Thong Nhat Rubber (TNC) 주식 개요통낫 고무 주식회사는 베트남과 해외에서 고무와 바나나를 재배하고 착취하는 사업을 하고 있습니다. 자세히 보기TNC 펀더멘털 분석스노우플레이크 점수가치 평가2/6미래 성장0/6과거 실적0/6재무 건전성6/6배당2/6강점지난 1년간 수익이 42.9% 증가했습니다.위험 분석주식은 유동성이 매우 낮습니다높은 수준의 비현금 수입5.4% 의 배당금은 잉여현금흐름으로 잘 충당되지 않습니다.의미 있는 시가총액이 없습니다(₫571B)+ 위험 1건 추가모든 위험 점검 보기TNC Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW474,777 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA474,777 investors already sharing narrativesYour Fair Value₫Current Price₫29.65k95.8% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0199b2016201920222025202620282031Revenue ₫199.2bEarnings ₫39.5bAdvancedSet Fair ValueView all narrativesThong Nhat Rubber Joint Stock Company 경쟁사Sao Vang RubberSymbol: HOSE:SRCMarket cap: ₫1.3tSouthern Rubber IndustrySymbol: HOSE:CSMMarket cap: ₫1.5tDanang RubberSymbol: HOSE:DRCMarket cap: ₫1.6tDry Cell and Storage BatterySymbol: HOSE:PACMarket cap: ₫1.2t가격 이력 및 성과Thong Nhat Rubber 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₫29,650.0052주 최고가₫34,000.0052주 최저가₫26,100.00베타0.121개월 변동-1.17%3개월 변동-4.35%1년 변동-8.49%3년 변동-41.75%5년 변동5.14%IPO 이후 변동-39.49%최근 뉴스 및 업데이트Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: ₫1,559 (vs ₫1,680 in 2Q 2025)Second quarter 2026 results: EPS: ₫1,559 (down from ₫1,680 in 2Q 2025). Revenue: ₫51.6b (up 114% from 2Q 2025). Net income: ₫30.0b (down 7.2% from 2Q 2025). Profit margin: 58% (down from 134% in 2Q 2025).공고 • May 23Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026, at 09:00 SE Asia Standard Time. Location: hall a2 - office of thong nhat rubber jsc, at no. 256, 27/4 street, ba ria ward, ho chi minh city VietnamBoard Change • May 06No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₫1,903 (vs ₫1,545 in FY 2024)Full year 2025 results: EPS: ₫1,903 (up from ₫1,545 in FY 2024). Revenue: ₫166.0b (up 16% from FY 2024). Net income: ₫49.2b (up 66% from FY 2024). Profit margin: 30% (up from 21% in FY 2024). The increase in margin was driven by higher revenue.Reported Earnings • Oct 19Third quarter 2025 earnings released: EPS: ₫215 (vs ₫677 in 3Q 2024)Third quarter 2025 results: EPS: ₫215 (down from ₫677 in 3Q 2024). Revenue: ₫50.3b (up 18% from 3Q 2024). Net income: ₫4.14b (down 68% from 3Q 2024). Profit margin: 8.2% (down from 31% in 3Q 2024).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫34,850, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Auto Components industry in Vietnam. Total loss to shareholders of 42% over the past three years.더 많은 업데이트 보기Recent updatesReported Earnings • Jul 22Second quarter 2026 earnings released: EPS: ₫1,559 (vs ₫1,680 in 2Q 2025)Second quarter 2026 results: EPS: ₫1,559 (down from ₫1,680 in 2Q 2025). Revenue: ₫51.6b (up 114% from 2Q 2025). Net income: ₫30.0b (down 7.2% from 2Q 2025). Profit margin: 58% (down from 134% in 2Q 2025).공고 • May 23Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026, at 09:00 SE Asia Standard Time. Location: hall a2 - office of thong nhat rubber jsc, at no. 256, 27/4 street, ba ria ward, ho chi minh city VietnamBoard Change • May 06No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₫1,903 (vs ₫1,545 in FY 2024)Full year 2025 results: EPS: ₫1,903 (up from ₫1,545 in FY 2024). Revenue: ₫166.0b (up 16% from FY 2024). Net income: ₫49.2b (up 66% from FY 2024). Profit margin: 30% (up from 21% in FY 2024). The increase in margin was driven by higher revenue.Reported Earnings • Oct 19Third quarter 2025 earnings released: EPS: ₫215 (vs ₫677 in 3Q 2024)Third quarter 2025 results: EPS: ₫215 (down from ₫677 in 3Q 2024). Revenue: ₫50.3b (up 18% from 3Q 2024). Net income: ₫4.14b (down 68% from 3Q 2024). Profit margin: 8.2% (down from 31% in 3Q 2024).Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫34,850, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Auto Components industry in Vietnam. Total loss to shareholders of 42% over the past three years.Reported Earnings • Jul 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ₫23.9b (down 27% from 2Q 2024). Net income: ₫31.8b (up ₫26.7b from 2Q 2024).공고 • May 17Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 24, 2025Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 24, 2025, at 08:30 SE Asia Standard Time. Location: at hall a2, thong nhat rubber jsc, no. 256, 27/4 street, phuoc hung ward, ba ria city, ba ria-vung tau province., VietnamNew Risk • Apr 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (22% accrual ratio). 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 (₫524.6b market cap, or US$20.5m).Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫27,250, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 12x in the Auto Components industry in Vietnam. Total loss to shareholders of 39% over the past three years.New Risk • Feb 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₫664.1b market cap, or US$26.6m).공고 • Sep 11Thong Nhat Rubber Joint Stock Company Approves Earnings Guidance for the Nine Months of 2024 and Year 2024Thong Nhat Rubber Joint Stock Company announced the Board resolution to approve earnings guidance for the nine months of 2024 and year 2024. For the nine months, Company expects Total revenue of VND 120,000 million. Profit after tax of VND 27,000 million. For the year, Company expects Total revenue of VND 168,000 million. Profit after tax of VND 36,000 million.Upcoming Dividend • Jul 21Upcoming dividend of ₫1,200 per shareEligible shareholders must have bought the stock before 25 July 2024. Payment date: 25 September 2024. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (3.8%).Declared Dividend • Jul 06Dividend reduced to ₫1,200Dividend of ₫1,200 is 33% lower than last year. Ex-date: 25th July 2024 Payment date: 25th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.2%. Sustainability & Growth The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time.공고 • Jun 26+ 1 more updateThong Nhat Rubber Joint Stock Company Approves Earnings Guidance for 2024On June 14, 2024, the BOD of Thong Nhat Rubber Joint Stock Company approved the report on business plan for 2024: Revenue: VND 165,000 million. Profit after tax: VND 33,000 million.공고 • May 19Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 07, 2024Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 07, 2024, at 09:00 SE Asia Standard Time. Location: thong nhat rubber joint stock company, no.256, 27/4 street, phuoc hung ward, ba ria - vung tau province., ba ria VietnamBoard Change • May 08No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.New Risk • Apr 09New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Shares are highly illiquid. High level of non-cash earnings (47% accrual ratio). 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 (₫1.11t market cap, or US$44.4m).Board Change • Apr 02No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.Board Change • Jan 15No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.Board Change • Dec 18No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.Board Change • Sep 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jul 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Jul 06+ 1 more updateThong Nhat Rubber Joint Stock Company Appoints Nguyen Nhat Thanh Lam as CEOThong Nhat Rubber Joint Stock Company announced the appointment of Mr. Nguyen Nhat Thanh Lam as CEO, with effect from June 27, 2023.공고 • Jul 04Thong Nhat Rubber Joint Stock Company Announces Resignation of Nguyen Van Thoai as Member of the BodThong Nhat Rubber Joint Stock Company announced resignation of Nguyen Van Thoai as member of the BOD. Effective date: June 22, 2023.Board Change • May 15No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Jan 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.공고 • Dec 03Thong Nhat Rubber Announces Retirement of Tran Van Thanh as Deputy CEOThong Nhat Rubber Joint Stock Company announced that Deputy CEO Tran Van Thanh retires from December 01, 2022.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 30Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 25 July 2022. Trailing yield: 4.0%. Lower than top quartile of Vietnamese dividend payers (7.8%). Higher than average of industry peers (2.1%).공고 • Jun 25Thong Nhat Rubber Joint Stock Company Announces Cash Dividend for the Year 2021, Payable on July 25, 2022Thong Nhat Rubber Joint Stock Company announced cash dividend of Exercise ratio: 20%/share (2,000 dongs per share) for the year of 2021. With an Record date: July 08, 2022 and Payment date: July 25, 2022.Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Feb 22No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Oct 14Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 21 October 2021. Payment date: 05 November 2021. Trailing yield: 4.0%. Lower than top quartile of Vietnamese dividend payers (6.4%). In line with average of industry peers (3.9%).Is New 90 Day High Low • Feb 26New 90-day low: ₫28,000The company is down 10.0% from its price of ₫31,000 on 27 November 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 21% over the same period.Is New 90 Day High Low • Sep 24New 90-day high: ₫26,950The company is up 28% from its price of ₫21,000 on 26 June 2020. The Vietnamese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.주주 수익률TNCVN Auto ComponentsVN 시장7D0%-3.0%1.4%1Y-8.5%-18.7%10.9%전체 주주 수익률 보기수익률 대 산업: TNC은 지난 1년 동안 -18.7%의 수익을 기록한 VN Auto Components 산업보다 더 좋은 성과를 냈습니다.수익률 대 시장: TNC은 지난 1년 동안 10.9%를 기록한 VN 시장보다 저조한 성과를 냈습니다.주가 변동성Is TNC's price volatile compared to industry and market?TNC volatilityTNC Average Weekly Movementn/aAuto Components Industry Average Movement6.2%Market Average Movement4.2%10% most volatile stocks in VN Market7.4%10% least volatile stocks in VN Market2.3%안정적인 주가: TNC의 주가는 지난 3개월 동안 VN 시장보다 변동성이 컸습니다.시간에 따른 변동성: Insufficient data to determine TNC의 변동성 변화를 판단할 수 없습니다.회사 소개설립직원 수CEO웹사이트1991271Nguyen Nhat Lamwww.trc.com.vn통낫 고무 주식회사는 베트남과 해외에서 고무와 바나나를 재배하고 개발하는 사업을 하고 있습니다. 또한 고무와 농산물을 거래합니다. 이 회사는 1991년에 설립되었으며 베트남 바리아에 본사를 두고 있습니다.더 보기Thong Nhat Rubber Joint Stock Company 기초 지표 요약Thong Nhat Rubber의 순이익과 매출은 시가총액과 어떻게 비교됩니까?TNC 기초 통계시가총액₫570.76b순이익 (TTM)₫39.50b매출 (TTM)₫199.18b14.4x주가수익비율(P/E)2.9x주가매출비율(P/S)TNC는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표TNC 손익계산서 (TTM)매출₫199.18b매출원가₫137.84b총이익₫61.34b기타 비용₫21.84b순이익₫39.50b최근 보고된 실적Jun 30, 2026다음 실적 발표일해당 없음주당순이익(EPS)2.05k총이익률30.80%순이익률19.83%부채/자본 비율0%TNC의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.4%현재 배당 수익률78%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/06 19:24종가2026/08/04 00:00수익2026/06/30연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Thong Nhat Rubber Joint Stock Company는 0명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: ₫1,559 (vs ₫1,680 in 2Q 2025)Second quarter 2026 results: EPS: ₫1,559 (down from ₫1,680 in 2Q 2025). Revenue: ₫51.6b (up 114% from 2Q 2025). Net income: ₫30.0b (down 7.2% from 2Q 2025). Profit margin: 58% (down from 134% in 2Q 2025).
공고 • May 23Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026, at 09:00 SE Asia Standard Time. Location: hall a2 - office of thong nhat rubber jsc, at no. 256, 27/4 street, ba ria ward, ho chi minh city Vietnam
Board Change • May 06No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₫1,903 (vs ₫1,545 in FY 2024)Full year 2025 results: EPS: ₫1,903 (up from ₫1,545 in FY 2024). Revenue: ₫166.0b (up 16% from FY 2024). Net income: ₫49.2b (up 66% from FY 2024). Profit margin: 30% (up from 21% in FY 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Oct 19Third quarter 2025 earnings released: EPS: ₫215 (vs ₫677 in 3Q 2024)Third quarter 2025 results: EPS: ₫215 (down from ₫677 in 3Q 2024). Revenue: ₫50.3b (up 18% from 3Q 2024). Net income: ₫4.14b (down 68% from 3Q 2024). Profit margin: 8.2% (down from 31% in 3Q 2024).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫34,850, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Auto Components industry in Vietnam. Total loss to shareholders of 42% over the past three years.
Reported Earnings • Jul 22Second quarter 2026 earnings released: EPS: ₫1,559 (vs ₫1,680 in 2Q 2025)Second quarter 2026 results: EPS: ₫1,559 (down from ₫1,680 in 2Q 2025). Revenue: ₫51.6b (up 114% from 2Q 2025). Net income: ₫30.0b (down 7.2% from 2Q 2025). Profit margin: 58% (down from 134% in 2Q 2025).
공고 • May 23Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 23, 2026, at 09:00 SE Asia Standard Time. Location: hall a2 - office of thong nhat rubber jsc, at no. 256, 27/4 street, ba ria ward, ho chi minh city Vietnam
Board Change • May 06No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 30Full year 2025 earnings released: EPS: ₫1,903 (vs ₫1,545 in FY 2024)Full year 2025 results: EPS: ₫1,903 (up from ₫1,545 in FY 2024). Revenue: ₫166.0b (up 16% from FY 2024). Net income: ₫49.2b (up 66% from FY 2024). Profit margin: 30% (up from 21% in FY 2024). The increase in margin was driven by higher revenue.
Reported Earnings • Oct 19Third quarter 2025 earnings released: EPS: ₫215 (vs ₫677 in 3Q 2024)Third quarter 2025 results: EPS: ₫215 (down from ₫677 in 3Q 2024). Revenue: ₫50.3b (up 18% from 3Q 2024). Net income: ₫4.14b (down 68% from 3Q 2024). Profit margin: 8.2% (down from 31% in 3Q 2024).
Valuation Update With 7 Day Price Move • Jul 25Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫34,850, the stock trades at a trailing P/E ratio of 12.5x. Average trailing P/E is 18x in the Auto Components industry in Vietnam. Total loss to shareholders of 42% over the past three years.
Reported Earnings • Jul 20Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: ₫23.9b (down 27% from 2Q 2024). Net income: ₫31.8b (up ₫26.7b from 2Q 2024).
공고 • May 17Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 24, 2025Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 24, 2025, at 08:30 SE Asia Standard Time. Location: at hall a2, thong nhat rubber jsc, no. 256, 27/4 street, phuoc hung ward, ba ria city, ba ria-vung tau province., Vietnam
New Risk • Apr 10New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 22% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (12% average weekly change). High level of non-cash earnings (22% accrual ratio). 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 (₫524.6b market cap, or US$20.5m).
Valuation Update With 7 Day Price Move • Apr 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫27,250, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 12x in the Auto Components industry in Vietnam. Total loss to shareholders of 39% over the past three years.
New Risk • Feb 02New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (11% average weekly change). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (₫664.1b market cap, or US$26.6m).
공고 • Sep 11Thong Nhat Rubber Joint Stock Company Approves Earnings Guidance for the Nine Months of 2024 and Year 2024Thong Nhat Rubber Joint Stock Company announced the Board resolution to approve earnings guidance for the nine months of 2024 and year 2024. For the nine months, Company expects Total revenue of VND 120,000 million. Profit after tax of VND 27,000 million. For the year, Company expects Total revenue of VND 168,000 million. Profit after tax of VND 36,000 million.
Upcoming Dividend • Jul 21Upcoming dividend of ₫1,200 per shareEligible shareholders must have bought the stock before 25 July 2024. Payment date: 25 September 2024. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (8.4%). Higher than average of industry peers (3.8%).
Declared Dividend • Jul 06Dividend reduced to ₫1,200Dividend of ₫1,200 is 33% lower than last year. Ex-date: 25th July 2024 Payment date: 25th September 2024 Dividend yield will be 2.9%, which is lower than the industry average of 4.2%. Sustainability & Growth The dividend has increased by an average of 2.5% per year over the past 10 years. However, payments have been volatile during that time.
공고 • Jun 26+ 1 more updateThong Nhat Rubber Joint Stock Company Approves Earnings Guidance for 2024On June 14, 2024, the BOD of Thong Nhat Rubber Joint Stock Company approved the report on business plan for 2024: Revenue: VND 165,000 million. Profit after tax: VND 33,000 million.
공고 • May 19Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 07, 2024Thong Nhat Rubber Joint Stock Company, Annual General Meeting, Jun 07, 2024, at 09:00 SE Asia Standard Time. Location: thong nhat rubber joint stock company, no.256, 27/4 street, phuoc hung ward, ba ria - vung tau province., ba ria Vietnam
Board Change • May 08No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.
New Risk • Apr 09New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 3.4% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported September 2015 fiscal period end). Shares are highly illiquid. High level of non-cash earnings (47% accrual ratio). 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 (₫1.11t market cap, or US$44.4m).
Board Change • Apr 02No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.
Board Change • Jan 15No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.
Board Change • Dec 18No independent directorsThere 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: No independent directors. 7 non-independent directors. Director Duc Le was the last director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity.
Board Change • Sep 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jul 18No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Jul 06+ 1 more updateThong Nhat Rubber Joint Stock Company Appoints Nguyen Nhat Thanh Lam as CEOThong Nhat Rubber Joint Stock Company announced the appointment of Mr. Nguyen Nhat Thanh Lam as CEO, with effect from June 27, 2023.
공고 • Jul 04Thong Nhat Rubber Joint Stock Company Announces Resignation of Nguyen Van Thoai as Member of the BodThong Nhat Rubber Joint Stock Company announced resignation of Nguyen Van Thoai as member of the BOD. Effective date: June 22, 2023.
Board Change • May 15No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Jan 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
공고 • Dec 03Thong Nhat Rubber Announces Retirement of Tran Van Thanh as Deputy CEOThong Nhat Rubber Joint Stock Company announced that Deputy CEO Tran Van Thanh retires from December 01, 2022.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 30Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 07 July 2022. Payment date: 25 July 2022. Trailing yield: 4.0%. Lower than top quartile of Vietnamese dividend payers (7.8%). Higher than average of industry peers (2.1%).
공고 • Jun 25Thong Nhat Rubber Joint Stock Company Announces Cash Dividend for the Year 2021, Payable on July 25, 2022Thong Nhat Rubber Joint Stock Company announced cash dividend of Exercise ratio: 20%/share (2,000 dongs per share) for the year of 2021. With an Record date: July 08, 2022 and Payment date: July 25, 2022.
Board Change • Apr 27No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Feb 22No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 7 non-independent directors. Director Tung Do was the last director to join the board, commencing their role in 2021. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Oct 14Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 21 October 2021. Payment date: 05 November 2021. Trailing yield: 4.0%. Lower than top quartile of Vietnamese dividend payers (6.4%). In line with average of industry peers (3.9%).
Is New 90 Day High Low • Feb 26New 90-day low: ₫28,000The company is down 10.0% from its price of ₫31,000 on 27 November 2020. The Vietnamese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 21% over the same period.
Is New 90 Day High Low • Sep 24New 90-day high: ₫26,950The company is up 28% from its price of ₫21,000 on 26 June 2020. The Vietnamese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 6.0% over the same period.
