Everpia（EVE）株式概要Everpia Joint Stock Company はベトナムで寝具と中わた事業を展開している。 詳細EVE ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績2/6財務の健全性6/6配当金3/6報酬株価収益率（ 9.6 x） VN市場（ 11.1 x）を下回っています。今年は黒字化を達成 リスク分析過去5年間で収益は年間33%減少しました。 11.16%の配当は利益で十分にカバーされていない 意味のある時価総額がありません ( ₫378B )すべてのリスクチェックを見るEVE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₫Current Price₫8.96k152.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-31b1t2016201920222025202620282031Revenue ₫590.1bEarnings ₫30.5bAdvancedSet Fair ValueView all narrativesEverpia Joint Stock Company 競合他社SavimexSymbol: HOSE:SAVMarket cap: ₫373.1bViet Thanh Plastic Trading And ManufacturingSymbol: HNX:VTZMarket cap: ₫1.6tThuan An Wood ProcessingSymbol: HOSE:GTAMarket cap: ₫87.3bPhu TaiSymbol: HOSE:PTBMarket cap: ₫3.7t価格と性能株価の高値、安値、推移の概要Everpia過去の株価現在の株価₫8,960.0052週高値₫12,100.0052週安値₫8,910.00ベータ0.301ヶ月の変化-10.85%3ヶ月変化-13.85%1年変化-10.31%3年間の変化-50.22%5年間の変化-34.12%IPOからの変化-46.24%最新ニュースUpcoming Dividend • Jun 05Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 22 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.8%. Within top quartile of Vietnamese dividend payers (7.9%). Higher than average of industry peers (6.2%).お知らせ • Feb 05Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026. Location: branch of everpia jsc, tan quang, van lam, hung yen, VietnamReported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫918 (vs ₫719 loss in FY 2024)Full year 2025 results: EPS: ₫918 (up from ₫719 loss in FY 2024). Revenue: ₫750.7b (up 1.3% from FY 2024). Net income: ₫38.6b (up ₫68.7b from FY 2024). Profit margin: 5.1% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: ₫436 (vs ₫702 loss in 3Q 2024)Third quarter 2025 results: EPS: ₫436 (up from ₫702 loss in 3Q 2024). Revenue: ₫206.0b (down 1.1% from 3Q 2024). Net income: ₫18.3b (up ₫47.8b from 3Q 2024). Profit margin: 8.9% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 28 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (8.0%). Higher than average of industry peers (4.1%).Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: ₫17.00 (vs ₫26.56 in 1Q 2024)First quarter 2025 results: EPS: ₫17.00 (down from ₫26.56 in 1Q 2024). Revenue: ₫143.3b (down 14% from 1Q 2024). Net income: ₫720.6m (down 35% from 1Q 2024). Profit margin: 0.5% (down from 0.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.最新情報をもっと見るRecent updatesUpcoming Dividend • Jun 05Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 22 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.8%. Within top quartile of Vietnamese dividend payers (7.9%). Higher than average of industry peers (6.2%).お知らせ • Feb 05Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026. Location: branch of everpia jsc, tan quang, van lam, hung yen, VietnamReported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫918 (vs ₫719 loss in FY 2024)Full year 2025 results: EPS: ₫918 (up from ₫719 loss in FY 2024). Revenue: ₫750.7b (up 1.3% from FY 2024). Net income: ₫38.6b (up ₫68.7b from FY 2024). Profit margin: 5.1% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: ₫436 (vs ₫702 loss in 3Q 2024)Third quarter 2025 results: EPS: ₫436 (up from ₫702 loss in 3Q 2024). Revenue: ₫206.0b (down 1.1% from 3Q 2024). Net income: ₫18.3b (up ₫47.8b from 3Q 2024). Profit margin: 8.9% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 28 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (8.0%). Higher than average of industry peers (4.1%).Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: ₫17.00 (vs ₫26.56 in 1Q 2024)First quarter 2025 results: EPS: ₫17.00 (down from ₫26.56 in 1Q 2024). Revenue: ₫143.3b (down 14% from 1Q 2024). Net income: ₫720.6m (down 35% from 1Q 2024). Profit margin: 0.5% (down from 0.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21Everpia Joint Stock Company, Annual General Meeting, Apr 23, 2025Everpia Joint Stock Company, Annual General Meeting, Apr 23, 2025. Location: hung yen branch, tan quang commune, van lam district, hung yen province, VietnamReported Earnings • Nov 03Third quarter 2024 earnings released: ₫702 loss per share (vs ₫83.00 profit in 3Q 2023)Third quarter 2024 results: ₫702 loss per share (down from ₫83.00 profit in 3Q 2023). Revenue: ₫208.2b (down 1.9% from 3Q 2023). Net loss: ₫29.5b (down ₫33.0b from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 02Second quarter 2024 earnings released: ₫205 loss per share (vs ₫89.23 profit in 2Q 2023)Second quarter 2024 results: ₫205 loss per share (down from ₫89.23 profit in 2Q 2023). Revenue: ₫169.1b (down 15% from 2Q 2023). Net loss: ₫8.60b (down 330% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Jul 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Seung Yi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 29Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). Lower than average of industry peers (5.3%).Declared Dividend • May 15Dividend reduced to ₫500Dividend of ₫500 is 55% lower than last year. Ex-date: 5th June 2024 Payment date: 14th June 2024 Dividend yield will be 3.5%, which is lower than the industry average of 7.0%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio) nor is it covered by cash flows (110% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.New Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 241% Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (₫591.9b market cap, or US$23.1m).お知らせ • Apr 05+ 1 more updateEverpia Joint Stock Company Approves Cash Dividend for 2023Everpia Joint Stock Company announced that at its board meeting held on 2 April 2024, approved cash dividend of 5% par value (VND 500/stock) by using net profit after tax 2023 and undistributed earnings.Reported Earnings • Feb 05Full year 2023 earnings released: EPS: ₫426 (vs ₫2,215 in FY 2022)Full year 2023 results: EPS: ₫426 (down from ₫2,215 in FY 2022). Revenue: ₫786.9b (down 23% from FY 2022). Net income: ₫17.9b (down 81% from FY 2022). Profit margin: 2.3% (down from 9.0% in FY 2022). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.New Risk • Aug 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% 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 Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (₫753.5b market cap, or US$31.8m).Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: ₫103 (vs ₫291 in 2Q 2022)Second quarter 2023 results: EPS: ₫103 (down from ₫291 in 2Q 2022). Revenue: ₫199.3b (down 28% from 2Q 2022). Net income: ₫4.33b (down 64% from 2Q 2022). Profit margin: 2.2% (down from 4.3% 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 22% per year whereas the company’s share price has increased by 27% per year.Board Change • Jun 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 26Everpia Joint Stock Company Appoints Lee Bang Hyun as Member of the BODEverpia Joint Stock Company announced the appointment of Mr. Lee Bang Hyun as member of the BOD for the term 2022 – 2026.Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫18,950, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 117% over the past three years.Upcoming Dividend • May 19Upcoming dividend of ₫1,100 per share at 5.6% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). Higher than average of industry peers (2.5%).お知らせ • May 14Everpia Joint Stock Company Plans to Pay Cash Dividend for 2022, Payable on June 6, 2023Everpia Joint Stock Company plans to pay cash dividend for 2022 of 11.0% (VND 1100 /share) with expected execution date June 6, 2023. Expected closing date is May 29, 2023.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫2,192 (vs ₫1,570 in FY 2021)Full year 2022 results: EPS: ₫2,192 (up from ₫1,570 in FY 2021). Revenue: ₫1.02t (up 18% from FY 2021). Net income: ₫92.0b (up 54% from FY 2021). Profit margin: 9.0% (up from 6.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: ₫991 (vs ₫167 in 3Q 2021)Third quarter 2022 results: EPS: ₫991 (up from ₫167 in 3Q 2021). Revenue: ₫264.8b (up 71% from 3Q 2021). Net income: ₫42.2b (up ₫35.8b from 3Q 2021). Profit margin: 16% (up from 4.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Consumer Durables industry in Asia. 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 10% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 20Everpia Joint Stock Company Appoints Mr. Cho Yang Hwan as Head of the Branch in Dong NaiEverpia Joint Stock Company announced that on October 18, 2022, the board of directors issued resolution about the appointment of Mr. Cho yang Hwan-Chairman, Senior Director of the company to take the position of head of the branch in Dong Nai.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₫291 (vs ₫111 in 2Q 2021)Second quarter 2022 results: EPS: ₫291 (up from ₫111 in 2Q 2021). Revenue: ₫278.8b (up 23% from 2Q 2021). Net income: ₫11.9b (up 182% from 2Q 2021). Profit margin: 4.3% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 13% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.Upcoming Dividend • May 31Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.5%. Lower than top quartile of Vietnamese dividend payers (7.1%). In line with average of industry peers (6.3%).お知らせ • May 24Everpia Joint Stock Company Announces Cash Dividend of 2021, Payable on June 17, 2022Everpia Joint Stock Company announced to pay cash dividend for 2021 of 10.0% (1,000 dongs/share) with payment date June 17, 2022. Record date is June 8, 2022 and Ex-right date is June 7, 2022.お知らせ • May 13Everpia Joint Stock Company Elects Truong Tuan Nghia as Head of the Board of SupervisorsEverpia Joint Stock Company resolved to elect Mr. Truong Tuan Nghia as head of the Board of Supervisors from previous position of member of board of supervisors.Reported Earnings • May 02First quarter 2022 earnings released: EPS: ₫359 (vs ₫120 in 1Q 2021)First quarter 2022 results: EPS: ₫359 (up from ₫120 in 1Q 2021). Revenue: ₫193.3b (up 3.2% from 1Q 2021). Net income: ₫14.7b (up 224% from 1Q 2021). Profit margin: 7.6% (up from 2.4% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Apr 05Full year 2021 earnings released: EPS: ₫1,570 (vs ₫1,105 in FY 2020)Full year 2021 results: EPS: ₫1,570 (up from ₫1,105 in FY 2020). Revenue: ₫865.9b (up 1.2% from FY 2020). Net income: ₫59.7b (up 42% from FY 2020). Profit margin: 6.9% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫20,200, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 53% over the past three years.Reported Earnings • Jan 30Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫1,570 (up from ₫1,105 in FY 2020). Revenue: ₫865.9b (up 1.2% from FY 2020). Net income: ₫59.7b (up 42% from FY 2020). Profit margin: 6.9% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS ₫167 (vs ₫468 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫155.1b (down 27% from 3Q 2020). Net income: ₫6.36b (down 64% from 3Q 2020). Profit margin: 4.1% (down from 8.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫17,600, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 35% over the past three years.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫15,900, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 26% over the past three years.Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ₫111 (vs ₫142 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫226.2b (up 16% from 2Q 2020). Net income: ₫4.23b (down 21% from 2Q 2020). Profit margin: 1.9% (down from 2.7% in 2Q 2020). 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 whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • May 17Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 02 June 2021. Trailing yield: 6.0%. Lower than top quartile of Vietnamese dividend payers (7.5%). Higher than average of industry peers (2.0%).Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫15,700, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 20x in the Consumer Durables industry in Asia. Total returns to shareholders of 14% over the past three years.Reported Earnings • Feb 04Full year 2020 earnings released: EPS ₫1,082 (vs ₫1,889 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₫854.9b (down 15% from FY 2019). Net income: ₫41.2b (down 43% from FY 2019). Profit margin: 4.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫12,300, the stock is trading at a trailing P/E ratio of 10x, down from the previous P/E ratio of 11.8x. This compares to an average P/E of 20x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 9.9%.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫14,650, the stock is trading at a trailing P/E ratio of 11.9x, up from the previous P/E ratio of 10.1x. This compares to an average P/E of 19x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 7.6%.Is New 90 Day High Low • Jan 08New 90-day high: ₫13,750The company is up 27% from its price of ₫10,800 on 09 October 2020. The Vietnamese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 22% share price gain to ₫13,100, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 20x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 15%.Is New 90 Day High Low • Dec 03New 90-day high: ₫11,700The company is up 14% from its price of ₫10,300 on 04 September 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 13% over the same period.Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS ₫468The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₫212.6b (down 26% from 3Q 2019). Net income: ₫17.8b (down 33% from 3Q 2019). Profit margin: 8.4% (down from 9.2% in 3Q 2019). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 01New 90-day high: ₫10,900The company is up 14% from its price of ₫9,570 on 03 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 Consumer Durables industry, which is up 15% over the same period.株主還元EVEVN Consumer DurablesVN 市場7D-0.4%-0.8%1.9%1Y-10.3%-9.6%34.5%株主還元を見る業界別リターン: EVE過去 1 年間で-9.6 % のリターンをもたらしたVN Consumer Durables業界と一致しました。リターン対市場: EVEは、過去 1 年間で34.5 % のリターンを上げたVN市場を下回りました。価格変動Is EVE's price volatile compared to industry and market?EVE volatilityEVE Average Weekly Movement4.0%Consumer Durables Industry Average Movement3.9%Market Average Movement4.2%10% most volatile stocks in VN Market7.0%10% least volatile stocks in VN Market2.2%安定した株価: EVE 、 VN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: EVEの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992911Eun Leewww.everpia.comEverpia Joint Stock Company はベトナムで寝具と中綿のビジネスを展開している。寝具、マットレス、カーテン、インテリア、家具、その他の製品、中わた、キルティング製品、家庭用、キッチン用、自動車用、機器用、レンズ・CDクリーニング用、健康・美容ケア用のマイクロファイバークロス製品を提供している。エバロン、エバロンホームデコ、アルテミス、キングコイル、K-ベディング、デックスフィル、エバフィル、エバロン・マンレム、ソロナ、リプレーブのブランドで製品を販売している。オフラインとオンラインのチャネルを通じて製品を提供している。同社は以前はEverpia Vietnam Joint Stock Companyとして知られていたが、2015年6月にEverpia Joint Stock Companyに社名を変更した。エバーピアジョイントストックカンパニーは1992年に設立され、ベトナムのハノイに本社を置いている。もっと見るEverpia Joint Stock Company 基礎のまとめEverpia の収益と売上を時価総額と比較するとどうか。EVE 基礎統計学時価総額₫378.24b収益（TTM）₫39.27b売上高(TTM)₫759.13b9.6xPER（株価収益率0.5xP/SレシオEVE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計EVE 損益計算書（TTM）収益₫759.13b売上原価₫480.92b売上総利益₫278.21bその他の費用₫238.95b収益₫39.27b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）935.35グロス・マージン36.65%純利益率5.17%有利子負債／自己資本比率20.9%EVE の長期的なパフォーマンスは？過去の実績と比較を見る配当金11.2%現在の配当利回り107%配当性向EVE 配当は確実ですか？EVE 配当履歴とベンチマークを見るEVE 、いつまでに購入すれば配当金を受け取れますか？Everpia 配当日配当落ち日Jun 12 2026配当支払日Jun 22 2026配当落ちまでの日数11 days配当支払日までの日数1 dayEVE 配当は確実ですか？EVE 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/22 21:55終値2026/06/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Everpia Joint Stock Company 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Tu Thi NguyenBIDV Securities Joint Stock CompanyTuyen Thi NguyenMaybank Research Pte. Ltd.Trang TranSSI Securities Corporation
Upcoming Dividend • Jun 05Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 22 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.8%. Within top quartile of Vietnamese dividend payers (7.9%). Higher than average of industry peers (6.2%).
お知らせ • Feb 05Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026. Location: branch of everpia jsc, tan quang, van lam, hung yen, Vietnam
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫918 (vs ₫719 loss in FY 2024)Full year 2025 results: EPS: ₫918 (up from ₫719 loss in FY 2024). Revenue: ₫750.7b (up 1.3% from FY 2024). Net income: ₫38.6b (up ₫68.7b from FY 2024). Profit margin: 5.1% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: ₫436 (vs ₫702 loss in 3Q 2024)Third quarter 2025 results: EPS: ₫436 (up from ₫702 loss in 3Q 2024). Revenue: ₫206.0b (down 1.1% from 3Q 2024). Net income: ₫18.3b (up ₫47.8b from 3Q 2024). Profit margin: 8.9% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 28 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (8.0%). Higher than average of industry peers (4.1%).
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: ₫17.00 (vs ₫26.56 in 1Q 2024)First quarter 2025 results: EPS: ₫17.00 (down from ₫26.56 in 1Q 2024). Revenue: ₫143.3b (down 14% from 1Q 2024). Net income: ₫720.6m (down 35% from 1Q 2024). Profit margin: 0.5% (down from 0.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Jun 05Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 12 June 2026. Payment date: 22 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 9.8%. Within top quartile of Vietnamese dividend payers (7.9%). Higher than average of industry peers (6.2%).
お知らせ • Feb 05Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026Everpia Joint Stock Company, Annual General Meeting, Apr 22, 2026. Location: branch of everpia jsc, tan quang, van lam, hung yen, Vietnam
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫918 (vs ₫719 loss in FY 2024)Full year 2025 results: EPS: ₫918 (up from ₫719 loss in FY 2024). Revenue: ₫750.7b (up 1.3% from FY 2024). Net income: ₫38.6b (up ₫68.7b from FY 2024). Profit margin: 5.1% (up from net loss in FY 2024). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: ₫436 (vs ₫702 loss in 3Q 2024)Third quarter 2025 results: EPS: ₫436 (up from ₫702 loss in 3Q 2024). Revenue: ₫206.0b (down 1.1% from 3Q 2024). Net income: ₫18.3b (up ₫47.8b from 3Q 2024). Profit margin: 8.9% (up from net loss in 3Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2025. Payment date: 28 May 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 5.4%. Lower than top quartile of Vietnamese dividend payers (8.0%). Higher than average of industry peers (4.1%).
Reported Earnings • Apr 27First quarter 2025 earnings released: EPS: ₫17.00 (vs ₫26.56 in 1Q 2024)First quarter 2025 results: EPS: ₫17.00 (down from ₫26.56 in 1Q 2024). Revenue: ₫143.3b (down 14% from 1Q 2024). Net income: ₫720.6m (down 35% from 1Q 2024). Profit margin: 0.5% (down from 0.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21Everpia Joint Stock Company, Annual General Meeting, Apr 23, 2025Everpia Joint Stock Company, Annual General Meeting, Apr 23, 2025. Location: hung yen branch, tan quang commune, van lam district, hung yen province, Vietnam
Reported Earnings • Nov 03Third quarter 2024 earnings released: ₫702 loss per share (vs ₫83.00 profit in 3Q 2023)Third quarter 2024 results: ₫702 loss per share (down from ₫83.00 profit in 3Q 2023). Revenue: ₫208.2b (down 1.9% from 3Q 2023). Net loss: ₫29.5b (down ₫33.0b from profit in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings released: ₫205 loss per share (vs ₫89.23 profit in 2Q 2023)Second quarter 2024 results: ₫205 loss per share (down from ₫89.23 profit in 2Q 2023). Revenue: ₫169.1b (down 15% from 2Q 2023). Net loss: ₫8.60b (down 330% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Jul 11Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Seung Yi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 29Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 05 June 2024. Payment date: 14 June 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). Lower than average of industry peers (5.3%).
Declared Dividend • May 15Dividend reduced to ₫500Dividend of ₫500 is 55% lower than last year. Ex-date: 5th June 2024 Payment date: 14th June 2024 Dividend yield will be 3.5%, which is lower than the industry average of 7.0%. Sustainability & Growth Dividend is not covered by earnings (118% earnings payout ratio) nor is it covered by cash flows (110% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 31% to bring the payout ratio under control. However, EPS has declined by 28% over the last 5 years so the company would need to reverse this trend.
New Risk • May 04New major risk - Revenue and earnings growthEarnings have declined by 1.3% per year over the past 5 years. 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 profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings 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 Dividend is not well covered by earnings and cash flows. Payout ratio: 124% Cash payout ratio: 241% Earnings have declined by 1.3% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.5% net profit margin). Market cap is less than US$100m (₫591.9b market cap, or US$23.1m).
お知らせ • Apr 05+ 1 more updateEverpia Joint Stock Company Approves Cash Dividend for 2023Everpia Joint Stock Company announced that at its board meeting held on 2 April 2024, approved cash dividend of 5% par value (VND 500/stock) by using net profit after tax 2023 and undistributed earnings.
Reported Earnings • Feb 05Full year 2023 earnings released: EPS: ₫426 (vs ₫2,215 in FY 2022)Full year 2023 results: EPS: ₫426 (down from ₫2,215 in FY 2022). Revenue: ₫786.9b (down 23% from FY 2022). Net income: ₫17.9b (down 81% from FY 2022). Profit margin: 2.3% (down from 9.0% in FY 2022). Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 3% per year.
New Risk • Aug 01New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 27% 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 Risk High level of non-cash earnings (27% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (2.2% increase in shares outstanding). Market cap is less than US$100m (₫753.5b market cap, or US$31.8m).
Reported Earnings • Aug 01Second quarter 2023 earnings released: EPS: ₫103 (vs ₫291 in 2Q 2022)Second quarter 2023 results: EPS: ₫103 (down from ₫291 in 2Q 2022). Revenue: ₫199.3b (down 28% from 2Q 2022). Net income: ₫4.33b (down 64% from 2Q 2022). Profit margin: 2.2% (down from 4.3% 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 22% per year whereas the company’s share price has increased by 27% per year.
Board Change • Jun 02Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 26Everpia Joint Stock Company Appoints Lee Bang Hyun as Member of the BODEverpia Joint Stock Company announced the appointment of Mr. Lee Bang Hyun as member of the BOD for the term 2022 – 2026.
Valuation Update With 7 Day Price Move • May 22Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫18,950, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 18x in the Consumer Durables industry in Asia. Total returns to shareholders of 117% over the past three years.
Upcoming Dividend • May 19Upcoming dividend of ₫1,100 per share at 5.6% yieldEligible shareholders must have bought the stock before 26 May 2023. Payment date: 06 June 2023. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 5.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). Higher than average of industry peers (2.5%).
お知らせ • May 14Everpia Joint Stock Company Plans to Pay Cash Dividend for 2022, Payable on June 6, 2023Everpia Joint Stock Company plans to pay cash dividend for 2022 of 11.0% (VND 1100 /share) with expected execution date June 6, 2023. Expected closing date is May 29, 2023.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫2,192 (vs ₫1,570 in FY 2021)Full year 2022 results: EPS: ₫2,192 (up from ₫1,570 in FY 2021). Revenue: ₫1.02t (up 18% from FY 2021). Net income: ₫92.0b (up 54% from FY 2021). Profit margin: 9.0% (up from 6.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: ₫991 (vs ₫167 in 3Q 2021)Third quarter 2022 results: EPS: ₫991 (up from ₫167 in 3Q 2021). Revenue: ₫264.8b (up 71% from 3Q 2021). Net income: ₫42.2b (up ₫35.8b from 3Q 2021). Profit margin: 16% (up from 4.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 8.5% growth forecast for the Consumer Durables industry in Asia. 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 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 20Everpia Joint Stock Company Appoints Mr. Cho Yang Hwan as Head of the Branch in Dong NaiEverpia Joint Stock Company announced that on October 18, 2022, the board of directors issued resolution about the appointment of Mr. Cho yang Hwan-Chairman, Senior Director of the company to take the position of head of the branch in Dong Nai.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₫291 (vs ₫111 in 2Q 2021)Second quarter 2022 results: EPS: ₫291 (up from ₫111 in 2Q 2021). Revenue: ₫278.8b (up 23% from 2Q 2021). Net income: ₫11.9b (up 182% from 2Q 2021). Profit margin: 4.3% (up from 1.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 26%, compared to a 13% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 8% per year.
Upcoming Dividend • May 31Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 07 June 2022. Payment date: 17 June 2022. Payout ratio is a comfortable 56% but the company is not cash flow positive. Trailing yield: 6.5%. Lower than top quartile of Vietnamese dividend payers (7.1%). In line with average of industry peers (6.3%).
お知らせ • May 24Everpia Joint Stock Company Announces Cash Dividend of 2021, Payable on June 17, 2022Everpia Joint Stock Company announced to pay cash dividend for 2021 of 10.0% (1,000 dongs/share) with payment date June 17, 2022. Record date is June 8, 2022 and Ex-right date is June 7, 2022.
お知らせ • May 13Everpia Joint Stock Company Elects Truong Tuan Nghia as Head of the Board of SupervisorsEverpia Joint Stock Company resolved to elect Mr. Truong Tuan Nghia as head of the Board of Supervisors from previous position of member of board of supervisors.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: ₫359 (vs ₫120 in 1Q 2021)First quarter 2022 results: EPS: ₫359 (up from ₫120 in 1Q 2021). Revenue: ₫193.3b (up 3.2% from 1Q 2021). Net income: ₫14.7b (up 224% from 1Q 2021). Profit margin: 7.6% (up from 2.4% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
Board Change • Apr 27Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent Director Yen Le Nguyen was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 05Full year 2021 earnings released: EPS: ₫1,570 (vs ₫1,105 in FY 2020)Full year 2021 results: EPS: ₫1,570 (up from ₫1,105 in FY 2020). Revenue: ₫865.9b (up 1.2% from FY 2020). Net income: ₫59.7b (up 42% from FY 2020). Profit margin: 6.9% (up from 4.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫20,200, the stock trades at a trailing P/E ratio of 13.9x. Average trailing P/E is 14x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 53% over the past three years.
Reported Earnings • Jan 30Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫1,570 (up from ₫1,105 in FY 2020). Revenue: ₫865.9b (up 1.2% from FY 2020). Net income: ₫59.7b (up 42% from FY 2020). Profit margin: 6.9% (up from 4.9% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS ₫167 (vs ₫468 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫155.1b (down 27% from 3Q 2020). Net income: ₫6.36b (down 64% from 3Q 2020). Profit margin: 4.1% (down from 8.4% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Sep 17Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫17,600, the stock trades at a trailing P/E ratio of 11.7x. Average trailing P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 35% over the past three years.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫15,900, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 15x in the Consumer Durables industry in Asia. Total returns to shareholders of 26% over the past three years.
Reported Earnings • Aug 04Second quarter 2021 earnings released: EPS ₫111 (vs ₫142 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫226.2b (up 16% from 2Q 2020). Net income: ₫4.23b (down 21% from 2Q 2020). Profit margin: 1.9% (down from 2.7% in 2Q 2020). 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 whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • May 17Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 24 May 2021. Payment date: 02 June 2021. Trailing yield: 6.0%. Lower than top quartile of Vietnamese dividend payers (7.5%). Higher than average of industry peers (2.0%).
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫15,700, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 20x in the Consumer Durables industry in Asia. Total returns to shareholders of 14% over the past three years.
Reported Earnings • Feb 04Full year 2020 earnings released: EPS ₫1,082 (vs ₫1,889 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: ₫854.9b (down 15% from FY 2019). Net income: ₫41.2b (down 43% from FY 2019). Profit margin: 4.8% (down from 7.2% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫12,300, the stock is trading at a trailing P/E ratio of 10x, down from the previous P/E ratio of 11.8x. This compares to an average P/E of 20x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 9.9%.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫14,650, the stock is trading at a trailing P/E ratio of 11.9x, up from the previous P/E ratio of 10.1x. This compares to an average P/E of 19x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 7.6%.
Is New 90 Day High Low • Jan 08New 90-day high: ₫13,750The company is up 27% from its price of ₫10,800 on 09 October 2020. The Vietnamese market is up 23% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 11% over the same period.
Valuation Update With 7 Day Price Move • Dec 07Market bids up stock over the past weekAfter last week's 22% share price gain to ₫13,100, the stock is trading at a trailing P/E ratio of 10.7x, up from the previous P/E ratio of 8.7x. This compares to an average P/E of 20x in the Consumer Durables industry in Asia. Total return to shareholders over the past three years is a loss of 15%.
Is New 90 Day High Low • Dec 03New 90-day high: ₫11,700The company is up 14% from its price of ₫10,300 on 04 September 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 13% over the same period.
Reported Earnings • Nov 04Third quarter 2020 earnings released: EPS ₫468The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₫212.6b (down 26% from 3Q 2019). Net income: ₫17.8b (down 33% from 3Q 2019). Profit margin: 8.4% (down from 9.2% in 3Q 2019). The decrease in margin was driven by lower revenue. 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 17% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 01New 90-day high: ₫10,900The company is up 14% from its price of ₫9,570 on 03 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 Consumer Durables industry, which is up 15% over the same period.
