View Future GrowthThuan Duc 과거 순이익 실적과거 기준 점검 5/6Thuan Duc은 연평균 0.4%의 비율로 수입이 증가해 온 반면, Packaging 산업은 수입이 1.8% 감소했습니다. 매출은 연평균 18.6%의 비율로 증가했습니다. Thuan Duc의 자기자본이익률은 9.2%이고 순이익률은 2.2%입니다.핵심 정보0.40%순이익 성장률-1.62%주당순이익(EPS) 성장률Packaging 산업 성장률-0.46%매출 성장률18.62%자기자본이익률9.23%순이익률2.21%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.모든 업데이트 보기Recent updatesRecent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.공시 • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, VietnamNew Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫32,000, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 25% over the past three years.New Risk • Jan 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Market cap is less than US$100m (₫2.45t market cap, or US$93.2m).New Risk • Nov 19New 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 6.4% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (₫2.54t market cap, or US$96.6m).New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.52t (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Market cap is less than US$100m (₫2.52t market cap, or US$95.7m).Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫28,550, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 46% over the past three years.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.공시 • Apr 18Thuan Duc Joint Stock Company Announces Board Appointments, Effective April 13, 2025On April 14, 2025, Thuan Duc Joint Stock Company announces the appointment of Ms. Do Thi Hong Tu as member of the Supervisory Board and Ms. Duong Thi Thu Hoai as member of the Supervisory Board. Effective from April 13, 2025.공시 • Feb 19Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025.공시 • Sep 13Thuan Duc Joint Stock Company Provides Earnings Guidance for the Year 2024Thuan Duc Joint Stock Company provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 3,888 million and Profit after tax of VND 78 million.Recent Insider Transactions • Jun 01Chairman recently sold ₫314m worth of stockOn the 29th of May, Cuong Nguyen sold around 31k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).공시 • Mar 21Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024, at 01:00 Coordinated Universal Time. Location: Luong Hoi commune, Luong Bang town Kim Dong district, Hung Yen province, Hung Yen VietnamNew Risk • Jan 27New 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 5.9% 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 Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (₫1.92t market cap, or US$78.7m).공시 • Jan 16Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion.Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 7,552,799 Price\Range: VND 15000 Transaction Features: Rights OfferingNew Risk • Aug 15New 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 6.5% 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 Risk Share price has been volatile over the past 3 months (6.5% average weekly change).New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).공시 • May 26Thuan Duc Joint Stock Company Approves Resignation of Nguyen Kim Anh as Vice General DirectorThuan Duc Joint Stock Company approved the resignation of Ms. Nguyen Kim Anh as Vice General Director.공시 • May 06Thuan Duc Joint Stock Company Announces Board ChangesOn April 29, 2023, Thuan Duc Joint Stock Company announced the personnel changes from April 28, 2023 as follows: Appointment: Mr. Tran Dang Duy, Member of the BOD for the term 2020 – 2025; Resignation: Ms. Nguyen Thi Hong Van, Member of the Supervisory Board.공시 • Apr 22Thuan Duc Joint Stock Company Announces Change of Person in Charge of Corporate GovernanceThe Board resolution dated April 18, 2022, the BOD of Thuan Duc Joint Stock Company approved the resignation of Mr. Le Van Quang as Person in charge of Corporate Governance from April 18, 2022 and the appointment of Mrs. Nguyen Kim Anh as Person in charge of Corporate Governance from April 18, 2022.공시 • Apr 21Thuan Duc Joint Stock Company Announces Resignation from Le Van Quang as Member of the Board of DirectorsOn April 15, 2022, Thuan Duc Joint Stock Company received the resignation letter from Mr. Le Van Quang as Member of the Board of Directors. The resignation of Mr. Le Van Quang will be submitted and approved in the General Meeting of Shareholders.Is New 90 Day High Low • Jan 20New 90-day low: ₫26,100The company is down 2.0% from its price of ₫26,696 on 22 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 6.0% over the same period.매출 및 비용 세부 내역Thuan Duc가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이HOSE:TDP 매출, 비용 및 순이익 (VND Millions)날짜매출순이익일반관리비연구개발비31 Mar 265,151,483113,664126,340031 Dec 254,763,79496,569123,529030 Jun 254,465,13086,034113,254031 Mar 254,379,11893,918115,688031 Dec 244,379,11893,918115,688030 Sep 244,267,70397,248115,210030 Jun 244,237,24476,452116,046031 Mar 242,917,95631,83482,827031 Dec 233,819,70842,344110,788030 Sep 233,653,32138,473113,273030 Jun 233,446,46854,407127,420031 Mar 233,355,66479,128130,962031 Dec 223,214,42996,181133,489030 Sep 222,965,49099,668128,920030 Jun 222,710,50685,309120,023031 Mar 222,733,59184,205117,802031 Dec 212,440,10986,819108,025030 Sep 212,114,13988,522100,930030 Jun 211,957,429102,57285,398031 Mar 211,535,85589,23272,485031 Dec 201,375,70272,70865,805031 Dec 191,196,74961,52663,278031 Dec 18746,41136,08839,5790양질의 수익: TDP는 고품질 수익을 보유하고 있습니다.이익 마진 증가: TDP의 현재 순 이익률 (2.2%)은 지난해 (2.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: TDP의 수익은 지난 5년 동안 연평균 0.4% 증가했습니다.성장 가속화: 지난 1년간 TDP 의 수익 증가율(21%)은 연간 평균(0.4%)을 초과합니다.수익 대 산업: TDP의 지난 1년 수익 증가율(21%)은 Packaging 업계의 16.4%를 상회했습니다.자기자본이익률높은 ROE: TDP의 자본 수익률(9.2%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 00:31종가2026/05/22 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Thuan Duc 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 • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Mar 25Chairman recently sold ₫739m worth of stockOn the 18th of March, Cuong Nguyen sold around 74k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.
공시 • Mar 17Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026Thuan Duc Joint Stock Company, Annual General Meeting, Apr 19, 2026, at 08:00 SE Asia Standard Time. Location: luong hoi hamlet, luong bang commune, hung yen province, Vietnam
New Risk • Feb 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.56t (US$97.4m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.4% average weekly change). Earnings have declined by 1.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫2.56t market cap, or US$97.4m).
New Risk • Feb 07New major risk - Revenue and earnings growthEarnings have declined by 0.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (2.0x net interest cover). Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 0.9% per year over the past 5 years.
Reported Earnings • Feb 01Full year 2025 earnings released: EPS: ₫1,121 (vs ₫1,087 in FY 2024)Full year 2025 results: EPS: ₫1,121 (up from ₫1,087 in FY 2024). Revenue: ₫4.76t (up 8.7% from FY 2024). Net income: ₫98.9b (up 5.3% from FY 2024). Profit margin: 2.1% (in line with FY 2024).
New Risk • Jan 30New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (8.2% average weekly change). Earnings have declined by 0.8% per year over the past 5 years.
Valuation Update With 7 Day Price Move • Jan 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₫32,000, the stock trades at a trailing P/E ratio of 32.8x. Average trailing P/E is 11x in the Packaging industry in Vietnam. Total returns to shareholders of 25% over the past three years.
New Risk • Jan 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (7.4% average weekly change). Minor Risk Market cap is less than US$100m (₫2.45t market cap, or US$93.2m).
New Risk • Nov 19New 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 6.4% 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 Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.4% average weekly change). Market cap is less than US$100m (₫2.54t market cap, or US$96.6m).
New Risk • Nov 10New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: ₫2.52t (US$95.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risk Market cap is less than US$100m (₫2.52t market cap, or US$95.7m).
Valuation Update With 7 Day Price Move • Nov 10Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₫28,550, the stock trades at a trailing P/E ratio of 29.3x. Average trailing P/E is 12x in the Packaging industry in Vietnam. Total returns to shareholders of 46% over the past three years.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫468 (vs ₫217 in 2Q 2024)Second quarter 2025 results: EPS: ₫468 (up from ₫217 in 2Q 2024). Revenue: ₫2.19t (up 98% from 2Q 2024). Net income: ₫41.3b (up 153% from 2Q 2024). Profit margin: 1.9% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue.
공시 • Apr 18Thuan Duc Joint Stock Company Announces Board Appointments, Effective April 13, 2025On April 14, 2025, Thuan Duc Joint Stock Company announces the appointment of Ms. Do Thi Hong Tu as member of the Supervisory Board and Ms. Duong Thi Thu Hoai as member of the Supervisory Board. Effective from April 13, 2025.
공시 • Feb 19Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025Thuan Duc Joint Stock Company, Annual General Meeting, Apr 01, 2025.
공시 • Sep 13Thuan Duc Joint Stock Company Provides Earnings Guidance for the Year 2024Thuan Duc Joint Stock Company provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 3,888 million and Profit after tax of VND 78 million.
Recent Insider Transactions • Jun 01Chairman recently sold ₫314m worth of stockOn the 29th of May, Cuong Nguyen sold around 31k shares on-market at roughly ₫10,000 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Cuong's only on-market trade for the last 12 months.
New Risk • Apr 11New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 6.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.1% average weekly change). Shareholders have been diluted in the past year (6.2% increase in shares outstanding).
공시 • Mar 21Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024Thuan Duc Joint Stock Company, Annual General Meeting, Apr 14, 2024, at 01:00 Coordinated Universal Time. Location: Luong Hoi commune, Luong Bang town Kim Dong district, Hung Yen province, Hung Yen Vietnam
New Risk • Jan 27New 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 5.9% 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 Risks Latest financial reports are more than 1 year old (reported December 2019 fiscal period end). High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (5.9% average weekly change). Market cap is less than US$100m (₫1.92t market cap, or US$78.7m).
공시 • Jan 16Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion.Thuan Duc Joint Stock Company has filed a Follow-on Equity Offering in the amount of VND 113.291985 billion. Security Name: Shares Security Type: Common Stock Securities Offered: 7,552,799 Price\Range: VND 15000 Transaction Features: Rights Offering
New Risk • Aug 15New 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 6.5% 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 Risk Share price has been volatile over the past 3 months (6.5% average weekly change).
New Risk • Jun 27New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 12% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Shareholders have been diluted in the past year (12% increase in shares outstanding).
공시 • May 26Thuan Duc Joint Stock Company Approves Resignation of Nguyen Kim Anh as Vice General DirectorThuan Duc Joint Stock Company approved the resignation of Ms. Nguyen Kim Anh as Vice General Director.
공시 • May 06Thuan Duc Joint Stock Company Announces Board ChangesOn April 29, 2023, Thuan Duc Joint Stock Company announced the personnel changes from April 28, 2023 as follows: Appointment: Mr. Tran Dang Duy, Member of the BOD for the term 2020 – 2025; Resignation: Ms. Nguyen Thi Hong Van, Member of the Supervisory Board.
공시 • Apr 22Thuan Duc Joint Stock Company Announces Change of Person in Charge of Corporate GovernanceThe Board resolution dated April 18, 2022, the BOD of Thuan Duc Joint Stock Company approved the resignation of Mr. Le Van Quang as Person in charge of Corporate Governance from April 18, 2022 and the appointment of Mrs. Nguyen Kim Anh as Person in charge of Corporate Governance from April 18, 2022.
공시 • Apr 21Thuan Duc Joint Stock Company Announces Resignation from Le Van Quang as Member of the Board of DirectorsOn April 15, 2022, Thuan Duc Joint Stock Company received the resignation letter from Mr. Le Van Quang as Member of the Board of Directors. The resignation of Mr. Le Van Quang will be submitted and approved in the General Meeting of Shareholders.
Is New 90 Day High Low • Jan 20New 90-day low: ₫26,100The company is down 2.0% from its price of ₫26,696 on 22 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 6.0% over the same period.