View Future GrowthSong Ba 過去の業績過去 基準チェック /46Song Baの収益は年間平均-1%の割合で減少していますが、 Renewable Energy業界の収益は年間 増加しています。収益は年間2.3% 2.4%割合で 減少しています。 Song Baの自己資本利益率は16.3%であり、純利益率は42.6%です。主要情報-0.96%収益成長率-1.05%EPS成長率Renewable Energy 業界の成長10.61%収益成長率-2.40%株主資本利益率16.32%ネット・マージン42.58%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫540 (vs ₫598 in 1Q 2025)First quarter 2026 results: EPS: ₫540 (down from ₫598 in 1Q 2025). Revenue: ₫72.4b (down 11% from 1Q 2025). Net income: ₫32.7b (down 9.6% from 1Q 2025). Profit margin: 45% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫686 (vs ₫405 in 3Q 2024)Third quarter 2025 results: EPS: ₫686 (up from ₫405 in 3Q 2024). Revenue: ₫101.8b (up 72% from 3Q 2024). Net income: ₫41.5b (up 70% from 3Q 2024). Profit margin: 41% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Jul 17Second quarter 2025 earnings released: EPS: ₫406 (vs ₫289 in 2Q 2024)Second quarter 2025 results: EPS: ₫406 (up from ₫289 in 2Q 2024). Revenue: ₫58.6b (up 32% from 2Q 2024). Net income: ₫24.6b (up 41% from 2Q 2024). Profit margin: 42% (up from 39% 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 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Reported Earnings • Apr 19First quarter 2025 earnings released: EPS: ₫598 (vs ₫445 in 1Q 2024)First quarter 2025 results: EPS: ₫598 (up from ₫445 in 1Q 2024). Revenue: ₫81.6b (up 36% from 1Q 2024). Net income: ₫36.2b (up 34% from 1Q 2024). Profit margin: 44% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₫1,877 (vs ₫2,754 in FY 2023)Full year 2024 results: EPS: ₫1,877 (down from ₫2,754 in FY 2023). Revenue: ₫264.1b (down 30% from FY 2023). Net income: ₫113.5b (down 32% from FY 2023). Profit margin: 43% (down from 44% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫405 (vs ₫603 in 3Q 2023)Third quarter 2024 results: EPS: ₫405 (down from ₫603 in 3Q 2023). Revenue: ₫59.2b (down 27% from 3Q 2023). Net income: ₫24.5b (down 33% from 3Q 2023). Profit margin: 41% (down from 45% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.すべての更新を表示Recent updatesNew Risk • Jul 25New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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 Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₫1.55t market cap, or US$58.8m).Buy Or Sell Opportunity • Jul 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.2% to ₫25,700. The fair value is estimated to be ₫32,250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 15%.Buy Or Sell Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to ₫26,550. The fair value is estimated to be ₫33,433, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 15%.Upcoming Dividend • May 22Upcoming dividend of ₫1,800 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Vietnamese dividend payers (8.1%). Lower than average of industry peers (6.1%).Declared Dividend • May 08Dividend increased to ₫1,800Dividend of ₫1,800 is 20% higher than last year. Ex-date: 27th May 2026 Payment date: 15th June 2026 Dividend yield will be 6.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • May 07Song Ba Joint Stock Company announces Annual dividend, payable on June 15, 2026Song Ba Joint Stock Company announced Annual dividend of VND 1800.0000 per share payable on June 15, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫540 (vs ₫598 in 1Q 2025)First quarter 2026 results: EPS: ₫540 (down from ₫598 in 1Q 2025). Revenue: ₫72.4b (down 11% from 1Q 2025). Net income: ₫32.7b (down 9.6% from 1Q 2025). Profit margin: 45% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Apr 16Song Ba Joint Stock Company Announces Dismissal of Thai Hong Quan as Chairman of the Board of DirectorsSong Ba Joint Stock Company approved the dismissal of Mr. Thai Hong Quan as Chairman of the Board of Directors, effective upon the approval by the General Meeting of Shareholders of his removal as a member of the Board of Directors. SBA added to the agenda of the 2026 Annual General Meeting of Shareholders the submission for the dismissal of Mr. Thai Hong Quan as a member of the Board of Directors.お知らせ • Feb 16Song Ba Joint Stock Company, Annual General Meeting, Apr 15, 2026Song Ba Joint Stock Company, Annual General Meeting, Apr 15, 2026. Location: no. 5 73 nui thanh street,hoa cuong ward, da nang VietnamReported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫686 (vs ₫405 in 3Q 2024)Third quarter 2025 results: EPS: ₫686 (up from ₫405 in 3Q 2024). Revenue: ₫101.8b (up 72% from 3Q 2024). Net income: ₫41.5b (up 70% from 3Q 2024). Profit margin: 41% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Reported Earnings • Jul 17Second quarter 2025 earnings released: EPS: ₫406 (vs ₫289 in 2Q 2024)Second quarter 2025 results: EPS: ₫406 (up from ₫289 in 2Q 2024). Revenue: ₫58.6b (up 32% from 2Q 2024). Net income: ₫24.6b (up 41% from 2Q 2024). Profit margin: 42% (up from 39% 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 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Declared Dividend • May 22Dividend reduced to ₫1,500Dividend of ₫1,500 is 32% lower than last year. Ex-date: 4th June 2025 Payment date: 25th June 2025 Dividend yield will be 5.0%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.9% to bring the payout ratio under control, which is less than the 11% EPS growth achieved over the last 5 years.お知らせ • May 21Song Ba Joint Stock Company announces Annual dividend, payable on June 25, 2025Song Ba Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on June 25, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.Reported Earnings • Apr 19First quarter 2025 earnings released: EPS: ₫598 (vs ₫445 in 1Q 2024)First quarter 2025 results: EPS: ₫598 (up from ₫445 in 1Q 2024). Revenue: ₫81.6b (up 36% from 1Q 2024). Net income: ₫36.2b (up 34% from 1Q 2024). Profit margin: 44% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.お知らせ • Apr 18Song Ba Joint Stock Company Announces Appointment of Phan Dinh Long as Secretary from Previous Designation of Person in Charge of Corporate GovernanceSong Ba Joint Stock Company announced appointment of Phan Dinh Long as Secretary from previous designation of person in charge of corporate governance. Effective Date: April 15, 2025 to the end of the 2025-2030 term of the BOM of company. Sex: Male. Place of birth: Hai Chau District,Da Nang City. Ethnic: Kinh.お知らせ • Apr 03Song Ba Joint Stock Company, Annual General Meeting, Mar 31, 2025Song Ba Joint Stock Company, Annual General Meeting, Mar 31, 2025, at 08:00 SE Asia Standard Time. Location: minh toan galaxy hotel, no. 306, 2/9 street, hai chau district, da nang city, VietnamReported Earnings • Mar 12Full year 2024 earnings released: EPS: ₫1,877 (vs ₫2,754 in FY 2023)Full year 2024 results: EPS: ₫1,877 (down from ₫2,754 in FY 2023). Revenue: ₫264.1b (down 30% from FY 2023). Net income: ₫113.5b (down 32% from FY 2023). Profit margin: 43% (down from 44% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫405 (vs ₫603 in 3Q 2023)Third quarter 2024 results: EPS: ₫405 (down from ₫603 in 3Q 2023). Revenue: ₫59.2b (down 27% from 3Q 2023). Net income: ₫24.5b (down 33% from 3Q 2023). Profit margin: 41% (down from 45% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jul 16Second quarter 2024 earnings released: EPS: ₫289 (vs ₫296 in 2Q 2023)Second quarter 2024 results: EPS: ₫289 (down from ₫296 in 2Q 2023). Revenue: ₫44.3b (down 11% from 2Q 2023). Net income: ₫17.5b (down 2.3% from 2Q 2023). Profit margin: 39% (up from 36% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Jul 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₫32,600. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.Buy Or Sell Opportunity • Jun 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to ₫32,500. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.お知らせ • May 25Song Ba Joint Stock Company Announces Cash Dividend for 2023, Payable June 25, 2024Song Ba Joint Stock Company announced that On May 22, 2024, the Hochiminh Stock Exchange issued Announcement No.1020/TB- SGDHCM about the record date of company as follows: Ex-right date: June 4, 2024 Record date: June 5, 2024. Reason and purpose: to pay 2023 cash dividend. Content: Exercise ratio: 22%/par value (2,200 dongs per share), Payment time: June 25, 2024.Declared Dividend • May 18Dividend of ₫2,200 announcedShareholders will receive a dividend of ₫2,200. Ex-date: 4th June 2024 Payment date: 25th June 2024 Dividend yield will be 6.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to ₫32,350. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: ₫445 (vs ₫852 in 1Q 2023)First quarter 2024 results: EPS: ₫445 (down from ₫852 in 1Q 2023). Revenue: ₫60.1b (down 40% from 1Q 2023). Net income: ₫26.9b (down 48% from 1Q 2023). Profit margin: 45% (down from 52% in 1Q 2023). The decrease in margin was driven by lower revenue. 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 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 14Song Ba Joint Stock Company, Annual General Meeting, Apr 26, 2024Song Ba Joint Stock Company, Annual General Meeting, Apr 26, 2024. Location: Minh Toan Galazy hotel, 306 street 2/9, Hoa Cuong Bac ward, Hai Chau district Da Nang City VietnamBuy Or Sell Opportunity • Feb 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₫30,000. The fair value is estimated to be ₫24,853, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.Buy Or Sell Opportunity • Jan 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₫29,000. The fair value is estimated to be ₫23,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.Reported Earnings • Jan 19Full year 2023 earnings released: EPS: ₫2,899 (vs ₫4,056 in FY 2022)Full year 2023 results: EPS: ₫2,899 (down from ₫4,056 in FY 2022). Revenue: ₫376.0b (down 24% from FY 2022). Net income: ₫175.3b (down 28% from FY 2022). Profit margin: 47% (down from 49% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 19Second quarter 2023 earnings released: EPS: ₫296 (vs ₫764 in 2Q 2022)Second quarter 2023 results: EPS: ₫296 (down from ₫764 in 2Q 2022). Revenue: ₫49.9b (down 48% from 2Q 2022). Net income: ₫17.9b (down 61% from 2Q 2022). Profit margin: 36% (down from 48% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 09Upcoming dividend of ₫1,800 per share at 14% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 05 July 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.1%).お知らせ • May 30Song Ba Joint Stock Company Approves Second Cash Dividend for the 2022, Payable on July 5, 2023Song Ba Joint Stock Company approved second cash dividend of VND 1,800 per share for the 2022. Record date is June 19, 2023, Payment Date is July 5, 2023.Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: ₫852 (vs ₫744 in 1Q 2022)First quarter 2023 results: EPS: ₫852 (up from ₫744 in 1Q 2022). Revenue: ₫99.2b (up 4.2% from 1Q 2022). Net income: ₫51.5b (up 15% from 1Q 2022). Profit margin: 52% (up from 47% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫4,056 (vs ₫1,943 in FY 2021)Full year 2022 results: EPS: ₫4,056 (up from ₫1,943 in FY 2021). Revenue: ₫495.6b (up 57% from FY 2021). Net income: ₫244.5b (up 109% from FY 2021). Profit margin: 49% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 December 2022. Payment date: 28 February 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.8%. Lower than top quartile of Vietnamese dividend payers (9.0%). Higher than average of industry peers (3.5%).お知らせ • Dec 08Song Ba Joint Stock Company Announces to Pay First Cash Dividend for 2022, Payable on February 28, 2023Song Ba Joint Stock Company announced to pay first cash dividend for 2022. Exercise ratio: 10.0% (VND 1,000 per share). Payment date: February 28, 2023. Ex-right date: December 23, 2022. Record date: December 26, 2022.お知らせ • Nov 29Song Ba Joint Stock Company Approves Dividend, Payable on February 28, 2023Song Ba Joint Stock Company approved the dividend payout ratio is 10% for the first phase of 2022 payment. Payment date is February 28, 2023. Record date is December 26, 2022.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Deputy Director Nguyen Tuan Dat was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: ₫893 (vs ₫253 in 3Q 2021)Third quarter 2022 results: EPS: ₫893 (up from ₫253 in 3Q 2021). Revenue: ₫109.0b (up 111% from 3Q 2021). Net income: ₫53.9b (up 253% from 3Q 2021). Profit margin: 49% (up from 30% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 08Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Vietnamese dividend payers (7.5%). Higher than average of industry peers (3.0%).Reported Earnings • Jul 25Second quarter 2022 earnings released: EPS: ₫764 (vs ₫160 in 2Q 2021)Second quarter 2022 results: EPS: ₫764 (up from ₫160 in 2Q 2021). Revenue: ₫95.2b (up 102% from 2Q 2021). Net income: ₫46.1b (up 379% from 2Q 2021). Profit margin: 48% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.お知らせ • Jul 23Song Ba Joint Stock Company Declares Cash Dividend for 2021, Payable on September 08, 2022Song Ba Joint Stock Company declared cash dividend of VND 1,500 per share for 2021, payable on September 08, 2022. Record date is August 16, 2022.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. 6 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Deputy Director Nguyen Tuan Dat was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 21First quarter 2022 earnings released: EPS: ₫744 (vs ₫475 in 1Q 2021)First quarter 2022 results: EPS: ₫744 (up from ₫475 in 1Q 2021). Revenue: ₫95.2b (up 29% from 1Q 2021). Net income: ₫44.9b (up 56% from 1Q 2021). Profit margin: 47% (up from 39% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jan 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫1,966 (up from ₫1,690 in FY 2020). Revenue: ₫314.9b (up 5.6% from FY 2020). Net income: ₫118.5b (up 16% from FY 2020). Profit margin: 38% (up from 34% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.Upcoming Dividend • Nov 22Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 15 December 2021. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (5.9%). Higher than average of industry peers (3.5%).Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS ₫253 (vs ₫537 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫51.7b (down 30% from 3Q 2020). Net income: ₫15.3b (down 53% from 3Q 2020). Profit margin: 30% (down from 44% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS ₫160 (vs ₫44.60 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫47.0b (up 50% from 2Q 2020). Net income: ₫9.63b (up 258% from 2Q 2020). Profit margin: 21% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.Reported Earnings • Mar 16Full year 2020 earnings released: EPS ₫1,690 (vs ₫1,535 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₫298.2b (up 18% from FY 2019). Net income: ₫101.9b (up 9.9% from FY 2019). Profit margin: 34% (down from 37% 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 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Is New 90 Day High Low • Jan 25New 90-day high: ₫16,350The company is up 3.0% from its price of ₫15,850 on 27 October 2020. The Vietnamese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 22% over the same period.Reported Earnings • Jan 20Full year 2020 earnings released: EPS ₫1,690The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₫298.2b (up 18% from FY 2019). Net income: ₫101.9b (up 4.0% from FY 2019). Profit margin: 34% (down from 39% 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 18% 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.Is New 90 Day High Low • Nov 16New 90-day high: ₫16,100The company is up 11% from its price of ₫14,450 on 18 August 2020. The Vietnamese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Renewable Energy industry, which is up 4.0% over the same period.Upcoming Dividend • Nov 10Upcoming Dividend of ₫1,200 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 17th of November. The trailing yield of 6.9% is below the top quartile of Vietnamese dividend payers (9.2%), but is in line with industry peers (7.6%).Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫71.6b, down 26% from the prior year. Total revenue was ₫224.5b over the last 12 months, down 9.1% from the prior year.Is New 90 Day High Low • Oct 15New 90-day high: ₫16,000The company is up 12% from its price of ₫14,300 on 17 July 2020. The Vietnamese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 4.0% over the same period.お知らせ • Oct 11Song Ba Joint Stock Company Announces Appointment of Thai Hong Quan as the Deputy General DirectorSong Ba Joint Stock Company announced the appointment of Mr. Thai Hong Quan as the Deputy General Director of the company, from October 2, 2020.収支内訳Song Ba 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:SBA 収益、費用、利益 ( )VND Millions日付収益収益G+A経費研究開発費30 Jun 26376,888160,47127,500031 Mar 26387,296166,11726,637031 Dec 25396,568169,59626,065030 Sep 25342,612146,87021,586030 Jun 25299,986124,62917,861031 Mar 25285,653117,54317,463001 Jan 25264,113108,31516,823030 Sep 24309,153129,58819,125030 Jun 24331,232141,56919,705031 Mar 24336,838141,98720,276001 Jan 24375,995166,57321,840030 Sep 23426,602196,26424,128030 Jun 23454,380213,65125,180031 Mar 23499,668241,84326,527001 Jan 23495,631235,19125,670030 Sep 22441,815204,64624,200030 Jun 22384,483166,05920,965031 Mar 22336,292129,61218,512001 Jan 22314,881113,41217,858030 Sep 21332,430108,55216,178030 Jun 21354,096125,63817,963031 Mar 21338,504118,69917,607001 Jan 21298,21596,15715,733030 Sep 20224,49066,23813,679030 Jun 20181,44339,05411,697031 Mar 20222,71171,94014,147001 Jan 20253,48392,67416,100030 Sep 19246,83591,40715,979030 Jun 19272,523108,51517,315031 Mar 19237,75779,75116,196001 Jan 19254,00791,72716,708030 Sep 18278,62898,89318,559030 Jun 18310,809119,35719,352031 Mar 18330,491130,57618,570001 Jan 18333,016127,84117,597030 Sep 17335,682141,70916,053030 Jun 17299,698116,16913,816031 Mar 17272,372100,73312,022001 Jan 17211,90562,1379,515030 Sep 16200,95656,1818,119030 Jun 16188,58047,0567,642031 Mar 16181,90941,9287,453001 Jan 16194,92649,5648,259030 Sep 15170,90931,6237,8260質の高い収益: SBAは 高品質の収益 を持っています。利益率の向上: SBAの現在の純利益率 (42.6%)は、昨年(41.5%)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: SBAの収益は過去 5 年間で年間1%減少しました。成長の加速: SBAの過去 1 年間の収益成長率 ( 28.8% ) は、5 年間の平均 ( 年間-1%を上回っています。収益対業界: SBAの過去 1 年間の収益成長率 ( 28.8% ) はRenewable Energy業界9.3%を上回りました。株主資本利益率高いROE: SBAの 自己資本利益率 ( 16.3% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YUtilities 、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2026/08/02 06:21終値2026/07/31 00:00収益2026/06/30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Song Ba 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
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫540 (vs ₫598 in 1Q 2025)First quarter 2026 results: EPS: ₫540 (down from ₫598 in 1Q 2025). Revenue: ₫72.4b (down 11% from 1Q 2025). Net income: ₫32.7b (down 9.6% from 1Q 2025). Profit margin: 45% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫686 (vs ₫405 in 3Q 2024)Third quarter 2025 results: EPS: ₫686 (up from ₫405 in 3Q 2024). Revenue: ₫101.8b (up 72% from 3Q 2024). Net income: ₫41.5b (up 70% from 3Q 2024). Profit margin: 41% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 17Second quarter 2025 earnings released: EPS: ₫406 (vs ₫289 in 2Q 2024)Second quarter 2025 results: EPS: ₫406 (up from ₫289 in 2Q 2024). Revenue: ₫58.6b (up 32% from 2Q 2024). Net income: ₫24.6b (up 41% from 2Q 2024). Profit margin: 42% (up from 39% 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 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 19First quarter 2025 earnings released: EPS: ₫598 (vs ₫445 in 1Q 2024)First quarter 2025 results: EPS: ₫598 (up from ₫445 in 1Q 2024). Revenue: ₫81.6b (up 36% from 1Q 2024). Net income: ₫36.2b (up 34% from 1Q 2024). Profit margin: 44% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₫1,877 (vs ₫2,754 in FY 2023)Full year 2024 results: EPS: ₫1,877 (down from ₫2,754 in FY 2023). Revenue: ₫264.1b (down 30% from FY 2023). Net income: ₫113.5b (down 32% from FY 2023). Profit margin: 43% (down from 44% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫405 (vs ₫603 in 3Q 2023)Third quarter 2024 results: EPS: ₫405 (down from ₫603 in 3Q 2023). Revenue: ₫59.2b (down 27% from 3Q 2023). Net income: ₫24.5b (down 33% from 3Q 2023). Profit margin: 41% (down from 45% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Jul 25New major risk - Revenue and earnings growthEarnings have declined by 1.1% 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 Risk Earnings have declined by 1.1% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (₫1.55t market cap, or US$58.8m).
Buy Or Sell Opportunity • Jul 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 9.2% to ₫25,700. The fair value is estimated to be ₫32,250, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 15%.
Buy Or Sell Opportunity • Jun 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 5.9% to ₫26,550. The fair value is estimated to be ₫33,433, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 10% over the last 3 years. Earnings per share has declined by 15%.
Upcoming Dividend • May 22Upcoming dividend of ₫1,800 per shareEligible shareholders must have bought the stock before 27 May 2026. Payment date: 15 June 2026. Payout ratio is a comfortable 62% and this is well supported by cash flows. Trailing yield: 5.3%. Lower than top quartile of Vietnamese dividend payers (8.1%). Lower than average of industry peers (6.1%).
Declared Dividend • May 08Dividend increased to ₫1,800Dividend of ₫1,800 is 20% higher than last year. Ex-date: 27th May 2026 Payment date: 15th June 2026 Dividend yield will be 6.4%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 6.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • May 07Song Ba Joint Stock Company announces Annual dividend, payable on June 15, 2026Song Ba Joint Stock Company announced Annual dividend of VND 1800.0000 per share payable on June 15, 2026, ex-date on May 27, 2026 and record date on May 28, 2026.
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫540 (vs ₫598 in 1Q 2025)First quarter 2026 results: EPS: ₫540 (down from ₫598 in 1Q 2025). Revenue: ₫72.4b (down 11% from 1Q 2025). Net income: ₫32.7b (down 9.6% from 1Q 2025). Profit margin: 45% (in line with 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Apr 16Song Ba Joint Stock Company Announces Dismissal of Thai Hong Quan as Chairman of the Board of DirectorsSong Ba Joint Stock Company approved the dismissal of Mr. Thai Hong Quan as Chairman of the Board of Directors, effective upon the approval by the General Meeting of Shareholders of his removal as a member of the Board of Directors. SBA added to the agenda of the 2026 Annual General Meeting of Shareholders the submission for the dismissal of Mr. Thai Hong Quan as a member of the Board of Directors.
お知らせ • Feb 16Song Ba Joint Stock Company, Annual General Meeting, Apr 15, 2026Song Ba Joint Stock Company, Annual General Meeting, Apr 15, 2026. Location: no. 5 73 nui thanh street,hoa cuong ward, da nang Vietnam
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫686 (vs ₫405 in 3Q 2024)Third quarter 2025 results: EPS: ₫686 (up from ₫405 in 3Q 2024). Revenue: ₫101.8b (up 72% from 3Q 2024). Net income: ₫41.5b (up 70% from 3Q 2024). Profit margin: 41% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 17Second quarter 2025 earnings released: EPS: ₫406 (vs ₫289 in 2Q 2024)Second quarter 2025 results: EPS: ₫406 (up from ₫289 in 2Q 2024). Revenue: ₫58.6b (up 32% from 2Q 2024). Net income: ₫24.6b (up 41% from 2Q 2024). Profit margin: 42% (up from 39% 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 21% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Declared Dividend • May 22Dividend reduced to ₫1,500Dividend of ₫1,500 is 32% lower than last year. Ex-date: 4th June 2025 Payment date: 25th June 2025 Dividend yield will be 5.0%, which is lower than the industry average of 6.7%. Sustainability & Growth Dividend is not adequately covered by earnings (96% earnings payout ratio). However, it is covered by cash flows (71% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 6.9% to bring the payout ratio under control, which is less than the 11% EPS growth achieved over the last 5 years.
お知らせ • May 21Song Ba Joint Stock Company announces Annual dividend, payable on June 25, 2025Song Ba Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on June 25, 2025, ex-date on June 04, 2025 and record date on June 05, 2025.
Reported Earnings • Apr 19First quarter 2025 earnings released: EPS: ₫598 (vs ₫445 in 1Q 2024)First quarter 2025 results: EPS: ₫598 (up from ₫445 in 1Q 2024). Revenue: ₫81.6b (up 36% from 1Q 2024). Net income: ₫36.2b (up 34% from 1Q 2024). Profit margin: 44% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
お知らせ • Apr 18Song Ba Joint Stock Company Announces Appointment of Phan Dinh Long as Secretary from Previous Designation of Person in Charge of Corporate GovernanceSong Ba Joint Stock Company announced appointment of Phan Dinh Long as Secretary from previous designation of person in charge of corporate governance. Effective Date: April 15, 2025 to the end of the 2025-2030 term of the BOM of company. Sex: Male. Place of birth: Hai Chau District,Da Nang City. Ethnic: Kinh.
お知らせ • Apr 03Song Ba Joint Stock Company, Annual General Meeting, Mar 31, 2025Song Ba Joint Stock Company, Annual General Meeting, Mar 31, 2025, at 08:00 SE Asia Standard Time. Location: minh toan galaxy hotel, no. 306, 2/9 street, hai chau district, da nang city, Vietnam
Reported Earnings • Mar 12Full year 2024 earnings released: EPS: ₫1,877 (vs ₫2,754 in FY 2023)Full year 2024 results: EPS: ₫1,877 (down from ₫2,754 in FY 2023). Revenue: ₫264.1b (down 30% from FY 2023). Net income: ₫113.5b (down 32% from FY 2023). Profit margin: 43% (down from 44% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫405 (vs ₫603 in 3Q 2023)Third quarter 2024 results: EPS: ₫405 (down from ₫603 in 3Q 2023). Revenue: ₫59.2b (down 27% from 3Q 2023). Net income: ₫24.5b (down 33% from 3Q 2023). Profit margin: 41% (down from 45% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jul 16Second quarter 2024 earnings released: EPS: ₫289 (vs ₫296 in 2Q 2023)Second quarter 2024 results: EPS: ₫289 (down from ₫296 in 2Q 2023). Revenue: ₫44.3b (down 11% from 2Q 2023). Net income: ₫17.5b (down 2.3% from 2Q 2023). Profit margin: 39% (up from 36% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Jul 03Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at ₫32,600. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.
Buy Or Sell Opportunity • Jun 04Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.7% to ₫32,500. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.
お知らせ • May 25Song Ba Joint Stock Company Announces Cash Dividend for 2023, Payable June 25, 2024Song Ba Joint Stock Company announced that On May 22, 2024, the Hochiminh Stock Exchange issued Announcement No.1020/TB- SGDHCM about the record date of company as follows: Ex-right date: June 4, 2024 Record date: June 5, 2024. Reason and purpose: to pay 2023 cash dividend. Content: Exercise ratio: 22%/par value (2,200 dongs per share), Payment time: June 25, 2024.
Declared Dividend • May 18Dividend of ₫2,200 announcedShareholders will receive a dividend of ₫2,200. Ex-date: 4th June 2024 Payment date: 25th June 2024 Dividend yield will be 6.5%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • May 07Now 21% undervaluedOver the last 90 days, the stock has risen 9.7% to ₫32,350. The fair value is estimated to be ₫40,868, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.5% over the last 3 years. Earnings per share has grown by 19%.
Reported Earnings • Apr 20First quarter 2024 earnings released: EPS: ₫445 (vs ₫852 in 1Q 2023)First quarter 2024 results: EPS: ₫445 (down from ₫852 in 1Q 2023). Revenue: ₫60.1b (down 40% from 1Q 2023). Net income: ₫26.9b (down 48% from 1Q 2023). Profit margin: 45% (down from 52% in 1Q 2023). The decrease in margin was driven by lower revenue. 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 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 14Song Ba Joint Stock Company, Annual General Meeting, Apr 26, 2024Song Ba Joint Stock Company, Annual General Meeting, Apr 26, 2024. Location: Minh Toan Galazy hotel, 306 street 2/9, Hoa Cuong Bac ward, Hai Chau district Da Nang City Vietnam
Buy Or Sell Opportunity • Feb 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 16% to ₫30,000. The fair value is estimated to be ₫24,853, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.
Buy Or Sell Opportunity • Jan 22Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₫29,000. The fair value is estimated to be ₫23,458, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 27%.
Reported Earnings • Jan 19Full year 2023 earnings released: EPS: ₫2,899 (vs ₫4,056 in FY 2022)Full year 2023 results: EPS: ₫2,899 (down from ₫4,056 in FY 2022). Revenue: ₫376.0b (down 24% from FY 2022). Net income: ₫175.3b (down 28% from FY 2022). Profit margin: 47% (down from 49% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 19Second quarter 2023 earnings released: EPS: ₫296 (vs ₫764 in 2Q 2022)Second quarter 2023 results: EPS: ₫296 (down from ₫764 in 2Q 2022). Revenue: ₫49.9b (down 48% from 2Q 2022). Net income: ₫17.9b (down 61% from 2Q 2022). Profit margin: 36% (down from 48% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 09Upcoming dividend of ₫1,800 per share at 14% yieldEligible shareholders must have bought the stock before 16 June 2023. Payment date: 05 July 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 14%. Within top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.1%).
お知らせ • May 30Song Ba Joint Stock Company Approves Second Cash Dividend for the 2022, Payable on July 5, 2023Song Ba Joint Stock Company approved second cash dividend of VND 1,800 per share for the 2022. Record date is June 19, 2023, Payment Date is July 5, 2023.
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: ₫852 (vs ₫744 in 1Q 2022)First quarter 2023 results: EPS: ₫852 (up from ₫744 in 1Q 2022). Revenue: ₫99.2b (up 4.2% from 1Q 2022). Net income: ₫51.5b (up 15% from 1Q 2022). Profit margin: 52% (up from 47% in 1Q 2022). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫4,056 (vs ₫1,943 in FY 2021)Full year 2022 results: EPS: ₫4,056 (up from ₫1,943 in FY 2021). Revenue: ₫495.6b (up 57% from FY 2021). Net income: ₫244.5b (up 109% from FY 2021). Profit margin: 49% (up from 37% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 December 2022. Payment date: 28 February 2023. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 8.8%. Lower than top quartile of Vietnamese dividend payers (9.0%). Higher than average of industry peers (3.5%).
お知らせ • Dec 08Song Ba Joint Stock Company Announces to Pay First Cash Dividend for 2022, Payable on February 28, 2023Song Ba Joint Stock Company announced to pay first cash dividend for 2022. Exercise ratio: 10.0% (VND 1,000 per share). Payment date: February 28, 2023. Ex-right date: December 23, 2022. Record date: December 26, 2022.
お知らせ • Nov 29Song Ba Joint Stock Company Approves Dividend, Payable on February 28, 2023Song Ba Joint Stock Company approved the dividend payout ratio is 10% for the first phase of 2022 payment. Payment date is February 28, 2023. Record date is December 26, 2022.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Deputy Director Nguyen Tuan Dat was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 21Third quarter 2022 earnings released: EPS: ₫893 (vs ₫253 in 3Q 2021)Third quarter 2022 results: EPS: ₫893 (up from ₫253 in 3Q 2021). Revenue: ₫109.0b (up 111% from 3Q 2021). Net income: ₫53.9b (up 253% from 3Q 2021). Profit margin: 49% (up from 30% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 08Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 15 August 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of Vietnamese dividend payers (7.5%). Higher than average of industry peers (3.0%).
Reported Earnings • Jul 25Second quarter 2022 earnings released: EPS: ₫764 (vs ₫160 in 2Q 2021)Second quarter 2022 results: EPS: ₫764 (up from ₫160 in 2Q 2021). Revenue: ₫95.2b (up 102% from 2Q 2021). Net income: ₫46.1b (up 379% from 2Q 2021). Profit margin: 48% (up from 21% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year.
お知らせ • Jul 23Song Ba Joint Stock Company Declares Cash Dividend for 2021, Payable on September 08, 2022Song Ba Joint Stock Company declared cash dividend of VND 1,500 per share for 2021, payable on September 08, 2022. Record date is August 16, 2022.
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. 6 experienced directors. 3 highly experienced directors. No independent directors (6 non-independent directors). Deputy Director Nguyen Tuan Dat was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 21First quarter 2022 earnings released: EPS: ₫744 (vs ₫475 in 1Q 2021)First quarter 2022 results: EPS: ₫744 (up from ₫475 in 1Q 2021). Revenue: ₫95.2b (up 29% from 1Q 2021). Net income: ₫44.9b (up 56% from 1Q 2021). Profit margin: 47% (up from 39% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jan 25Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫1,966 (up from ₫1,690 in FY 2020). Revenue: ₫314.9b (up 5.6% from FY 2020). Net income: ₫118.5b (up 16% from FY 2020). Profit margin: 38% (up from 34% in FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
Upcoming Dividend • Nov 22Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 29 November 2021. Payment date: 15 December 2021. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (5.9%). Higher than average of industry peers (3.5%).
Reported Earnings • Oct 20Third quarter 2021 earnings released: EPS ₫253 (vs ₫537 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫51.7b (down 30% from 3Q 2020). Net income: ₫15.3b (down 53% from 3Q 2020). Profit margin: 30% (down from 44% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 12% per year.
Reported Earnings • Jul 21Second quarter 2021 earnings released: EPS ₫160 (vs ₫44.60 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫47.0b (up 50% from 2Q 2020). Net income: ₫9.63b (up 258% from 2Q 2020). Profit margin: 21% (up from 8.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 1% per year.
Reported Earnings • Mar 16Full year 2020 earnings released: EPS ₫1,690 (vs ₫1,535 in FY 2019)The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₫298.2b (up 18% from FY 2019). Net income: ₫101.9b (up 9.9% from FY 2019). Profit margin: 34% (down from 37% 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 19% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Is New 90 Day High Low • Jan 25New 90-day high: ₫16,350The company is up 3.0% from its price of ₫15,850 on 27 October 2020. The Vietnamese market is up 22% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Renewable Energy industry, which is up 22% over the same period.
Reported Earnings • Jan 20Full year 2020 earnings released: EPS ₫1,690The company reported a solid full year result with improved earnings and revenues, although profit margins were weaker. Full year 2020 results: Revenue: ₫298.2b (up 18% from FY 2019). Net income: ₫101.9b (up 4.0% from FY 2019). Profit margin: 34% (down from 39% 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 18% 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.
Is New 90 Day High Low • Nov 16New 90-day high: ₫16,100The company is up 11% from its price of ₫14,450 on 18 August 2020. The Vietnamese market is up 14% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Renewable Energy industry, which is up 4.0% over the same period.
Upcoming Dividend • Nov 10Upcoming Dividend of ₫1,200 Per ShareWill be paid on the 30th of November to those who are registered shareholders by the 17th of November. The trailing yield of 6.9% is below the top quartile of Vietnamese dividend payers (9.2%), but is in line with industry peers (7.6%).
Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫71.6b, down 26% from the prior year. Total revenue was ₫224.5b over the last 12 months, down 9.1% from the prior year.
Is New 90 Day High Low • Oct 15New 90-day high: ₫16,000The company is up 12% from its price of ₫14,300 on 17 July 2020. The Vietnamese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Renewable Energy industry, which is up 4.0% over the same period.
お知らせ • Oct 11Song Ba Joint Stock Company Announces Appointment of Thai Hong Quan as the Deputy General DirectorSong Ba Joint Stock Company announced the appointment of Mr. Thai Hong Quan as the Deputy General Director of the company, from October 2, 2020.