DongNai Plastic Construction（DNP）株式概要ドンナイ・プラスチック建設合資会社はベトナムでプラスチックパイプを製造・販売している。 詳細DNP ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績5/6財務の健全性3/6配当金0/6報酬過去1年間で収益は233.9%増加しました リスク分析利払いは収益で十分にカバーされない VN市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るDNP 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₫19.10k15.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture020t2016201920222025202620282031Revenue ₫20.0tEarnings ₫304.7bAdvancedSet Fair ValueView all narrativesDongNai Plastic Construction Joint-stock Company 競合他社South Basic ChemicalsSymbol: HOSE:CSVMarket cap: ₫2.9tDong Phu RubberSymbol: HOSE:DPRMarket cap: ₫3.6tAn Phat BioplasticsSymbol: HOSE:AAAMarket cap: ₫2.8tTay Ninh RubberSymbol: HOSE:TRCMarket cap: ₫2.2t価格と性能株価の高値、安値、推移の概要DongNai Plastic Construction過去の株価現在の株価₫19,100.0052週高値₫22,800.0052週安値₫17,200.00ベータ-0.0891ヶ月の変化-4.02%3ヶ月変化-4.02%1年変化3.24%3年間の変化-17.67%5年間の変化-13.18%IPOからの変化13.40%最新ニュースNew Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).お知らせ • Mar 14DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026.New Risk • Feb 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 235% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Feb 09Full year 2025 earnings released: EPS: ₫346 (vs ₫336 in FY 2024)Full year 2025 results: EPS: ₫346 (up from ₫336 in FY 2024). Revenue: ₫9.51t (up 6.8% from FY 2024). Net income: ₫147.9b (up 240% from FY 2024). Profit margin: 1.6% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫21,900, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 11x in the Chemicals industry in Vietnam. Total loss to shareholders of 8.8% over the past three years.New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.55t market cap, or US$97.0m).最新情報をもっと見るRecent updatesNew Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).お知らせ • Mar 14DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026.New Risk • Feb 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 235% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Large one-off items impacting financial results.Reported Earnings • Feb 09Full year 2025 earnings released: EPS: ₫346 (vs ₫336 in FY 2024)Full year 2025 results: EPS: ₫346 (up from ₫336 in FY 2024). Revenue: ₫9.51t (up 6.8% from FY 2024). Net income: ₫147.9b (up 240% from FY 2024). Profit margin: 1.6% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫21,900, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 11x in the Chemicals industry in Vietnam. Total loss to shareholders of 8.8% over the past three years.New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.55t market cap, or US$97.0m).Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: ₫210 (vs ₫170 in 3Q 2024)Third quarter 2025 results: EPS: ₫210 (up from ₫170 in 3Q 2024). Revenue: ₫2.30t (up 3.8% from 3Q 2024). Net income: ₫29.6b (up 25% from 3Q 2024). Profit margin: 1.3% (up from 1.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.New Risk • Aug 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.59t (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.59t market cap, or US$98.6m).Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: ₫215 (vs ₫149 in 2Q 2024)Second quarter 2025 results: EPS: ₫215 (up from ₫149 in 2Q 2024). Revenue: ₫2.63t (up 16% from 2Q 2024). Net income: ₫30.3b (up 71% from 2Q 2024). Profit margin: 1.2% (up from 0.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.New Risk • Jun 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 271% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Apr 05DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Apr 25, 2025DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Apr 25, 2025, at 14:00 SE Asia Standard Time. Location: rose hall, dong nai hotel, no.57, pham van thuan street, tan tien ward, bien hoa city, VietnamNew Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.8% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (₫2.55t market cap, or US$99.5m).Reported Earnings • Feb 06Full year 2024 earnings released: EPS: ₫337 (vs ₫340 in FY 2023)Full year 2024 results: EPS: ₫337. Revenue: ₫8.90t (up 17% from FY 2023). Net income: ₫43.7b (up 8.0% from FY 2023). Profit margin: 0.5% (in line with FY 2023).Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Viet Thanh Bui was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: ₫170 (vs ₫16.44 in 3Q 2023)Third quarter 2024 results: EPS: ₫170 (up from ₫16.44 in 3Q 2023). Revenue: ₫2.21t (up 22% from 3Q 2023). Net income: ₫23.7b (up ₫21.8b from 3Q 2023). Profit margin: 1.1% (up from 0.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.09% net profit margin). Shareholders have been diluted in the past year (19% increase in shares outstanding).Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: ₫120 (vs ₫402 in 2Q 2023)Second quarter 2024 results: EPS: ₫120 (down from ₫402 in 2Q 2023). Revenue: ₫2.26t (up 13% from 2Q 2023). Net income: ₫14.3b (down 70% from 2Q 2023). Profit margin: 0.6% (down from 2.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • Jul 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).お知らせ • Jul 12VII Joint Stock Company acquired 8.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP)VII Joint Stock Company agreed to acquire 18.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP) on July 5, 2024. Under the terms, 22.064933 million shares will be acquired. VII Joint Stock Company completed acquisition of 18.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP) on July 5, 2024.New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.33t market cap, or US$90.9m).Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫51.00 (vs ₫5.00 in 1Q 2023)First quarter 2024 results: EPS: ₫51.00 (up from ₫5.00 in 1Q 2023). Revenue: ₫1.77t (up 20% from 1Q 2023). Net income: ₫608.3m (up 9.7% from 1Q 2023). Profit margin: 0% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.New Risk • Apr 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 328% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.43t market cap, or US$97.0m).New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.7% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).Reported Earnings • Feb 02Full year 2023 earnings released: EPS: ₫355 (vs ₫36.89 in FY 2022)Full year 2023 results: EPS: ₫355 (up from ₫36.89 in FY 2022). Revenue: ₫7.60t (down 1.2% from FY 2022). Net income: ₫42.2b (up ₫37.8b from FY 2022). Profit margin: 0.6% (up from 0.1% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.New Risk • Jan 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.44t (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.44t market cap, or US$99.9m).Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: ₫16.00 (vs ₫22.07 in 3Q 2022)Third quarter 2023 results: EPS: ₫16.00 (down from ₫22.07 in 3Q 2022). Revenue: ₫1.81t (up 9.5% from 3Q 2022). Net income: ₫1.96b (down 26% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: ₫431 (vs ₫3.94 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (up from ₫3.94 in 2Q 2022). Revenue: ₫2.00t (down 1.0% from 2Q 2022). Net income: ₫51.2b (up ₫50.7b from 2Q 2022). Profit margin: 2.6% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).Reported Earnings • May 06First quarter 2023 earnings released: EPS: ₫5.00 (vs ₫15.00 in 1Q 2022)First quarter 2023 results: EPS: ₫5.00 (down from ₫15.00 in 1Q 2022). Revenue: ₫1.48t (up 9.0% from 1Q 2022). Net income: ₫554.5m (down 69% from 1Q 2022). Profit margin: 0% (down from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫54.21 (vs ₫76.38 in FY 2021)Full year 2022 results: EPS: ₫54.21 (down from ₫76.38 in FY 2021). Revenue: ₫7.85t (up 26% from FY 2021). Net income: ₫6.45b (down 23% from FY 2021). Profit margin: 0.1% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.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. 11 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chief of Supervisory Board Tran Trang was the last director to join the board, commencing their role in 2017. 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 • Nov 03Third quarter 2022 earnings released: EPS: ₫22.00 (vs ₫10.68 in 3Q 2021)Third quarter 2022 results: EPS: ₫22.00 (up from ₫10.68 in 3Q 2021). Revenue: ₫1.65t (up 20% from 3Q 2021). Net income: ₫2.62b (up 125% from 3Q 2021). Profit margin: 0.2% (up from 0.1% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: ₫9.46 (vs ₫9.92 in 2Q 2021)Second quarter 2022 results: EPS: ₫9.46. Revenue: ₫2.02t (up 72% from 2Q 2021). Net income: ₫1.12b (up 2.0% from 2Q 2021). Profit margin: 0.1% (in line with 2Q 2021).Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chief of Supervisory Board Tran Trang was the last director to join the board, commencing their role in 2017. 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 • Feb 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₫19.00 (down from ₫132 in FY 2020). Revenue: ₫6.35t (up 93% from FY 2020). Net income: ₫2.07b (down 85% from FY 2020). Profit margin: 0% (down from 0.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 23+ 1 more updateAn unknown buyer acquired 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company.An unknown buyer acquired 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company on December 8, 2021. The buyer acquired 8.68 million shares of DongNai Plastic Construction Joint-stock Company. Prior to the transaction, VSD Investment Joint Stock Company held 10.78 million shares amounting to 9.88% stake and after the transaction, VSD Investment Joint Stock holds 2.1 million shares amounting to 1.92% stake. An unknown buyer completed the acquisition of 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company on December 8, 2021.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS ₫11.00 (vs ₫27.05 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₫1.37t (up 72% from 3Q 2020). Net income: ₫1.17b (down 57% from 3Q 2020). Profit margin: 0.1% (down from 0.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Reported Earnings • May 09First quarter 2021 earnings released: EPS ₫12.00 (vs ₫20.96 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ₫855.3b (up 11% from 1Q 2020). Net income: ₫1.26b (down 40% from 1Q 2020). Profit margin: 0.1% (down from 0.3% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 18Full year 2020 earnings released: EPS ₫132 (vs ₫196 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₫3.29t (up 18% from FY 2019). Net income: ₫13.3b (down 32% from FY 2019). Profit margin: 0.4% (down from 0.7% in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Feb 23New 90-day high: ₫20,200The company is up 14% from its price of ₫17,700 on 25 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 27% over the same period.Is New 90 Day High Low • Dec 23New 90-day high: ₫19,600The company is up 7.0% from its price of ₫18,300 on 24 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period.Is New 90 Day High Low • Dec 08New 90-day low: ₫16,900The company is down 8.0% from its price of ₫18,400 on 09 September 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 15% over the same period.Is New 90 Day High Low • Nov 04New 90-day low: ₫17,800The company is down 3.0% from its price of ₫18,300 on 06 August 2020. The Vietnamese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS ₫27.00The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₫797.4b (up 3.4% from 3Q 2019). Net income: ₫2.71b (down 52% from 3Q 2019). Profit margin: 0.3% (down from 0.7% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.株主還元DNPVN ChemicalsVN 市場7D0%-5.5%-2.1%1Y3.2%13.6%41.3%株主還元を見る業界別リターン: DNP過去 1 年間で13.6 % の収益を上げたVN Chemicals業界を下回りました。リターン対市場: DNPは、過去 1 年間で41.3 % のリターンを上げたVN市場を下回りました。価格変動Is DNP's price volatile compared to industry and market?DNP volatilityDNP Average Weekly Movement7.4%Chemicals Industry Average Movement6.3%Market Average Movement5.0%10% most volatile stocks in VN Market7.9%10% least volatile stocks in VN Market2.9%安定した株価: DNP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: DNPの weekly volatility ( 7% ) は過去 1 年間安定していますが、依然としてVNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20044,078Trinh Kienwww.nhuadongnai.vnDongNai Plastic Construction Joint-stock Company はベトナムでプラスチックパイプを製造・販売している。PVC、PP、PPR、HDPEパイプ、付属品、継手を提供している。同社は1975年に設立され、ベトナムのホーチミン市に拠点を置く。もっと見るDongNai Plastic Construction Joint-stock Company 基礎のまとめDongNai Plastic Construction の収益と売上を時価総額と比較するとどうか。DNP 基礎統計学時価総額₫2.69t収益（TTM）₫144.82b売上高(TTM)₫9.50t18.6xPER（株価収益率0.3xP/SレシオDNP 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DNP 損益計算書（TTM）収益₫9.50t売上原価₫7.88t売上総利益₫1.63tその他の費用₫1.48t収益₫144.82b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）1.03kグロス・マージン17.11%純利益率1.52%有利子負債／自己資本比率135.1%DNP の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 04:31終値2026/05/21 00:00収益2025/12/31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DongNai Plastic Construction 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。2 アナリスト機関Hao ThaiBao Viet Securities Joint Stock CompanyMy Thi TranViet Dragon Securities Corporation
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
お知らせ • Mar 14DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026.
New Risk • Feb 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 235% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Feb 09Full year 2025 earnings released: EPS: ₫346 (vs ₫336 in FY 2024)Full year 2025 results: EPS: ₫346 (up from ₫336 in FY 2024). Revenue: ₫9.51t (up 6.8% from FY 2024). Net income: ₫147.9b (up 240% from FY 2024). Profit margin: 1.6% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫21,900, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 11x in the Chemicals industry in Vietnam. Total loss to shareholders of 8.8% over the past three years.
New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.55t market cap, or US$97.0m).
New Risk • Apr 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.5x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.6% average weekly change).
お知らせ • Mar 14DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Jun 30, 2026.
New Risk • Feb 16New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 235% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.5x net interest cover). Share price has been highly volatile over the past 3 months (7.9% average weekly change). Minor Risk Large one-off items impacting financial results.
Reported Earnings • Feb 09Full year 2025 earnings released: EPS: ₫346 (vs ₫336 in FY 2024)Full year 2025 results: EPS: ₫346 (up from ₫336 in FY 2024). Revenue: ₫9.51t (up 6.8% from FY 2024). Net income: ₫147.9b (up 240% from FY 2024). Profit margin: 1.6% (up from 0.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 21Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫21,900, the stock trades at a trailing P/E ratio of 44.5x. Average trailing P/E is 11x in the Chemicals industry in Vietnam. Total loss to shareholders of 8.8% over the past three years.
New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$97.0m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.0x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.9% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.55t market cap, or US$97.0m).
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: ₫210 (vs ₫170 in 3Q 2024)Third quarter 2025 results: EPS: ₫210 (up from ₫170 in 3Q 2024). Revenue: ₫2.30t (up 3.8% from 3Q 2024). Net income: ₫29.6b (up 25% from 3Q 2024). Profit margin: 1.3% (up from 1.1% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Aug 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.59t (US$98.6m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.6x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.59t market cap, or US$98.6m).
Reported Earnings • Aug 07Second quarter 2025 earnings released: EPS: ₫215 (vs ₫149 in 2Q 2024)Second quarter 2025 results: EPS: ₫215 (up from ₫149 in 2Q 2024). Revenue: ₫2.63t (up 16% from 2Q 2024). Net income: ₫30.3b (up 71% from 2Q 2024). Profit margin: 1.2% (up from 0.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
New Risk • Jun 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.2x net interest cover). Share price has been highly volatile over the past 3 months (8.7% average weekly change). Minor Risks Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).
New Risk • Apr 10New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 271% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.9x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Apr 05DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Apr 25, 2025DongNai Plastic Construction Joint-stock Company, Annual General Meeting, Apr 25, 2025, at 14:00 SE Asia Standard Time. Location: rose hall, dong nai hotel, no.57, pham van thuan street, tan tien ward, bien hoa city, Vietnam
New Risk • Apr 03New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.55t (US$99.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.8% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (₫2.55t market cap, or US$99.5m).
Reported Earnings • Feb 06Full year 2024 earnings released: EPS: ₫337 (vs ₫340 in FY 2023)Full year 2024 results: EPS: ₫337. Revenue: ₫8.90t (up 17% from FY 2023). Net income: ₫43.7b (up 8.0% from FY 2023). Profit margin: 0.5% (in line with FY 2023).
Board Change • Feb 05Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Director Viet Thanh Bui was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Third quarter 2024 earnings released: EPS: ₫170 (vs ₫16.44 in 3Q 2023)Third quarter 2024 results: EPS: ₫170 (up from ₫16.44 in 3Q 2023). Revenue: ₫2.21t (up 22% from 3Q 2023). Net income: ₫23.7b (up ₫21.8b from 3Q 2023). Profit margin: 1.1% (up from 0.1% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
New Risk • Aug 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.8x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.09% net profit margin). Shareholders have been diluted in the past year (19% increase in shares outstanding).
Reported Earnings • Aug 04Second quarter 2024 earnings released: EPS: ₫120 (vs ₫402 in 2Q 2023)Second quarter 2024 results: EPS: ₫120 (down from ₫402 in 2Q 2023). Revenue: ₫2.26t (up 13% from 2Q 2023). Net income: ₫14.3b (down 70% from 2Q 2023). Profit margin: 0.6% (down from 2.4% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • Jul 19New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 19% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Large one-off items impacting financial results. Shareholders have been diluted in the past year (19% increase in shares outstanding).
お知らせ • Jul 12VII Joint Stock Company acquired 8.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP)VII Joint Stock Company agreed to acquire 18.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP) on July 5, 2024. Under the terms, 22.064933 million shares will be acquired. VII Joint Stock Company completed acquisition of 18.58% stake in DongNai Plastic Construction Joint-stock Company (HNX : DNP) on July 5, 2024.
New Risk • Jun 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.2x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.2% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (₫2.33t market cap, or US$90.9m).
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫51.00 (vs ₫5.00 in 1Q 2023)First quarter 2024 results: EPS: ₫51.00 (up from ₫5.00 in 1Q 2023). Revenue: ₫1.77t (up 20% from 1Q 2023). Net income: ₫608.3m (up 9.7% from 1Q 2023). Profit margin: 0% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
New Risk • Apr 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 328% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.43t market cap, or US$97.0m).
New Risk • Feb 18New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 4.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (5.7% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (4.8% average weekly change).
Reported Earnings • Feb 02Full year 2023 earnings released: EPS: ₫355 (vs ₫36.89 in FY 2022)Full year 2023 results: EPS: ₫355 (up from ₫36.89 in FY 2022). Revenue: ₫7.60t (down 1.2% from FY 2022). Net income: ₫42.2b (up ₫37.8b from FY 2022). Profit margin: 0.6% (up from 0.1% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
New Risk • Jan 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.44t (US$99.9m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.1x net interest cover). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (₫2.44t market cap, or US$99.9m).
Reported Earnings • Nov 08Third quarter 2023 earnings released: EPS: ₫16.00 (vs ₫22.07 in 3Q 2022)Third quarter 2023 results: EPS: ₫16.00 (down from ₫22.07 in 3Q 2022). Revenue: ₫1.81t (up 9.5% from 3Q 2022). Net income: ₫1.96b (down 26% from 3Q 2022). Profit margin: 0.1% (down from 0.2% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Aug 05Second quarter 2023 earnings released: EPS: ₫431 (vs ₫3.94 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (up from ₫3.94 in 2Q 2022). Revenue: ₫2.00t (down 1.0% from 2Q 2022). Net income: ₫51.2b (up ₫50.7b from 2Q 2022). Profit margin: 2.6% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.0x net interest cover). Earnings have declined by 43% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.04% net profit margin).
Reported Earnings • May 06First quarter 2023 earnings released: EPS: ₫5.00 (vs ₫15.00 in 1Q 2022)First quarter 2023 results: EPS: ₫5.00 (down from ₫15.00 in 1Q 2022). Revenue: ₫1.48t (up 9.0% from 1Q 2022). Net income: ₫554.5m (down 69% from 1Q 2022). Profit margin: 0% (down from 0.1% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫54.21 (vs ₫76.38 in FY 2021)Full year 2022 results: EPS: ₫54.21 (down from ₫76.38 in FY 2021). Revenue: ₫7.85t (up 26% from FY 2021). Net income: ₫6.45b (down 23% from FY 2021). Profit margin: 0.1% (in line with FY 2021). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
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. 11 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chief of Supervisory Board Tran Trang was the last director to join the board, commencing their role in 2017. 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 • Nov 03Third quarter 2022 earnings released: EPS: ₫22.00 (vs ₫10.68 in 3Q 2021)Third quarter 2022 results: EPS: ₫22.00 (up from ₫10.68 in 3Q 2021). Revenue: ₫1.65t (up 20% from 3Q 2021). Net income: ₫2.62b (up 125% from 3Q 2021). Profit margin: 0.2% (up from 0.1% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: ₫9.46 (vs ₫9.92 in 2Q 2021)Second quarter 2022 results: EPS: ₫9.46. Revenue: ₫2.02t (up 72% from 2Q 2021). Net income: ₫1.12b (up 2.0% from 2Q 2021). Profit margin: 0.1% (in line with 2Q 2021).
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 11 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Chief of Supervisory Board Tran Trang was the last director to join the board, commencing their role in 2017. 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 • Feb 02Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₫19.00 (down from ₫132 in FY 2020). Revenue: ₫6.35t (up 93% from FY 2020). Net income: ₫2.07b (down 85% from FY 2020). Profit margin: 0% (down from 0.4% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 31%. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 23+ 1 more updateAn unknown buyer acquired 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company.An unknown buyer acquired 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company on December 8, 2021. The buyer acquired 8.68 million shares of DongNai Plastic Construction Joint-stock Company. Prior to the transaction, VSD Investment Joint Stock Company held 10.78 million shares amounting to 9.88% stake and after the transaction, VSD Investment Joint Stock holds 2.1 million shares amounting to 1.92% stake. An unknown buyer completed the acquisition of 7.96% stake in DongNai Plastic Construction Joint-stock Company (HNX:DNP) from VSD Investment Joint Stock Company on December 8, 2021.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS ₫11.00 (vs ₫27.05 in 3Q 2020)The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: ₫1.37t (up 72% from 3Q 2020). Net income: ₫1.17b (down 57% from 3Q 2020). Profit margin: 0.1% (down from 0.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Reported Earnings • May 09First quarter 2021 earnings released: EPS ₫12.00 (vs ₫20.96 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: ₫855.3b (up 11% from 1Q 2020). Net income: ₫1.26b (down 40% from 1Q 2020). Profit margin: 0.1% (down from 0.3% in 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 104 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 18Full year 2020 earnings released: EPS ₫132 (vs ₫196 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₫3.29t (up 18% from FY 2019). Net income: ₫13.3b (down 32% from FY 2019). Profit margin: 0.4% (down from 0.7% in FY 2019). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Feb 23New 90-day high: ₫20,200The company is up 14% from its price of ₫17,700 on 25 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 27% over the same period.
Is New 90 Day High Low • Dec 23New 90-day high: ₫19,600The company is up 7.0% from its price of ₫18,300 on 24 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 10.0% over the same period.
Is New 90 Day High Low • Dec 08New 90-day low: ₫16,900The company is down 8.0% from its price of ₫18,400 on 09 September 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 15% over the same period.
Is New 90 Day High Low • Nov 04New 90-day low: ₫17,800The company is down 3.0% from its price of ₫18,300 on 06 August 2020. The Vietnamese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.
Reported Earnings • Nov 03Third quarter 2020 earnings released: EPS ₫27.00The company reported a soft third quarter result with weaker earnings and profit margins, although revenues were improved. Third quarter 2020 results: Revenue: ₫797.4b (up 3.4% from 3Q 2019). Net income: ₫2.71b (down 52% from 3Q 2019). Profit margin: 0.3% (down from 0.7% in 3Q 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 99% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
