1/2022	60,919,165	9,440,440	7,900,948	9,431,974	N/A
9/30/2021	59,524,923	9,426,534	8,358,863	9,744,594	N/A
6/30/2021	58,894,029	9,577,908	8,431,067	9,438,163	N/A
3/31/2021	58,673,456	9,791,339	8,437,876	9,489,236	N/A
1/1/2021	59,636,286	9,967,771	8,915,352	10,180,169	N/A
9/30/2020	59,450,453	9,996,586	10,456,552	11,802,610	N/A
6/30/2020	58,178,196	9,609,638	9,896,293	11,498,826	N/A
3/31/2020	57,281,922	9,470,364	10,022,492	11,890,909	N/A
1/1/2020	56,318,123	9,538,488	9,251,679	11,409,929	N/A
9/30/2019	55,082,868	9,624,194	8,303,567	10,803,594	N/A
6/30/2019	54,527,228	9,494,127	6,878,611	9,598,338	N/A
3/31/2019	53,630,748	9,285,251	5,639,225	8,905,347	N/A
1/1/2019	52,561,950	9,220,587	4,954,444	8,140,239	N/A
9/30/2018	51,908,611	8,703,156	3,101,126	6,547,330	N/A
6/30/2018	51,466,429	8,836,934	N/A	6,824,259	N/A
3/31/2018	51,112,209	9,076,325	N/A	7,199,863	N/A
1/1/2018	51,041,076	9,224,010	N/A	9,601,595	N/A
9/30/2017	50,498,318	9,320,052	N/A	10,388,882	N/A
6/30/2017	49,409,930	9,174,928	N/A	10,559,572	N/A
3/31/2017	48,510,799	9,079,536	N/A	10,509,526	N/A
1/1/2017	46,794,339	8,425,585	N/A	8,389,781	N/A
9/30/2016	45,301,640	8,483,507	N/A	8,146,905	N/A
6/30/2016	43,646,277	8,070,035	N/A	8,037,875	N/A
3/31/2016	41,697,257	7,487,614	N/A	7,385,241	N/A
1/1/2016	40,080,385	7,005,672	N/A	7,659,151	N/A
9/30/2015	39,123,863	6,855,172	N/A	7,613,609	N/A
6/30/2015	37,330,227	6,096,122	N/A	6,183,671	N/A
3/31/2015	36,087,249	5,560,783	N/A	5,666,953	N/A
1/1/2015	35,072,016	5,467,849	N/A	5,334,982	N/A
9/30/2014	33,887,658	5,381,182	N/A	5,706,540	N/A
6/30/2014	33,159,685	5,695,393	N/A	6,643,727	N/A
3/31/2014	31,973,005	6,101,100	N/A	6,427,481	N/A
12/31/2013	30,948,602	6,534,134	N/A	6,251,743	N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de VNM ( 7.1% par an) est supérieure au taux d'épargne ( 3% ).

Bénéfices vs marché: Les bénéfices de VNM ( 7.1% par an) devraient croître plus lentement que le marché VN ( 20.5% par an).

Croissance élevée des bénéfices: Les bénéfices de VNM devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de VNM ( 5% par an) devrait croître plus lentement que le marché de VN ( 17.9% par an).

Croissance élevée des revenus: Le chiffre d'affaires de VNM ( 5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de VNM devrait être élevé dans 3 ans ( 31.3 %)

Vietnam Dairy Products Croissance future

Future contrôle des critères 2/6

Informations clés

Mises à jour récentes de la croissance future

Price target increased by 8.2% to ₫87,436

Price target raised to ₫120,345

Price target lowered to ₫92,298

Recent updates

Third quarter 2024 earnings released: EPS: ₫1,032 (vs ₫1,066 in 3Q 2023)

Upcoming dividend of ₫2,450 per share

Vietnam Dairy Products Joint Stock Company Approves Dividend for the Year 2023, Payable on October 24, 2024

Vietnam Dairy Products Joint Stock Company Approves First Interim Cash Dividend for the Year 2024, Payable on October 24, 2024

Now 21% undervalued

Second quarter 2024 earnings released: EPS: ₫1,138 (vs ₫919 in 2Q 2023)

First quarter 2024 earnings released: EPS: ₫944 (vs ₫777 in 1Q 2023)

New major risk - Dividend sustainability

Upcoming dividend of ₫900 per share

Full year 2023 earnings: EPS and revenues miss analyst expectations

Vietnam Dairy Products Joint Stock Company Approves Dividend in 2022, Payable on 05 October 2023

Upcoming dividend of ₫500 per share at 7.9% yield

Vietnam Dairy Products Joint Stock Company Approves Third Interim Cash Dividend for the Year 2023, Payable on April 26, 2024

Price target increased by 8.2% to ₫87,436

Second quarter 2023 earnings released: EPS: ₫934 (vs ₫864 in 2Q 2022)

Upcoming dividend of ₫2,450 per share at 5.1% yield

Vietnam Dairy Products Joint Stock Company to Report First Half, 2023 Results on Jul 28, 2023

Vietnam Dairy Products Joint Stock Company to Report First Half, 2023 Results on Jul 28, 2023

Full year 2022 earnings: EPS and revenues miss analyst expectations

Vinamilk Announces Two of its Products

Vietnam Dairy Products Joint Stock Company, Annual General Meeting, Apr 25, 2023

Vietnam Dairy Products Joint Stock Company Proposes Second Interim Dividend of 2022, Payable on February 28, 2023

Less than half of directors are independent

Third quarter 2022 earnings released: EPS: ₫985 (vs ₫1,262 in 3Q 2021)

Now 21% undervalued after recent price drop

Second quarter 2022 earnings released: EPS: ₫877 (vs ₫1,212 in 2Q 2021)

Vietnam Dairy Products Joint Stock Company Announces Record Date for Remaining Cash Dividend of 2021 and First Cash Dividend for 2022, Payment Date of August 19, 2022

Upcoming dividend of ₫2,450 per share

Viet Nam Dairy Products Joint Stock Company Announces the Record Date to Pay Remaining Cash Dividend for 2021 and Pay First Cash Dividend for 2022

Now 21% undervalued after recent price drop

Now 22% undervalued after recent price drop

First quarter 2022 earnings: EPS misses analyst expectations

Less than half of directors are independent

Full year 2021 earnings: EPS misses analyst expectations

Upcoming dividend of ₫1,400 per share

Vietnam Dairy Products Joint Stock Company Debuts its Organic Milk Product at 2021 FHC Global Food Trade Show in Shanghai

Upcoming dividend of ₫1,500 per share

Upcoming dividend of ₫1,100 per share

Full year 2020 earnings released: EPS ₫4,770 (vs ₫4,565 in FY 2019)

Revenue and earnings miss expectations

Vietnam Dairy Products Joint Stock Company Announces Closing of Vinamilk Europe

New 90-day high: ₫110,900

Price target raised to ₫120,345

Third quarter 2020 earnings released: EPS ₫1,323

Revenue beats expectations, earnings disappoint

New 90-day high: ₫110,000

Price target lowered to ₫92,298

New 90-day high: ₫109,200

Upcoming Dividend of ₫2,000 Per Share

New 90-day high - ₫126,000

Vietnam Dairy Products Joint Stock Company announced a financing transaction

Prévisions de croissance des bénéfices et des revenus

Prévisions de croissance des analystes

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

Découvrir les entreprises en croissance