Vicem Packaging Bim Son（BPC）株式概要ビセム・パッケージング・ビムソン・ジョイント・ストック・カンパニーは、ベトナムでプラスチックと紙のパッケージ製品を製造・販売している。 詳細BPC 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4/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より96%で取引されている 過去1年間で収益は94%増加しました リスク分析株式の流動性は非常に低い 過去5年間で収益は年間30.9%減少しました。 意味のある時価総額がありません ( ₫48B )すべてのリスクチェックを見るBPC 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₫12.50k58.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0333b2016201920222025202620282031Revenue ₫278.0bEarnings ₫1.8bAdvancedSet Fair ValueView all narrativesVicem Packaging Bim Son Joint Stock Company 競合他社Haiphong Packing VICEMSymbol: HNX:BXHMarket cap: ₫44.6bDam Phu My PackagingSymbol: HNX:PMPMarket cap: ₫51.2bPetroVietnam PackagingSymbol: HNX:PBPMarket cap: ₫58.6bSong Da Industry TradeSymbol: HNX:STPMarket cap: ₫60.2b価格と性能株価の高値、安値、推移の概要Vicem Packaging Bim Son過去の株価現在の株価₫12,500.0052週高値₫14,800.0052週安値₫9,700.00ベータ0.0631ヶ月の変化0%3ヶ月変化-9.42%1年変化-3.85%3年間の変化35.87%5年間の変化25.00%IPOからの変化-46.81%最新ニュースお知らせ • Feb 10Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026, at 08:00 SE Asia Standard Time. Location: head quarteres of vicem packaging bim son jsc, quarter 9, bim son ward thanh hoa province, VietnamValuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫14,300, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 38% over the past three years.Board Change • Jan 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Oct 19Third quarter 2025 earnings released: EPS: ₫96.00 (vs ₫45.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫96.00 (up from ₫45.00 in 3Q 2024). Revenue: ₫64.0b (up 19% from 3Q 2024). Net income: ₫363.0m (up 113% from 3Q 2024). Profit margin: 0.6% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% 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 • Oct 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫11,000, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 31% over the past three years.最新情報をもっと見るRecent updatesお知らせ • Feb 10Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026, at 08:00 SE Asia Standard Time. Location: head quarteres of vicem packaging bim son jsc, quarter 9, bim son ward thanh hoa province, VietnamValuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫14,300, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 38% over the past three years.Board Change • Jan 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Nov 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Oct 19Third quarter 2025 earnings released: EPS: ₫96.00 (vs ₫45.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫96.00 (up from ₫45.00 in 3Q 2024). Revenue: ₫64.0b (up 19% from 3Q 2024). Net income: ₫363.0m (up 113% from 3Q 2024). Profit margin: 0.6% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% 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 • Oct 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫11,000, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 31% over the past three years.Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫11,700, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 5.3% over the past three years.Upcoming Dividend • Sep 02Upcoming dividend of ₫200 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Vietnamese dividend payers (7.4%). Lower than average of industry peers (5.0%).Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫13,200, the stock trades at a trailing P/E ratio of 48.9x. Average trailing P/E is 15x in the Packaging industry in Vietnam. Total returns to shareholders of 29% over the past three years.Declared Dividend • Aug 09Dividend of ₫200 announcedDividend of ₫200 is the same as last year. Ex-date: 8th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 5.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫10,400, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total returns to shareholders of 1.5% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₫11,100, the stock trades at a trailing P/E ratio of 47.3x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total returns to shareholders of 3.7% over the past three years.Board Change • May 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 18First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ₫58.3b (down 13% from 1Q 2024). Net income: ₫74.8m (down 73% from 1Q 2024). Profit margin: 0.1% (down from 0.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₫13,400, the stock trades at a trailing P/E ratio of 46.4x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 12% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫12,400, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 3.2% over the past three years.Reported Earnings • Mar 11Full year 2024 earnings released: EPS: ₫289 (vs ₫200 in FY 2023)Full year 2024 results: EPS: ₫289 (up from ₫200 in FY 2023). Revenue: ₫268.9b (up 18% from FY 2023). Net income: ₫1.10b (up 44% from FY 2023). Profit margin: 0.4% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫11,700, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total loss to shareholders of 4.1% over the past three years.お知らせ • Mar 05Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 24, 2025Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 24, 2025, at 08:00 SE Asia Standard Time. Location: quarter 9, lam son ward, bim son town, thanh hoa province, VietnamReported Earnings • Jan 28Full year 2024 earnings released: EPS: ₫292 (vs ₫297 in FY 2023)Full year 2024 results: EPS: ₫292 (down from ₫297 in FY 2023). Revenue: ₫268.9b (up 18% from FY 2023). Net income: ₫1.11b (down 1.5% from FY 2023). Profit margin: 0.4% (down from 0.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Dec 27No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫10,200, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 17x in the Packaging industry in Vietnam. Total loss to shareholders of 9.5% over the past three years.Upcoming Dividend • Aug 30Upcoming dividend of ₫200 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Vietnamese dividend payers (8.2%). Lower than average of industry peers (6.0%).New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 0.6% 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: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (₫31.5b market cap, or US$1.23m). Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: ₫160 (vs ₫255 in 2Q 2023)Second quarter 2024 results: EPS: ₫160 (down from ₫255 in 2Q 2023). Revenue: ₫75.5b (up 19% from 2Q 2023). Net income: ₫609.4m (down 37% from 2Q 2023). Profit margin: 0.8% (down from 1.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫7,600, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 16x in the Packaging industry in Vietnam. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫10,100, the stock trades at a trailing P/E ratio of 34x. Average trailing P/E is 16x in the Packaging industry in Vietnam. Total returns to shareholders of 14% over the past three years.Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫9,900, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 9x in the Packaging industry in Vietnam. Total loss to shareholders of 11% over the past three years.Reported Earnings • Jan 26Full year 2023 earnings released: EPS: ₫297 (vs ₫287 in FY 2022)Full year 2023 results: EPS: ₫297 (up from ₫287 in FY 2022). Revenue: ₫227.6b (down 14% from FY 2022). Net income: ₫1.13b (up 3.4% from FY 2022). Profit margin: 0.5% (up from 0.4% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Board Change • Jan 23No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 • Dec 15No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: ₫250 (vs ₫97.00 in 3Q 2022)Third quarter 2023 results: EPS: ₫250 (up from ₫97.00 in 3Q 2022). Revenue: ₫52.3b (down 4.1% from 3Q 2022). Net income: ₫948.3m (up 156% from 3Q 2022). Profit margin: 1.8% (up from 0.7% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 31Upcoming dividend of ₫200 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (8.6%). Lower than average of industry peers (5.2%).Reported Earnings • Jul 25Second quarter 2023 earnings released: EPS: ₫255 (vs ₫52.00 in 2Q 2022)Second quarter 2023 results: EPS: ₫255 (up from ₫52.00 in 2Q 2022). Revenue: ₫63.5b (down 12% from 2Q 2022). Net income: ₫969.7m (up 391% from 2Q 2022). Profit margin: 1.5% (up from 0.3% in 2Q 2022). The increase in margin was driven by lower expenses.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫10,000, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 29x in the Packaging industry in Vietnam. Total returns to shareholders of 3.9% over the past three years.Board Change • May 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫10,000, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total loss to shareholders of 7.3% over the past three years.Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫10,400, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total loss to shareholders of 3.6% over the past three years.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫11,000, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 29% over the past three years.Valuation Update With 7 Day Price Move • Nov 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₫7,100, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total loss to shareholders of 38% over the past three years.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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: ₫97.00 (vs ₫165 in 3Q 2021)Third quarter 2022 results: EPS: ₫97.00 (down from ₫165 in 3Q 2021). Revenue: ₫54.6b (up 2.2% from 3Q 2021). Net income: ₫370.0m (down 41% from 3Q 2021). Profit margin: 0.7% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫9,000, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Packaging industry in Vietnam. Total loss to shareholders of 27% over the past three years.Board Change • Sep 08No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 16Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 28 September 2022. Trailing yield: 7.5%. Within top quartile of Vietnamese dividend payers (7.3%). Higher than average of industry peers (4.9%).Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: ₫52.00 (vs ₫342 in 2Q 2021)Second quarter 2022 results: EPS: ₫52.00 (down from ₫342 in 2Q 2021). Revenue: ₫72.2b (down 6.6% from 2Q 2021). Net income: ₫197.5m (down 85% from 2Q 2021). Profit margin: 0.3% (down from 1.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₫12,500, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 10x in the Packaging industry in Vietnam. Total loss to shareholders of 8.5% over the past three years.Board Change • Apr 28No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ₫67.7b (down 3.2% from 1Q 2021). Net income: ₫32.3m (down 95% from 1Q 2021). Profit margin: 0% (down from 1.0% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 28Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 05 October 2021. Payment date: 29 October 2021. Trailing yield: 6.2%. Lower than top quartile of Vietnamese dividend payers (6.8%). Higher than average of industry peers (4.3%).Upcoming Dividend • Sep 06Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 13 September 2021. Payment date: 08 October 2021. Trailing yield: 13%. Within top quartile of Vietnamese dividend payers (7.0%). Higher than average of industry peers (4.4%).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫12,300, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 7x in the Packaging industry in Vietnam. Total return to shareholders over the past three years is a loss of 11%.Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫12,400, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 7x in the Packaging industry in Vietnam. Total return to shareholders over the past three years is a loss of 10%.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫7.07b, up 65% from the prior year. Total revenue was ₫254.7b over the last 12 months, down 7.4% from the prior year.株主還元BPCVN PackagingVN 市場7D0%1.2%0.7%1Y-3.8%-5.6%43.0%株主還元を見る業界別リターン: BPC過去 1 年間で-5.6 % の収益を上げたVN Packaging業界を上回りました。リターン対市場: BPCは、過去 1 年間で43 % のリターンを上げたVN市場を下回りました。価格変動Is BPC's price volatile compared to industry and market?BPC volatilityBPC Average Weekly Movementn/aPackaging Industry Average Movement6.0%Market Average Movement5.1%10% most volatile stocks in VN Market7.9%10% least volatile stocks in VN Market2.9%安定した株価: BPC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: 過去 1 年間のBPCのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト1992180Dien Trinhbaobibimson.vnビセム・パッケージング・ビムソン・ジョイント・ストック・カンパニーはベトナムでプラスチックと紙のパッケージ製品を製造・販売している。同社はしわのある紙や段ボール、紙や段ボールからの包装、KPK袋、ジャンボ袋を提供している。また、パッケージング、設備、パッケージング製造用スペアパーツの輸出入も行っている。ビセム・パッケージング・ビムソン・ジョイント・ストック・カンパニーは1992年に設立され、ベトナムのビムソンに拠点を置いている。もっと見るVicem Packaging Bim Son Joint Stock Company 基礎のまとめVicem Packaging Bim Son の収益と売上を時価総額と比較するとどうか。BPC 基礎統計学時価総額₫47.50b収益（TTM）₫1.72b売上高(TTM)₫271.55b27.7xPER（株価収益率0.2xP/SレシオBPC 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BPC 損益計算書（TTM）収益₫271.55b売上原価₫240.49b売上総利益₫31.06bその他の費用₫29.34b収益₫1.72b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）451.67グロス・マージン11.44%純利益率0.63%有利子負債／自己資本比率27.3%BPC 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1.6%現在の配当利回り62%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2026/05/21 14:54終値2026/03/03 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Vicem Packaging Bim Son 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
お知らせ • Feb 10Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026, at 08:00 SE Asia Standard Time. Location: head quarteres of vicem packaging bim son jsc, quarter 9, bim son ward thanh hoa province, Vietnam
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫14,300, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 38% over the past three years.
Board Change • Jan 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Oct 19Third quarter 2025 earnings released: EPS: ₫96.00 (vs ₫45.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫96.00 (up from ₫45.00 in 3Q 2024). Revenue: ₫64.0b (up 19% from 3Q 2024). Net income: ₫363.0m (up 113% from 3Q 2024). Profit margin: 0.6% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% 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 • Oct 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫11,000, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 31% over the past three years.
お知らせ • Feb 10Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 15, 2026, at 08:00 SE Asia Standard Time. Location: head quarteres of vicem packaging bim son jsc, quarter 9, bim son ward thanh hoa province, Vietnam
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫14,300, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 38% over the past three years.
Board Change • Jan 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Nov 25Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 • Oct 19Third quarter 2025 earnings released: EPS: ₫96.00 (vs ₫45.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫96.00 (up from ₫45.00 in 3Q 2024). Revenue: ₫64.0b (up 19% from 3Q 2024). Net income: ₫363.0m (up 113% from 3Q 2024). Profit margin: 0.6% (up from 0.3% in 3Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% 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 • Oct 17Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫11,000, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 31% over the past three years.
Valuation Update With 7 Day Price Move • Sep 03Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫11,700, the stock trades at a trailing P/E ratio of 43.4x. Average trailing P/E is 14x in the Packaging industry in Vietnam. Total returns to shareholders of 5.3% over the past three years.
Upcoming Dividend • Sep 02Upcoming dividend of ₫200 per shareEligible shareholders must have bought the stock before 08 September 2025. Payment date: 15 October 2025. Payout ratio is a comfortable 74% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Vietnamese dividend payers (7.4%). Lower than average of industry peers (5.0%).
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫13,200, the stock trades at a trailing P/E ratio of 48.9x. Average trailing P/E is 15x in the Packaging industry in Vietnam. Total returns to shareholders of 29% over the past three years.
Declared Dividend • Aug 09Dividend of ₫200 announcedDividend of ₫200 is the same as last year. Ex-date: 8th September 2025 Payment date: 15th October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 5.6%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫10,400, the stock trades at a trailing P/E ratio of 44.3x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total returns to shareholders of 1.5% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to ₫11,100, the stock trades at a trailing P/E ratio of 47.3x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total returns to shareholders of 3.7% over the past three years.
Board Change • May 07Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). was the last director to join the board, commencing their role in . 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 18First quarter 2025 earnings releasedFirst quarter 2025 results: Revenue: ₫58.3b (down 13% from 1Q 2024). Net income: ₫74.8m (down 73% from 1Q 2024). Profit margin: 0.1% (down from 0.4% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 16Investor sentiment improves as stock rises 31%After last week's 31% share price gain to ₫13,400, the stock trades at a trailing P/E ratio of 46.4x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 12% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫12,400, the stock trades at a trailing P/E ratio of 43x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 3.2% over the past three years.
Reported Earnings • Mar 11Full year 2024 earnings released: EPS: ₫289 (vs ₫200 in FY 2023)Full year 2024 results: EPS: ₫289 (up from ₫200 in FY 2023). Revenue: ₫268.9b (up 18% from FY 2023). Net income: ₫1.10b (up 44% from FY 2023). Profit margin: 0.4% (up from 0.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫11,700, the stock trades at a trailing P/E ratio of 40x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total loss to shareholders of 4.1% over the past three years.
お知らせ • Mar 05Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 24, 2025Vicem Packaging Bim Son Joint Stock Company, Annual General Meeting, Apr 24, 2025, at 08:00 SE Asia Standard Time. Location: quarter 9, lam son ward, bim son town, thanh hoa province, Vietnam
Reported Earnings • Jan 28Full year 2024 earnings released: EPS: ₫292 (vs ₫297 in FY 2023)Full year 2024 results: EPS: ₫292 (down from ₫297 in FY 2023). Revenue: ₫268.9b (up 18% from FY 2023). Net income: ₫1.11b (down 1.5% from FY 2023). Profit margin: 0.4% (down from 0.5% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Dec 27No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Oct 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫10,200, the stock trades at a trailing P/E ratio of 37.5x. Average trailing P/E is 17x in the Packaging industry in Vietnam. Total loss to shareholders of 9.5% over the past three years.
Upcoming Dividend • Aug 30Upcoming dividend of ₫200 per shareEligible shareholders must have bought the stock before 06 September 2024. Payment date: 15 October 2024. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Vietnamese dividend payers (8.2%). Lower than average of industry peers (6.0%).
New Risk • Jul 25New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.4% Last year net profit margin: 0.6% 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: Major Risks Share price has been highly volatile over the past 3 months (13% average weekly change). Earnings have declined by 34% per year over the past 5 years. Market cap is less than US$10m (₫31.5b market cap, or US$1.23m). Minor Risk Profit margins are more than 30% lower than last year (0.4% net profit margin).
Reported Earnings • Jul 25Second quarter 2024 earnings released: EPS: ₫160 (vs ₫255 in 2Q 2023)Second quarter 2024 results: EPS: ₫160 (down from ₫255 in 2Q 2023). Revenue: ₫75.5b (up 19% from 2Q 2023). Net income: ₫609.4m (down 37% from 2Q 2023). Profit margin: 0.8% (down from 1.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫7,600, the stock trades at a trailing P/E ratio of 25.6x. Average trailing P/E is 16x in the Packaging industry in Vietnam. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫10,100, the stock trades at a trailing P/E ratio of 34x. Average trailing P/E is 16x in the Packaging industry in Vietnam. Total returns to shareholders of 14% over the past three years.
Valuation Update With 7 Day Price Move • Apr 10Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫9,900, the stock trades at a trailing P/E ratio of 33.4x. Average trailing P/E is 9x in the Packaging industry in Vietnam. Total loss to shareholders of 11% over the past three years.
Reported Earnings • Jan 26Full year 2023 earnings released: EPS: ₫297 (vs ₫287 in FY 2022)Full year 2023 results: EPS: ₫297 (up from ₫287 in FY 2022). Revenue: ₫227.6b (down 14% from FY 2022). Net income: ₫1.13b (up 3.4% from FY 2022). Profit margin: 0.5% (up from 0.4% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Board Change • Jan 23No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 • Dec 15No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: ₫250 (vs ₫97.00 in 3Q 2022)Third quarter 2023 results: EPS: ₫250 (up from ₫97.00 in 3Q 2022). Revenue: ₫52.3b (down 4.1% from 3Q 2022). Net income: ₫948.3m (up 156% from 3Q 2022). Profit margin: 1.8% (up from 0.7% in 3Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 31Upcoming dividend of ₫200 per share at 3.3% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 09 October 2023. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (8.6%). Lower than average of industry peers (5.2%).
Reported Earnings • Jul 25Second quarter 2023 earnings released: EPS: ₫255 (vs ₫52.00 in 2Q 2022)Second quarter 2023 results: EPS: ₫255 (up from ₫52.00 in 2Q 2022). Revenue: ₫63.5b (down 12% from 2Q 2022). Net income: ₫969.7m (up 391% from 2Q 2022). Profit margin: 1.5% (up from 0.3% in 2Q 2022). The increase in margin was driven by lower expenses.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫10,000, the stock trades at a trailing P/E ratio of 51.2x. Average trailing P/E is 29x in the Packaging industry in Vietnam. Total returns to shareholders of 3.9% over the past three years.
Board Change • May 05No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. was the last director to join the board, commencing their role in . The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫10,000, the stock trades at a trailing P/E ratio of 16.1x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total loss to shareholders of 7.3% over the past three years.
Valuation Update With 7 Day Price Move • Mar 07Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫10,400, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total loss to shareholders of 3.6% over the past three years.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫11,000, the stock trades at a trailing P/E ratio of 17.7x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 29% over the past three years.
Valuation Update With 7 Day Price Move • Nov 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₫7,100, the stock trades at a trailing P/E ratio of 11.5x. Average trailing P/E is 13x in the Packaging industry in Vietnam. Total loss to shareholders of 38% over the past three years.
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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: ₫97.00 (vs ₫165 in 3Q 2021)Third quarter 2022 results: EPS: ₫97.00 (down from ₫165 in 3Q 2021). Revenue: ₫54.6b (up 2.2% from 3Q 2021). Net income: ₫370.0m (down 41% from 3Q 2021). Profit margin: 0.7% (down from 1.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Oct 13Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫9,000, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 15x in the Packaging industry in Vietnam. Total loss to shareholders of 27% over the past three years.
Board Change • Sep 08No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . 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 16Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 23 August 2022. Payment date: 28 September 2022. Trailing yield: 7.5%. Within top quartile of Vietnamese dividend payers (7.3%). Higher than average of industry peers (4.9%).
Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: ₫52.00 (vs ₫342 in 2Q 2021)Second quarter 2022 results: EPS: ₫52.00 (down from ₫342 in 2Q 2021). Revenue: ₫72.2b (down 6.6% from 2Q 2021). Net income: ₫197.5m (down 85% from 2Q 2021). Profit margin: 0.3% (down from 1.7% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 14Investor sentiment improved over the past weekAfter last week's 24% share price gain to ₫12,500, the stock trades at a trailing P/E ratio of 13.1x. Average trailing P/E is 10x in the Packaging industry in Vietnam. Total loss to shareholders of 8.5% over the past three years.
Board Change • Apr 28No 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. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 19First quarter 2022 earnings releasedFirst quarter 2022 results: Revenue: ₫67.7b (down 3.2% from 1Q 2021). Net income: ₫32.3m (down 95% from 1Q 2021). Profit margin: 0% (down from 1.0% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 28Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 05 October 2021. Payment date: 29 October 2021. Trailing yield: 6.2%. Lower than top quartile of Vietnamese dividend payers (6.8%). Higher than average of industry peers (4.3%).
Upcoming Dividend • Sep 06Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 13 September 2021. Payment date: 08 October 2021. Trailing yield: 13%. Within top quartile of Vietnamese dividend payers (7.0%). Higher than average of industry peers (4.4%).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫12,300, the stock is trading at a trailing P/E ratio of 6.6x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 7x in the Packaging industry in Vietnam. Total return to shareholders over the past three years is a loss of 11%.
Valuation Update With 7 Day Price Move • Jan 13Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫12,400, the stock is trading at a trailing P/E ratio of 6.7x, up from the previous P/E ratio of 5.6x. This compares to an average P/E of 7x in the Packaging industry in Vietnam. Total return to shareholders over the past three years is a loss of 10%.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫7.07b, up 65% from the prior year. Total revenue was ₫254.7b over the last 12 months, down 7.4% from the prior year.
