View Future GrowthVicem Packaging Bim Son 過去の業績過去 基準チェック /46Vicem Packaging Bim Sonの収益は年間平均-30.9%の割合で減少していますが、 Packaging業界の収益は年間 増加しています。収益は年間0.4% 0.5%割合で 増加しています。 Vicem Packaging Bim Sonの自己資本利益率は1.8%であり、純利益率は0.6%です。主要情報-30.90%収益成長率-29.56%EPS成長率Packaging 業界の成長-0.46%収益成長率0.47%株主資本利益率1.82%ネット・マージン0.63%前回の決算情報31 Mar 2026最近の業績更新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.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.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.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.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.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.すべての更新を表示Recent updatesBoard Change • 11hLess than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Member of Supervisory Board Nguyen Mai is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.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.収支内訳Vicem Packaging Bim Son の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史HNX:BPC 収益、費用、利益 ( )VND Millions日付収益収益G+A経費研究開発費31 Mar 26271,5511,71627,775031 Dec 25267,4031,44726,625030 Sep 25279,3481,21824,146030 Jun 25269,3501,02522,598031 Mar 25268,85588522,009001 Jan 25268,89176021,523030 Sep 24246,064-11321,035030 Jun 24244,42066520,969031 Mar 24232,3821,02519,859001 Jan 24227,62076019,148030 Sep 23238,6012,09318,591030 Jun 23240,8481,51518,638031 Mar 23249,58674319,330031 Dec 22263,6381,09019,567030 Sep 22265,2102,35619,694030 Jun 22264,0292,61119,181031 Mar 22269,1113,63119,756031 Dec 21264,0083,75621,248030 Sep 21264,2462,72523,388030 Jun 21261,4672,98524,772031 Mar 21253,3404,03425,830031 Dec 20249,3265,32224,359030 Sep 19275,1364,27920,392031 Mar 19297,7444,95820,393031 Dec 18315,9275,65421,180030 Sep 18337,9128,20923,813031 Mar 18324,35712,03224,822031 Dec 17333,44514,10325,093030 Sep 17332,97113,91525,386031 Mar 17333,38916,32927,329031 Dec 16330,64817,32427,733030 Sep 16327,41917,01626,334030 Jun 16320,48614,62023,416031 Mar 16321,05413,45722,274031 Dec 15293,87810,52119,391030 Sep 15285,9909,77417,901030 Jun 15282,1135,34917,0260質の高い収益: BPCは 高品質の収益 を持っています。利益率の向上: BPCの現在の純利益率 (0.6%)は、昨年(0.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: BPCの収益は過去 5 年間で年間30.9%減少しました。成長の加速: BPCの過去 1 年間の収益成長率 ( 94% ) は、5 年間の平均 ( 年間-30.9%を上回っています。収益対業界: BPCの過去 1 年間の収益成長率 ( 94% ) はPackaging業界11.4%を上回りました。株主資本利益率高いROE: BPCの 自己資本利益率 ( 1.8% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 02:05終値2026/06/10 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
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.
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.
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.
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.
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.
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 • 11hLess than half of directors are independentThere are 4 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 4 new directors. 5 experienced directors. No highly experienced directors. 1 independent director (4 non-independent directors). Member of Supervisory Board Nguyen Mai is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of experienced directors.
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.