View Future GrowthViettel Post 過去の業績過去 基準チェック /56Viettel Postの収益は年間平均-3%の割合で減少していますが、 Logistics業界の収益は年間 減少しています。収益は年間3% 0.9%割合で 減少しています。 Viettel Postの自己資本利益率は21.3%であり、純利益率は1.7%です。主要情報-3.01%収益成長率-9.53%EPS成長率Logistics 業界の成長20.80%収益成長率-0.88%株主資本利益率21.34%ネット・マージン1.65%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Feb 05Full year 2025 earnings released: EPS: ₫2,862 (vs ₫2,370 in FY 2024)Full year 2025 results: EPS: ₫2,862 (up from ₫2,370 in FY 2024). Revenue: ₫21t (flat on FY 2024). Net income: ₫404.9b (up 40% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.すべての更新を表示Recent updatesお知らせ • Jun 12Viettel Post Joint Stock Corporation Announces Change in Certificate of Business RegistrationViettel Post Joint Stock Corporation announced change in Certificate of Business Registration as follows: Information before change: Charter capital: VND 1,217,830,420,000; Total number of shares: 121,783,042 shares. Information after change: Charter capital: VND 1,720,298,980,000; Total number of shares: 172,029,898 shares. Reason for change: Adjustment of charter capital and the number of shares following the public offering of additional shares to existing shareholders. Effective date: June 09, 2026.Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₫71,700, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫110,023 per share.New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Apr 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ₫72,200. The fair value is estimated to be ₫111,808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.お知らせ • Apr 02Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion.Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 51,148,878 Price\Range: VND 10000 Transaction Features: Rights OfferingValuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫97,500, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫62,702 per share.お知らせ • Mar 28Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026, at 09:00 SE Asia Standard Time. Location: 17th floor conference hall, viettel building, no.1 tran huu duc street, tu liem ward, hanoi VietnamReported Earnings • Feb 05Full year 2025 earnings released: EPS: ₫2,862 (vs ₫2,370 in FY 2024)Full year 2025 results: EPS: ₫2,862 (up from ₫2,370 in FY 2024). Revenue: ₫21t (flat on FY 2024). Net income: ₫404.9b (up 40% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.お知らせ • Jan 17Viettel Post Joint Stock Corporation Announces Resignation of Le Quang Tiep from the Post of Head of Supervisors for the 2024-2029 TermViettel Post Joint Stock Corporation at its supervisors board meeting on January 3, 2026 approved the resignation of Le Quang Tiep from the post of head of supervisors for the 2024-2029 term.Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ₫128,900. The fair value is estimated to be ₫106,988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 158% in the next 2 years.New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫114,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫106,049 per share.Board Change • Nov 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Thang Phung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Jul 01New major risk - Revenue and earnings growthEarnings have declined by 8.9% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 8.9% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).お知らせ • Sep 18Viettel Post Joint Stock Corporation Announces Cash Dividend for 2023, Payable on October 24, 2024On September 13, 2024, Viettel Post Joint Stock Corporation announces the record date for the cash dividend payment in 2023 as follows: Record date: September 26, 2024; Time: October 24, 2024; Exercise ratio: 15%/share (VND 1,500 per share).お知らせ • Apr 10Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024, at 01:00 Coordinated Universal Time. Location: No.1 Tran Huu Duc street, My Dinh 2 ward, Nam Tu Liem district, Hanoi Ha Noi Vietnam収支内訳Viettel Post の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史HOSE:VTP 収益、費用、利益 ( )VND Millions日付収益収益G+A経費研究開発費31 Mar 2620,290,690335,050669,665031 Dec 2520,574,073348,564636,697030 Sep 2520,636,965197,989636,748030 Jun 2521,138,952197,237654,962031 Mar 2521,102,262204,466617,714031 Dec 2420,734,671248,257553,867030 Sep 2420,153,375206,917508,354030 Jun 2419,515,332180,528474,540031 Mar 2419,489,539235,902478,629031 Dec 2319,587,522230,438464,564030 Sep 2319,726,498239,599487,677030 Jun 2320,087,892248,425442,019031 Mar 2320,629,315211,750403,551001 Jan 2321,628,809220,547372,233030 Sep 2222,376,620265,288302,776030 Jun 2222,333,190242,746291,628031 Mar 2222,065,448226,311280,170031 Dec 2121,452,032254,922281,040030 Sep 2121,007,824277,015273,268030 Jun 2120,786,293338,174286,123031 Mar 2119,930,815343,013278,496001 Jan 2117,234,282337,156269,476030 Sep 2014,425,959375,194307,210030 Jun 2011,592,932375,329324,879031 Mar 208,933,669363,450328,616001 Jan 207,811,591334,773333,896030 Sep 196,757,361330,289308,254030 Jun 196,035,791315,795275,632031 Mar 195,384,812288,979253,195001 Jan 194,922,305257,210229,580030 Sep 184,310,276241,990191,751030 Jun 184,050,270214,139175,516031 Mar 184,056,567191,883161,394001 Jan 184,030,625170,056150,689030 Sep 173,819,512181,112137,140030 Jun 173,491,647145,688124,481031 Mar 173,212,629119,703118,268001 Jan 172,928,455116,728109,964030 Sep 162,713,59270,988101,281030 Jun 162,481,11871,76897,584031 Mar 162,143,30372,13592,363001 Jan 161,992,65562,58192,6130質の高い収益: VTPは 高品質の収益 を持っています。利益率の向上: VTPの現在の純利益率 (1.7%)は、昨年(1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: VTPの収益は過去 5 年間で年間3%減少しました。成長の加速: VTPの過去 1 年間の収益成長率 ( 63.9% ) は、5 年間の平均 ( 年間-3%を上回っています。収益対業界: VTPの過去 1 年間の収益成長率 ( 63.9% ) はLogistics業界32.8%を上回りました。株主資本利益率高いROE: VTPの 自己資本利益率 ( 21.3% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTransportation 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/22 08:49終値2026/07/22 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Viettel Post Joint Stock Corporation 4 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。6 アナリスト機関Dzung LuongBao Viet Securities Joint Stock Companynull nullFPT SecuritiesAnh Vo DucMB Securities3 その他のアナリストを表示
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: ₫2,862 (vs ₫2,370 in FY 2024)Full year 2025 results: EPS: ₫2,862 (up from ₫2,370 in FY 2024). Revenue: ₫21t (flat on FY 2024). Net income: ₫404.9b (up 40% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.
お知らせ • Jun 12Viettel Post Joint Stock Corporation Announces Change in Certificate of Business RegistrationViettel Post Joint Stock Corporation announced change in Certificate of Business Registration as follows: Information before change: Charter capital: VND 1,217,830,420,000; Total number of shares: 121,783,042 shares. Information after change: Charter capital: VND 1,720,298,980,000; Total number of shares: 172,029,898 shares. Reason for change: Adjustment of charter capital and the number of shares following the public offering of additional shares to existing shareholders. Effective date: June 09, 2026.
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to ₫71,700, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫110,023 per share.
New Risk • Apr 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Apr 07Now 35% undervalued after recent price dropOver the last 90 days, the stock has fallen 29% to ₫72,200. The fair value is estimated to be ₫111,808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 43% in the next 2 years.
お知らせ • Apr 02Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion.Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 51,148,878 Price\Range: VND 10000 Transaction Features: Rights Offering
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫97,500, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫62,702 per share.
お知らせ • Mar 28Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026, at 09:00 SE Asia Standard Time. Location: 17th floor conference hall, viettel building, no.1 tran huu duc street, tu liem ward, hanoi Vietnam
Reported Earnings • Feb 05Full year 2025 earnings released: EPS: ₫2,862 (vs ₫2,370 in FY 2024)Full year 2025 results: EPS: ₫2,862 (up from ₫2,370 in FY 2024). Revenue: ₫21t (flat on FY 2024). Net income: ₫404.9b (up 40% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia.
お知らせ • Jan 17Viettel Post Joint Stock Corporation Announces Resignation of Le Quang Tiep from the Post of Head of Supervisors for the 2024-2029 TermViettel Post Joint Stock Corporation at its supervisors board meeting on January 3, 2026 approved the resignation of Le Quang Tiep from the post of head of supervisors for the 2024-2029 term.
Buy Or Sell Opportunity • Jan 15Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to ₫128,900. The fair value is estimated to be ₫106,988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 158% in the next 2 years.
New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.1% 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. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫114,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫106,049 per share.
Board Change • Nov 20Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Thang Phung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Jul 01New major risk - Revenue and earnings growthEarnings have declined by 8.9% 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 8.9% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change).
お知らせ • Sep 18Viettel Post Joint Stock Corporation Announces Cash Dividend for 2023, Payable on October 24, 2024On September 13, 2024, Viettel Post Joint Stock Corporation announces the record date for the cash dividend payment in 2023 as follows: Record date: September 26, 2024; Time: October 24, 2024; Exercise ratio: 15%/share (VND 1,500 per share).
お知らせ • Apr 10Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024, at 01:00 Coordinated Universal Time. Location: No.1 Tran Huu Duc street, My Dinh 2 ward, Nam Tu Liem district, Hanoi Ha Noi Vietnam