View ValuationTransimex 将来の成長Future 基準チェック /06現在、 Transimex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Logistics 収益成長14.1%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 • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.すべての更新を表示Recent updatesReported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jan 28Transimex Corporation, Annual General Meeting, Apr 21, 2026Transimex Corporation, Annual General Meeting, Apr 21, 2026, at 08:30 SE Asia Standard Time. Location: novotel saigon centre hotel-167 hai ba trung, xuan hoa ward, ho chi minh VietnamReported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 51% and the cash payout ratio is 78%. Trailing yield: 1.1%. Lower than top quartile of Vietnamese dividend payers (7.6%). Lower than average of industry peers (3.7%).Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Feb 20Transimex Corporation, Annual General Meeting, Apr 26, 2025Transimex Corporation, Annual General Meeting, Apr 26, 2025. Location: novotel saigon centre hotel, 167 hai ba trung, vo thi sau ward, district 3, hcmc, VietnamNew Risk • Feb 07New 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 5.4% 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 Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (4.6% net profit margin).Board Change • Jan 02Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Chairman of the Board Ngoc Bui is the most experienced director on the board, commencing their role in 2008. Independent Director Giang Vo was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Jul 16Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 08 August 2024. The company last paid an ordinary dividend in December 2013. The average dividend yield among industry peers is 7.3%.お知らせ • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Mar 08Transimex Corporation, Annual General Meeting, Apr 25, 2024Transimex Corporation, Annual General Meeting, Apr 25, 2024, at 01:30 Coordinated Universal Time. Location: Novotel Saigon Centre hotel, 167 Hai Ba Trung, Vo Thi Sau ward, district 3 Ho Chi Minh City VietnamNew Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.7% Last year net profit margin: 18% 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 (5.4% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).New Risk • Jan 30New 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₫44,077, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total returns to shareholders of 114% over the past three years.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₫56,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 238% over the past three years.お知らせ • May 06Transimex Corporation Announces Board ChangesThe Board resolution dated April 27, 2023, the Board of Transimex Corporation approved the following contents for the term VI (2023 – 2028) from April 27, 2023: The company announced the appointment of Mr. Vo Hoang Giang as Independent member of the BOD, Mr. Toshiyuki Matsuda as Independent member of the BOD, Mr. Vu Chinh as Member of the Supervisory Board and Ms. Le Thi Tuong Vy as Member of the Supervisory Board. The company also announced the resignation of Mr. Nguyen Bich Lan as Member of the BOD, Mr. Vu Chinh as Member of the BOD, Ms. Phan Phuong Tuyen as Member of the Supervisory Board and Ms. Nguyen Kim Hau as Member of the Supervisory Board.Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 18Transimex Corporation Announces the Resignation of Nguyen Bao Trung as Nguyen Bao TrungTransimex Corporation announced the resignation of Mr. Nguyen Bao Trung as Deputy CEO, effective date is February 15, 2023.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫5,742 (vs ₫5,120 in FY 2021)Full year 2022 results: EPS: ₫5,742 (up from ₫5,120 in FY 2021). Revenue: ₫3.64t (down 43% from FY 2021). Net income: ₫699.0b (up 27% from FY 2021). Profit margin: 19% (up from 8.6% 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 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫60,500, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 285% over the past three years.お知らせ • Jan 06Transimex Corporation Appoints Nguyen Bao Trung as Deputy CEO, Effective January 07, 2023Transimex Corporation announced the appointment of Mr. Nguyen Bao Trung as Deputy CEO. Former position in the organization: Deputy CEO. Term: from January 07, 2023 to January 06, 2026. Effective date: January 07, 2023.Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Toshiyuki Matsuda was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: ₫1,128 (vs ₫1,805 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,128 (down from ₫1,805 in 3Q 2021). Revenue: ₫594.3b (down 62% from 3Q 2021). Net income: ₫115.7b (down 16% from 3Q 2021). Profit margin: 20% (up from 8.8% 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 39% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26Transimex Corporation Approves Resignation of Le Van Hung as Legal Representative, Chairman of BODThe board resolution dated October 20, 2022, the BOD of Transimex Corporation approved the following content: Approved the resignation letter of Mr. Le Van Hung as Legal Representative, Chairman of BOD of the company.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: ₫1,712 (vs ₫1,564 in 2Q 2021)Second quarter 2022 results: EPS: ₫1,712 (up from ₫1,564 in 2Q 2021). Revenue: ₫666.7b (down 53% from 2Q 2021). Net income: ₫166.9b (up 44% from 2Q 2021). Profit margin: 25% (up from 8.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Charvanin Bunditkitsada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫104,400, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 15x in the Logistics industry in Vietnam. Total returns to shareholders of 460% over the past three years.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫86,500, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Logistics industry in Vietnam. Total returns to shareholders of 423% over the past three years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫81,200, the stock trades at a trailing P/E ratio of 22.7x. Average forward P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 481% over the past three years.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫61,304, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 261% over the past three years.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫64,900, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 307% over the past three years.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₫1,036 (vs ₫912 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫1.40t (up 75% from 2Q 2020). Net income: ₫75.8b (down 9.0% from 2Q 2020). Profit margin: 5.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫49,500, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 150% over the past three years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₫51,300, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 136% over the past three years.Is New 90 Day High Low • Mar 02New 90-day high: ₫42,000The company is up 32% from its price of ₫31,783 on 02 December 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 8.0% over the same period.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫40,500, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 15x in the Logistics industry in Vietnam. Total returns to shareholders over the past three years are 99%.Is New 90 Day High Low • Feb 04New 90-day high: ₫38,700The company is up 45% from its price of ₫26,696 on 06 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 13% over the same period.Is New 90 Day High Low • Jan 13New 90-day high: ₫38,200The company is up 39% from its price of ₫27,391 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 17% over the same period.お知らせ • Dec 20Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited.Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020. As per the transaction, Ryobi International Logistics Vietnam acquired an additional 16.8 million. Post completion, Casco Investments Limited hold no stake while Ryobi International Logistics Vietnam has 23.7% stake of Transimex Corporation. Ryobi International Logistics Vietnam completed the acquisition of an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020.Is New 90 Day High Low • Dec 18New 90-day high: ₫38,000The company is up 37% from its price of ₫27,783 on 18 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₫37,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 68%.Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 15% share price gain to ₫36,150, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 24%.Is New 90 Day High Low • Nov 12New 90-day high: ₫32,400The company is up 24% from its price of ₫26,100 on 14 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: ₫32,000The company is up 24% from its price of ₫25,750 on 09 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Transimex 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:TMS - 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3/31/20263,559,259365,91647,974407,057N/A12/31/20253,476,372358,26846,745387,754N/A9/30/20253,405,262313,509-124,05276,980N/A6/30/20253,380,721294,967102,031259,762N/A3/31/20253,338,207236,446123,999286,015N/A12/31/20243,325,665182,70642,421312,888N/A9/30/20243,155,998167,463171,702527,080N/A6/30/20242,914,377141,631-116,326191,808N/A3/31/20242,618,577150,480-772,354-309,394N/A12/31/20232,389,818160,044-656,113-233,550N/A9/30/20232,364,981269,255-185,791190,914N/A6/30/20232,295,161336,832-736,849-249,565N/A3/31/20232,436,272456,791-378,278-96,371N/A12/31/20223,648,088660,74524,011290,887N/A9/30/20225,255,230751,218-952,958-657,797N/A6/30/20226,217,597773,256-49,915170,163N/A3/31/20226,970,273722,463-29,300267,042N/A12/31/20216,381,266570,614-199,82214,449N/A9/30/20215,188,400430,593333,850513,391N/A6/30/20214,593,095374,656204,021360,972N/A3/31/20213,964,468342,197446,638595,452N/A12/31/20203,418,341298,639132,410280,982N/A9/30/20202,861,352260,4514,050129,546N/A6/30/20202,485,981232,07035,995147,861N/A3/31/20202,342,122201,677137,915239,349N/A12/31/20192,340,091200,028N/A94,644N/A9/30/20192,356,543199,776N/A72,041N/A6/30/20192,391,871219,385N/A26,179N/A3/31/20192,376,470200,111N/A-60,255N/A12/31/20182,323,712204,379N/A53,308N/A9/30/20182,470,593187,983N/A383,896N/A6/30/20182,477,123154,158N/A170,954N/A12/31/20172,131,809181,857N/A349,931N/A9/30/20171,575,910198,448N/A82,231N/A6/30/20171,108,933201,206N/A530,900N/A3/31/2017660,471174,091N/A131,856N/A12/31/2016615,661163,572N/A123,163N/A9/30/2016571,023146,945N/A98,220N/A6/30/2016531,354150,300N/A-229,803N/A3/31/2016521,035144,934N/A55,438N/A12/31/2015488,804147,736N/A37,763N/A9/30/2015467,682164,176N/A36,003N/A6/30/2015449,138151,378N/A51,728N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: TMS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: TMS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: TMS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: TMS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: TMS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: TMS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2026/05/22 09:23終値2026/05/22 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Transimex 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。1 アナリスト機関Dang ThaiViet Capital Securities Joint Stock Company
お知らせ • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jan 28Transimex Corporation, Annual General Meeting, Apr 21, 2026Transimex Corporation, Annual General Meeting, Apr 21, 2026, at 08:30 SE Asia Standard Time. Location: novotel saigon centre hotel-167 hai ba trung, xuan hoa ward, ho chi minh Vietnam
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 51% and the cash payout ratio is 78%. Trailing yield: 1.1%. Lower than top quartile of Vietnamese dividend payers (7.6%). Lower than average of industry peers (3.7%).
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 20Transimex Corporation, Annual General Meeting, Apr 26, 2025Transimex Corporation, Annual General Meeting, Apr 26, 2025. Location: novotel saigon centre hotel, 167 hai ba trung, vo thi sau ward, district 3, hcmc, Vietnam
New Risk • Feb 07New 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 5.4% 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 Risk Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (4.6% net profit margin).
Board Change • Jan 02Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Chairman of the Board Ngoc Bui is the most experienced director on the board, commencing their role in 2008. Independent Director Giang Vo was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Jul 16Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 08 August 2024. The company last paid an ordinary dividend in December 2013. The average dividend yield among industry peers is 7.3%.
お知らせ • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Mar 08Transimex Corporation, Annual General Meeting, Apr 25, 2024Transimex Corporation, Annual General Meeting, Apr 25, 2024, at 01:30 Coordinated Universal Time. Location: Novotel Saigon Centre hotel, 167 Hai Ba Trung, Vo Thi Sau ward, district 3 Ho Chi Minh City Vietnam
New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.7% Last year net profit margin: 18% 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 (5.4% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).
New Risk • Jan 30New 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% 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.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₫44,077, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total returns to shareholders of 114% over the past three years.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₫56,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 238% over the past three years.
お知らせ • May 06Transimex Corporation Announces Board ChangesThe Board resolution dated April 27, 2023, the Board of Transimex Corporation approved the following contents for the term VI (2023 – 2028) from April 27, 2023: The company announced the appointment of Mr. Vo Hoang Giang as Independent member of the BOD, Mr. Toshiyuki Matsuda as Independent member of the BOD, Mr. Vu Chinh as Member of the Supervisory Board and Ms. Le Thi Tuong Vy as Member of the Supervisory Board. The company also announced the resignation of Mr. Nguyen Bich Lan as Member of the BOD, Mr. Vu Chinh as Member of the BOD, Ms. Phan Phuong Tuyen as Member of the Supervisory Board and Ms. Nguyen Kim Hau as Member of the Supervisory Board.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 18Transimex Corporation Announces the Resignation of Nguyen Bao Trung as Nguyen Bao TrungTransimex Corporation announced the resignation of Mr. Nguyen Bao Trung as Deputy CEO, effective date is February 15, 2023.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫5,742 (vs ₫5,120 in FY 2021)Full year 2022 results: EPS: ₫5,742 (up from ₫5,120 in FY 2021). Revenue: ₫3.64t (down 43% from FY 2021). Net income: ₫699.0b (up 27% from FY 2021). Profit margin: 19% (up from 8.6% 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 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫60,500, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 285% over the past three years.
お知らせ • Jan 06Transimex Corporation Appoints Nguyen Bao Trung as Deputy CEO, Effective January 07, 2023Transimex Corporation announced the appointment of Mr. Nguyen Bao Trung as Deputy CEO. Former position in the organization: Deputy CEO. Term: from January 07, 2023 to January 06, 2026. Effective date: January 07, 2023.
Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Toshiyuki Matsuda was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 06Third quarter 2022 earnings released: EPS: ₫1,128 (vs ₫1,805 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,128 (down from ₫1,805 in 3Q 2021). Revenue: ₫594.3b (down 62% from 3Q 2021). Net income: ₫115.7b (down 16% from 3Q 2021). Profit margin: 20% (up from 8.8% 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 39% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26Transimex Corporation Approves Resignation of Le Van Hung as Legal Representative, Chairman of BODThe board resolution dated October 20, 2022, the BOD of Transimex Corporation approved the following content: Approved the resignation letter of Mr. Le Van Hung as Legal Representative, Chairman of BOD of the company.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: ₫1,712 (vs ₫1,564 in 2Q 2021)Second quarter 2022 results: EPS: ₫1,712 (up from ₫1,564 in 2Q 2021). Revenue: ₫666.7b (down 53% from 2Q 2021). Net income: ₫166.9b (up 44% from 2Q 2021). Profit margin: 25% (up from 8.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Charvanin Bunditkitsada was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫104,400, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 15x in the Logistics industry in Vietnam. Total returns to shareholders of 460% over the past three years.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫86,500, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Logistics industry in Vietnam. Total returns to shareholders of 423% over the past three years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫81,200, the stock trades at a trailing P/E ratio of 22.7x. Average forward P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 481% over the past three years.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫61,304, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 261% over the past three years.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫64,900, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 307% over the past three years.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₫1,036 (vs ₫912 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫1.40t (up 75% from 2Q 2020). Net income: ₫75.8b (down 9.0% from 2Q 2020). Profit margin: 5.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫49,500, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 150% over the past three years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₫51,300, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 136% over the past three years.
Is New 90 Day High Low • Mar 02New 90-day high: ₫42,000The company is up 32% from its price of ₫31,783 on 02 December 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 8.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫40,500, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 15x in the Logistics industry in Vietnam. Total returns to shareholders over the past three years are 99%.
Is New 90 Day High Low • Feb 04New 90-day high: ₫38,700The company is up 45% from its price of ₫26,696 on 06 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 13% over the same period.
Is New 90 Day High Low • Jan 13New 90-day high: ₫38,200The company is up 39% from its price of ₫27,391 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 17% over the same period.
お知らせ • Dec 20Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited.Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020. As per the transaction, Ryobi International Logistics Vietnam acquired an additional 16.8 million. Post completion, Casco Investments Limited hold no stake while Ryobi International Logistics Vietnam has 23.7% stake of Transimex Corporation. Ryobi International Logistics Vietnam completed the acquisition of an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020.
Is New 90 Day High Low • Dec 18New 90-day high: ₫38,000The company is up 37% from its price of ₫27,783 on 18 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₫37,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 68%.
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 15% share price gain to ₫36,150, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 24%.
Is New 90 Day High Low • Nov 12New 90-day high: ₫32,400The company is up 24% from its price of ₫26,100 on 14 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: ₫32,000The company is up 24% from its price of ₫25,750 on 09 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period.