Annuncio • Apr 25
Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 20, 2026 Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 20, 2026. Location: minh hai guest house, tran hung dao road, tan thanh ward, ca mau province, Vietnam New Risk • Jan 19
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 6.4% 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 Risks Revenue has declined by 1.3% over the past year. Market cap is less than US$10m (₫185.2b market cap, or US$7.04m). 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 (6.4% average weekly change). Valuation Update With 7 Day Price Move • Jan 14
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to ₫10,150, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 22x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 19% over the past three years. Board Change • Jan 09
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. Chairman of the Board Long Bao Nguyen was the last director to join the board, commencing their role in 2023. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Nov 04
New major risk - Revenue and earnings growth Revenue has declined by 1.3% over the past year. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If revenues are declining, then it is difficult for the company to prevent its earnings from declining as well. A trend of falling revenue can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 1.3% over the past year. Market cap is less than US$10m (₫152.5b market cap, or US$5.80m). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Valuation Update With 7 Day Price Move • Sep 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₫9,300, the stock trades at a trailing P/E ratio of 17.9x. Average trailing P/E is 21x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 11% over the past three years. Valuation Update With 7 Day Price Move • May 29
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to ₫7,950, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 22x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 36% over the past three years. Reported Earnings • May 02
First quarter 2025 earnings released: EPS: ₫206 (vs ₫262 in 1Q 2024) First quarter 2025 results: EPS: ₫206 (down from ₫262 in 1Q 2024). Revenue: ₫1.05t (down 7.0% from 1Q 2024). Net income: ₫3.75b (down 21% from 1Q 2024). Profit margin: 0.4% (in line with 1Q 2024). Annuncio • Apr 23
Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 14, 2025 Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 14, 2025. Location: zone 2, minh hai guesthouse, no.01 tran hung dao, ward 5, ca mau city, Vietnam Board Change • Feb 04
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Director Khanh Nguyen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Jan 20
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Director Khanh Nguyen was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Jan 10
Ca Mau Trading Joint Stock Company Announces Board Changes Ca Mau Trading Joint Stock Company announced the change in personnel of as follows: Mr: NGUYTN nO^LNG BAO LONG/NGUYEN HOANG BAO LONG. Former position in the organization: The members of the board of directors. Newly appointed position: Chairman of the board of directors. NGUYEN TUAN QUVNH/NGUYEN TUAN QUYNH. Former position in the organization Chuirman of the board of directors Newly appointed position members of the board of directors. Effective date
From January 6, 2025. Annuncio • Jan 08
Camau Trading Joint Stock Company Announces the Resignation of Nguyen Tuan Quynh as Chairman of the BOD On January 07, 2025, Camau Trading Joint Stock Company received the letter regarding the resignation of Mr. Nguyen Tuan Quynh as Chairman of the BOD. Upcoming Dividend • Sep 18
Upcoming dividend of ₫400 per share Eligible shareholders must have bought the stock before 25 September 2024. Payment date: 16 October 2024. Trailing yield: 4.1%. Lower than top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (0.8%). Declared Dividend • Jul 31
Dividend reduced to ₫400 Dividend of ₫400 is 20% lower than last year. Ex-date: 26th September 2024 Payment date: 16th October 2024 Dividend yield will be 4.1%, which is higher than the industry average of 1.1%. Sustainability & Growth The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. New Risk • Apr 05
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 5.5% 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 Risks Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). High level of non-cash earnings (38% accrual ratio). Market cap is less than US$10m (₫168.1b market cap, or US$6.72m). 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 (5.5% average weekly change). Annuncio • Mar 10
Ca Mau Trading Joint Stock Company, Annual General Meeting, May 25, 2024 Ca Mau Trading Joint Stock Company, Annual General Meeting, May 25, 2024. Location: Minh Hai guesthouse, 01 Tran Hung Dao street, ward 5, Ca Mau province Ca Mau Vietnam Upcoming Dividend • Sep 20
Upcoming dividend of ₫500 per share at 5.1% yield Eligible shareholders must have bought the stock before 27 September 2023. Payment date: 19 October 2023. Trailing yield: 5.1%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (1.0%). Annuncio • Sep 16
Ca Mau Trading Joint Stock Company Approves to Pay for the Remaining Cash Dividend in 2023, Payable on October 19, 2023 The Board of Directors of Ca Mau Trading Joint Stock Company approved the plan to pay for the remaining cash dividend in 2023 as follows: Record date: September 28, 2023. Exercise ratio: 5%/share (500 dongs/share). Payment time: October 19, 2023. Annuncio • Jul 06
Ca Mau Trading Joint Stock Company Announces Change in Personnel Camau Trading Joint Stock Company announces the appointment of Mr. Lam Quoc Khanh as Authorized Person to disclose information and Person in charge of Corporate Governance from July 03, 2023. Annuncio • May 20
Camau Trading Joint Stock Company Announces Changes in Management The Board resolution dated May 17, 2023, the Board of Camau Trading Joint Stock Company Approved the nomination of Mr. Nguyen Van Khanh to be independent member of the BOD for the term IV (2023-2027). Approved the resignation letter of Ms. Nguyen Thi Viet Anh – General Director. Upcoming Dividend • Apr 11
Upcoming dividend of ₫500 per share at 5.1% yield Eligible shareholders must have bought the stock before 17 April 2023. Payment date: 05 May 2023. Trailing yield: 5.1%. Lower than top quartile of Vietnamese dividend payers (9.0%). Higher than average of industry peers (1.3%). Buying Opportunity • Nov 25
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 44%. The fair value is estimated to be ₫10,482, however this is not to be taken as a buy recommendation but rather should be used as a guide only. 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. 9 non-independent directors. Deputy CEO, Manager of Finance & Accounting and Additional Director Anh Phu was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 07
Upcoming dividend of ₫1,200 per share Eligible shareholders must have bought the stock before 14 September 2022. Payment date: 14 October 2022. Trailing yield: 7.9%. Within top quartile of Vietnamese dividend payers (7.5%). Higher than average of industry peers (0.8%). Annuncio • Jul 20
Ca Mau Trading Joint Stock Company Approve to Pay for the 2021 Dividend in Cash; Payment on October 14, 2022 Ca Mau Trading Joint Stock Company announced that the Board resolution dated July 14, 2022, the BOD of Camau Trading Joint Stock Company approved the following contents: Record date is September 15, 2022. Exercise ratio is 12%/par value (1,200 dongs/share); Expected payment date is October 14, 2022. Annuncio • Jul 01
Ca Mau Trading Joint Stock Company Approves Cash Dividend for 2021 Ca Mau Trading Joint Stock Company approved to pay cash dividend for 2021 (12%) VND 21,787,041,600, at the AGM held on June 24, 2022. Annuncio • Jun 24
Ca Mau Trading Joint Stock Company Announces Executive Changes The Board resolution dated June 17, 2022, the BOD of Ca mau Trading Joint Stock Company approved the following contents: Approved the appointment of Mrs. Nguyen Hoang Ha My as Deputy Chief Executive Officer of the Company. Approved the resignation of Mr. Phu Chi Anh as Chief Accountant of the Company. Accordingly, the appointment of Mr. Phu Chi Anh as Deputy Chief Executive Officer of the Company. Approved the Resignation Letter of Independent member of BOD – Mr. Duong Xuan Phat. Approved the additional election of 01 Independent member of BOD. Annuncio • May 07
Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 24, 2022 Ca Mau Trading Joint Stock Company, Annual General Meeting, Jun 24, 2022. Location: Minh Hai Guest House, 1 Tran Hung Dao, ward 5 Ca Mau Vietnam Board Change • Apr 27
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. 9 non-independent directors. Deputy CEO, Chief Accountant, Manager of Finance & Accounting and Additional Director Anh Phu was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Annuncio • Apr 03
Ca Mau Trading Joint Stock Company Announces Resignation of Luu Hoang Thong as Deputy CEO The Board of Directors of Ca Mau Trading Joint Stock Company approved the resignation of Mr. Luu Hoang Thong as Deputy CEO of company. Upcoming Dividend • Aug 23
Upcoming dividend of ₫800 per share Eligible shareholders must have bought the stock before 30 August 2021. Payment date: 30 September 2021. Trailing yield: 16%. Within top quartile of Vietnamese dividend payers (7.2%). Higher than average of industry peers (0.6%). Upcoming Dividend • Jan 14
Upcoming Dividend of ₫1,500 Per Share Will be paid on the 19th of February to those who are registered shareholders by the 21st of January. The trailing yield of 7.0% is below the top quartile of Vietnamese dividend payers (7.5%), but it is higher than industry peers (1.5%). Is New 90 Day High Low • Jan 08
New 90-day high: ₫16,250 The company is up 16% from its price of ₫14,000 on 07 October 2020. The Vietnamese market is up 23% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Specialty Retail industry, which is up 11% over the same period. Is New 90 Day High Low • Dec 14
New 90-day high: ₫15,600 The company is up 19% from its price of ₫13,100 on 15 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 21% over the same period. Is New 90 Day High Low • Oct 30
New 90-day low: ₫12,000 The company is down 1.0% from its price of ₫12,100 on 31 July 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 34% over the same period. Is New 90 Day High Low • Oct 07
New 90-day high: ₫14,000 The company is up 10.0% from its price of ₫12,750 on 09 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 24% over the same period. 
