Viettronics Tan Binh（VTB）株式概要ベトロニクス・タンビン・ジョイントストック・カンパニーはベトナムで電気製品を生産・販売している。 詳細VTB ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績3/6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41.3%で取引されている 過去1年間で収益は67.1%増加しました リスク分析意味のある時価総額がありません ( ₫149B )6.52%の配当は利益で十分にカバーされていない VN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るVTB 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₫13.80k76.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0346b2016201920222025202620282031Revenue ₫137.3bEarnings ₫17.1bAdvancedSet Fair ValueView all narrativesViettronics Tan Binh Joint Stock Company 競合他社Hai Phong Electrical MechanicalSymbol: HNX:DHPMarket cap: ₫101.6bThuan An Wood ProcessingSymbol: HOSE:GTAMarket cap: ₫81.6bNagakawa GroupSymbol: HNX:NAGMarket cap: ₫312.8bMiraeSymbol: HOSE:KMRMarket cap: ₫160.4b価格と性能株価の高値、安値、推移の概要Viettronics Tan Binh過去の株価現在の株価₫13,800.0052週高値₫26,950.0052週安値₫8,900.00ベータ0.331ヶ月の変化-1.43%3ヶ月変化-10.10%1年変化35.29%3年間の変化15.48%5年間の変化15.00%IPOからの変化-81.10%最新ニュースReported Earnings • Apr 24First quarter 2026 earnings released: EPS: ₫353 (vs ₫216 in 1Q 2025)First quarter 2026 results: EPS: ₫353 (up from ₫216 in 1Q 2025). Revenue: ₫29.0b (up 8.0% from 1Q 2025). Net income: ₫3.82b (up 64% from 1Q 2025). Profit margin: 13% (up from 8.7% in 1Q 2025). The increase in margin was driven by higher revenue.Buy Or Sell Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₫13,500. The fair value is estimated to be ₫17,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 55%.お知らせ • Mar 06Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026, at 08:00 SE Asia Standard Time. Location: no. 248a no trang long, binh thanh ward, ho chi minh VietnamReported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1,555 (vs ₫1,068 in FY 2024)Full year 2025 results: EPS: ₫1,555 (up from ₫1,068 in FY 2024). Revenue: ₫135.2b (up 18% from FY 2024). Net income: ₫16.8b (up 46% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫21,600, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 88% over the past three years.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₫17,250, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 83% over the past three years.最新情報をもっと見るRecent updatesReported Earnings • Apr 24First quarter 2026 earnings released: EPS: ₫353 (vs ₫216 in 1Q 2025)First quarter 2026 results: EPS: ₫353 (up from ₫216 in 1Q 2025). Revenue: ₫29.0b (up 8.0% from 1Q 2025). Net income: ₫3.82b (up 64% from 1Q 2025). Profit margin: 13% (up from 8.7% in 1Q 2025). The increase in margin was driven by higher revenue.Buy Or Sell Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₫13,500. The fair value is estimated to be ₫17,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 55%.お知らせ • Mar 06Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026, at 08:00 SE Asia Standard Time. Location: no. 248a no trang long, binh thanh ward, ho chi minh VietnamReported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1,555 (vs ₫1,068 in FY 2024)Full year 2025 results: EPS: ₫1,555 (up from ₫1,068 in FY 2024). Revenue: ₫135.2b (up 18% from FY 2024). Net income: ₫16.8b (up 46% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫21,600, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 88% over the past three years.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₫17,250, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 83% over the past three years.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫21,850, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 12x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 132% over the past three years.New Risk • Nov 15New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Market cap is less than US$10m (₫172.3b market cap, or US$6.55m). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₫16,100, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 12x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 73% over the past three years.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫11,350, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 29% over the past three years.New Risk • Oct 23New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Dividend yield: 9.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Market cap is less than US$10m (₫105.9b market cap, or US$4.02m).Reported Earnings • Oct 17Third quarter 2025 earnings released: EPS: ₫228 (vs ₫302 in 3Q 2024)Third quarter 2025 results: EPS: ₫228 (down from ₫302 in 3Q 2024). Revenue: ₫33.8b (up 4.7% from 3Q 2024). Net income: ₫2.46b (down 25% from 3Q 2024). Profit margin: 7.3% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Apr 18+ 2 more updatesViettronics Tan Binh Joint Stock Company Provides Separate and Consolidated Earnings Guidance for the Year 2025Viettronics Tan Binh Joint Stock Company provided separate and consolidated earnings guidance for the year 2025. For the year, on separate basis, the company expects total reported revenue of VND 113,750,000,000 and total pre-tax profit reported of VND 15,300,000,000. For the year, on consolidated basis, the company expects total consolidated reported revenue of VND 125,000,000,000 and total pre-tax profit reported of VND 15,500,000,000.Reported Earnings • Apr 17First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: ₫216. Net income: ₫2.34b (up ₫2.34b from 1Q 2024).New Risk • Feb 27New 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2015 fiscal period end). Market cap is less than US$10m (₫110.2b market cap, or US$4.30m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).お知らせ • Feb 26Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 17, 2025Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 17, 2025, at 08:00 SE Asia Standard Time. Location: no. 248a, no trang long street, ward 12, binh thanh district, hcmc., VietnamBuy Or Sell Opportunity • Jan 22Now 23% overvaluedOver the last 90 days, the stock has fallen 2.4% to ₫10,200. The fair value is estimated to be ₫8,289, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 2.9% to ₫10,150. The fair value is estimated to be ₫8,285, however this is not to be taken as a sell recommendation but rather should be used as a guide only.Upcoming Dividend • Dec 23Upcoming dividend of ₫900 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 10 January 2025. Trailing yield: 9.3%. Within top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (4.1%).お知らせ • Feb 28Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 20, 2024Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 20, 2024.Upcoming Dividend • Sep 26Upcoming dividend of ₫800 per share at 9.3% yieldEligible shareholders must have bought the stock before 03 October 2023. Payment date: 13 October 2023. Trailing yield: 9.3%. Within top quartile of Vietnamese dividend payers (8.7%). Higher than average of industry peers (7.0%).お知らせ • Sep 21Viettronics Tan Binh Joint Stock Company Approves Cash Dividend, Payable on October 13, 2023The Board resolution dated September 19, 2023, the BOD of Viettronics Tan Binh Joint Stock Company approved the plan to pay for the remaining cash dividend in 2022 as follows: Record date: October 04, 2023. Exercise ratio: To pay for the remaining cash dividend for 2022: 3%. To pay for the 1st cash dividend for 2023: 5%. Payment time: October 13, 2023.Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. 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 • Nov 12Viettronics Tan Binh Joint Stock Company Announces the Change in PersonnelViettronics Tan Binh Joint Stock Company announces the change in personnel as follows: announced appointment of Mr. Vo Sang Banh of person in charge of administration cum secretary and resignation of Mr. Huynh Duc Hien person in charge of administration cum secretary, Both Effective date: November 01, 2022.Upcoming Dividend • Sep 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 28 September 2022. Trailing yield: 8.1%. Within top quartile of Vietnamese dividend payers (7.4%). Higher than average of industry peers (5.3%).お知らせ • Aug 31Tan Binh Joint Stock Company Announces Cash Dividend for 2021 and First Cash Dividend for 2022, Payable on September 28, 2022The Board of Directors of Viettronics Tan Binh JSC approved to pay remaining cash dividend for 2021 and to pay first cash dividend for 2022 as follows: to pay remaining cash dividend for 2021 is 5%, pay first cash dividend for 2022 is 5%. Record date is September 14, 2022 and payment date September 28, 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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Aug 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 16 September 2021. Trailing yield: 8.1%. Within top quartile of Vietnamese dividend payers (7.2%). Higher than average of industry peers (6.1%).Is New 90 Day High Low • Jan 08New 90-day high: ₫11,600The company is up 18% from its price of ₫9,810 on 09 October 2020. The Vietnamese market is up 23% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 11% over the same period.Is New 90 Day High Low • Dec 23New 90-day high: ₫11,550The company is up 17% from its price of ₫9,900 on 24 September 2020. The Vietnamese market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Consumer Durables industry, which is up 22% over the same period.Upcoming Dividend • Nov 16Upcoming Dividend of ₫500 Per ShareWill be paid on the 10th of December to those who are registered shareholders by the 23rd of November. The trailing yield of 9.8% is in the top quartile of Vietnamese dividend payers (9.1%), and it is higher than industry peers (1.6%).Is New 90 Day High Low • Oct 19New 90-day high: ₫10,450The company is up 7.0% from its price of ₫9,800 on 21 July 2020. The Vietnamese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period.株主還元VTBVN Consumer DurablesVN 市場7D3.8%-1.0%-1.5%1Y35.3%-6.4%37.6%株主還元を見る業界別リターン: VTB過去 1 年間で-6.4 % の収益を上げたVN Consumer Durables業界を上回りました。リターン対市場: VTBは、過去 1 年間で37.6 % のリターンを上げたVN市場を下回りました。価格変動Is VTB's price volatile compared to industry and market?VTB volatilityVTB Average Weekly Movement6.3%Consumer Durables Industry Average Movement4.0%Market Average Movement5.0%10% most volatile stocks in VN Market7.9%10% least volatile stocks in VN Market2.9%安定した株価: VTBの株価は、 VN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: VTBの weekly volatility ( 6% ) は過去 1 年間安定していますが、依然としてVNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト197399Tuan Vanwww.vtb.com.vnベトロニクス・タンビン・ジョイントストック・カンパニーはベトナムで電気製品を生産・販売している。同社はLEDテレビ、アンプ、DVD-VCDプレーヤー、ラジオ、スピーカー、デスクトップ、プリンター、冷蔵庫、電気炊飯器、カメラなどの電気製品を提供している。また、医療機器やマスク事業にも携わっている。また、ITソリューションやレンタル事業も行っている。さらに、電子製品の組立、保証、小売にも携わっている。ベトロニクス・タンビン・ジョイントストック・カンパニーは1973年に設立され、ベトナムのホーチミン市に本社を置く。もっと見るViettronics Tan Binh Joint Stock Company 基礎のまとめViettronics Tan Binh の収益と売上を時価総額と比較するとどうか。VTB 基礎統計学時価総額₫149.10b収益（TTM）₫17.08b売上高(TTM)₫137.33b8.7xPER（株価収益率1.1xP/SレシオVTB 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VTB 損益計算書（TTM）収益₫137.33b売上原価₫67.16b売上総利益₫70.17bその他の費用₫53.09b収益₫17.08b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）1.58kグロス・マージン51.09%純利益率12.43%有利子負債／自己資本比率0.4%VTB 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6.5%現在の配当利回り149%配当性向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2026/05/29 18:37終値2026/05/29 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Viettronics Tan Binh 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。0
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: ₫353 (vs ₫216 in 1Q 2025)First quarter 2026 results: EPS: ₫353 (up from ₫216 in 1Q 2025). Revenue: ₫29.0b (up 8.0% from 1Q 2025). Net income: ₫3.82b (up 64% from 1Q 2025). Profit margin: 13% (up from 8.7% in 1Q 2025). The increase in margin was driven by higher revenue.
Buy Or Sell Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₫13,500. The fair value is estimated to be ₫17,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 55%.
お知らせ • Mar 06Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026, at 08:00 SE Asia Standard Time. Location: no. 248a no trang long, binh thanh ward, ho chi minh Vietnam
Reported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1,555 (vs ₫1,068 in FY 2024)Full year 2025 results: EPS: ₫1,555 (up from ₫1,068 in FY 2024). Revenue: ₫135.2b (up 18% from FY 2024). Net income: ₫16.8b (up 46% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫21,600, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 88% over the past three years.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₫17,250, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 83% over the past three years.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: ₫353 (vs ₫216 in 1Q 2025)First quarter 2026 results: EPS: ₫353 (up from ₫216 in 1Q 2025). Revenue: ₫29.0b (up 8.0% from 1Q 2025). Net income: ₫3.82b (up 64% from 1Q 2025). Profit margin: 13% (up from 8.7% in 1Q 2025). The increase in margin was driven by higher revenue.
Buy Or Sell Opportunity • Apr 01Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₫13,500. The fair value is estimated to be ₫17,404, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last year. Earnings per share has grown by 55%.
お知らせ • Mar 06Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 24, 2026, at 08:00 SE Asia Standard Time. Location: no. 248a no trang long, binh thanh ward, ho chi minh Vietnam
Reported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1,555 (vs ₫1,068 in FY 2024)Full year 2025 results: EPS: ₫1,555 (up from ₫1,068 in FY 2024). Revenue: ₫135.2b (up 18% from FY 2024). Net income: ₫16.8b (up 46% from FY 2024). Profit margin: 12% (up from 10% in FY 2024). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Dec 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫21,600, the stock trades at a trailing P/E ratio of 20.1x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 88% over the past three years.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment deteriorates as stock falls 30%After last week's 30% share price decline to ₫17,250, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 83% over the past three years.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫21,850, the stock trades at a trailing P/E ratio of 20.3x. Average trailing P/E is 12x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 132% over the past three years.
New Risk • Nov 15New 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 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Market cap is less than US$10m (₫172.3b market cap, or US$6.55m). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
Valuation Update With 7 Day Price Move • Nov 13Investor sentiment improves as stock rises 25%After last week's 25% share price gain to ₫16,100, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 12x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 73% over the past three years.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫11,350, the stock trades at a trailing P/E ratio of 10.6x. Average trailing P/E is 11x in the Consumer Durables industry in Vietnam. Total returns to shareholders of 29% over the past three years.
New Risk • Oct 23New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Dividend yield: 9.6% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 130% Cash payout ratio: 155% Market cap is less than US$10m (₫105.9b market cap, or US$4.02m).
Reported Earnings • Oct 17Third quarter 2025 earnings released: EPS: ₫228 (vs ₫302 in 3Q 2024)Third quarter 2025 results: EPS: ₫228 (down from ₫302 in 3Q 2024). Revenue: ₫33.8b (up 4.7% from 3Q 2024). Net income: ₫2.46b (down 25% from 3Q 2024). Profit margin: 7.3% (down from 10% in 3Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Apr 18+ 2 more updatesViettronics Tan Binh Joint Stock Company Provides Separate and Consolidated Earnings Guidance for the Year 2025Viettronics Tan Binh Joint Stock Company provided separate and consolidated earnings guidance for the year 2025. For the year, on separate basis, the company expects total reported revenue of VND 113,750,000,000 and total pre-tax profit reported of VND 15,300,000,000. For the year, on consolidated basis, the company expects total consolidated reported revenue of VND 125,000,000,000 and total pre-tax profit reported of VND 15,500,000,000.
Reported Earnings • Apr 17First quarter 2025 earnings releasedFirst quarter 2025 results: EPS: ₫216. Net income: ₫2.34b (up ₫2.34b from 1Q 2024).
New Risk • Feb 27New 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 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2015 fiscal period end). Market cap is less than US$10m (₫110.2b market cap, or US$4.30m). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.3% average weekly change).
お知らせ • Feb 26Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 17, 2025Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 17, 2025, at 08:00 SE Asia Standard Time. Location: no. 248a, no trang long street, ward 12, binh thanh district, hcmc., Vietnam
Buy Or Sell Opportunity • Jan 22Now 23% overvaluedOver the last 90 days, the stock has fallen 2.4% to ₫10,200. The fair value is estimated to be ₫8,289, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Buy Or Sell Opportunity • Jan 06Now 23% overvaluedOver the last 90 days, the stock has fallen 2.9% to ₫10,150. The fair value is estimated to be ₫8,285, however this is not to be taken as a sell recommendation but rather should be used as a guide only.
Upcoming Dividend • Dec 23Upcoming dividend of ₫900 per shareEligible shareholders must have bought the stock before 30 December 2024. Payment date: 10 January 2025. Trailing yield: 9.3%. Within top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (4.1%).
お知らせ • Feb 28Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 20, 2024Viettronics Tan Binh Joint Stock Company, Annual General Meeting, Apr 20, 2024.
Upcoming Dividend • Sep 26Upcoming dividend of ₫800 per share at 9.3% yieldEligible shareholders must have bought the stock before 03 October 2023. Payment date: 13 October 2023. Trailing yield: 9.3%. Within top quartile of Vietnamese dividend payers (8.7%). Higher than average of industry peers (7.0%).
お知らせ • Sep 21Viettronics Tan Binh Joint Stock Company Approves Cash Dividend, Payable on October 13, 2023The Board resolution dated September 19, 2023, the BOD of Viettronics Tan Binh Joint Stock Company approved the plan to pay for the remaining cash dividend in 2022 as follows: Record date: October 04, 2023. Exercise ratio: To pay for the remaining cash dividend for 2022: 3%. To pay for the 1st cash dividend for 2023: 5%. Payment time: October 13, 2023.
Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. 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 • Nov 12Viettronics Tan Binh Joint Stock Company Announces the Change in PersonnelViettronics Tan Binh Joint Stock Company announces the change in personnel as follows: announced appointment of Mr. Vo Sang Banh of person in charge of administration cum secretary and resignation of Mr. Huynh Duc Hien person in charge of administration cum secretary, Both Effective date: November 01, 2022.
Upcoming Dividend • Sep 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 September 2022. Payment date: 28 September 2022. Trailing yield: 8.1%. Within top quartile of Vietnamese dividend payers (7.4%). Higher than average of industry peers (5.3%).
お知らせ • Aug 31Tan Binh Joint Stock Company Announces Cash Dividend for 2021 and First Cash Dividend for 2022, Payable on September 28, 2022The Board of Directors of Viettronics Tan Binh JSC approved to pay remaining cash dividend for 2021 and to pay first cash dividend for 2022 as follows: to pay remaining cash dividend for 2021 is 5%, pay first cash dividend for 2022 is 5%. Record date is September 14, 2022 and payment date September 28, 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. 4 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chairman of the Board Manh Bui was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Aug 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 August 2021. Payment date: 16 September 2021. Trailing yield: 8.1%. Within top quartile of Vietnamese dividend payers (7.2%). Higher than average of industry peers (6.1%).
Is New 90 Day High Low • Jan 08New 90-day high: ₫11,600The company is up 18% from its price of ₫9,810 on 09 October 2020. The Vietnamese market is up 23% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Consumer Durables industry, which is up 11% over the same period.
Is New 90 Day High Low • Dec 23New 90-day high: ₫11,550The company is up 17% from its price of ₫9,900 on 24 September 2020. The Vietnamese market is also up 17% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it underperformed the Consumer Durables industry, which is up 22% over the same period.
Upcoming Dividend • Nov 16Upcoming Dividend of ₫500 Per ShareWill be paid on the 10th of December to those who are registered shareholders by the 23rd of November. The trailing yield of 9.8% is in the top quartile of Vietnamese dividend payers (9.1%), and it is higher than industry peers (1.6%).
Is New 90 Day High Low • Oct 19New 90-day high: ₫10,450The company is up 7.0% from its price of ₫9,800 on 21 July 2020. The Vietnamese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 21% over the same period.
