View ValuationVICEM Cement Trading 将来の成長Future 基準チェック /06現在、 VICEM Cement Tradingの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Basic Materials 収益成長19.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesBoard Change • Jun 09Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Feb 12VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2026VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2026.Reported Earnings • Jan 25Full year 2025 earnings released: EPS: ₫724 (vs ₫214 in FY 2024)Full year 2025 results: EPS: ₫724 (up from ₫214 in FY 2024). Revenue: ₫494.7b (up 1.1% from FY 2024). Net income: ₫4.35b (up 239% from FY 2024). Profit margin: 0.9% (up from 0.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Board Change • Jan 20Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: ₫587 (vs ₫13.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫587 (up from ₫13.00 in 3Q 2024). Revenue: ₫125.3b (down 1.0% from 3Q 2024). Net income: ₫3.52b (up ₫3.45b from 3Q 2024). Profit margin: 2.8% (up from 0.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% 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.Upcoming Dividend • Sep 11Upcoming dividend of ₫250 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 10 October 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (7.5%). Lower than average of industry peers (6.6%).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫10,600, the stock trades at a trailing P/E ratio of 70.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total returns to shareholders of 15% over the past three years.Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: ₫362 (vs ₫304 in 2Q 2024)Second quarter 2025 results: EPS: ₫362 (up from ₫304 in 2Q 2024). Revenue: ₫150.0b (up 2.5% from 2Q 2024). Net income: ₫2.17b (up 19% from 2Q 2024). Profit margin: 1.4% (up from 1.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.New Risk • Jul 16New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 328% Dividend yield: 3.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 37% per year over the past 5 years. Market cap is less than US$10m (₫53.4b market cap, or US$2.03m). Minor Risk Dividend is not well covered by earnings (328% payout ratio).Board Change • Jun 12Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫9,100, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 11% over the past three years.お知らせ • Mar 08VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2025VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2025. Location: at head office at no. 348, giai phong street, phuong liet ward, thanh xuan district, hanoi VietnamValuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫8,800, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 13% over the past three years.Board Change • Feb 11No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Nov 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫8,100, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 17% over the past three years.New Risk • Oct 20New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2023 fiscal period end). Shares are highly illiquid. Revenue has declined by 3.9% over the past year. Market cap is less than US$10m (₫58.8b market cap, or US$2.35m).Upcoming Dividend • Aug 22Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 October 2024. Trailing yield: 6.1%. Lower than top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (5.4%).Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫9,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 7.3% over the past three years.Board Change • May 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Apr 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫7,300, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 39% over the past three years.Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jan 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫9,800, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 13x in the Basic Materials industry in Vietnam. Total loss to shareholders of 34% over the past three years.Board Change • Nov 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 22Third quarter 2023 earnings released: EPS: ₫97.00 (vs ₫294 in 3Q 2022)Third quarter 2023 results: EPS: ₫97.00 (down from ₫294 in 3Q 2022). Revenue: ₫124.7b (down 22% from 3Q 2022). Net income: ₫583.9m (down 67% from 3Q 2022). Profit margin: 0.5% (down from 1.1% in 3Q 2022). 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 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of ₫600 per share at 5.2% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Lower than average of industry peers (5.8%).Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫233 (vs ₫487 in 2Q 2022)Second quarter 2023 results: EPS: ₫233 (down from ₫487 in 2Q 2022). Revenue: ₫152.1b (down 16% from 2Q 2022). Net income: ₫1.40b (down 52% from 2Q 2022). Profit margin: 0.9% (down from 1.6% in 2Q 2022). The decrease in margin was driven by lower revenue.Board Change • Jul 21No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jun 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫12,600, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total returns to shareholders of 19% over the past three years.Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫9,800, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total loss to shareholders of 30% over the past three years.Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: ₫107 (vs ₫117 loss in 1Q 2022)First quarter 2023 results: EPS: ₫107 (up from ₫117 loss in 1Q 2022). Revenue: ₫105.5b (down 3.8% from 1Q 2022). Net income: ₫640.9m (up ₫1.34b from 1Q 2022). Profit margin: 0.6% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses.Valuation Update With 7 Day Price Move • Apr 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫10,300, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total loss to shareholders of 20% over the past three years.Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫11,300, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 16% over the past three years.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫11,800, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total loss to shareholders of 4.8% over the past three years.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫9,900, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total loss to shareholders of 6.4% over the past three years.Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Feb 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Nov 24No 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Oct 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Oct 19Upcoming dividend of ₫600 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 15 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.6%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (4.8%).Board Change • Sep 26No 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jul 23Second quarter 2022 earnings released: EPS: ₫487 (vs ₫316 in 2Q 2021)Second quarter 2022 results: EPS: ₫487 (up from ₫316 in 2Q 2021). Revenue: ₫180.2b (up 7.8% from 2Q 2021). Net income: ₫2.92b (up 54% from 2Q 2021). Profit margin: 1.6% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₫10,700, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 15x in the Basic Materials industry in Vietnam. Total loss to shareholders of 10% over the past three years.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫9,900, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 17x in the Basic Materials industry in Vietnam. Total returns to shareholders of 8.6% over the past three years.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. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jan 26Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ₫495.6b (down 17% from FY 2020). Net income: ₫3.21b (down 63% from FY 2020). Profit margin: 0.6% (down from 1.4% in FY 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₫13,100, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total returns to shareholders of 73% over the past three years.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS ₫316 (vs ₫411 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ₫167.1b (down 27% from 2Q 2020). Net income: ₫1.89b (down 23% from 2Q 2020). Profit margin: 1.1% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₫13,400, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total returns to shareholders of 120% over the past three years.Reported Earnings • Apr 24First quarter 2021 earnings released: EPS ₫21.00 (vs ₫485 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₫94.3b (down 57% from 1Q 2020). Net income: ₫125.3m (down 96% from 1Q 2020). Profit margin: 0.1% (down from 1.3% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₫13,500, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total returns to shareholders of 109% over the past three years.Reported Earnings • Jan 27Full year 2020 earnings released: EPS ₫1,442 (vs ₫1,150 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ₫598.0b (down 29% from FY 2019). Net income: ₫8.65b (down 14% from FY 2019). Profit margin: 1.4% (up from 1.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫17,700, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 8x in the Basic Materials industry in Vietnam. Total returns to shareholders over the past three years are 184%. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、VICEM Cement Trading は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測HNX:TMX - アナリストの将来予測と過去の財務データ ( )VND Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026495,9576,197-33,429-33,181N/A12/31/2025494,6644,3462,8913,138N/A9/30/2025503,2294,343-4,430-4,430N/A6/30/2025504,482898-10,327-10,327N/A3/31/2025500,85254993,18093,180N/A12/31/2024489,3011,2822,0892,089N/A9/30/2024475,658-4108,4449,948N/A6/30/2024473,802977,0038,507N/A3/31/2024456,170-704-49,773-48,269N/A1/1/2024509,348970-8,599-7,095N/A9/30/2023543,6643,675-5,923-5,923N/A6/30/2023577,8815,103-3,975-3,975N/A3/31/2023629,2737,465253253N/A12/31/2022610,1575,7413,9823,982N/A9/30/2022565,7645,284-3,582-3,582N/A6/30/2022523,9623,407-3,023-3,023N/A3/31/2022510,9472,3778,8638,863N/A12/31/2021495,6043,206-6,746-6,746N/A9/30/2021543,4023,287-2,680-2,680N/A6/30/2021587,3556,6341,7071,707N/A3/31/2021578,0707,931-10,440-10,440N/A12/31/2020597,9988,655-5,271-5,271N/A9/30/2019888,9658,886N/A18,200N/A6/30/2019907,2529,355N/A-7,836N/A3/31/20191,018,09010,981N/A-22,465N/A12/31/20181,158,04017,195N/A27,637N/A9/30/20181,273,19719,269N/A28,152N/A6/30/20181,399,95518,513N/A45,076N/A3/31/20181,442,16315,401N/A76,489N/A12/31/20171,439,7969,885N/A41,831N/A9/30/20171,439,9767,364N/A18,084N/A6/30/20171,406,7326,901N/A17,743N/A3/31/20171,350,5999,339N/A18,730N/A12/31/20161,257,4379,251N/A9,224N/A9/30/20161,191,70510,510N/A17,821N/A6/30/20161,148,94810,835N/A19,254N/A3/31/20161,116,8748,500N/A-8,191N/A12/31/20151,062,5117,172N/A-21,460N/A9/30/20151,028,3505,622N/A-82,414N/A6/30/2015990,1455,062N/A-74,258N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TMXの予測収益成長が 貯蓄率 ( 3.2% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: TMXの収益がVN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: TMXの収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: TMXの収益がVN市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: TMXの収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: TMXの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/06/29 16:26終値2026/06/29 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこの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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 Cement Trading 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
Board Change • Jun 09Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 12VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2026VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2026.
Reported Earnings • Jan 25Full year 2025 earnings released: EPS: ₫724 (vs ₫214 in FY 2024)Full year 2025 results: EPS: ₫724 (up from ₫214 in FY 2024). Revenue: ₫494.7b (up 1.1% from FY 2024). Net income: ₫4.35b (up 239% from FY 2024). Profit margin: 0.9% (up from 0.3% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Board Change • Jan 20Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: ₫587 (vs ₫13.00 in 3Q 2024)Third quarter 2025 results: EPS: ₫587 (up from ₫13.00 in 3Q 2024). Revenue: ₫125.3b (down 1.0% from 3Q 2024). Net income: ₫3.52b (up ₫3.45b from 3Q 2024). Profit margin: 2.8% (up from 0.1% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 61% 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.
Upcoming Dividend • Sep 11Upcoming dividend of ₫250 per shareEligible shareholders must have bought the stock before 18 September 2025. Payment date: 10 October 2025. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (7.5%). Lower than average of industry peers (6.6%).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫10,600, the stock trades at a trailing P/E ratio of 70.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total returns to shareholders of 15% over the past three years.
Reported Earnings • Jul 22Second quarter 2025 earnings released: EPS: ₫362 (vs ₫304 in 2Q 2024)Second quarter 2025 results: EPS: ₫362 (up from ₫304 in 2Q 2024). Revenue: ₫150.0b (up 2.5% from 2Q 2024). Net income: ₫2.17b (up 19% from 2Q 2024). Profit margin: 1.4% (up from 1.2% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
New Risk • Jul 16New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 328% Dividend yield: 3.4% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 37% per year over the past 5 years. Market cap is less than US$10m (₫53.4b market cap, or US$2.03m). Minor Risk Dividend is not well covered by earnings (328% payout ratio).
Board Change • Jun 12Less 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. 3 non-independent directors. Deputy Director Duc Hoang was the last director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫9,100, the stock trades at a trailing P/E ratio of 42.6x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 11% over the past three years.
お知らせ • Mar 08VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2025VICEM Cement Trading Joint Stock Company, Annual General Meeting, Apr 22, 2025. Location: at head office at no. 348, giai phong street, phuong liet ward, thanh xuan district, hanoi Vietnam
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫8,800, the stock trades at a trailing P/E ratio of 41.2x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 13% over the past three years.
Board Change • Feb 11No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Nov 04Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫8,100, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 17% over the past three years.
New Risk • Oct 20New major risk - Financial data availabilityThe company's latest financial reports are more than a year old. Last reported fiscal period ended September 2023. This is considered a major risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. In the worst case scenario, it may be facing other major going concern issues jeopardizing its viability as a listed company. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2023 fiscal period end). Shares are highly illiquid. Revenue has declined by 3.9% over the past year. Market cap is less than US$10m (₫58.8b market cap, or US$2.35m).
Upcoming Dividend • Aug 22Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 01 October 2024. Trailing yield: 6.1%. Lower than top quartile of Vietnamese dividend payers (8.2%). Higher than average of industry peers (5.4%).
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₫9,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 7.3% over the past three years.
Board Change • May 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Apr 24Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫7,300, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 39% over the past three years.
Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jan 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫9,800, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 13x in the Basic Materials industry in Vietnam. Total loss to shareholders of 34% over the past three years.
Board Change • Nov 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 22Third quarter 2023 earnings released: EPS: ₫97.00 (vs ₫294 in 3Q 2022)Third quarter 2023 results: EPS: ₫97.00 (down from ₫294 in 3Q 2022). Revenue: ₫124.7b (down 22% from 3Q 2022). Net income: ₫583.9m (down 67% from 3Q 2022). Profit margin: 0.5% (down from 1.1% in 3Q 2022). 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 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of ₫600 per share at 5.2% yieldEligible shareholders must have bought the stock before 29 September 2023. Payment date: 20 October 2023. Payout ratio is a comfortable 48% but the company is not cash flow positive. Trailing yield: 5.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Lower than average of industry peers (5.8%).
Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫233 (vs ₫487 in 2Q 2022)Second quarter 2023 results: EPS: ₫233 (down from ₫487 in 2Q 2022). Revenue: ₫152.1b (down 16% from 2Q 2022). Net income: ₫1.40b (down 52% from 2Q 2022). Profit margin: 0.9% (down from 1.6% in 2Q 2022). The decrease in margin was driven by lower revenue.
Board Change • Jul 21No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jun 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫12,600, the stock trades at a trailing P/E ratio of 10.7x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total returns to shareholders of 19% over the past three years.
Valuation Update With 7 Day Price Move • May 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫9,800, the stock trades at a trailing P/E ratio of 8.3x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total loss to shareholders of 30% over the past three years.
Reported Earnings • Apr 22First quarter 2023 earnings released: EPS: ₫107 (vs ₫117 loss in 1Q 2022)First quarter 2023 results: EPS: ₫107 (up from ₫117 loss in 1Q 2022). Revenue: ₫105.5b (down 3.8% from 1Q 2022). Net income: ₫640.9m (up ₫1.34b from 1Q 2022). Profit margin: 0.6% (up from net loss in 1Q 2022). The move to profitability was driven by lower expenses.
Valuation Update With 7 Day Price Move • Apr 18Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫10,300, the stock trades at a trailing P/E ratio of 10.8x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total loss to shareholders of 20% over the past three years.
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫11,300, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total loss to shareholders of 16% over the past three years.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫11,800, the stock trades at a trailing P/E ratio of 12.3x. Average trailing P/E is 11x in the Basic Materials industry in Vietnam. Total loss to shareholders of 4.8% over the past three years.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫9,900, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total loss to shareholders of 6.4% over the past three years.
Board Change • Feb 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Feb 02No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 1 highly experienced director. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Nov 24No 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Oct 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Oct 19Upcoming dividend of ₫600 per shareEligible shareholders must have bought the stock before 26 October 2022. Payment date: 15 November 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 7.6%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (4.8%).
Board Change • Sep 26No 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). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jul 23Second quarter 2022 earnings released: EPS: ₫487 (vs ₫316 in 2Q 2021)Second quarter 2022 results: EPS: ₫487 (up from ₫316 in 2Q 2021). Revenue: ₫180.2b (up 7.8% from 2Q 2021). Net income: ₫2.92b (up 54% from 2Q 2021). Profit margin: 1.6% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₫10,700, the stock trades at a trailing P/E ratio of 27x. Average trailing P/E is 15x in the Basic Materials industry in Vietnam. Total loss to shareholders of 10% over the past three years.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫9,900, the stock trades at a trailing P/E ratio of 25x. Average trailing P/E is 17x in the Basic Materials industry in Vietnam. Total returns to shareholders of 8.6% over the past three years.
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. 8 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Chief Accountant and Member of The Board Van Duc was the last director to join the board, commencing their role in 2015. 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 • Jan 26Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: ₫495.6b (down 17% from FY 2020). Net income: ₫3.21b (down 63% from FY 2020). Profit margin: 0.6% (down from 1.4% in FY 2020). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₫13,100, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Basic Materials industry in Vietnam. Total returns to shareholders of 73% over the past three years.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS ₫316 (vs ₫411 in 2Q 2020)The company reported a poor second quarter result with weaker earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: ₫167.1b (down 27% from 2Q 2020). Net income: ₫1.89b (down 23% from 2Q 2020). Profit margin: 1.1% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 08Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₫13,400, the stock trades at a trailing P/E ratio of 10.1x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total returns to shareholders of 120% over the past three years.
Reported Earnings • Apr 24First quarter 2021 earnings released: EPS ₫21.00 (vs ₫485 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: ₫94.3b (down 57% from 1Q 2020). Net income: ₫125.3m (down 96% from 1Q 2020). Profit margin: 0.1% (down from 1.3% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 20% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to ₫13,500, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 10x in the Basic Materials industry in Vietnam. Total returns to shareholders of 109% over the past three years.
Reported Earnings • Jan 27Full year 2020 earnings released: EPS ₫1,442 (vs ₫1,150 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: ₫598.0b (down 29% from FY 2019). Net income: ₫8.65b (down 14% from FY 2019). Profit margin: 1.4% (up from 1.2% in FY 2019). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Dec 16Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫17,700, the stock is trading at a trailing P/E ratio of 12x, up from the previous P/E ratio of 9.9x. This compares to an average P/E of 8x in the Basic Materials industry in Vietnam. Total returns to shareholders over the past three years are 184%.