Southern Hydropower（SHP）株式概要Southern Hydropower Joint Stock Company は、ベトナムにおける水力発電所の建設、生産、設置、運営を行っている。 詳細SHP ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績3/6財務の健全性6/6配当金4/6報酬当社が推定した公正価値より27.4%で取引されている 過去5年間の収益は年間7.9%増加しました。 リスク分析不安定な配当実績 すべてのリスクチェックを見るSHP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₫Current Price₫33.80k46.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0748b2016201920222025202620282031Revenue ₫748.5bEarnings ₫343.8bAdvancedSet Fair ValueView all narrativesSouthern Hydropower Joint Stock Company 競合他社Central HydropowerSymbol: HOSE:CHPMarket cap: ₫4.4tThac Mo Hydro PowerSymbol: HOSE:TMPMarket cap: ₫3.3tViet Nam Power DevelopmentSymbol: HOSE:VPDMarket cap: ₫2.6tThac Ba HydropowerSymbol: HOSE:TBCMarket cap: ₫2.0t価格と性能株価の高値、安値、推移の概要Southern Hydropower過去の株価現在の株価₫33,800.0052週高値₫37,800.0052週安値₫33,000.00ベータ-0.0451ヶ月の変化-1.17%3ヶ月変化-4.38%1年変化-5.98%3年間の変化19.86%5年間の変化65.93%IPOからの変化164.52%最新ニュースReported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.最新情報をもっと見るRecent updatesReported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.お知らせ • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫551 (vs ₫321 in 2Q 2024)Second quarter 2025 results: EPS: ₫551 (up from ₫321 in 2Q 2024). Revenue: ₫138.6b (up 39% from 2Q 2024). Net income: ₫58.8b (up 81% from 2Q 2024). Profit margin: 42% (up from 33% 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 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Hai Le was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Declared Dividend • Mar 01Final dividend increased to ₫1,500Dividend of ₫1,500 is 50% higher than last year. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 9.5%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Feb 21Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025.Reported Earnings • Jan 23Full year 2024 earnings released: EPS: ₫2,823 (vs ₫2,629 in FY 2023)Full year 2024 results: EPS: ₫2,823 (up from ₫2,629 in FY 2023). Revenue: ₫627.8b (down 5.0% from FY 2023). Net income: ₫295.9b (up 11% from FY 2023). Profit margin: 47% (up from 40% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Oct 20Third quarter 2024 earnings released: EPS: ₫1.31 (vs ₫1,256 in 3Q 2023)Third quarter 2024 results: EPS: ₫1.31. Revenue: ₫232.5b (down 8.6% from 3Q 2023). Net income: ₫138.8b (up 9.2% from 3Q 2023). Profit margin: 60% (up from 50% in 3Q 2023). The increase in margin was driven by lower expenses.Declared Dividend • Sep 25First half dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 11th October 2024 Payment date: 25th October 2024 Dividend yield will be 8.3%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 1 independent director. 6 non-independent directors. Director Phi Trinh was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Sep 19Southern Hydropower Joint Stock Company Approves 2nd Cash Dividend for the Year 2023, Payable on October 25, 2024On September 17, 2024, the BOD of Southern Hydropower Joint Stock Company approved the plan to pay the 2nd cash dividend for 2023 as follows: Record date: October 14, 2024. Exercise ratio: 20% (2,000 dongs/share). Payment date: October 25, 2024.お知らせ • Jun 25Southern Hydropower Joint Stock Company Announces Closing Lam Dong BranchThe Board resolution dated June 21, 2024, Southern Hydropower Joint Stock Company issued Decision to approve the termination of branch operation at No.51A Nguyen Van Troi, ward 2, Bao Loc city, Lam Dong. Accordingly, the Company will transfer the current branch location into the business location in Lam Dong.お知らせ • Mar 12Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024.Upcoming Dividend • Mar 04Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 21 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 10%. Within top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (9.4%).Upcoming Dividend • Feb 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 February 2024. Payment date: 07 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (9.6%).Reported Earnings • Jan 18Full year 2023 earnings released: EPS: ₫2,629 (vs ₫3,077 in FY 2022)Full year 2023 results: EPS: ₫2,629 (down from ₫3,077 in FY 2022). Revenue: ₫661.2b (down 11% from FY 2022). Net income: ₫275.3b (down 12% from FY 2022). Profit margin: 42% (in line with FY 2022). 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 15% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 15Southern Hydropower Joint Stock Company Approves Cash Dividend for the Year 2023, Payable on March 07, 2024Southern Hydropower Joint Stock Company announced on January 12, 2024, the BOD of the company approved the record date for cash dividend payment in 2023 as follows: Exercise ratio is 10% per par value (VND 1,000 per share). Record date is February 26, 2024. Payment time is from March 07, 2024.Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: ₫1,256 (vs ₫1,302 in 3Q 2022)Third quarter 2023 results: EPS: ₫1,256. Revenue: ₫254.3b (up 4.5% from 3Q 2022). Net income: ₫133.9b (up 1.6% from 3Q 2022). Profit margin: 53% (down from 54% in 3Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Oct 09Upcoming dividend of ₫1,500 per share at 6.6% yieldEligible shareholders must have bought the stock before 16 October 2023. Payment date: 27 October 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 83% respectively. Trailing yield: 6.6%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.9%).お知らせ • Sep 16Southern Hydropower Joint Stock Company Approves Dividend, Payable on October 27, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the 3rd 2022 dividend in cash: Record date: October 17, 2023. Payment date: October 27, 2023. Dividend pay-out ratio: 15%/par value (VND 1,500/share). Exercise ratio: 1:1 (01 share - 01 vote).Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫431 (vs ₫750 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (down from ₫750 in 2Q 2022). Revenue: ₫132.5b (down 26% from 2Q 2022). Net income: ₫45.8b (down 41% from 2Q 2022). Profit margin: 35% (down from 44% 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 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 26Upcoming dividend of ₫1,000 per share at 7.0% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (4.4%).お知らせ • Jun 22Southern Hydropower Joint Stock Company Approves to Pay for the Second Phase of 2022 Dividend in Cash, Payable July 04, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the second phase of 2022 dividend in cash: Record date: September 25, 2015, Payment date: July 04, 2023, Dividend pay-out ratio: 10%/par value (VND1,000/share).お知らせ • May 26Southern Hydropower Joint Stock Company Announces Appointment of Nguyen Thi Kieu Oanh as Member of BODSouthern Hydropower Joint Stock Company announced the appointment of Ms. Nguyen Thi Kieu Oanh as member of the BOD for the term 2022 – 2027. The resignation of Mr. Nguyen Van Danh as member of the BOD. The personnel change effective from April 27, 2023.Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: ₫146 (vs ₫612 in 1Q 2022)First quarter 2023 results: EPS: ₫146 (down from ₫612 in 1Q 2022). Revenue: ₫83.7b (down 39% from 1Q 2022). Net income: ₫15.3b (down 77% from 1Q 2022). Profit margin: 18% (down from 48% 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 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 09Upcoming dividend of ₫1,000 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.3%. Lower than top quartile of Vietnamese dividend payers (9.1%). Higher than average of industry peers (3.5%).お知らせ • Feb 02Southern Hydropower Joint Stock Company Announces Cash Dividend, Payable from February 28, 2028The Board resolution dated January 31, 2023, Southern Hydropower Joint Stock Company announced cash dividend of 10% (1000 VND/1 share) for 2022. Record date is February 17,2023 and Payment date is From February 28, 2023.Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫3,049 (vs ₫2,543 in FY 2021)Full year 2022 results: EPS: ₫3,049 (up from ₫2,543 in FY 2021). Revenue: ₫746.1b (up 13% from FY 2021). Net income: ₫318.2b (up 24% from FY 2021). Profit margin: 43% (up from 39% 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 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Head of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ₫243.4b (up 2.9% from 3Q 2021). Net income: ₫137.0b (up 3.6% from 3Q 2021). Profit margin: 56% (in line with 3Q 2021).Upcoming Dividend • Oct 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Vietnamese dividend payers (8.0%). In line with average of industry peers (3.4%).お知らせ • Oct 03Southern Hydropower Joint Stock Company Approves to Pay Dividend for the Seconds Phase of the 2021, Payable October 26, 2022Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the seconds phase of the 2021 dividend in cash: Record date: October 14, 2022. Payment date: October 26, 2022. Dividend pay-out ratio: 10%/par value (VND1,000/share).お知らせ • Sep 16Southern Hydropower Joint Stock Company Appoints Vo Van Tai as Chief Executive OfficerSouthern Hydropower Joint Stock Company approved the appointment of Mr. Vo Van Tai as Chief Executive Officer (CEO) of the Company from September 15, 2022.お知らせ • Aug 23Thang Thanh Ha Retires as CEO of Southern Hydropower Joint Stock Company, Effective September 01, 2022Southern Hydropower Joint Stock Company announced retirement of Mr. Thang Thanh Ha as CEO. Effective date: September 01, 2022.Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: ₫718 (vs ₫392 in 2Q 2021)Second quarter 2022 results: EPS: ₫718 (up from ₫392 in 2Q 2021). Revenue: ₫178.2b (up 33% from 2Q 2021). Net income: ₫78.0b (up 97% from 2Q 2021). Profit margin: 44% (up from 30% 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 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 29Southern Hydropower Joint Stock Company Appoints Truong Thanh Binh as Deputy CEOSouthern Hydropower Joint Stock Company announced the appointment of Mr. Truong Thanh Binh as a Deputy CEO, effective from June 11, 2022.Upcoming Dividend • Jun 29Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 13 July 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Vietnamese dividend payers (7.7%). Lower than average of industry peers (2.9%).お知らせ • Jun 25Southern Hydropower Joint Stock Company Announces the Appointment of Vo Thai as Head of Supervisory BoardSouthern Hydropower Joint Stock Company announced the appointment of Mr. Vo Thai as Head of Supervisory Board for the term 2022-2027 of the Company from June 21, 2022.お知らせ • May 12Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022. Location: 272 Vo Thi Sau, Vo Thi Sau ward, district 3 Ho Chin Minh VietnamBoard Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Chief of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.お知らせ • Apr 15Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022.Executive Departure • Dec 01Deputy General Director & Member of Management Board Vinh Nguyen has left the companyOn the 1st of December, Vinh Nguyen's tenure as Deputy General Director & Member of Management Board ended. As of September 2021, Vinh still personally held 48.25k shares (₫1.2b worth at the time). Vinh is the only executive to leave the company over the last 12 months.Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ₫1,411 (vs ₫20.33 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫236.5b (up 162% from 3Q 2020). Net income: ₫132.2b (up ₫134.1b from 3Q 2020). Profit margin: 56% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Oct 21Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 November 2021. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (6.3%). Lower than average of industry peers (3.7%).Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS ₫424 (vs ₫63.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫134.0b (up 45% from 2Q 2020). Net income: ₫39.7b (up ₫33.8b from 2Q 2020). Profit margin: 30% (up from 6.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Nov 05Southern Hydropower Joint Stock Company to Expect Resume Operations in Early November 2020On September 21, 2020, Southern Hydropower Joint Stock Company announces information on the repair of Unit H2 of Da M’Bri Hydropower Plant. Unit H2 was successfully went into operation again on September 18, 2020. Unit H1 is being repaired and expected to resume operations in early November 2020.お知らせ • Sep 22Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from September 01, 2020 to September 20, 2020. On September 18, 2020, Unit H2 of Da M’Bri Hydropower Plant was tested and successfully went into operation again. However, Unit H1 is being repaired and expected to resume operations in early November 2020.お知らせ • Sep 04Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from August 10, 2020 to August 31, 2020. However, until the present, as incomplete repairs, the Company expects to continue the suspension of Da M’Bri Hydropower Plant from September 01, 2020 to September 20, 2020.株主還元SHPVN Renewable EnergyVN 市場7D-0.7%-1.5%-2.1%1Y-6.0%0.4%41.3%株主還元を見る業界別リターン: SHP過去 1 年間で0.4 % の収益を上げたVN Renewable Energy業界を下回りました。リターン対市場: SHPは、過去 1 年間で41.3 % のリターンを上げたVN市場を下回りました。価格変動Is SHP's price volatile compared to industry and market?SHP volatilitySHP Average Weekly Movement1.3%Renewable Energy Industry Average Movement3.1%Market Average Movement5.0%10% most volatile stocks in VN Market8.0%10% least volatile stocks in VN Market2.9%安定した株価: SHP 、 VN市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: SHPの 週次ボラティリティ ( 1% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト2004119Trai Vowww.shp.vnSouthern Hydropower Joint Stock Company は、ベトナムにおける水力発電所の建設、生産、設置、運営に従事している。同社は2004年に設立され、ベトナムのホーチミン市に本社を置いている。もっと見るSouthern Hydropower Joint Stock Company 基礎のまとめSouthern Hydropower の収益と売上を時価総額と比較するとどうか。SHP 基礎統計学時価総額₫3.42t収益（TTM）₫311.65b売上高(TTM)₫678.56b11.0xPER（株価収益率5.0xP/SレシオSHP は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計SHP 損益計算書（TTM）収益₫678.56b売上原価₫273.62b売上総利益₫404.94bその他の費用₫93.29b収益₫311.65b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）3.08kグロス・マージン59.68%純利益率45.93%有利子負債／自己資本比率0%SHP の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.9%現在の配当利回り61%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/23 23:09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Southern Hydropower 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。2 アナリスト機関Kien NguyenSSI Securities CorporationKien NguyenSSI Securities Corporation
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
お知らせ • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫551 (vs ₫321 in 2Q 2024)Second quarter 2025 results: EPS: ₫551 (up from ₫321 in 2Q 2024). Revenue: ₫138.6b (up 39% from 2Q 2024). Net income: ₫58.8b (up 81% from 2Q 2024). Profit margin: 42% (up from 33% 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 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Hai Le was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Declared Dividend • Mar 01Final dividend increased to ₫1,500Dividend of ₫1,500 is 50% higher than last year. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 9.5%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 21Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Jan 23Full year 2024 earnings released: EPS: ₫2,823 (vs ₫2,629 in FY 2023)Full year 2024 results: EPS: ₫2,823 (up from ₫2,629 in FY 2023). Revenue: ₫627.8b (down 5.0% from FY 2023). Net income: ₫295.9b (up 11% from FY 2023). Profit margin: 47% (up from 40% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 20Third quarter 2024 earnings released: EPS: ₫1.31 (vs ₫1,256 in 3Q 2023)Third quarter 2024 results: EPS: ₫1.31. Revenue: ₫232.5b (down 8.6% from 3Q 2023). Net income: ₫138.8b (up 9.2% from 3Q 2023). Profit margin: 60% (up from 50% in 3Q 2023). The increase in margin was driven by lower expenses.
Declared Dividend • Sep 25First half dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 11th October 2024 Payment date: 25th October 2024 Dividend yield will be 8.3%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 1 independent director. 6 non-independent directors. Director Phi Trinh was the last director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Sep 19Southern Hydropower Joint Stock Company Approves 2nd Cash Dividend for the Year 2023, Payable on October 25, 2024On September 17, 2024, the BOD of Southern Hydropower Joint Stock Company approved the plan to pay the 2nd cash dividend for 2023 as follows: Record date: October 14, 2024. Exercise ratio: 20% (2,000 dongs/share). Payment date: October 25, 2024.
お知らせ • Jun 25Southern Hydropower Joint Stock Company Announces Closing Lam Dong BranchThe Board resolution dated June 21, 2024, Southern Hydropower Joint Stock Company issued Decision to approve the termination of branch operation at No.51A Nguyen Van Troi, ward 2, Bao Loc city, Lam Dong. Accordingly, the Company will transfer the current branch location into the business location in Lam Dong.
お知らせ • Mar 12Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024.
Upcoming Dividend • Mar 04Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 21 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 10%. Within top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (9.4%).
Upcoming Dividend • Feb 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 February 2024. Payment date: 07 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (9.6%).
Reported Earnings • Jan 18Full year 2023 earnings released: EPS: ₫2,629 (vs ₫3,077 in FY 2022)Full year 2023 results: EPS: ₫2,629 (down from ₫3,077 in FY 2022). Revenue: ₫661.2b (down 11% from FY 2022). Net income: ₫275.3b (down 12% from FY 2022). Profit margin: 42% (in line with FY 2022). 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 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 15Southern Hydropower Joint Stock Company Approves Cash Dividend for the Year 2023, Payable on March 07, 2024Southern Hydropower Joint Stock Company announced on January 12, 2024, the BOD of the company approved the record date for cash dividend payment in 2023 as follows: Exercise ratio is 10% per par value (VND 1,000 per share). Record date is February 26, 2024. Payment time is from March 07, 2024.
Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: ₫1,256 (vs ₫1,302 in 3Q 2022)Third quarter 2023 results: EPS: ₫1,256. Revenue: ₫254.3b (up 4.5% from 3Q 2022). Net income: ₫133.9b (up 1.6% from 3Q 2022). Profit margin: 53% (down from 54% in 3Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Oct 09Upcoming dividend of ₫1,500 per share at 6.6% yieldEligible shareholders must have bought the stock before 16 October 2023. Payment date: 27 October 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 83% respectively. Trailing yield: 6.6%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.9%).
お知らせ • Sep 16Southern Hydropower Joint Stock Company Approves Dividend, Payable on October 27, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the 3rd 2022 dividend in cash: Record date: October 17, 2023. Payment date: October 27, 2023. Dividend pay-out ratio: 15%/par value (VND 1,500/share). Exercise ratio: 1:1 (01 share - 01 vote).
Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫431 (vs ₫750 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (down from ₫750 in 2Q 2022). Revenue: ₫132.5b (down 26% from 2Q 2022). Net income: ₫45.8b (down 41% from 2Q 2022). Profit margin: 35% (down from 44% 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 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 26Upcoming dividend of ₫1,000 per share at 7.0% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (4.4%).
お知らせ • Jun 22Southern Hydropower Joint Stock Company Approves to Pay for the Second Phase of 2022 Dividend in Cash, Payable July 04, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the second phase of 2022 dividend in cash: Record date: September 25, 2015, Payment date: July 04, 2023, Dividend pay-out ratio: 10%/par value (VND1,000/share).
お知らせ • May 26Southern Hydropower Joint Stock Company Announces Appointment of Nguyen Thi Kieu Oanh as Member of BODSouthern Hydropower Joint Stock Company announced the appointment of Ms. Nguyen Thi Kieu Oanh as member of the BOD for the term 2022 – 2027. The resignation of Mr. Nguyen Van Danh as member of the BOD. The personnel change effective from April 27, 2023.
Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: ₫146 (vs ₫612 in 1Q 2022)First quarter 2023 results: EPS: ₫146 (down from ₫612 in 1Q 2022). Revenue: ₫83.7b (down 39% from 1Q 2022). Net income: ₫15.3b (down 77% from 1Q 2022). Profit margin: 18% (down from 48% 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 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 09Upcoming dividend of ₫1,000 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.3%. Lower than top quartile of Vietnamese dividend payers (9.1%). Higher than average of industry peers (3.5%).
お知らせ • Feb 02Southern Hydropower Joint Stock Company Announces Cash Dividend, Payable from February 28, 2028The Board resolution dated January 31, 2023, Southern Hydropower Joint Stock Company announced cash dividend of 10% (1000 VND/1 share) for 2022. Record date is February 17,2023 and Payment date is From February 28, 2023.
Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫3,049 (vs ₫2,543 in FY 2021)Full year 2022 results: EPS: ₫3,049 (up from ₫2,543 in FY 2021). Revenue: ₫746.1b (up 13% from FY 2021). Net income: ₫318.2b (up 24% from FY 2021). Profit margin: 43% (up from 39% 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 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Head of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.
Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ₫243.4b (up 2.9% from 3Q 2021). Net income: ₫137.0b (up 3.6% from 3Q 2021). Profit margin: 56% (in line with 3Q 2021).
Upcoming Dividend • Oct 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Vietnamese dividend payers (8.0%). In line with average of industry peers (3.4%).
お知らせ • Oct 03Southern Hydropower Joint Stock Company Approves to Pay Dividend for the Seconds Phase of the 2021, Payable October 26, 2022Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the seconds phase of the 2021 dividend in cash: Record date: October 14, 2022. Payment date: October 26, 2022. Dividend pay-out ratio: 10%/par value (VND1,000/share).
お知らせ • Sep 16Southern Hydropower Joint Stock Company Appoints Vo Van Tai as Chief Executive OfficerSouthern Hydropower Joint Stock Company approved the appointment of Mr. Vo Van Tai as Chief Executive Officer (CEO) of the Company from September 15, 2022.
お知らせ • Aug 23Thang Thanh Ha Retires as CEO of Southern Hydropower Joint Stock Company, Effective September 01, 2022Southern Hydropower Joint Stock Company announced retirement of Mr. Thang Thanh Ha as CEO. Effective date: September 01, 2022.
Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: ₫718 (vs ₫392 in 2Q 2021)Second quarter 2022 results: EPS: ₫718 (up from ₫392 in 2Q 2021). Revenue: ₫178.2b (up 33% from 2Q 2021). Net income: ₫78.0b (up 97% from 2Q 2021). Profit margin: 44% (up from 30% 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 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 29Southern Hydropower Joint Stock Company Appoints Truong Thanh Binh as Deputy CEOSouthern Hydropower Joint Stock Company announced the appointment of Mr. Truong Thanh Binh as a Deputy CEO, effective from June 11, 2022.
Upcoming Dividend • Jun 29Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 13 July 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Vietnamese dividend payers (7.7%). Lower than average of industry peers (2.9%).
お知らせ • Jun 25Southern Hydropower Joint Stock Company Announces the Appointment of Vo Thai as Head of Supervisory BoardSouthern Hydropower Joint Stock Company announced the appointment of Mr. Vo Thai as Head of Supervisory Board for the term 2022-2027 of the Company from June 21, 2022.
お知らせ • May 12Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022. Location: 272 Vo Thi Sau, Vo Thi Sau ward, district 3 Ho Chin Minh Vietnam
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Chief of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.
お知らせ • Apr 15Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022.
Executive Departure • Dec 01Deputy General Director & Member of Management Board Vinh Nguyen has left the companyOn the 1st of December, Vinh Nguyen's tenure as Deputy General Director & Member of Management Board ended. As of September 2021, Vinh still personally held 48.25k shares (₫1.2b worth at the time). Vinh is the only executive to leave the company over the last 12 months.
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ₫1,411 (vs ₫20.33 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫236.5b (up 162% from 3Q 2020). Net income: ₫132.2b (up ₫134.1b from 3Q 2020). Profit margin: 56% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Oct 21Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 November 2021. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (6.3%). Lower than average of industry peers (3.7%).
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS ₫424 (vs ₫63.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫134.0b (up 45% from 2Q 2020). Net income: ₫39.7b (up ₫33.8b from 2Q 2020). Profit margin: 30% (up from 6.4% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Nov 05Southern Hydropower Joint Stock Company to Expect Resume Operations in Early November 2020On September 21, 2020, Southern Hydropower Joint Stock Company announces information on the repair of Unit H2 of Da M’Bri Hydropower Plant. Unit H2 was successfully went into operation again on September 18, 2020. Unit H1 is being repaired and expected to resume operations in early November 2020.
お知らせ • Sep 22Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from September 01, 2020 to September 20, 2020. On September 18, 2020, Unit H2 of Da M’Bri Hydropower Plant was tested and successfully went into operation again. However, Unit H1 is being repaired and expected to resume operations in early November 2020.
お知らせ • Sep 04Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from August 10, 2020 to August 31, 2020. However, until the present, as incomplete repairs, the Company expects to continue the suspension of Da M’Bri Hydropower Plant from September 01, 2020 to September 20, 2020.
