Savimex（SAV）株式概要サヴィメックス・コーポレーションは、ベトナム、米国、日本、EU、オーストラリア、韓国、そして世界各国で木材製品を生産・販売している。 詳細SAV 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1/6財務の健全性6/6配当金2/6報酬当社が推定した公正価値より71%で取引されている リスク分析不安定な配当実績 利益率(1.3%)は昨年より低い(4.7%) 財務結果に影響を与える大きな一時的項目 意味のある時価総額がありません ( ₫377B )すべてのリスクチェックを見るSAV 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₫14.50k82.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-22b1t2016201920222025202620282031Revenue ₫1.1tEarnings ₫14.5bAdvancedSet Fair ValueView all narrativesSavimex Corporation 競合他社EverpiaSymbol: HOSE:EVEMarket cap: ₫421.9bViet Thanh Plastic Trading And ManufacturingSymbol: HNX:VTZMarket cap: ₫1.6tThuan An Wood ProcessingSymbol: HOSE:GTAMarket cap: ₫81.6bPhu TaiSymbol: HOSE:PTBMarket cap: ₫4.0t価格と性能株価の高値、安値、推移の概要Savimex過去の株価現在の株価₫14,500.0052週高値₫19,650.0052週安値₫12,300.00ベータ0.301ヶ月の変化-6.75%3ヶ月変化8.61%1年変化-9.94%3年間の変化37.32%5年間の変化4.60%IPOからの変化-39.71%最新ニュースDeclared Dividend • May 21Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 2nd June 2026 Payment date: 22nd July 2026 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time.Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫837 (vs ₫644 in 1Q 2025)First quarter 2026 results: EPS: ₫837 (up from ₫644 in 1Q 2025). Revenue: ₫299.3b (up 9.3% from 1Q 2025). Net income: ₫21.8b (up 30% from 1Q 2025). Profit margin: 7.3% (up from 6.1% in 1Q 2025).Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫16,600, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 79% over the past three years.New Risk • Apr 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₫350.2b market cap, or US$13.3m).お知らせ • Mar 26Savimex Corporation, Annual General Meeting, Apr 17, 2026Savimex Corporation, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time. Location: hall (ground floor) at savimex corporation, no. 162 ht 17 street, tan thoi hiep ward, VietnamBuy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₫13,300. The fair value is estimated to be ₫16,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.最新情報をもっと見るRecent updatesDeclared Dividend • May 21Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 2nd June 2026 Payment date: 22nd July 2026 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time.Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫837 (vs ₫644 in 1Q 2025)First quarter 2026 results: EPS: ₫837 (up from ₫644 in 1Q 2025). Revenue: ₫299.3b (up 9.3% from 1Q 2025). Net income: ₫21.8b (up 30% from 1Q 2025). Profit margin: 7.3% (up from 6.1% in 1Q 2025).Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫16,600, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 79% over the past three years.New Risk • Apr 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₫350.2b market cap, or US$13.3m).お知らせ • Mar 26Savimex Corporation, Annual General Meeting, Apr 17, 2026Savimex Corporation, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time. Location: hall (ground floor) at savimex corporation, no. 162 ht 17 street, tan thoi hiep ward, VietnamBuy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₫13,300. The fair value is estimated to be ₫16,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Jan 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₫13,400. The fair value is estimated to be ₫16,878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Dec 12Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₫13,000. The fair value is estimated to be ₫16,803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.Buy Or Sell Opportunity • Oct 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to ₫13,500. The fair value is estimated to be ₫16,889, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: ₫683 (vs ₫121 in 3Q 2024)Third quarter 2025 results: EPS: ₫683 (up from ₫121 in 3Q 2024). Revenue: ₫251.8b (down 19% from 3Q 2024). Net income: ₫17.2b (up 483% from 3Q 2024). Profit margin: 6.8% (up from 1.0% in 3Q 2024).Reported Earnings • Jul 22Second quarter 2025 earnings released: ₫910 loss per share (vs ₫1,096 loss in 2Q 2024)Second quarter 2025 results: ₫910 loss per share. Revenue: ₫237.7b (up 2.1% from 2Q 2024). Net loss: ₫22.6b (loss widened 3.7% from 2Q 2024).New Risk • Jul 02New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫427.9b market cap, or US$16.3m).New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₫468.2b market cap, or US$17.8m).Declared Dividend • May 10Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 22nd May 2025 Payment date: 25th June 2025 Dividend yield will be 5.6%, which is lower than the industry average of 7.0%. Sustainability & Growth The dividend has increased by an average of 5.6% per year over the past 7 years. However, payments have been volatile during that time.お知らせ • Mar 28Savimex Corporation, Annual General Meeting, Apr 18, 2025Savimex Corporation, Annual General Meeting, Apr 18, 2025, at 14:00 SE Asia Standard Time. Location: no.162 ht 17 street, hiep thanh ward, district 12, ho chi minh, VietnamNew Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (₫598.3b market cap, or US$23.3m).Upcoming Dividend • May 23Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 15 July 2024. Trailing yield: 2.5%. Lower than top quartile of Vietnamese dividend payers (8.7%). Lower than average of industry peers (5.4%).お知らせ • May 16Savimex Corporation Proposes Dividend for 2023, Payable on July 15, 2024Savimex Corporation proposed to settle payment of 2023 dividend, payment rate is 5% (1 share is paid 500 VND), payment by cash. Due date shall be on July 15, 2024.お知らせ • Mar 20Savimex Corporation, Annual General Meeting, Apr 05, 2024Savimex Corporation, Annual General Meeting, Apr 05, 2024, at 07:00 Coordinated Universal Time. Location: No.162, road HT 17, Hiep Thanh ward, district 12 Ho Chi Minh City VietnamNew Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Shareholders have been diluted in the past year (14% increase in shares outstanding). Market cap is less than US$100m (₫437.7b market cap, or US$18.2m).Upcoming Dividend • Aug 07Upcoming dividend of ₫500 per share at 2.2% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 31 August 2023. Trailing yield: 2.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Lower than average of industry peers (7.0%).お知らせ • Aug 03Savimex Corporation Declares Cash Dividend for the Year 2022, Payable on August 31, 2023Savimex Corporation announced the Payment ratio is 5%/par value (VND 500 per share) for the year 2022. Ex-right date is August 14, 2023. Record date is August 15, 2023 and Payment date is August 31, 2023.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Recent Insider Transactions • Sep 21Insider recently bought ₫46m worth of stockOn the 17th of September, Jung Kwan bought around 5k shares on-market at roughly ₫10,000 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Upcoming Dividend • May 26Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (7.3%). Lower than average of industry peers (6.3%).お知らせ • May 26Savimex Corporation Approves Cash Dividend for 2021, payable on June 10, 2022Savimex Corporation announced cash dividend: exercise ratio of 05% (VNR 500/share) for 2021. Payment date is June 10, 2022. Ex-right date: June 02, 2022 and record date: June 03, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 14Savimex Corporation Approves the Plan for Dividend PaymentSavimex Corporation announced Approved on implementation paying dividend by cash with the ratio 5% (each share receive 500 VND) and by issuing plan in order to increase charter capital base on GSM’s Resolution No. 02/2022/NQ-DHCD on April 08", 2022 with 15% of per value (shareholder who owns 100 share will be enjoyed 15 new shares).Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 June 2021. Trailing yield: 2.3%. Lower than top quartile of Vietnamese dividend payers (7.4%). Higher than average of industry peers (1.9%).Is New 90 Day High Low • Feb 17New 90-day high: ₫21,000The company is up 27% from its price of ₫16,500 on 19 November 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 13% over the same period.Is New 90 Day High Low • Jan 21New 90-day high: ₫20,800The company is up 30% from its price of ₫16,000 on 23 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period.Is New 90 Day High Low • Jan 06New 90-day high: ₫17,800The company is up 37% from its price of ₫13,000 on 08 October 2020. The Vietnamese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 12% over the same period.Is New 90 Day High Low • Dec 04New 90-day high: ₫17,750The company is up 64% from its price of ₫10,800 on 04 September 2020. The Vietnamese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period.Is New 90 Day High Low • Nov 09New 90-day high: ₫16,400The company is up 106% from its price of ₫7,970 on 11 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 26% over the same period.Is New 90 Day High Low • Oct 09New 90-day high: ₫13,750The company is up 71% from its price of ₫8,020 on 10 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period.株主還元SAVVN Consumer DurablesVN 市場7D-3.0%-1.3%-2.1%1Y-9.9%-4.0%41.3%株主還元を見る業界別リターン: SAV過去 1 年間で-4 % の収益を上げたVN Consumer Durables業界を下回りました。リターン対市場: SAVは、過去 1 年間で41.3 % のリターンを上げたVN市場を下回りました。価格変動Is SAV's price volatile compared to industry and market?SAV volatilitySAV Average Weekly Movement5.8%Consumer Durables Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in VN Market8.0%10% least volatile stocks in VN Market2.9%安定した株価: SAV 、 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: SAVの 週次ボラティリティ ( 6% ) 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1985983Hong Limwww.savimex.com.vnサヴィメックス・コーポレーションは、ベトナム、米国、日本、EU、オーストラリア、韓国、そして世界各国で木材製品を製造・販売している。無垢材、布張り、コンテンポラリー、クラシック、ホスピタリティ、カジノ用家具、キッチンキャビネットなどを提供している。また、金物製品、アルミドアや窓、ケースワークのコンソールテーブル、クローゼットやユーティリティシェルフ、カウンタートップ、カスタムキャビネットアクセサリー、エクステリアやインテリアの木製ドア、インテリアの建築用木材やケースワーク、ロビーの受付デスク、ロビーラウンジのケースワーク、キャビネットドアの金属パネルやガラスパネル、合板やMDF製品、トイレの洗面台、壁紙、木製ロッカーやキャビネット、木製や金属製の棚などの内装材、大理石、石英、石製の天板製品、紋章、スピンドル、コーベル、モールディングなどの木彫り製品も提供している。さらに、枕、毛布、羽毛布団、カーテン、カーペット、スリッパ、タオルなどの寝具製品、キッチン用品、イノックス調理器具、陶磁器製品、収納用品などのキッチン製品、装飾品などのサポート製品も提供している。さらに、同社はデザインとインテリア装飾サービスも提供している。サヴィメックス・コーポレーションは1985年に設立され、ベトナムのホーチミン市に本社を置いている。もっと見るSavimex Corporation 基礎のまとめSavimex の収益と売上を時価総額と比較するとどうか。SAV 基礎統計学時価総額₫377.49b収益（TTM）₫14.50b売上高(TTM)₫1.09t26.0xPER（株価収益率0.3xP/SレシオSAV 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SAV 損益計算書（TTM）収益₫1.09t売上原価₫899.04b売上総利益₫188.54bその他の費用₫174.04b収益₫14.50b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）557.10グロス・マージン17.34%純利益率1.33%有利子負債／自己資本比率17.2%SAV 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6.6%現在の配当利回りn/a配当性向SAV 配当は確実ですか？SAV 配当履歴とベンチマークを見るSAV 、いつまでに購入すれば配当金を受け取れますか？Savimex 配当日配当落ち日Jun 02 2026配当支払日Jul 22 2026配当落ちまでの日数9 days配当支払日までの日数59 daysSAV 配当は確実ですか？SAV 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2026/05/22 13:31終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Savimex Corporation 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。0
Declared Dividend • May 21Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 2nd June 2026 Payment date: 22nd July 2026 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫837 (vs ₫644 in 1Q 2025)First quarter 2026 results: EPS: ₫837 (up from ₫644 in 1Q 2025). Revenue: ₫299.3b (up 9.3% from 1Q 2025). Net income: ₫21.8b (up 30% from 1Q 2025). Profit margin: 7.3% (up from 6.1% in 1Q 2025).
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫16,600, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 79% over the past three years.
New Risk • Apr 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₫350.2b market cap, or US$13.3m).
お知らせ • Mar 26Savimex Corporation, Annual General Meeting, Apr 17, 2026Savimex Corporation, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time. Location: hall (ground floor) at savimex corporation, no. 162 ht 17 street, tan thoi hiep ward, Vietnam
Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₫13,300. The fair value is estimated to be ₫16,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.
Declared Dividend • May 21Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 2nd June 2026 Payment date: 22nd July 2026 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth The dividend has increased by an average of 19% per year over the past 8 years. However, payments have been volatile during that time.
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫837 (vs ₫644 in 1Q 2025)First quarter 2026 results: EPS: ₫837 (up from ₫644 in 1Q 2025). Revenue: ₫299.3b (up 9.3% from 1Q 2025). Net income: ₫21.8b (up 30% from 1Q 2025). Profit margin: 7.3% (up from 6.1% in 1Q 2025).
Valuation Update With 7 Day Price Move • Apr 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫16,600, the stock trades at a trailing P/E ratio of 45.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 79% over the past three years.
New Risk • Apr 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 4.0% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (₫350.2b market cap, or US$13.3m).
お知らせ • Mar 26Savimex Corporation, Annual General Meeting, Apr 17, 2026Savimex Corporation, Annual General Meeting, Apr 17, 2026, at 14:00 SE Asia Standard Time. Location: hall (ground floor) at savimex corporation, no. 162 ht 17 street, tan thoi hiep ward, Vietnam
Buy Or Sell Opportunity • Jan 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.9% to ₫13,300. The fair value is estimated to be ₫16,662, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Jan 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 13% to ₫13,400. The fair value is estimated to be ₫16,878, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Dec 12Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to ₫13,000. The fair value is estimated to be ₫16,803, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.
Buy Or Sell Opportunity • Oct 24Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to ₫13,500. The fair value is estimated to be ₫16,889, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.6% over the last year. Meanwhile, the company has become profitable.
Reported Earnings • Oct 23Third quarter 2025 earnings released: EPS: ₫683 (vs ₫121 in 3Q 2024)Third quarter 2025 results: EPS: ₫683 (up from ₫121 in 3Q 2024). Revenue: ₫251.8b (down 19% from 3Q 2024). Net income: ₫17.2b (up 483% from 3Q 2024). Profit margin: 6.8% (up from 1.0% in 3Q 2024).
Reported Earnings • Jul 22Second quarter 2025 earnings released: ₫910 loss per share (vs ₫1,096 loss in 2Q 2024)Second quarter 2025 results: ₫910 loss per share. Revenue: ₫237.7b (up 2.1% from 2Q 2024). Net loss: ₫22.6b (loss widened 3.7% from 2Q 2024).
New Risk • Jul 02New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 5.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫427.9b market cap, or US$16.3m).
New Risk • Jun 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Market cap is less than US$100m (₫468.2b market cap, or US$17.8m).
Declared Dividend • May 10Dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 22nd May 2025 Payment date: 25th June 2025 Dividend yield will be 5.6%, which is lower than the industry average of 7.0%. Sustainability & Growth The dividend has increased by an average of 5.6% per year over the past 7 years. However, payments have been volatile during that time.
お知らせ • Mar 28Savimex Corporation, Annual General Meeting, Apr 18, 2025Savimex Corporation, Annual General Meeting, Apr 18, 2025, at 14:00 SE Asia Standard Time. Location: no.162 ht 17 street, hiep thanh ward, district 12, ho chi minh, Vietnam
New Risk • Jul 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Market cap is less than US$100m (₫598.3b market cap, or US$23.3m).
Upcoming Dividend • May 23Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 30 May 2024. Payment date: 15 July 2024. Trailing yield: 2.5%. Lower than top quartile of Vietnamese dividend payers (8.7%). Lower than average of industry peers (5.4%).
お知らせ • May 16Savimex Corporation Proposes Dividend for 2023, Payable on July 15, 2024Savimex Corporation proposed to settle payment of 2023 dividend, payment rate is 5% (1 share is paid 500 VND), payment by cash. Due date shall be on July 15, 2024.
お知らせ • Mar 20Savimex Corporation, Annual General Meeting, Apr 05, 2024Savimex Corporation, Annual General Meeting, Apr 05, 2024, at 07:00 Coordinated Universal Time. Location: No.162, road HT 17, Hiep Thanh ward, district 12 Ho Chi Minh City Vietnam
New Risk • Sep 10New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 14% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Minor Risks Shareholders have been diluted in the past year (14% increase in shares outstanding). Market cap is less than US$100m (₫437.7b market cap, or US$18.2m).
Upcoming Dividend • Aug 07Upcoming dividend of ₫500 per share at 2.2% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 31 August 2023. Trailing yield: 2.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Lower than average of industry peers (7.0%).
お知らせ • Aug 03Savimex Corporation Declares Cash Dividend for the Year 2022, Payable on August 31, 2023Savimex Corporation announced the Payment ratio is 5%/par value (VND 500 per share) for the year 2022. Ex-right date is August 14, 2023. Record date is August 15, 2023 and Payment date is August 31, 2023.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Recent Insider Transactions • Sep 21Insider recently bought ₫46m worth of stockOn the 17th of September, Jung Kwan bought around 5k shares on-market at roughly ₫10,000 per share. This transaction amounted to 9.2% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Upcoming Dividend • May 26Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 02 June 2022. Payment date: 10 June 2022. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (7.3%). Lower than average of industry peers (6.3%).
お知らせ • May 26Savimex Corporation Approves Cash Dividend for 2021, payable on June 10, 2022Savimex Corporation announced cash dividend: exercise ratio of 05% (VNR 500/share) for 2021. Payment date is June 10, 2022. Ex-right date: June 02, 2022 and record date: June 03, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 1 highly experienced director. No independent directors (7 non-independent directors). Director Soung Gyu Kim was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 14Savimex Corporation Approves the Plan for Dividend PaymentSavimex Corporation announced Approved on implementation paying dividend by cash with the ratio 5% (each share receive 500 VND) and by issuing plan in order to increase charter capital base on GSM’s Resolution No. 02/2022/NQ-DHCD on April 08", 2022 with 15% of per value (shareholder who owns 100 share will be enjoyed 15 new shares).
Upcoming Dividend • May 13Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 20 May 2021. Payment date: 02 June 2021. Trailing yield: 2.3%. Lower than top quartile of Vietnamese dividend payers (7.4%). Higher than average of industry peers (1.9%).
Is New 90 Day High Low • Feb 17New 90-day high: ₫21,000The company is up 27% from its price of ₫16,500 on 19 November 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 13% over the same period.
Is New 90 Day High Low • Jan 21New 90-day high: ₫20,800The company is up 30% from its price of ₫16,000 on 23 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 16% over the same period.
Is New 90 Day High Low • Jan 06New 90-day high: ₫17,800The company is up 37% from its price of ₫13,000 on 08 October 2020. The Vietnamese market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 12% over the same period.
Is New 90 Day High Low • Dec 04New 90-day high: ₫17,750The company is up 64% from its price of ₫10,800 on 04 September 2020. The Vietnamese market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 17% over the same period.
Is New 90 Day High Low • Nov 09New 90-day high: ₫16,400The company is up 106% from its price of ₫7,970 on 11 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 26% over the same period.
Is New 90 Day High Low • Oct 09New 90-day high: ₫13,750The company is up 71% from its price of ₫8,020 on 10 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period.
