View Future GrowthMacstar Group 過去の業績過去 基準チェック /06Macstar Groupは、平均年間26.2%の収益成長を遂げていますが、 Infrastructure業界の収益は、年間 成長しています。収益は、平均年間10.7% 102.6%収益成長率で 成長しています。 Macstar Groupの自己資本利益率は8.7%であり、純利益率は20.6%です。主要情報26.22%収益成長率-0.048%EPS成長率Infrastructure 業界の成長8.53%収益成長率102.59%株主資本利益率8.66%ネット・マージン20.56%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Apr 26First quarter 2026 earnings released: EPS: ₫424 (vs ₫356 in 1Q 2025)First quarter 2026 results: EPS: ₫424 (up from ₫356 in 1Q 2025). Revenue: ₫89.1b (up 108% from 1Q 2025). Net income: ₫18.6b (up 130% from 1Q 2025). Profit margin: 21% (up from 19% in 1Q 2025).Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ₫966 (vs ₫337 in 3Q 2024)Third quarter 2025 results: EPS: ₫966 (up from ₫337 in 3Q 2024). Revenue: ₫72.0b (up 109% from 3Q 2024). Net income: ₫21.9b (up 186% from 3Q 2024). Profit margin: 31% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Jul 26Second quarter 2025 earnings released: EPS: ₫795 (vs ₫1,665 in 2Q 2024)Second quarter 2025 results: EPS: ₫795 (down from ₫1,665 in 2Q 2024). Revenue: ₫53.2b (up 77% from 2Q 2024). Net income: ₫12.0b (down 52% from 2Q 2024). Profit margin: 23% (down from 84% in 2Q 2024). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: ₫535 (vs ₫357 in 1Q 2024)First quarter 2025 results: EPS: ₫535 (up from ₫357 in 1Q 2024). Revenue: ₫42.8b (up 124% from 1Q 2024). Net income: ₫8.09b (up 50% from 1Q 2024). Profit margin: 19% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses.すべての更新を表示Recent updatesReported Earnings • Apr 26First quarter 2026 earnings released: EPS: ₫424 (vs ₫356 in 1Q 2025)First quarter 2026 results: EPS: ₫424 (up from ₫356 in 1Q 2025). Revenue: ₫89.1b (up 108% from 1Q 2025). Net income: ₫18.6b (up 130% from 1Q 2025). Profit margin: 21% (up from 19% in 1Q 2025).New Risk • Apr 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (157% accrual ratio). Shareholders have been substantially diluted in the past year (94% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (20% net profit margin). Market cap is less than US$100m (₫571.4b market cap, or US$21.7m).Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫13,000, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Infrastructure industry in Vietnam. Total returns to shareholders of 200% over the past three years.New Risk • Mar 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 94% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (122% accrual ratio). Shareholders have been substantially diluted in the past year (94% increase in shares outstanding). Minor Risks Profit margins are more than 30% lower than last year (21% net profit margin). Market cap is less than US$100m (₫518.7b market cap, or US$19.7m).New Risk • Mar 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₫258.9b (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (122% accrual ratio). Market cap is less than US$10m (₫258.9b market cap, or US$9.84m). Minor Risk Profit margins are more than 30% lower than last year (21% net profit margin).お知らせ • Feb 06Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Mar 28, 2026Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Mar 28, 2026, at 15:00 SE Asia Standard Time. Location: ballroom, 2nd floor, melia vinpearl hai phong rivera hotel, manhattan 9, vinhome imperia, hong bang district, hai phong city VietnamValuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫14,600, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 12x in the Infrastructure industry in Vietnam. Total returns to shareholders of 254% over the past three years.Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ₫966 (vs ₫337 in 3Q 2024)Third quarter 2025 results: EPS: ₫966 (up from ₫337 in 3Q 2024). Revenue: ₫72.0b (up 109% from 3Q 2024). Net income: ₫21.9b (up 186% from 3Q 2024). Profit margin: 31% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue.Reported Earnings • Jul 26Second quarter 2025 earnings released: EPS: ₫795 (vs ₫1,665 in 2Q 2024)Second quarter 2025 results: EPS: ₫795 (down from ₫1,665 in 2Q 2024). Revenue: ₫53.2b (up 77% from 2Q 2024). Net income: ₫12.0b (down 52% from 2Q 2024). Profit margin: 23% (down from 84% in 2Q 2024). The decrease in margin was driven by higher expenses.Buy Or Sell Opportunity • Jun 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to ₫22,000. The fair value is estimated to be ₫17,605, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 92% over the last year. Earnings per share has grown by 26%.Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫21,200, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 13x in the Infrastructure industry in Vietnam. Total returns to shareholders of 181% over the past three years.Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫28,300, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 13x in the Infrastructure industry in Vietnam. Total returns to shareholders of 325% over the past three years.Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: ₫535 (vs ₫357 in 1Q 2024)First quarter 2025 results: EPS: ₫535 (up from ₫357 in 1Q 2024). Revenue: ₫42.8b (up 124% from 1Q 2024). Net income: ₫8.09b (up 50% from 1Q 2024). Profit margin: 19% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫19,100, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Infrastructure industry in Vietnam. Total returns to shareholders of 145% over the past three years.お知らせ • Mar 20Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) agreed to acquire 36% stake in An Bien Shipping Lines Corp from Sao A D.c Investment Corporation for approximately VND 120 billion.Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) agreed to acquire 36% stake in An Bien Shipping Lines Corp from Sao A D.c Investment Corporation for approximately VND 120 billion on March 18, 2025. The transaction will be financed through equity investment of VND 227.1 billion. For the period ending December 31, 2024, An Bien Shipping Lines Corp reported total revenue of VND 209.68 billion, EBIT of VND 98.25 billion and net income of VND 78.15 billion. As of December 31, 2024, An Bien Shipping Lines Corp reported total assets of VND 1.31 trillion and total common equity of VND 415.48 billion. The transaction is subject to approval of offer by acquirer shareholders.お知らせ • Mar 13Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Apr 05, 2025Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Apr 05, 2025. Location: at the company`s headquarters, at 8a van my street, van my ward, ngo quyen district, hai phong VietnamNew Risk • Feb 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₫93.6b (US$3.74m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₫93.6b market cap, or US$3.74m). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (37% net profit margin). Revenue is less than US$5m (₫124b revenue, or US$5.0m).New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$10m (₫222.6b market cap, or US$8.68m).New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Market cap is less than US$10m (₫225.6b market cap, or US$9.29m). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).お知らせ • May 27An unknown buyer acquired 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC).An unknown buyer acquired 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) on May 23, 2023.An unknown buyer completed the acquisition of 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) on May 23, 2023.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tran Dung was the last director to join the board, commencing their role in 2017. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tran Dung was the last director to join the board, commencing their role in 2017. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Is New 90 Day High Low • Jan 28New 90-day low: ₫5,500The company is down 10.0% from its price of ₫6,100 on 29 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 18% over the same period.Is New 90 Day High Low • Dec 31New 90-day low: ₫5,700The company is down 7.0% from its price of ₫6,100 on 02 October 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 22% over the same period.Is New 90 Day High Low • Oct 23New 90-day high: ₫7,000The company is up 63% from its price of ₫4,300 on 24 July 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 21% over the same period.収支内訳Macstar Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史HNX:MAC 収益、費用、利益 ( )VND Millions日付収益収益G+A経費研究開発費31 Mar 26299,90361,66131,967031 Dec 25253,62551,11128,161030 Sep 25208,62648,55426,451030 Jun 25171,11934,27721,894031 Mar 25148,03748,85319,279031 Dec 24124,49147,02716,966030 Sep 24103,24143,29913,179030 Jun 2489,36954,96011,014031 Mar 2477,37539,1629,914031 Dec 2376,24342,3079,815030 Jun 20126,3384,95614,221031 Mar 20141,7268,47515,279031 Dec 19157,11411,99516,337031 Dec 18180,66810,73616,8840質の高い収益: MAC 非現金収入 のレベルが高いです。利益率の向上: MACの現在の純利益率 (20.6%)は、昨年(33%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: MACの過去 5 年間の前年比収益成長率がプラスであったかどうかを判断するにはデータが不十分です。成長の加速: MACの過去 1 年間の収益成長を 5 年間の平均と比較するにはデータが不十分です。収益対業界: MACの過去 1 年間の収益成長率 ( 26.2% ) Infrastructure業界41.6%を上回りませんでした。株主資本利益率高いROE: MACの 自己資本利益率 ( 8.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/16 15:49終値2026/06/16 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Macstar Group Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Apr 26First quarter 2026 earnings released: EPS: ₫424 (vs ₫356 in 1Q 2025)First quarter 2026 results: EPS: ₫424 (up from ₫356 in 1Q 2025). Revenue: ₫89.1b (up 108% from 1Q 2025). Net income: ₫18.6b (up 130% from 1Q 2025). Profit margin: 21% (up from 19% in 1Q 2025).
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ₫966 (vs ₫337 in 3Q 2024)Third quarter 2025 results: EPS: ₫966 (up from ₫337 in 3Q 2024). Revenue: ₫72.0b (up 109% from 3Q 2024). Net income: ₫21.9b (up 186% from 3Q 2024). Profit margin: 31% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 26Second quarter 2025 earnings released: EPS: ₫795 (vs ₫1,665 in 2Q 2024)Second quarter 2025 results: EPS: ₫795 (down from ₫1,665 in 2Q 2024). Revenue: ₫53.2b (up 77% from 2Q 2024). Net income: ₫12.0b (down 52% from 2Q 2024). Profit margin: 23% (down from 84% in 2Q 2024). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: ₫535 (vs ₫357 in 1Q 2024)First quarter 2025 results: EPS: ₫535 (up from ₫357 in 1Q 2024). Revenue: ₫42.8b (up 124% from 1Q 2024). Net income: ₫8.09b (up 50% from 1Q 2024). Profit margin: 19% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 26First quarter 2026 earnings released: EPS: ₫424 (vs ₫356 in 1Q 2025)First quarter 2026 results: EPS: ₫424 (up from ₫356 in 1Q 2025). Revenue: ₫89.1b (up 108% from 1Q 2025). Net income: ₫18.6b (up 130% from 1Q 2025). Profit margin: 21% (up from 19% in 1Q 2025).
New Risk • Apr 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (157% accrual ratio). Shareholders have been substantially diluted in the past year (94% increase in shares outstanding). Minor Risks Share price has been volatile over the past 3 months (7.2% average weekly change). Profit margins are more than 30% lower than last year (20% net profit margin). Market cap is less than US$100m (₫571.4b market cap, or US$21.7m).
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫13,000, the stock trades at a trailing P/E ratio of 11.2x. Average trailing P/E is 10x in the Infrastructure industry in Vietnam. Total returns to shareholders of 200% over the past three years.
New Risk • Mar 24New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 94% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (122% accrual ratio). Shareholders have been substantially diluted in the past year (94% increase in shares outstanding). Minor Risks Profit margins are more than 30% lower than last year (21% net profit margin). Market cap is less than US$100m (₫518.7b market cap, or US$19.7m).
New Risk • Mar 10New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₫258.9b (US$9.84m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks High level of non-cash earnings (122% accrual ratio). Market cap is less than US$10m (₫258.9b market cap, or US$9.84m). Minor Risk Profit margins are more than 30% lower than last year (21% net profit margin).
お知らせ • Feb 06Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Mar 28, 2026Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Mar 28, 2026, at 15:00 SE Asia Standard Time. Location: ballroom, 2nd floor, melia vinpearl hai phong rivera hotel, manhattan 9, vinhome imperia, hong bang district, hai phong city Vietnam
Valuation Update With 7 Day Price Move • Nov 27Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫14,600, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 12x in the Infrastructure industry in Vietnam. Total returns to shareholders of 254% over the past three years.
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: ₫966 (vs ₫337 in 3Q 2024)Third quarter 2025 results: EPS: ₫966 (up from ₫337 in 3Q 2024). Revenue: ₫72.0b (up 109% from 3Q 2024). Net income: ₫21.9b (up 186% from 3Q 2024). Profit margin: 31% (up from 22% in 3Q 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Jul 26Second quarter 2025 earnings released: EPS: ₫795 (vs ₫1,665 in 2Q 2024)Second quarter 2025 results: EPS: ₫795 (down from ₫1,665 in 2Q 2024). Revenue: ₫53.2b (up 77% from 2Q 2024). Net income: ₫12.0b (down 52% from 2Q 2024). Profit margin: 23% (down from 84% in 2Q 2024). The decrease in margin was driven by higher expenses.
Buy Or Sell Opportunity • Jun 12Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 43% to ₫22,000. The fair value is estimated to be ₫17,605, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 92% over the last year. Earnings per share has grown by 26%.
Valuation Update With 7 Day Price Move • Jun 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫21,200, the stock trades at a trailing P/E ratio of 10x. Average trailing P/E is 13x in the Infrastructure industry in Vietnam. Total returns to shareholders of 181% over the past three years.
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫28,300, the stock trades at a trailing P/E ratio of 8.9x. Average trailing P/E is 13x in the Infrastructure industry in Vietnam. Total returns to shareholders of 325% over the past three years.
Reported Earnings • Apr 30First quarter 2025 earnings released: EPS: ₫535 (vs ₫357 in 1Q 2024)First quarter 2025 results: EPS: ₫535 (up from ₫357 in 1Q 2024). Revenue: ₫42.8b (up 124% from 1Q 2024). Net income: ₫8.09b (up 50% from 1Q 2024). Profit margin: 19% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₫19,100, the stock trades at a trailing P/E ratio of 6.3x. Average trailing P/E is 12x in the Infrastructure industry in Vietnam. Total returns to shareholders of 145% over the past three years.
お知らせ • Mar 20Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) agreed to acquire 36% stake in An Bien Shipping Lines Corp from Sao A D.c Investment Corporation for approximately VND 120 billion.Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) agreed to acquire 36% stake in An Bien Shipping Lines Corp from Sao A D.c Investment Corporation for approximately VND 120 billion on March 18, 2025. The transaction will be financed through equity investment of VND 227.1 billion. For the period ending December 31, 2024, An Bien Shipping Lines Corp reported total revenue of VND 209.68 billion, EBIT of VND 98.25 billion and net income of VND 78.15 billion. As of December 31, 2024, An Bien Shipping Lines Corp reported total assets of VND 1.31 trillion and total common equity of VND 415.48 billion. The transaction is subject to approval of offer by acquirer shareholders.
お知らせ • Mar 13Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Apr 05, 2025Marine Supply and Engineering Service Joint Stock Company, Annual General Meeting, Apr 05, 2025. Location: at the company`s headquarters, at 8a van my street, van my ward, ngo quyen district, hai phong Vietnam
New Risk • Feb 07New major risk - Market cap sizeThe company's market capitalization is less than US$10m. Market cap: ₫93.6b (US$3.74m) This is considered a major risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Market cap is less than US$10m (₫93.6b market cap, or US$3.74m). Minor Risks Share price has been volatile over the past 3 months (7.0% average weekly change). Profit margins are more than 30% lower than last year (37% net profit margin). Revenue is less than US$5m (₫124b revenue, or US$5.0m).
New Risk • Jun 12New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Share price has been highly volatile over the past 3 months (7.6% average weekly change). Market cap is less than US$10m (₫222.6b market cap, or US$8.68m).
New Risk • Dec 08New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks No financial data reported. Market cap is less than US$10m (₫225.6b market cap, or US$9.29m). Minor Risk Share price has been volatile over the past 3 months (7.7% average weekly change).
お知らせ • May 27An unknown buyer acquired 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC).An unknown buyer acquired 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) on May 23, 2023.An unknown buyer completed the acquisition of 5.29% stake in Da Nang Logistics Joint Stock Company from Marine Supply and Engineering Service Joint Stock Company (HNX:MAC) on May 23, 2023.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tran Dung was the last director to join the board, commencing their role in 2017. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tran Dung was the last director to join the board, commencing their role in 2017. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Is New 90 Day High Low • Jan 28New 90-day low: ₫5,500The company is down 10.0% from its price of ₫6,100 on 29 October 2020. The Vietnamese market is up 19% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 18% over the same period.
Is New 90 Day High Low • Dec 31New 90-day low: ₫5,700The company is down 7.0% from its price of ₫6,100 on 02 October 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Infrastructure industry, which is up 22% over the same period.
Is New 90 Day High Low • Oct 23New 90-day high: ₫7,000The company is up 63% from its price of ₫4,300 on 24 July 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Infrastructure industry, which is up 21% over the same period.