South Logistics（STG）株式概要South Logistics Joint Stock Company は、その子会社とともに、ベトナム国内および海外で国際貨物輸送、輸出入フォワーディング、倉庫サービスを提供している。 詳細STG ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性4/6配当金0/6報酬株価収益率（ 9.6 x） VN市場（ 10.4 x）を下回っています。過去1年間で収益は55.1%増加しました リスク分析高いレベルの非現金収入 VN市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見るSTG Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW484,744 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA484,744 investors already sharing narrativesYour Fair Value₫Current Price₫30.85k88.5% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture03t2016201920222025202620282031Revenue ₫2.5tEarnings ₫287.8bAdvancedSet Fair ValueView all narrativesSouth Logistics Joint Stock Company 競合他社Saigon Cargo ServiceSymbol: HOSE:SCSMarket cap: ₫4.1tTransimexSymbol: HOSE:TMSMarket cap: ₫6.4tASGSymbol: HOSE:ASGMarket cap: ₫1.5tViettel PostSymbol: HOSE:VTPMarket cap: ₫6.8t価格と性能株価の高値、安値、推移の概要South Logistics過去の株価現在の株価₫30,850.0052週高値₫44,500.0052週安値₫24,250.00ベータ0.221ヶ月の変化11.17%3ヶ月変化-8.59%1年変化-15.71%3年間の変化-34.36%5年間の変化74.29%IPOからの変化156.08%最新ニュースValuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫24,250, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 8x in the Logistics industry in Vietnam. Total loss to shareholders of 49% over the past three years.New Risk • Jun 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.3m).New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫35,700, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 9x in the Logistics industry in Vietnam. Total loss to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫30,350, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 10x in the Logistics industry in Vietnam. Total loss to shareholders of 37% over the past three years.お知らせ • Feb 16South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026. Location: no 298 huynh tan phat, tan thuan ward, ho chi minh Vietnam最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫24,250, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 8x in the Logistics industry in Vietnam. Total loss to shareholders of 49% over the past three years.New Risk • Jun 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.3m).New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫35,700, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 9x in the Logistics industry in Vietnam. Total loss to shareholders of 28% over the past three years.Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫30,350, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 10x in the Logistics industry in Vietnam. Total loss to shareholders of 37% over the past three years.お知らせ • Feb 16South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026. Location: no 298 huynh tan phat, tan thuan ward, ho chi minh VietnamReported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫2,990 (vs ₫1,960 in FY 2024)Full year 2025 results: EPS: ₫2,990 (up from ₫1,960 in FY 2024). Revenue: ₫2.59t (up 5.5% from FY 2024). Net income: ₫293.8b (up 53% from FY 2024). Profit margin: 11% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫38,900, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total loss to shareholders of 2.8% over the past three years.Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: ₫835 (vs ₫991 in 3Q 2024)Third quarter 2025 results: EPS: ₫835. Revenue: ₫662.2b (flat on 3Q 2024). Net income: ₫82.1b (up 51% from 3Q 2024). Profit margin: 12% (up from 8.2% in 3Q 2024).Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ₫796 (vs ₫443 in 2Q 2024)Second quarter 2025 results: EPS: ₫796 (up from ₫443 in 2Q 2024). Revenue: ₫677.7b (up 11% from 2Q 2024). Net income: ₫78.2b (up 80% from 2Q 2024). Profit margin: 12% (up from 7.1% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Mar 22South Logistics Joint Stock Company, Annual General Meeting, May 16, 2025South Logistics Joint Stock Company, Annual General Meeting, May 16, 2025. Location: 298 huynh tan phat, tan thuan tay ward, d, district 7, hcmc., VietnamReported Earnings • Nov 05Third quarter 2024 earnings released: EPS: ₫991 (vs ₫434 in 3Q 2023)Third quarter 2024 results: EPS: ₫991 (up from ₫434 in 3Q 2023). Revenue: ₫661.8b (up 56% from 3Q 2023). Net income: ₫54.4b (up 28% from 3Q 2023). Profit margin: 8.2% (down from 10.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.6% net profit margin).お知らせ • May 08South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2024South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2024. Location: No.298 Huynh Tan Phat street, Tan Thuan Tay ward, district 7, HCMC VietnamReported Earnings • May 01First quarter 2024 earnings released: EPS: ₫438 (vs ₫405 in 1Q 2023)First quarter 2024 results: EPS: ₫438 (up from ₫405 in 1Q 2023). Revenue: ₫475.8b (up 23% from 1Q 2023). Net income: ₫43.1b (up 8.3% from 1Q 2023). Profit margin: 9.1% (down from 10% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.New Risk • Apr 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: ₫793 (vs ₫690 in 2Q 2022)Second quarter 2023 results: EPS: ₫793 (up from ₫690 in 2Q 2022). Revenue: ₫453.2b (down 34% from 2Q 2022). Net income: ₫77.9b (up 15% from 2Q 2022). Profit margin: 17% (up from 9.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 12South Logistics Joint Stock Company Appoints Dang Vu Thanh as CEO Cum the Legal RepresentativeSouth Logistics Joint Stock Company appointed Mr. Dang Vu Thanh as CEO cum the legal representative, effective from July 01, 2023.お知らせ • May 27PSA Cargo Solutions Vietnam Investments Pte Ltd. acquired an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation.PSA Cargo Solutions Vietnam Investments Pte Ltd. acquired an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation on May 26, 2023. PSA Cargo Solutions Vietnam Investments Pte Ltd. completed the acquisition of an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation on May 26, 2023.お知らせ • May 09South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2023South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2023. Location: South Logistics Joint Stock Company Ho Chi Minh City VietnamReported Earnings • May 04First quarter 2023 earnings released: EPS: ₫405 (vs ₫632 in 1Q 2022)First quarter 2023 results: EPS: ₫405 (down from ₫632 in 1Q 2022). Revenue: ₫385.4b (down 48% from 1Q 2022). Net income: ₫39.8b (down 36% from 1Q 2022). Profit margin: 10% (up from 8.4% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 01Full year 2022 earnings released: EPS: ₫2,466 (vs ₫2,369 in FY 2021)Full year 2022 results: EPS: ₫2,466 (up from ₫2,369 in FY 2021). Revenue: ₫2.64t (down 8.6% from FY 2021). Net income: ₫242.3b (up 4.1% from FY 2021). Profit margin: 9.2% (up from 8.1% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 37% per year.お知らせ • Jan 28South Logistics Joint Stock Company Appoints Nguyen Mai Khanh Trinh as Chief Financial OfficerOn January 18, 2023, the BOD of South Logistics Joint Stock Company approved the appointment of Mr. Nguyen Mai Khanh Trinh as Chief Financial Officer (CFO) of the Company from January 18, 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. 5 non-independent directors. CEO & Director Thanh Dang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: ₫688 (vs ₫645 in 3Q 2021)Third quarter 2022 results: EPS: ₫688 (up from ₫645 in 3Q 2021). Revenue: ₫642.2b (down 20% from 3Q 2021). Net income: ₫67.6b (up 6.6% from 3Q 2021). Profit margin: 11% (up from 7.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫42,200, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 217% over the past three years.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫32,350, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 138% over the past three years.Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₫676 (vs ₫711 in 2Q 2021)Second quarter 2022 results: EPS: ₫676 (down from ₫711 in 2Q 2021). Revenue: ₫686.8b (down 9.7% from 2Q 2021). Net income: ₫66.4b (down 4.9% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • May 20South Logistics Joint Stock Company Announces Management ChangesSouth Logistics Joint Stock Company announced appointment of Mr. Tran Tuan Anh, Chairman of the BOD and Ms. Tran Thi Cam Tu, in charge of corporate governance cum a secretary and Mr. Dang Doan Kien resigned position: member of Audited Committee. Effective on May 12, 2022. .Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: ₫632 (vs ₫591 in 1Q 2021)First quarter 2022 results: EPS: ₫632 (up from ₫591 in 1Q 2021). Revenue: ₫737.1b (up 25% from 1Q 2021). Net income: ₫62.1b (up 6.9% from 1Q 2021). Profit margin: 8.4% (down from 9.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.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. 7 non-independent directors. CEO & Director Thanh Dang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 30Full year 2021 earnings released: EPS: ₫2,346 (vs ₫1,085 in FY 2020)Full year 2021 results: EPS: ₫2,346 (up from ₫1,085 in FY 2020). Revenue: ₫2.97t (up 46% from FY 2020). Net income: ₫230.5b (up 116% from FY 2020). Profit margin: 7.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,346 (up from ₫1,085 in FY 2020). Revenue: ₫2.97t (up 46% from FY 2020). Net income: ₫230.5b (up 116% from FY 2020). Profit margin: 7.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫20,200, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 20x in the Logistics industry in Asia. Total returns to shareholders of 23% over the past three years.Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫18,800, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 20x in the Logistics industry in Asia. Total returns to shareholders of 16% over the past three years.Reported Earnings • Feb 04Full year 2020 earnings released: EPS ₫1,031 (vs ₫1,097 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₫2.03t (up 11% from FY 2019). Net income: ₫101.3b (down 6.0% from FY 2019). Profit margin: 5.0% (down from 5.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 22New 90-day high: ₫15,000The company is up 1.0% from its price of ₫14,800 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.Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS ₫662The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₫529.9b (up 13% from 3Q 2019). Net income: ₫65.0b (up 88% from 3Q 2019). Profit margin: 12% (up from 7.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Nov 02New 90-day low: ₫13,800The company is down 7.0% from its price of ₫14,900 on 03 August 2020. The Vietnamese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 7.0% over the same period.お知らせ • Aug 18An unknown buyer agreed to acquire Sotrans Ha Tinh Com. Ltd from South Logistics Joint Stock Company (HOSE:STG).An unknown buyer agreed to acquire Sotrans Ha Tinh Com. Ltd from South Logistics Joint Stock Company (HOSE:STG) on August 14, 2020. The Board of Directors of South Logistics resolved the transaction.お知らせ • Jul 07South Logistics Joint Stock Company Announces CEO ChangesOn June 30, 2020, the Board of Directors of South Logistics Joint Stock Company approved the resignation of Mr. Tran Tuan Anh as CEO cum Legal Representative from July 01, 2020 and appointment of Mr. Dang Vu Thanh, Member of the Board of Directors, as CEO cum Legal Representative for three years from July 01, 2020.株主還元STGVN LogisticsVN 市場7D-10.6%-4.8%-5.6%1Y-15.7%-33.2%9.4%株主還元を見る業界別リターン: STG過去 1 年間で-33.2 % の収益を上げたVN Logistics業界を上回りました。リターン対市場: STGは、過去 1 年間で9.4 % のリターンを上げたVN市場を下回りました。価格変動Is STG's price volatile compared to industry and market?STG volatilitySTG Average Weekly Movement12.1%Logistics Industry Average Movement4.9%Market Average Movement4.0%10% most volatile stocks in VN Market7.1%10% least volatile stocks in VN Market2.2%安定した株価: STGの株価は、 VN市場と比較して過去 3 か月間で変動しています。時間の経過による変動: STGの weekly volatility ( 12% ) は過去 1 年間安定していますが、依然としてVNの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19751,203Thanh Dangwww.sotrans.com.vnサウス・ロジスティクス・ジョイント・ストック・カンパニー（South Logistics Joint Stock Company）は、その子会社とともに、国際貨物輸送、輸出入フォワーディング、倉庫サービスをベトナム国内外に提供している。同社は、海上貨物、航空貨物、複合一貫輸送、混載、国境を越えたトラック輸送サービスなどの国際貨物輸送サービス、ロジスティクス、通関手続き、プロジェクト貨物、バルク貨物取り扱い、内陸道路・水路輸送、物流サービスなどの国内貨物輸送サービスを提供している。また、一般倉庫、保税倉庫、コントラクト・ロジスティクス・サービスも提供し、港湾も運営している。当社は1975年に設立され、ベトナムのホーチミン市に本社を置く。South Logistics Joint Stock Company は Indo Trans Logistics Corporation の子会社として運営されている。もっと見るSouth Logistics Joint Stock Company 基礎のまとめSouth Logistics の収益と売上を時価総額と比較するとどうか。STG 基礎統計学時価総額₫3.03t収益（TTM）₫315.94b売上高(TTM)₫2.71t9.6xPER（株価収益率1.1xP/SレシオSTG は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計STG 損益計算書（TTM）収益₫2.71t売上原価₫2.16t売上総利益₫547.35bその他の費用₫231.41b収益₫315.94b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.22kグロス・マージン20.20%純利益率11.66%有利子負債／自己資本比率19.7%STG の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/25 11:58終値2026/07/24 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋South Logistics 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
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫24,250, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 8x in the Logistics industry in Vietnam. Total loss to shareholders of 49% over the past three years.
New Risk • Jun 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.3m).
New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫35,700, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 9x in the Logistics industry in Vietnam. Total loss to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫30,350, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 10x in the Logistics industry in Vietnam. Total loss to shareholders of 37% over the past three years.
お知らせ • Feb 16South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026. Location: no 298 huynh tan phat, tan thuan ward, ho chi minh Vietnam
Valuation Update With 7 Day Price Move • Jun 29Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫24,250, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 8x in the Logistics industry in Vietnam. Total loss to shareholders of 49% over the past three years.
New Risk • Jun 26New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (11% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.3m).
New Risk • May 03New major risk - Revenue and earnings growthEarnings have declined by 0.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫35,700, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 9x in the Logistics industry in Vietnam. Total loss to shareholders of 28% over the past three years.
Valuation Update With 7 Day Price Move • Apr 02Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₫30,350, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 10x in the Logistics industry in Vietnam. Total loss to shareholders of 37% over the past three years.
お知らせ • Feb 16South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026South Logistics Joint Stock Company, Annual General Meeting, Apr 23, 2026. Location: no 298 huynh tan phat, tan thuan ward, ho chi minh Vietnam
Reported Earnings • Feb 03Full year 2025 earnings released: EPS: ₫2,990 (vs ₫1,960 in FY 2024)Full year 2025 results: EPS: ₫2,990 (up from ₫1,960 in FY 2024). Revenue: ₫2.59t (up 5.5% from FY 2024). Net income: ₫293.8b (up 53% from FY 2024). Profit margin: 11% (up from 7.8% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 29Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₫38,900, the stock trades at a trailing P/E ratio of 14.2x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total loss to shareholders of 2.8% over the past three years.
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: ₫835 (vs ₫991 in 3Q 2024)Third quarter 2025 results: EPS: ₫835. Revenue: ₫662.2b (flat on 3Q 2024). Net income: ₫82.1b (up 51% from 3Q 2024). Profit margin: 12% (up from 8.2% in 3Q 2024).
Reported Earnings • Aug 02Second quarter 2025 earnings released: EPS: ₫796 (vs ₫443 in 2Q 2024)Second quarter 2025 results: EPS: ₫796 (up from ₫443 in 2Q 2024). Revenue: ₫677.7b (up 11% from 2Q 2024). Net income: ₫78.2b (up 80% from 2Q 2024). Profit margin: 12% (up from 7.1% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Mar 22South Logistics Joint Stock Company, Annual General Meeting, May 16, 2025South Logistics Joint Stock Company, Annual General Meeting, May 16, 2025. Location: 298 huynh tan phat, tan thuan tay ward, d, district 7, hcmc., Vietnam
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: ₫991 (vs ₫434 in 3Q 2023)Third quarter 2024 results: EPS: ₫991 (up from ₫434 in 3Q 2023). Revenue: ₫661.8b (up 56% from 3Q 2023). Net income: ₫54.4b (up 28% from 3Q 2023). Profit margin: 8.2% (down from 10.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
New Risk • Aug 06New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.6% Last year net profit margin: 9.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.6% net profit margin).
お知らせ • May 08South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2024South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2024. Location: No.298 Huynh Tan Phat street, Tan Thuan Tay ward, district 7, HCMC Vietnam
Reported Earnings • May 01First quarter 2024 earnings released: EPS: ₫438 (vs ₫405 in 1Q 2023)First quarter 2024 results: EPS: ₫438 (up from ₫405 in 1Q 2023). Revenue: ₫475.8b (up 23% from 1Q 2023). Net income: ₫43.1b (up 8.3% from 1Q 2023). Profit margin: 9.1% (down from 10% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 43% per year, which means it is well ahead of earnings.
New Risk • Apr 03New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 26% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risk Large one-off items impacting financial results.
New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 38% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 31Second quarter 2023 earnings released: EPS: ₫793 (vs ₫690 in 2Q 2022)Second quarter 2023 results: EPS: ₫793 (up from ₫690 in 2Q 2022). Revenue: ₫453.2b (down 34% from 2Q 2022). Net income: ₫77.9b (up 15% from 2Q 2022). Profit margin: 17% (up from 9.9% in 2Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 12South Logistics Joint Stock Company Appoints Dang Vu Thanh as CEO Cum the Legal RepresentativeSouth Logistics Joint Stock Company appointed Mr. Dang Vu Thanh as CEO cum the legal representative, effective from July 01, 2023.
お知らせ • May 27PSA Cargo Solutions Vietnam Investments Pte Ltd. acquired an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation.PSA Cargo Solutions Vietnam Investments Pte Ltd. acquired an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation on May 26, 2023. PSA Cargo Solutions Vietnam Investments Pte Ltd. completed the acquisition of an unknown minority stake in South Logistics Joint Stock Company (HOSE:STG) from Indo Trans Logistics Corporation on May 26, 2023.
お知らせ • May 09South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2023South Logistics Joint Stock Company, Annual General Meeting, Jun 21, 2023. Location: South Logistics Joint Stock Company Ho Chi Minh City Vietnam
Reported Earnings • May 04First quarter 2023 earnings released: EPS: ₫405 (vs ₫632 in 1Q 2022)First quarter 2023 results: EPS: ₫405 (down from ₫632 in 1Q 2022). Revenue: ₫385.4b (down 48% from 1Q 2022). Net income: ₫39.8b (down 36% from 1Q 2022). Profit margin: 10% (up from 8.4% in 1Q 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 01Full year 2022 earnings released: EPS: ₫2,466 (vs ₫2,369 in FY 2021)Full year 2022 results: EPS: ₫2,466 (up from ₫2,369 in FY 2021). Revenue: ₫2.64t (down 8.6% from FY 2021). Net income: ₫242.3b (up 4.1% from FY 2021). Profit margin: 9.2% (up from 8.1% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year whereas the company’s share price has increased by 37% per year.
お知らせ • Jan 28South Logistics Joint Stock Company Appoints Nguyen Mai Khanh Trinh as Chief Financial OfficerOn January 18, 2023, the BOD of South Logistics Joint Stock Company approved the appointment of Mr. Nguyen Mai Khanh Trinh as Chief Financial Officer (CFO) of the Company from January 18, 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. 5 non-independent directors. CEO & Director Thanh Dang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: ₫688 (vs ₫645 in 3Q 2021)Third quarter 2022 results: EPS: ₫688 (up from ₫645 in 3Q 2021). Revenue: ₫642.2b (down 20% from 3Q 2021). Net income: ₫67.6b (up 6.6% from 3Q 2021). Profit margin: 11% (up from 7.9% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫42,200, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 217% over the past three years.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫32,350, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 138% over the past three years.
Reported Earnings • Aug 03Second quarter 2022 earnings released: EPS: ₫676 (vs ₫711 in 2Q 2021)Second quarter 2022 results: EPS: ₫676 (down from ₫711 in 2Q 2021). Revenue: ₫686.8b (down 9.7% from 2Q 2021). Net income: ₫66.4b (down 4.9% from 2Q 2021). Profit margin: 9.7% (in line with 2Q 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • May 20South Logistics Joint Stock Company Announces Management ChangesSouth Logistics Joint Stock Company announced appointment of Mr. Tran Tuan Anh, Chairman of the BOD and Ms. Tran Thi Cam Tu, in charge of corporate governance cum a secretary and Mr. Dang Doan Kien resigned position: member of Audited Committee. Effective on May 12, 2022. .
Reported Earnings • Apr 28First quarter 2022 earnings released: EPS: ₫632 (vs ₫591 in 1Q 2021)First quarter 2022 results: EPS: ₫632 (up from ₫591 in 1Q 2021). Revenue: ₫737.1b (up 25% from 1Q 2021). Net income: ₫62.1b (up 6.9% from 1Q 2021). Profit margin: 8.4% (down from 9.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
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. 7 non-independent directors. CEO & Director Thanh Dang was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 30Full year 2021 earnings released: EPS: ₫2,346 (vs ₫1,085 in FY 2020)Full year 2021 results: EPS: ₫2,346 (up from ₫1,085 in FY 2020). Revenue: ₫2.97t (up 46% from FY 2020). Net income: ₫230.5b (up 116% from FY 2020). Profit margin: 7.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 02Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,346 (up from ₫1,085 in FY 2020). Revenue: ₫2.97t (up 46% from FY 2020). Net income: ₫230.5b (up 116% from FY 2020). Profit margin: 7.8% (up from 5.2% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 03Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫20,200, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 20x in the Logistics industry in Asia. Total returns to shareholders of 23% over the past three years.
Valuation Update With 7 Day Price Move • May 27Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫18,800, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 20x in the Logistics industry in Asia. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Feb 04Full year 2020 earnings released: EPS ₫1,031 (vs ₫1,097 in FY 2019)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: ₫2.03t (up 11% from FY 2019). Net income: ₫101.3b (down 6.0% from FY 2019). Profit margin: 5.0% (down from 5.9% in FY 2019). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 22New 90-day high: ₫15,000The company is up 1.0% from its price of ₫14,800 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.
Reported Earnings • Nov 08Third quarter 2020 earnings released: EPS ₫662The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: ₫529.9b (up 13% from 3Q 2019). Net income: ₫65.0b (up 88% from 3Q 2019). Profit margin: 12% (up from 7.4% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Nov 02New 90-day low: ₫13,800The company is down 7.0% from its price of ₫14,900 on 03 August 2020. The Vietnamese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Logistics industry, which is up 7.0% over the same period.
お知らせ • Aug 18An unknown buyer agreed to acquire Sotrans Ha Tinh Com. Ltd from South Logistics Joint Stock Company (HOSE:STG).An unknown buyer agreed to acquire Sotrans Ha Tinh Com. Ltd from South Logistics Joint Stock Company (HOSE:STG) on August 14, 2020. The Board of Directors of South Logistics resolved the transaction.
お知らせ • Jul 07South Logistics Joint Stock Company Announces CEO ChangesOn June 30, 2020, the Board of Directors of South Logistics Joint Stock Company approved the resignation of Mr. Tran Tuan Anh as CEO cum Legal Representative from July 01, 2020 and appointment of Mr. Dang Vu Thanh, Member of the Board of Directors, as CEO cum Legal Representative for three years from July 01, 2020.
