View ValuationTraphaco 将来の成長Future 基準チェック /06現在、 Traphaco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Pharmaceuticals 収益成長14.9%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Price Target Changed • Nov 24Price target decreased to ₫86,140Down from ₫120,500, the current price target is provided by 1 analyst. New target price is 6.4% below last closing price of ₫92,000. Stock is up 1.7% over the past year. The company posted earnings per share of ₫5,177 last year.Price Target Changed • Apr 27Price target increased to ₫123,400Up from ₫101,000, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₫99,700. Stock is up 44% over the past year. The company posted earnings per share of ₫5,177 last year.Price Target Changed • Mar 21Price target increased to ₫111,950Up from ₫101,000, the current price target is provided by 1 analyst. New target price is 22% above last closing price of ₫92,100. Stock is up 32% over the past year. The company posted earnings per share of ₫5,177 last year.すべての更新を表示Recent updatesお知らせ • Feb 23Traphaco Joint Stock Company, Annual General Meeting, Apr 17, 2026Traphaco Joint Stock Company, Annual General Meeting, Apr 17, 2026. Location: great hall, traphaco jsc, alley 15, ngoc hoi street, yen so ward, VietnamDeclared Dividend • Dec 24Dividend of ₫2,000 announcedDividend of ₫2,000 is the same as last year. Ex-date: 2nd January 2026 Payment date: 28th January 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ₫705.2b (up 14% from 2Q 2024). Net income: ₫69.2b (up 8.3% from 2Q 2024). Profit margin: 9.8% (in line with 2Q 2024).Declared Dividend • May 29Dividend of ₫2,000 announcedDividend of ₫2,000 is the same as last year. Ex-date: 13th June 2025 Payment date: 4th July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (221% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 05First quarter 2025 earnings released: EPS: ₫903 (vs ₫966 in 1Q 2024)First quarter 2025 results: EPS: ₫903. Revenue: ₫554.9b (up 1.4% from 1Q 2024). Net income: ₫41.7b (up 4.2% from 1Q 2024). Profit margin: 7.5% (up from 7.3% in 1Q 2024). The increase in margin was driven by higher revenue.お知らせ • Feb 28Traphaco Joint Stock Company, Annual General Meeting, Apr 18, 2025Traphaco Joint Stock Company, Annual General Meeting, Apr 18, 2025. Location: alley 15, ngoc hoi street, hoang mai district, ha noi Vietnamお知らせ • Dec 17Traphaco Joint Stock Company Approves First Interim Dividend for 2024, Payable on January 24, 2025Traphaco Joint Stock Company at its board meeting dated December 12, 2024, approved first interim dividend for 2024. Interim dividend rate: 20% of charter capital (equivalent to 2,000 VND/share); Total payment amount: VND 82,901,080,000; Record date: January 6, 2025; Payment date: January 24, 2025.Declared Dividend • Dec 16Dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 3rd January 2025 Payment date: 24th January 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.Declared Dividend • May 31Dividend increased to ₫2,000Dividend of ₫2,000 is 100% higher than last year. Ex-date: 17th June 2024 Payment date: 4th July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 30Traphaco Joint Stock Company Approves Second Cash Dividend Payment in 2023, Payable on July 4, 2024Traphaco Joint Stock Company at its board meeting held on May 21, 2024, approved second dividend payment in 2023 of 20% of charter capital (equivalent to VND 2,000 per share). Total payment value: VND 82,901,080,000. Payment method: by cash. Existing shareholders named on the list at the record date on June 18, 2024. Payable date: July 4, 2024.お知らせ • Apr 19Traphaco Joint Stock Company Announces Board ChangesTraphaco Joint Stock Company announced appointment of Junwoo Cha and Nguyn Th Giang as BoD member and BoS member respectively. Company announced resignation of Lee Tae Yo asBoD member and Kwon Ki Bum resigned as BKS/BoS member. Effective from 12 April, 2024.お知らせ • Mar 05Traphaco Joint Stock Company, Annual General Meeting, Apr 12, 2024Traphaco Joint Stock Company, Annual General Meeting, Apr 12, 2024. Location: Meeting hall Hoang Liet factory, 15 Ngoc Hoi street, Hoang Mai district Ha Noi City VietnamUpcoming Dividend • Jan 09Upcoming dividend of ₫2,000 per share at 3.6% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 02 February 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (3.6%).お知らせ • Dec 20Traphaco Joint Stock Company Announces Dividend Advance for the Year 2023, Payable on February 2, 2024Traphaco Joint Stock Company announced dividend advance for the year 2023 for existing shareholders, Advance rate: 20% of charter capital (equivalent to VND 2,000 /share), Total payment value: VND 82,901,080,000, Payment method: by cash, For: Existing shareholders named on the List at the record date on January 17, 2024 for dividend advance. Date: February 02, 2024.Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: ₫1,386 (vs ₫1,687 in 2Q 2022)Second quarter 2023 results: EPS: ₫1,386. Revenue: ₫517.1b (down 12% from 2Q 2022). Net income: ₫72.2b (up 3.3% from 2Q 2022). Profit margin: 14% (up from 12% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia.Upcoming Dividend • Jun 06Upcoming dividend of ₫1,000 per share at 3.3% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (8.6%). In line with average of industry peers (3.6%).お知らせ • May 24Traphaco Joint Stock Company Approves the Second Dividend Payment for 2022, Payable on June 29, 2023Traphaco Joint Stock Company announced second dividend of the year 2022 of 1,000 VND/share. Payment date is June 29, 2023. Record date is June 14, 2023.Reported Earnings • Feb 04Full year 2022 earnings released: EPS: ₫5,772 (vs ₫5,177 in FY 2021)Full year 2022 results: EPS: ₫5,772 (up from ₫5,177 in FY 2021). Revenue: ₫2.40t (up 11% from FY 2021). Net income: ₫269.1b (up 25% from FY 2021). Profit margin: 11% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.Price Target Changed • Nov 24Price target decreased to ₫86,140Down from ₫120,500, the current price target is provided by 1 analyst. New target price is 6.4% below last closing price of ₫92,000. Stock is up 1.7% over the past year. The company posted earnings per share of ₫5,177 last year.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Nov 10Traphaco Joint Stock Company Announces First Dividend for 2022, Payable on November 30, 2022Traphaco Joint Stock Company announced first dividend of VND 2,000 per share for 2022. Ex-right date is November 17, 2022, Record date is November 18, 2022 and Payment date November 30, 2022.Upcoming Dividend • Nov 10Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Vietnamese dividend payers (9.4%). Lower than average of industry peers (4.0%).Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: ₫1,271 (vs ₫1,407 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,271. Revenue: ₫604.3b (up 6.4% from 3Q 2021). Net income: ₫71.8b (up 11% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia.Upcoming Dividend • Jun 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 27 June 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Vietnamese dividend payers (7.2%). Lower than average of industry peers (3.6%).お知らせ • May 18Traphaco Joint Stock Company Approves the Second Dividend Payment of the Year 2021, Payable on June 24, 2022Traphaco Joint Stock Company approved the second dividend payment of the year 2021 of 10% charter capital (equivalent to VND 1,000 per share). Record date is June 10, 2022. Payment date is June 24, 2022.お知らせ • May 10+ 1 more updateTraphaco Joint Stock Company Announces Resignation of Nguyen Anh Tuan as Vice Chairman of the Board of DirectorsBased on the resolution of the Board of Directors of Traphaco Joint Stock Company announced the dismissal of Mr. Nguyen Anh Tuan from the position of Vice Chairman of the Board of Directors of the Company from May 5, 2022.Buying Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₫121,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 21%.Reported Earnings • May 02First quarter 2022 earnings released: EPS: ₫1,798 (vs ₫1,107 in 1Q 2021)First quarter 2022 results: EPS: ₫1,798 (up from ₫1,107 in 1Q 2021). Revenue: ₫624.0b (up 32% from 1Q 2021). Net income: ₫83.4b (up 64% from 1Q 2021). Profit margin: 13% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Price Target Changed • Apr 27Price target increased to ₫123,400Up from ₫101,000, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₫99,700. Stock is up 44% over the past year. The company posted earnings per share of ₫5,177 last year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Mar 29Traphaco Joint Stock Company Receives Lai Tran Dong's Resignation as Board MemberTraphaco Joint Stock Company announced that the company has received Mr. Lai Tran Dong's resignation as board member, subject to approval of AGM.Price Target Changed • Mar 21Price target increased to ₫111,950Up from ₫101,000, the current price target is provided by 1 analyst. New target price is 22% above last closing price of ₫92,100. Stock is up 32% over the past year. The company posted earnings per share of ₫5,177 last year.Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫5,177 (up from ₫4,164 in FY 2020). Revenue: ₫2.16t (up 13% from FY 2020). Net income: ₫214.6b (up 24% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the pharmaceuticals industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12Traphaco Joint Stock Company, Annual General Meeting, Mar 31, 2022Traphaco Joint Stock Company, Annual General Meeting, Mar 31, 2022. Location: Great Hall, Hoang Liet Factory Alley 15, Ngoc Hoi Street, Hoang Mai District Hanoi Vietnam Agenda: To consider report on operation results of the company in 2021:business plan in 2022; to consider report on governance and activities of the board of directors in 2021; to consider report on the results of the company's business restructuring project; to consider report of the board of supervisors in 2021: proposal to select an independent auditor for financial statements in 2022; to consider audited consolidated financial statements for 2021; and to consider other matters.Reported Earnings • Jan 30Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₫5,862 (up from ₫4,185 in FY 2020). Revenue: ₫2.18t (up 14% from FY 2020). Net income: ₫243.0b (up 40% from FY 2020). Profit margin: 11% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the pharmaceuticals industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 26Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₫1,408 (up from ₫1,170 in 3Q 2020). Revenue: ₫568.1b (up 24% from 3Q 2020). Net income: ₫64.8b (up 34% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫91,800, the stock trades at a trailing P/E ratio of 18.4x. Average forward P/E is 20x in the Pharmaceuticals industry in Vietnam. Total returns to shareholders of 56% over the past three years.Reported Earnings • Jul 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫556.6b (up 22% from 2Q 2020). Net income: ₫62.9b (up 66% from 2Q 2020). Profit margin: 11% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 14Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 31 May 2021. Trailing yield: 4.4%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (3.7%).Reported Earnings • Mar 11Full year 2020 earnings released: EPS ₫4,185 (vs ₫3,253 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₫1.91t (up 12% from FY 2019). Net income: ₫173.5b (up 29% from FY 2019). Profit margin: 9.1% (up from 7.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.Is New 90 Day High Low • Jan 28New 90-day low: ₫62,400The company is down 2.0% from its price of ₫63,500 on 30 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 6.0% over the same period.Is New 90 Day High Low • Dec 30New 90-day high: ₫71,500The company is up 25% from its price of ₫57,400 on 01 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 5.0% over the same period.Is New 90 Day High Low • Nov 10New 90-day high: ₫66,500The company is up 20% from its price of ₫55,600 on 12 August 2020. The Vietnamese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 8.0% over the same period.Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫174.5b, up 23% from the prior year. Total revenue was ₫1.85t over the last 12 months, up 8.3% from the prior year.Is New 90 Day High Low • Oct 07New 90-day high: ₫57,900The company is up 7.0% from its price of ₫54,000 on 08 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Pharmaceuticals industry, which is up 8.0% over the same period. 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、Traphaco 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HOSE:TRA - 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3/31/20262,735,155233,371262,343358,290N/A12/31/20252,657,210216,787173,478282,965N/A9/30/20252,551,717223,987203,891287,946N/A6/30/20252,439,713194,192158,961237,301N/A3/31/20252,354,630196,25775,084183,407N/A12/31/20242,347,221206,51373,046159,717N/A9/30/20242,318,464184,20552,357140,050N/A6/30/20242,330,603210,60092,252193,515N/A3/31/20242,227,617219,13377,896170,088N/A12/31/20232,299,235228,799187,445287,975N/A9/30/20232,292,623216,324130,408220,446N/A6/30/20232,320,994223,52176,021159,451N/A3/31/20232,394,035226,27498,494180,826N/A12/31/20222,398,918235,185188,958247,657N/A9/30/20222,389,723253,883250,984302,422N/A6/30/20222,353,551246,853331,086362,565N/A3/31/20222,313,116237,067403,387427,789N/A12/31/20212,160,840209,901258,849290,271N/A9/30/20212,191,557204,915453,650509,392N/A6/30/20212,082,080188,623320,393372,466N/A3/31/20211,988,241173,516380,257429,438N/A12/31/20201,908,870172,611302,160346,285N/A9/30/20201,846,090176,937339,953376,782N/A6/30/20201,762,663159,869273,408305,332N/A3/31/20201,736,640139,298150,481177,974N/A12/31/20191,710,439134,818N/A217,054N/A9/30/20191,703,913139,347N/A137,168N/A6/30/20191,795,932142,720N/A242,706N/A3/31/20191,798,990139,146N/A84,335N/A12/31/20181,798,350137,713N/A168,670N/A9/30/20181,825,079148,223N/A145,634N/A6/30/20181,809,549169,668N/A81,912N/A3/31/20181,833,899207,822N/A259,768N/A12/31/20171,870,442217,140N/A185,135N/A9/30/20171,806,911189,374N/A25,257N/A6/30/20171,838,707186,362N/A140,229N/A3/31/20171,890,096180,072N/A73,452N/A12/31/20161,998,334189,062N/A182,559N/A9/30/20162,034,951205,819N/A205,499N/A6/30/20162,029,519198,536N/A197,720N/A3/31/20162,023,193181,332N/A238,049N/A12/31/20151,974,002163,210N/A191,764N/A9/30/20151,958,262148,334N/A244,560N/A6/30/20151,893,579145,606N/A209,384N/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: TRA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: TRA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: TRA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: TRA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: TRA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: TRA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7D1Y7D1Y7D1YPharmaceuticals-biotech 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2026/06/10 12:45終値2026/06/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Traphaco 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。1 アナリスト機関Minh DangSSI Securities Corporation
Price Target Changed • Nov 24Price target decreased to ₫86,140Down from ₫120,500, the current price target is provided by 1 analyst. New target price is 6.4% below last closing price of ₫92,000. Stock is up 1.7% over the past year. The company posted earnings per share of ₫5,177 last year.
Price Target Changed • Apr 27Price target increased to ₫123,400Up from ₫101,000, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₫99,700. Stock is up 44% over the past year. The company posted earnings per share of ₫5,177 last year.
Price Target Changed • Mar 21Price target increased to ₫111,950Up from ₫101,000, the current price target is provided by 1 analyst. New target price is 22% above last closing price of ₫92,100. Stock is up 32% over the past year. The company posted earnings per share of ₫5,177 last year.
お知らせ • Feb 23Traphaco Joint Stock Company, Annual General Meeting, Apr 17, 2026Traphaco Joint Stock Company, Annual General Meeting, Apr 17, 2026. Location: great hall, traphaco jsc, alley 15, ngoc hoi street, yen so ward, Vietnam
Declared Dividend • Dec 24Dividend of ₫2,000 announcedDividend of ₫2,000 is the same as last year. Ex-date: 2nd January 2026 Payment date: 28th January 2026 Dividend yield will be 5.4%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (37% earnings payout ratio) and cash flows (81% cash payout ratio). The dividend has increased by an average of 8.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Dec 10Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 02Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ₫705.2b (up 14% from 2Q 2024). Net income: ₫69.2b (up 8.3% from 2Q 2024). Profit margin: 9.8% (in line with 2Q 2024).
Declared Dividend • May 29Dividend of ₫2,000 announcedDividend of ₫2,000 is the same as last year. Ex-date: 13th June 2025 Payment date: 4th July 2025 Dividend yield will be 5.5%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (221% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 7.1% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 05First quarter 2025 earnings released: EPS: ₫903 (vs ₫966 in 1Q 2024)First quarter 2025 results: EPS: ₫903. Revenue: ₫554.9b (up 1.4% from 1Q 2024). Net income: ₫41.7b (up 4.2% from 1Q 2024). Profit margin: 7.5% (up from 7.3% in 1Q 2024). The increase in margin was driven by higher revenue.
お知らせ • Feb 28Traphaco Joint Stock Company, Annual General Meeting, Apr 18, 2025Traphaco Joint Stock Company, Annual General Meeting, Apr 18, 2025. Location: alley 15, ngoc hoi street, hoang mai district, ha noi Vietnam
お知らせ • Dec 17Traphaco Joint Stock Company Approves First Interim Dividend for 2024, Payable on January 24, 2025Traphaco Joint Stock Company at its board meeting dated December 12, 2024, approved first interim dividend for 2024. Interim dividend rate: 20% of charter capital (equivalent to 2,000 VND/share); Total payment amount: VND 82,901,080,000; Record date: January 6, 2025; Payment date: January 24, 2025.
Declared Dividend • Dec 16Dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 3rd January 2025 Payment date: 24th January 2025 Dividend yield will be 5.1%, which is higher than the industry average of 3.7%. Sustainability & Growth The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability.
Declared Dividend • May 31Dividend increased to ₫2,000Dividend of ₫2,000 is 100% higher than last year. Ex-date: 17th June 2024 Payment date: 4th July 2024 Dividend yield will be 4.9%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (55% earnings payout ratio) but not covered by cash flows (160% cash payout ratio). The dividend has increased by an average of 9.7% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 8.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 30Traphaco Joint Stock Company Approves Second Cash Dividend Payment in 2023, Payable on July 4, 2024Traphaco Joint Stock Company at its board meeting held on May 21, 2024, approved second dividend payment in 2023 of 20% of charter capital (equivalent to VND 2,000 per share). Total payment value: VND 82,901,080,000. Payment method: by cash. Existing shareholders named on the list at the record date on June 18, 2024. Payable date: July 4, 2024.
お知らせ • Apr 19Traphaco Joint Stock Company Announces Board ChangesTraphaco Joint Stock Company announced appointment of Junwoo Cha and Nguyn Th Giang as BoD member and BoS member respectively. Company announced resignation of Lee Tae Yo asBoD member and Kwon Ki Bum resigned as BKS/BoS member. Effective from 12 April, 2024.
お知らせ • Mar 05Traphaco Joint Stock Company, Annual General Meeting, Apr 12, 2024Traphaco Joint Stock Company, Annual General Meeting, Apr 12, 2024. Location: Meeting hall Hoang Liet factory, 15 Ngoc Hoi street, Hoang Mai district Ha Noi City Vietnam
Upcoming Dividend • Jan 09Upcoming dividend of ₫2,000 per share at 3.6% yieldEligible shareholders must have bought the stock before 16 January 2024. Payment date: 02 February 2024. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (3.6%).
お知らせ • Dec 20Traphaco Joint Stock Company Announces Dividend Advance for the Year 2023, Payable on February 2, 2024Traphaco Joint Stock Company announced dividend advance for the year 2023 for existing shareholders, Advance rate: 20% of charter capital (equivalent to VND 2,000 /share), Total payment value: VND 82,901,080,000, Payment method: by cash, For: Existing shareholders named on the List at the record date on January 17, 2024 for dividend advance. Date: February 02, 2024.
Reported Earnings • Jul 30Second quarter 2023 earnings released: EPS: ₫1,386 (vs ₫1,687 in 2Q 2022)Second quarter 2023 results: EPS: ₫1,386. Revenue: ₫517.1b (down 12% from 2Q 2022). Net income: ₫72.2b (up 3.3% from 2Q 2022). Profit margin: 14% (up from 12% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Pharmaceuticals industry in Asia.
Upcoming Dividend • Jun 06Upcoming dividend of ₫1,000 per share at 3.3% yieldEligible shareholders must have bought the stock before 13 June 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of Vietnamese dividend payers (8.6%). In line with average of industry peers (3.6%).
お知らせ • May 24Traphaco Joint Stock Company Approves the Second Dividend Payment for 2022, Payable on June 29, 2023Traphaco Joint Stock Company announced second dividend of the year 2022 of 1,000 VND/share. Payment date is June 29, 2023. Record date is June 14, 2023.
Reported Earnings • Feb 04Full year 2022 earnings released: EPS: ₫5,772 (vs ₫5,177 in FY 2021)Full year 2022 results: EPS: ₫5,772 (up from ₫5,177 in FY 2021). Revenue: ₫2.40t (up 11% from FY 2021). Net income: ₫269.1b (up 25% from FY 2021). Profit margin: 11% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 18% per year.
Price Target Changed • Nov 24Price target decreased to ₫86,140Down from ₫120,500, the current price target is provided by 1 analyst. New target price is 6.4% below last closing price of ₫92,000. Stock is up 1.7% over the past year. The company posted earnings per share of ₫5,177 last year.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 1 independent director. 6 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Nov 10Traphaco Joint Stock Company Announces First Dividend for 2022, Payable on November 30, 2022Traphaco Joint Stock Company announced first dividend of VND 2,000 per share for 2022. Ex-right date is November 17, 2022, Record date is November 18, 2022 and Payment date November 30, 2022.
Upcoming Dividend • Nov 10Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 17 November 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Vietnamese dividend payers (9.4%). Lower than average of industry peers (4.0%).
Reported Earnings • Oct 27Third quarter 2022 earnings released: EPS: ₫1,271 (vs ₫1,407 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,271. Revenue: ₫604.3b (up 6.4% from 3Q 2021). Net income: ₫71.8b (up 11% from 3Q 2021). Profit margin: 12% (in line with 3Q 2021). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Pharmaceuticals industry in Asia.
Upcoming Dividend • Jun 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 June 2022. Payment date: 27 June 2022. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Vietnamese dividend payers (7.2%). Lower than average of industry peers (3.6%).
お知らせ • May 18Traphaco Joint Stock Company Approves the Second Dividend Payment of the Year 2021, Payable on June 24, 2022Traphaco Joint Stock Company approved the second dividend payment of the year 2021 of 10% charter capital (equivalent to VND 1,000 per share). Record date is June 10, 2022. Payment date is June 24, 2022.
お知らせ • May 10+ 1 more updateTraphaco Joint Stock Company Announces Resignation of Nguyen Anh Tuan as Vice Chairman of the Board of DirectorsBased on the resolution of the Board of Directors of Traphaco Joint Stock Company announced the dismissal of Mr. Nguyen Anh Tuan from the position of Vice Chairman of the Board of Directors of the Company from May 5, 2022.
Buying Opportunity • May 05Now 20% undervaluedOver the last 90 days, the stock is up 7.2%. The fair value is estimated to be ₫121,807, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 21%.
Reported Earnings • May 02First quarter 2022 earnings released: EPS: ₫1,798 (vs ₫1,107 in 1Q 2021)First quarter 2022 results: EPS: ₫1,798 (up from ₫1,107 in 1Q 2021). Revenue: ₫624.0b (up 32% from 1Q 2021). Net income: ₫83.4b (up 64% from 1Q 2021). Profit margin: 13% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 21% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Apr 27Price target increased to ₫123,400Up from ₫101,000, the current price target is an average from 2 analysts. New target price is 24% above last closing price of ₫99,700. Stock is up 44% over the past year. The company posted earnings per share of ₫5,177 last year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Chairman Ji Kwang Chung was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 29Traphaco Joint Stock Company Receives Lai Tran Dong's Resignation as Board MemberTraphaco Joint Stock Company announced that the company has received Mr. Lai Tran Dong's resignation as board member, subject to approval of AGM.
Price Target Changed • Mar 21Price target increased to ₫111,950Up from ₫101,000, the current price target is provided by 1 analyst. New target price is 22% above last closing price of ₫92,100. Stock is up 32% over the past year. The company posted earnings per share of ₫5,177 last year.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫5,177 (up from ₫4,164 in FY 2020). Revenue: ₫2.16t (up 13% from FY 2020). Net income: ₫214.6b (up 24% from FY 2020). Profit margin: 9.9% (in line with FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 17%, compared to a 19% growth forecast for the pharmaceuticals industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12Traphaco Joint Stock Company, Annual General Meeting, Mar 31, 2022Traphaco Joint Stock Company, Annual General Meeting, Mar 31, 2022. Location: Great Hall, Hoang Liet Factory Alley 15, Ngoc Hoi Street, Hoang Mai District Hanoi Vietnam Agenda: To consider report on operation results of the company in 2021:business plan in 2022; to consider report on governance and activities of the board of directors in 2021; to consider report on the results of the company's business restructuring project; to consider report of the board of supervisors in 2021: proposal to select an independent auditor for financial statements in 2022; to consider audited consolidated financial statements for 2021; and to consider other matters.
Reported Earnings • Jan 30Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: ₫5,862 (up from ₫4,185 in FY 2020). Revenue: ₫2.18t (up 14% from FY 2020). Net income: ₫243.0b (up 40% from FY 2020). Profit margin: 11% (up from 9.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 17%, compared to a 21% growth forecast for the pharmaceuticals industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 26Third quarter 2021 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2021 results: EPS: ₫1,408 (up from ₫1,170 in 3Q 2020). Revenue: ₫568.1b (up 24% from 3Q 2020). Net income: ₫64.8b (up 34% from 3Q 2020). Profit margin: 11% (in line with 3Q 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 12%, compared to a 23% growth forecast for the industry in Vietnam. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 26Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫91,800, the stock trades at a trailing P/E ratio of 18.4x. Average forward P/E is 20x in the Pharmaceuticals industry in Vietnam. Total returns to shareholders of 56% over the past three years.
Reported Earnings • Jul 21Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫556.6b (up 22% from 2Q 2020). Net income: ₫62.9b (up 66% from 2Q 2020). Profit margin: 11% (up from 8.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 14Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 21 May 2021. Payment date: 31 May 2021. Trailing yield: 4.4%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (3.7%).
Reported Earnings • Mar 11Full year 2020 earnings released: EPS ₫4,185 (vs ₫3,253 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: ₫1.91t (up 12% from FY 2019). Net income: ₫173.5b (up 29% from FY 2019). Profit margin: 9.1% (up from 7.9% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 14% per year.
Is New 90 Day High Low • Jan 28New 90-day low: ₫62,400The company is down 2.0% from its price of ₫63,500 on 30 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Pharmaceuticals industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Dec 30New 90-day high: ₫71,500The company is up 25% from its price of ₫57,400 on 01 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 5.0% over the same period.
Is New 90 Day High Low • Nov 10New 90-day high: ₫66,500The company is up 20% from its price of ₫55,600 on 12 August 2020. The Vietnamese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Pharmaceuticals industry, which is up 8.0% over the same period.
Reported Earnings • Oct 23Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫174.5b, up 23% from the prior year. Total revenue was ₫1.85t over the last 12 months, up 8.3% from the prior year.
Is New 90 Day High Low • Oct 07New 90-day high: ₫57,900The company is up 7.0% from its price of ₫54,000 on 08 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Pharmaceuticals industry, which is up 8.0% over the same period.