View ValuationDamsan 향후 성장Future 기준 점검 1/6Damsan은 연간 수입과 매출이 각각 11.5%와 6.5% 증가할 것으로 예상되고 EPS는 연간 11.6%만큼 증가할 것으로 예상됩니다.핵심 정보11.5%이익 성장률11.59%EPS 성장률Luxury 이익 성장7.6%매출 성장률6.5%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트10 Jun 2026최근 향후 성장 업데이트공고 • Aug 21Damsan Joint Stock Company Provides Earnings Guidance for the Full Year 2024Damsan Joint Stock Company provided earnings guidance for the full year 2024. For the year, the company expects Revenue of VND 2,408 billion.모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫8,010, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Luxury industry in Vietnam. Total loss to shareholders of 35% over the past three years.Upcoming Dividend • Jun 26Inaugural dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 03 July 2026. Payment date: 31 July 2026. This is the first dividend for Damsan since going public. The average dividend yield among industry peers is 4.1%.Recent Insider Transactions • Apr 17Deputy General Director recently bought ₫2.0b worth of stockOn the 10th of April, Diep Vu bought around 201k shares on-market at roughly ₫10,000 per share. This transaction increased Diep's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.공고 • Feb 27Damsan Joint Stock Company, Annual General Meeting, Apr 18, 2026Damsan Joint Stock Company, Annual General Meeting, Apr 18, 2026.공고 • Jan 03Damsan Joint Stock Company Announces Executive Appointments, Effective January 1, 2026On December 29, 2025, Damsan Joint Stock Company announces the change in personnel as follows: The appointment of Ms. Nguyen Ngoc Phuong as Person in charge of Corporate Governance. The resignation of Ms. Tran Thi Quynh Hoa as Person in charge of Corporate Governance. The appointment of Ms. Tran Minh Ha as Chief Accountant. Effective from January 01, 2026.공고 • Feb 27Damsan Joint Stock Company, Annual General Meeting, Apr 19, 2025Damsan Joint Stock Company, Annual General Meeting, Apr 19, 2025. Location: infinity event center, 4th floor, hung thinh tower, no. 5 quang trung street, Vietnam공고 • Jan 10+ 1 more updateDamsan Joint Stock Company Announces the Appointment of Vu Huy Duc as Deputy General DirectorOn January 07, 2025, Damsan Joint Stock Company announced the appointment of Mr. Vu Huy Duc as Deputy General Director, Effective from January 07, 2025.공고 • Jan 03+ 1 more updateDamsan Joint Stock Company Announces Resignation of Pham Thi Hoi as Head of the Supervisory BoardOn January 2, 2025, Damsan Joint Stock Company received the letter regarding the resignation of Ms. Pham Thi Hoi as Head of the Supervisory Board.공고 • Aug 21Damsan Joint Stock Company Provides Earnings Guidance for the Full Year 2024Damsan Joint Stock Company provided earnings guidance for the full year 2024. For the year, the company expects Revenue of VND 2,408 billion.New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (31% increase in shares outstanding). Market cap is less than US$100m (₫817.4b market cap, or US$32.7m).공고 • Mar 14Damsan Joint Stock Company, Annual General Meeting, Apr 20, 2024Damsan Joint Stock Company, Annual General Meeting, Apr 20, 2024. Location: Dream hotel, 355 Ly Bon street, De Tham ward Thai Binh City VietnamNew Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (₫788.6b market cap, or US$32.1m).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 Quang Duong was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.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 Quang Duong was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Jun 12Inaugural dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 09 July 2021. This is the first dividend for Damsan since going public. The average dividend yield among industry peers is 2.2%.Is New 90 Day High Low • Feb 24New 90-day high: ₫15,000The company is up 49% from its price of ₫10,050 on 26 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 26% over the same period.Is New 90 Day High Low • Jan 13New 90-day high: ₫11,400The company is up 24% from its price of ₫9,190 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 41% over the same period.Is New 90 Day High Low • Dec 14New 90-day high: ₫10,550The company is up 17% from its price of ₫8,980 on 15 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 33% over the same period.Is New 90 Day High Low • Nov 11New 90-day high: ₫9,500The company is up 12% from its price of ₫8,455 on 13 August 2020. The Vietnamese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 30% over the same period.Is New 90 Day High Low • Oct 21New 90-day high: ₫9,290The company is up 2.0% from its price of ₫9,136 on 23 July 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 15% over the same period.공고 • Aug 08Damsan Joint Stock Company Announces Management Changes, Effect from August 01, 2020Damsan Joint Stock Company announced personnel change as follows: approved the resignation of Mr. Vu Huy Dong as CEO as from August 01, 2020. Mr. Vu Huy Duc was appointed as right CEO as from August 01, 2020.이익 및 매출 성장 예측HOSE:ADS - 애널리스트 향후 추정치 및 과거 재무 데이터 (VND Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,596,000198,000N/AN/A112/31/20272,431,000156,000N/AN/A112/31/20261,959,000110,000N/AN/A13/31/20261,921,54299,26130,86944,118N/A12/31/20251,869,93896,719-50,960-29,000N/A9/30/20251,714,28491,956-253,679-159,251N/A6/30/20251,649,79174,605207,525313,949N/A3/31/20251,594,90854,0291,95085,483N/A1/1/20251,628,96150,06184,933160,685N/A1/1/20241,641,84958,428-186,269-97,978N/A1/1/20231,692,56467,40142,522139,815N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: ADS 의 연간 예상 수익 증가율(11.5%)이 saving rate(3.2%)보다 높습니다.수익 vs 시장: ADS 의 연간 수익(11.5%)이 VN 시장(19.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: ADS 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: ADS 의 수익(연간 6.5%)이 VN 시장(연간 15.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: ADS 의 수익(연간 6.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: ADS의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/24 18:51종가2026/07/24 00:00수익2026/03/31연간 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 소스Damsan Joint Stock Company는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Quan CaoViet Dragon Securities Corporation
공고 • Aug 21Damsan Joint Stock Company Provides Earnings Guidance for the Full Year 2024Damsan Joint Stock Company provided earnings guidance for the full year 2024. For the year, the company expects Revenue of VND 2,408 billion.
Valuation Update With 7 Day Price Move • Jul 09Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₫8,010, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 6x in the Luxury industry in Vietnam. Total loss to shareholders of 35% over the past three years.
Upcoming Dividend • Jun 26Inaugural dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 03 July 2026. Payment date: 31 July 2026. This is the first dividend for Damsan since going public. The average dividend yield among industry peers is 4.1%.
Recent Insider Transactions • Apr 17Deputy General Director recently bought ₫2.0b worth of stockOn the 10th of April, Diep Vu bought around 201k shares on-market at roughly ₫10,000 per share. This transaction increased Diep's direct individual holding by 2x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
공고 • Feb 27Damsan Joint Stock Company, Annual General Meeting, Apr 18, 2026Damsan Joint Stock Company, Annual General Meeting, Apr 18, 2026.
공고 • Jan 03Damsan Joint Stock Company Announces Executive Appointments, Effective January 1, 2026On December 29, 2025, Damsan Joint Stock Company announces the change in personnel as follows: The appointment of Ms. Nguyen Ngoc Phuong as Person in charge of Corporate Governance. The resignation of Ms. Tran Thi Quynh Hoa as Person in charge of Corporate Governance. The appointment of Ms. Tran Minh Ha as Chief Accountant. Effective from January 01, 2026.
공고 • Feb 27Damsan Joint Stock Company, Annual General Meeting, Apr 19, 2025Damsan Joint Stock Company, Annual General Meeting, Apr 19, 2025. Location: infinity event center, 4th floor, hung thinh tower, no. 5 quang trung street, Vietnam
공고 • Jan 10+ 1 more updateDamsan Joint Stock Company Announces the Appointment of Vu Huy Duc as Deputy General DirectorOn January 07, 2025, Damsan Joint Stock Company announced the appointment of Mr. Vu Huy Duc as Deputy General Director, Effective from January 07, 2025.
공고 • Jan 03+ 1 more updateDamsan Joint Stock Company Announces Resignation of Pham Thi Hoi as Head of the Supervisory BoardOn January 2, 2025, Damsan Joint Stock Company received the letter regarding the resignation of Ms. Pham Thi Hoi as Head of the Supervisory Board.
공고 • Aug 21Damsan Joint Stock Company Provides Earnings Guidance for the Full Year 2024Damsan Joint Stock Company provided earnings guidance for the full year 2024. For the year, the company expects Revenue of VND 2,408 billion.
New Risk • Aug 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (6.7% average weekly change). Shareholders have been diluted in the past year (31% increase in shares outstanding). Market cap is less than US$100m (₫817.4b market cap, or US$32.7m).
공고 • Mar 14Damsan Joint Stock Company, Annual General Meeting, Apr 20, 2024Damsan Joint Stock Company, Annual General Meeting, Apr 20, 2024. Location: Dream hotel, 355 Ly Bon street, De Tham ward Thai Binh City Vietnam
New Risk • Oct 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Shareholders have been diluted in the past year (16% increase in shares outstanding). Market cap is less than US$100m (₫788.6b market cap, or US$32.1m).
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 Quang Duong was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
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 Quang Duong was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Jun 12Inaugural dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 18 June 2021. Payment date: 09 July 2021. This is the first dividend for Damsan since going public. The average dividend yield among industry peers is 2.2%.
Is New 90 Day High Low • Feb 24New 90-day high: ₫15,000The company is up 49% from its price of ₫10,050 on 26 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Luxury industry, which is up 26% over the same period.
Is New 90 Day High Low • Jan 13New 90-day high: ₫11,400The company is up 24% from its price of ₫9,190 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 41% over the same period.
Is New 90 Day High Low • Dec 14New 90-day high: ₫10,550The company is up 17% from its price of ₫8,980 on 15 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Luxury industry, which is up 33% over the same period.
Is New 90 Day High Low • Nov 11New 90-day high: ₫9,500The company is up 12% from its price of ₫8,455 on 13 August 2020. The Vietnamese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 30% over the same period.
Is New 90 Day High Low • Oct 21New 90-day high: ₫9,290The company is up 2.0% from its price of ₫9,136 on 23 July 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 15% over the same period.
공고 • Aug 08Damsan Joint Stock Company Announces Management Changes, Effect from August 01, 2020Damsan Joint Stock Company announced personnel change as follows: approved the resignation of Mr. Vu Huy Dong as CEO as from August 01, 2020. Mr. Vu Huy Duc was appointed as right CEO as from August 01, 2020.