View ValuationLogistics Vicem 将来の成長Future 基準チェック /06現在、 Logistics Vicem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Infrastructure 収益成長10.4%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お知らせ • Oct 18+ 1 more updateLogistics Vicem Joint Stock Company Provides Earnings Guidance for the Fiscal Year 2023Logistics Vicem Joint Stock Company provided earnings guidance for the fiscal year 2023. for the year, the company expects revenue of VND 406.576 billion and Profit after tax of VND 17.511 billion.すべての更新を表示Recent updatesValuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫13,200, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 11x in the Infrastructure industry in Vietnam. Total returns to shareholders of 41% over the past three years.お知らせ • Apr 14Logistics Vicem Joint Stock Company, Annual General Meeting, May 08, 2026Logistics Vicem Joint Stock Company, Annual General Meeting, May 08, 2026. Location: rex hotel saigon, 141 nguyen hue, saigon ward, ho chi minh VietnamReported Earnings • Mar 12Full year 2025 earnings released: EPS: ₫1,211 (vs ₫700 in FY 2024)Full year 2025 results: EPS: ₫1,211 (up from ₫700 in FY 2024). Revenue: ₫273.1b (down 1.9% from FY 2024). Net income: ₫15.9b (up 73% from FY 2024). Profit margin: 5.8% (up from 3.3% in FY 2024). The increase in margin was driven by lower expenses.New Risk • Mar 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.1% 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 Share price has been highly volatile over the past 3 months (8.1% average weekly change). Revenue has declined by 6.9% over the past year. Market cap is less than US$10m (₫148.7b market cap, or US$5.65m). Minor Risk Large one-off items impacting financial results.New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 6.9% over the past year. Market cap is less than US$10m (₫152.7b market cap, or US$5.80m). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Large one-off items impacting financial results.Upcoming Dividend • Aug 28Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 25 September 2025. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Vietnamese dividend payers (7.4%). Lower than average of industry peers (3.5%).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫11,350, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Infrastructure industry in Vietnam. Total loss to shareholders of 1.2% over the past three years.Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫415 (vs ₫181 in 2Q 2024)Second quarter 2025 results: EPS: ₫415 (up from ₫181 in 2Q 2024). Revenue: ₫70.6b (down 1.0% from 2Q 2024). Net income: ₫5.44b (up 130% from 2Q 2024). Profit margin: 7.7% (up from 3.3% in 2Q 2024).お知らせ • Mar 25Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 24, 2025Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 24, 2025. Location: novotel saigon center hotel, 167 hai ba trung, vo thi sau ward, district 3, ho chi minh VietnamNew Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 110% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 7.2% over the past year. Market cap is less than US$10m (₫124.8b market cap, or US$4.87m). Minor Risk Large one-off items impacting financial results.Upcoming Dividend • Aug 02Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 30 August 2024. Trailing yield: 3.0%. Lower than top quartile of Vietnamese dividend payers (8.3%). Lower than average of industry peers (4.7%).お知らせ • Jul 24Logistics Vicem Joint Stock Company Announces Cash Dividend Payment for 2023, Payable on August 30, 2024Logistics Vicem Joint Stock Company announced cash Dividend pay-out ratio: 3%/par value (VND 300/share) for the 2023. Record date: August 12, 2024. Payment date: August 30, 2024.お知らせ • Jul 12Logistics Vicem Joint Stock Company Approves Dividend Plan for the Year 2024LoLogistics Vicem Joint Stock Company approves a dividend plan of more than 3% for 2024.お知らせ • Apr 03Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 23, 2024Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 23, 2024. Location: Palace Sai Gon hotel, 56-66 Nguyen Hue street, Ben Nghe ward, district 1, HCM City Vietnamお知らせ • Oct 18+ 1 more updateLogistics Vicem Joint Stock Company Provides Earnings Guidance for the Fiscal Year 2023Logistics Vicem Joint Stock Company provided earnings guidance for the fiscal year 2023. for the year, the company expects revenue of VND 406.576 billion and Profit after tax of VND 17.511 billion.Upcoming Dividend • Sep 14Upcoming dividend of ₫600 per share at 7.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 10 October 2023. Trailing yield: 7.8%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (6.1%).お知らせ • Sep 13Logistics Vicem Joint Stock Company Announces Cash Dividend for 2022, Payable on October 10, 2023Logistics Vicem Joint Stock Company announced cash dividend of 6.0% (VND 600 per share) for 2022. Ex-right date: September 21, 2023; Record date: September 22, 2023; Payment date: October 10, 2023.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Supervisory Board Huy Minh Tran was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Oct 11Logistics Vicem Joint Stock Company Announces to Pay Cash Dividend for 2021, Payable on November 10, 2022Logistics Vicem Joint Stock Company announced to pay cash dividend for 2021 of Exercise ratio: 8.0% (800 dongs/share). Payment date: November 10, 2022. Ex-right date: October 14, 2022. Record date: October 17, 2022.Upcoming Dividend • Oct 07Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 14 October 2022. Payment date: 10 November 2022. Trailing yield: 8.3%. Within top quartile of Vietnamese dividend payers (8.3%). Higher than average of industry peers (3.7%).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. 3 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Supervisory Board Huy Minh Tran was the last director to join the board, commencing their role in 2018. 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 • Nov 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 23 December 2021. Trailing yield: 7.1%. Within top quartile of Vietnamese dividend payers (5.7%). Higher than average of industry peers (3.0%).Is New 90 Day High Low • Jan 14New 90-day high: ₫14,800The company is up 15% from its price of ₫12,900 on 16 October 2020. The Vietnamese market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 18% over the same period.Is New 90 Day High Low • Dec 22New 90-day high: ₫13,700The company is up 10.0% from its price of ₫12,500 on 23 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 11% 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、Logistics Vicem 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:HTV - 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3/31/2026280,88417,50624,38024,875N/A12/31/2025273,08215,86414,23214,701N/A9/30/2025264,16816,03316,81016,911N/A6/30/2025270,36714,4152,3672,417N/A3/31/2025281,5587,833-1,109-1,008N/A1/1/2025278,2774,1438,4348,485N/A12/31/2023299,7452,241-14,043-14,043N/A9/30/2015209,46337,039N/A66,485N/A6/30/2015198,93934,791N/A68,802N/Aアナリストによる今後の成長予測収入対貯蓄率: HTV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: HTV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: HTV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: HTV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: HTV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: HTV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7D1Y7D1Y7D1YTransportation 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 11:08終値2026/06/03 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Logistics Vicem 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
お知らせ • Oct 18+ 1 more updateLogistics Vicem Joint Stock Company Provides Earnings Guidance for the Fiscal Year 2023Logistics Vicem Joint Stock Company provided earnings guidance for the fiscal year 2023. for the year, the company expects revenue of VND 406.576 billion and Profit after tax of VND 17.511 billion.
Valuation Update With 7 Day Price Move • Apr 15Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫13,200, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 11x in the Infrastructure industry in Vietnam. Total returns to shareholders of 41% over the past three years.
お知らせ • Apr 14Logistics Vicem Joint Stock Company, Annual General Meeting, May 08, 2026Logistics Vicem Joint Stock Company, Annual General Meeting, May 08, 2026. Location: rex hotel saigon, 141 nguyen hue, saigon ward, ho chi minh Vietnam
Reported Earnings • Mar 12Full year 2025 earnings released: EPS: ₫1,211 (vs ₫700 in FY 2024)Full year 2025 results: EPS: ₫1,211 (up from ₫700 in FY 2024). Revenue: ₫273.1b (down 1.9% from FY 2024). Net income: ₫15.9b (up 73% from FY 2024). Profit margin: 5.8% (up from 3.3% in FY 2024). The increase in margin was driven by lower expenses.
New Risk • Mar 09New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 8.1% 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 Share price has been highly volatile over the past 3 months (8.1% average weekly change). Revenue has declined by 6.9% over the past year. Market cap is less than US$10m (₫148.7b market cap, or US$5.65m). Minor Risk Large one-off items impacting financial results.
New Risk • Dec 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 6.9% over the past year. Market cap is less than US$10m (₫152.7b market cap, or US$5.80m). Minor Risks Share price has been volatile over the past 3 months (6.0% average weekly change). Large one-off items impacting financial results.
Upcoming Dividend • Aug 28Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 25 September 2025. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Vietnamese dividend payers (7.4%). Lower than average of industry peers (3.5%).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₫11,350, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 14x in the Infrastructure industry in Vietnam. Total loss to shareholders of 1.2% over the past three years.
Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫415 (vs ₫181 in 2Q 2024)Second quarter 2025 results: EPS: ₫415 (up from ₫181 in 2Q 2024). Revenue: ₫70.6b (down 1.0% from 2Q 2024). Net income: ₫5.44b (up 130% from 2Q 2024). Profit margin: 7.7% (up from 3.3% in 2Q 2024).
お知らせ • Mar 25Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 24, 2025Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 24, 2025. Location: novotel saigon center hotel, 167 hai ba trung, vo thi sau ward, district 3, ho chi minh Vietnam
New Risk • Mar 12New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 110% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Revenue has declined by 7.2% over the past year. Market cap is less than US$10m (₫124.8b market cap, or US$4.87m). Minor Risk Large one-off items impacting financial results.
Upcoming Dividend • Aug 02Upcoming dividend of ₫300 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 30 August 2024. Trailing yield: 3.0%. Lower than top quartile of Vietnamese dividend payers (8.3%). Lower than average of industry peers (4.7%).
お知らせ • Jul 24Logistics Vicem Joint Stock Company Announces Cash Dividend Payment for 2023, Payable on August 30, 2024Logistics Vicem Joint Stock Company announced cash Dividend pay-out ratio: 3%/par value (VND 300/share) for the 2023. Record date: August 12, 2024. Payment date: August 30, 2024.
お知らせ • Jul 12Logistics Vicem Joint Stock Company Approves Dividend Plan for the Year 2024LoLogistics Vicem Joint Stock Company approves a dividend plan of more than 3% for 2024.
お知らせ • Apr 03Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 23, 2024Logistics Vicem Joint Stock Company, Annual General Meeting, Apr 23, 2024. Location: Palace Sai Gon hotel, 56-66 Nguyen Hue street, Ben Nghe ward, district 1, HCM City Vietnam
お知らせ • Oct 18+ 1 more updateLogistics Vicem Joint Stock Company Provides Earnings Guidance for the Fiscal Year 2023Logistics Vicem Joint Stock Company provided earnings guidance for the fiscal year 2023. for the year, the company expects revenue of VND 406.576 billion and Profit after tax of VND 17.511 billion.
Upcoming Dividend • Sep 14Upcoming dividend of ₫600 per share at 7.8% yieldEligible shareholders must have bought the stock before 21 September 2023. Payment date: 10 October 2023. Trailing yield: 7.8%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (6.1%).
お知らせ • Sep 13Logistics Vicem Joint Stock Company Announces Cash Dividend for 2022, Payable on October 10, 2023Logistics Vicem Joint Stock Company announced cash dividend of 6.0% (VND 600 per share) for 2022. Ex-right date: September 21, 2023; Record date: September 22, 2023; Payment date: October 10, 2023.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Supervisory Board Huy Minh Tran was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Oct 11Logistics Vicem Joint Stock Company Announces to Pay Cash Dividend for 2021, Payable on November 10, 2022Logistics Vicem Joint Stock Company announced to pay cash dividend for 2021 of Exercise ratio: 8.0% (800 dongs/share). Payment date: November 10, 2022. Ex-right date: October 14, 2022. Record date: October 17, 2022.
Upcoming Dividend • Oct 07Upcoming dividend of ₫800 per shareEligible shareholders must have bought the stock before 14 October 2022. Payment date: 10 November 2022. Trailing yield: 8.3%. Within top quartile of Vietnamese dividend payers (8.3%). Higher than average of industry peers (3.7%).
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. 3 experienced directors. 1 highly experienced director. No independent directors (3 non-independent directors). Member of Supervisory Board Huy Minh Tran was the last director to join the board, commencing their role in 2018. 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 • Nov 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 November 2021. Payment date: 23 December 2021. Trailing yield: 7.1%. Within top quartile of Vietnamese dividend payers (5.7%). Higher than average of industry peers (3.0%).
Is New 90 Day High Low • Jan 14New 90-day high: ₫14,800The company is up 15% from its price of ₫12,900 on 16 October 2020. The Vietnamese market is up 24% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 18% over the same period.
Is New 90 Day High Low • Dec 22New 90-day high: ₫13,700The company is up 10.0% from its price of ₫12,500 on 23 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 11% over the same period.