View Financial HealthMaterials-Petroleum 배당 및 자사주 매입배당 기준 점검 1/6Materials-Petroleum 은(는) 현재 수익률이 4.88% 인 배당금 지급 회사입니다.핵심 정보4.9%배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률n/a배당 성장률-13.9%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향139%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Mar 09Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 02 April 2026. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (1.5%).Declared Dividend • Feb 13Dividend reduced to ₫1,000Dividend of ₫1,000 is 33% lower than last year. Ex-date: 16th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.공시 • Feb 12Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 02, 2026Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1000.0000 per share payable on April 02, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.Upcoming Dividend • Mar 10Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 17 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (1.0%).Declared Dividend • Feb 22Dividend of ₫1,500 announcedDividend of ₫1,500 is the same as last year. Ex-date: 17th March 2025 Payment date: 4th April 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.0% EPS decline seen over the last 5 years.공시 • Feb 21Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 04, 2025Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on April 04, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.모든 업데이트 보기Recent updatesBoard Change • May 13No 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. Member of Supervisory Board Nhu Thi Tran was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.New Risk • Apr 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 125% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 125% Earnings have declined by 7.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫493.5b market cap, or US$18.8m).Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫314 (vs ₫183 in 1Q 2025)First quarter 2026 results: EPS: ₫314 (up from ₫183 in 1Q 2025). Revenue: ₫1.02t (up 13% from 1Q 2025). Net income: ₫4.44b (up 72% from 1Q 2025). Profit margin: 0.4% (up from 0.3% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 09Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 02 April 2026. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (1.5%).Declared Dividend • Feb 13Dividend reduced to ₫1,000Dividend of ₫1,000 is 33% lower than last year. Ex-date: 16th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.공시 • Feb 12Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 02, 2026Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1000.0000 per share payable on April 02, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫36,800, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 18x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 37% over the past three years.Reported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1.95 (vs ₫1,316 in FY 2024)Full year 2025 results: EPS: ₫1.95. Revenue: ₫3.65t (down 11% from FY 2024). Net income: ₫27.5b (up 48% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by lower expenses.Board Change • Jan 12No 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. 8 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Member of Supervisory Board Nhu Thi Tran 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: Lack of independent directors. Insufficient board refreshment.공시 • Dec 26Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 17, 2026Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 17, 2026. Location: comeco building, no. 549 dien bien phu, ban co ward, hcmc VietnamReported Earnings • Oct 22Third quarter 2025 earnings released: EPS: ₫424 (vs ₫476 in 3Q 2024)Third quarter 2025 results: EPS: ₫424 (down from ₫476 in 3Q 2024). Revenue: ₫926.2b (down 5.6% from 3Q 2024). Net income: ₫5.99b (down 11% from 3Q 2024). Profit margin: 0.6% (down from 0.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Sep 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to ₫39,400. The fair value is estimated to be ₫31,955, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 45%.Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫36,850, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 21x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 4.9% over the past three years.Reported Earnings • Jul 23Second quarter 2025 earnings released: EPS: ₫243 (vs ₫342 in 2Q 2024)Second quarter 2025 results: EPS: ₫243 (down from ₫342 in 2Q 2024). Revenue: ₫865.0b (down 20% from 2Q 2024). Net income: ₫3.43b (down 29% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫36,600, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 22x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 37% over the past three years.Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: ₫183 (vs ₫265 in 1Q 2024)First quarter 2025 results: EPS: ₫183 (down from ₫265 in 1Q 2024). Revenue: ₫905.1b (down 17% from 1Q 2024). Net income: ₫2.58b (down 31% from 1Q 2024). Profit margin: 0.3% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.New Risk • Apr 18New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 114% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Share price has been highly volatile over the past 3 months (8.6% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 114% Paying a dividend despite having no free cash flows. Earnings have declined by 13% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫423.6b market cap, or US$16.5m).Reported Earnings • Mar 16Full year 2024 earnings released: EPS: ₫1,316 (vs ₫1,852 in FY 2023)Full year 2024 results: EPS: ₫1,316 (down from ₫1,852 in FY 2023). Revenue: ₫4.11t (down 5.4% from FY 2023). Net income: ₫18.6b (down 29% from FY 2023). Profit margin: 0.5% (down from 0.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 10Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 17 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (1.0%).Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫33,000, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 16x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 16% over the past three years.Declared Dividend • Feb 22Dividend of ₫1,500 announcedDividend of ₫1,500 is the same as last year. Ex-date: 17th March 2025 Payment date: 4th April 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.0% EPS decline seen over the last 5 years.공시 • Feb 22Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 18, 2025Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 18, 2025. Location: comeco building, no. 549 dien bien phu, ward 3, district 3, hcmc., Vietnam공시 • Feb 21Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 04, 2025Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on April 04, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫33,250, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 16% over the past three years.공시 • Oct 22Materials-Petroleum Joint Stock Company Appoints Mrs. Tran Thi Hong Linh as Person in Charge of Corporate Governance, SecretaryMaterials-Petroleum Joint Stock Company announced the appointment of Mrs. Tran Thi Hong Linh as person in charge of corporate governance, secretary, Effective date of October 17, 2024.Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫476 (vs ₫991 in 3Q 2023)Third quarter 2024 results: EPS: ₫476 (down from ₫991 in 3Q 2023). Revenue: ₫981.0b (down 13% from 3Q 2023). Net income: ₫6.73b (down 52% from 3Q 2023). Profit margin: 0.7% (down from 1.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 23Second quarter 2024 earnings released: EPS: ₫342 (vs ₫43.00 in 2Q 2023)Second quarter 2024 results: EPS: ₫342 (up from ₫43.00 in 2Q 2023). Revenue: ₫1.08t (up 6.5% from 2Q 2023). Net income: ₫4.82b (up ₫4.21b from 2Q 2023). Profit margin: 0.4% (up from 0.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: ₫265 (vs ₫28.88 in 1Q 2023)First quarter 2024 results: EPS: ₫265 (up from ₫28.88 in 1Q 2023). Revenue: ₫1.08t (up 2.8% from 1Q 2023). Net income: ₫3.75b (up ₫3.34b from 1Q 2023). Profit margin: 0.3% (up from 0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 11Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (1.0%).공시 • Mar 05+ 1 more updateMaterials-Petroleum Joint Stock Company, Annual General Meeting, Apr 19, 2024Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 19, 2024. Location: Floor 10, Comeco building, 549 Dien Bien Phu street, ward 3, district 3 HCM City Vietnam Agenda: To consider payment for the 2023 cash dividend.Reported Earnings • Jan 20Full year 2023 earnings released: EPS: ₫2,440 (vs ₫54.42 in FY 2022)Full year 2023 results: EPS: ₫2,440 (up from ₫54.42 in FY 2022). Revenue: ₫4.34t (down 9.8% from FY 2022). Net income: ₫34.5b (up ₫33.7b from FY 2022). Profit margin: 0.8% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫34,550, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫34,550, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 18% over the past three years.Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫33,700, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 16x in the Specialty Retail industry in Asia. Total loss to shareholders of 20% over the past three years.Reported Earnings • Oct 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₫1.13t (down 11% from 3Q 2022). Net income: ₫14.0b (up ₫21.8b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: ₫43.00 (vs ₫817 in 2Q 2022)Second quarter 2023 results: EPS: ₫43.00 (down from ₫817 in 2Q 2022). Revenue: ₫1.02t (down 26% from 2Q 2022). Net income: ₫611.7m (down 95% from 2Q 2022). Profit margin: 0.1% (down from 0.8% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • May 02Upcoming dividend of ₫1,500 per share at 4.7% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 26 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (9.0%). Higher than average of industry peers (1.3%).Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: ₫29.00 (vs ₫3.70 in 1Q 2022)First quarter 2023 results: EPS: ₫29.00 (up from ₫3.70 in 1Q 2022). Revenue: ₫1.05t (flat on 1Q 2022). Net income: ₫407.7m (up ₫355.4m from 1Q 2022). Profit margin: 0% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Board Change • Feb 27No 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. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Head of Supervisory Board Hanh Ngo was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.공시 • Feb 16Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 14, 2023Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 14, 2023. Location: Floor 10, Comeco building, 549 Dien Bien Phu street, ward 9, district 3, HCM city HCM City VietnamReported Earnings • Jan 23Full year 2022 earnings released: EPS: ₫91.00 (vs ₫2,810 in FY 2021)Full year 2022 results: EPS: ₫91.00 (down from ₫2,810 in FY 2021). Revenue: ₫4.82t (up 81% from FY 2021). Net income: ₫1.28b (down 97% from FY 2021). Profit margin: 0% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₫33,950, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 25% over the past three years.Upcoming Dividend • Dec 09Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 16 December 2022. Payment date: 06 January 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Vietnamese dividend payers (9.2%). Higher than average of industry peers (1.2%).공시 • Dec 08Materials-Petroleum Joint Stock Company Approves Cash Dividend for the Year 2022, Payable on January 06, 2023The Board of Directors of Materials Petroleum Joint Stock Company approved to pay for the 2022 dividend in cash: Record date: December 19, 2022; Dividend pay-out ratio: 15%/par value (VND 1,500/share). Payment date: January 06, 2023.Board Change • Nov 16No 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. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Head of Supervisory Board Hanh Ngo was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Oct 23Third quarter 2022 earnings released: ₫551 loss per share (vs ₫235 loss in 3Q 2021)Third quarter 2022 results: ₫551 loss per share (further deteriorated from ₫235 loss in 3Q 2021). Revenue: ₫1.26t (up 353% from 3Q 2021). Net loss: ₫7.77b (loss widened 134% from 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫33,700, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 22% over the past three years.공시 • Sep 21Materials-Petroleum Joint Stock Company Names Mr. Nguyen Ngoc Linh as Head of the BranchMaterials-Petroleum Joint Stock Company has set up a branch as follows: Name of branch: Branch No.46 - Materials Petroleum Joint Stock Company. Address: 344A Tan Hoa Dong street, area 12, Binh Tri Dong ward, Binh Tan district, HCM city. Head of the branch: Mr. Nguyen Ngoc Linh.Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: ₫816 (vs ₫848 in 2Q 2021)Second quarter 2022 results: EPS: ₫816 (down from ₫848 in 2Q 2021). Revenue: ₫1.37t (up 75% from 2Q 2021). Net income: ₫11.5b (down 3.7% from 2Q 2021). Profit margin: 0.8% (down from 1.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫59,700, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 26% over the past three years.Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫63,400, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 34% over the past three years.공시 • May 14Materials-Petroleum Joint Stock Company Appoints Ngo Phuong Hanh as Head of the Board of SupervisorsMaterials-Petroleum Joint Stock Company announced the appointment of Ms. Ngo Phuong Hanh as Head of the Board of Supervisors, effective from April 29, 2022.Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: ₫4.12 (vs ₫928 in 1Q 2021)First quarter 2022 results: EPS: ₫4.12 (down from ₫928 in 1Q 2021). Revenue: ₫1.06t (up 33% from 1Q 2021). Net income: ₫58.1m (down 100% from 1Q 2021). Profit margin: 0% (down from 1.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Non-Executive Director Nguy Quoc was the last 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: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₫52,200, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 3.5% over the past three years.Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫61,000, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 23% over the past three years.Upcoming Dividend • Mar 11Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 07 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Vietnamese dividend payers (5.8%). Higher than average of industry peers (0.5%).Reported Earnings • Mar 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,810 (up from ₫1,911 in FY 2020). Revenue: ₫2.66t (down 8.3% from FY 2020). Net income: ₫39.7b (up 47% from FY 2020). Profit margin: 1.5% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫52,000, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 1.8% over the past three years.공시 • Feb 19+ 1 more updateMaterials-Petroleum Joint Stock Company Proposes Interim Cash Dividend, Payable on April 07, 2022Materials-Petroleum Joint Stock Company proposes interim cash dividend of 20.0% (VND 2,000 per share), record date on March 21, 2022. Payment date is April 07, 2022.Reported Earnings • Jan 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,846 (up from ₫2,587 in FY 2020). Revenue: ₫2.66t (down 8.3% from FY 2020). Net income: ₫40.2b (up 10.0% from FY 2020). Profit margin: 1.5% (up from 1.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 22Third quarter 2021 earnings released: ₫235 loss per share (vs ₫1,032 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₫278.8b (down 61% from 3Q 2020). Net loss: ₫3.32b (down 123% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS ₫848 (vs ₫57.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫780.9b (up 41% from 2Q 2020). Net income: ₫12.0b (up ₫11.2b from 2Q 2020). Profit margin: 1.5% (up from 0.1% 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 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 25First quarter 2021 earnings released: EPS ₫928 (vs ₫433 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₫793.2b (down 7.6% from 1Q 2020). Net income: ₫13.1b (up 113% from 1Q 2020). Profit margin: 1.7% (up from 0.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 22New 90-day low: ₫43,800The company is down 10.0% from its price of ₫48,850 on 23 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.Is New 90 Day High Low • Jan 06New 90-day low: ₫43,900The company is down 8.0% from its price of ₫47,900 on 08 October 2020. The Vietnamese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.Is New 90 Day High Low • Dec 12New 90-day low: ₫44,000The company is down 7.0% from its price of ₫47,100 on 11 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 21% over the same period.Is New 90 Day High Low • Nov 11New 90-day high: ₫55,000The company is up 12% from its price of ₫49,000 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 Specialty Retail industry, which is up 30% over the same period.Is New 90 Day High Low • Oct 22New 90-day high: ₫52,500The company is up 22% from its price of ₫43,000 on 24 July 2020. The Vietnamese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 25% over the same period.Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫41.3b, down 9.2% from the prior year. Total revenue was ₫3.23t over the last 12 months, down 23% from the prior year.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: COM 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: COM 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Materials-Petroleum 배당 수익률 vs 시장COM의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (COM)4.9%시장 하위 25% (VN)3.2%시장 상위 25% (VN)8.0%업계 평균 (Specialty Retail)1.6%분석가 예측 (COM) (최대 3년)n/a주목할만한 배당금: COM 의 배당금( 4.88% )은 VN 시장에서 배당금 지급자의 하위 25%( 3.24% )보다 높습니다.고배당: COM 의 배당금( 4.88% )은 VN 시장에서 배당금 지급자의 상위 25%( 7.98% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 지급 비율 ( 138.6% )이 높기 때문에 COM 의 배당금 지급은 수익으로 잘 충당되지 않습니다.주주 현금 배당현금 흐름 범위: 현금 지급 비율 ( 125.2% )이 높기 때문에 COM 의 배당금 지급은 현금 흐름으로 잘 충당되지 않습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YVN 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/11 22:15종가2026/06/04 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 소스Materials-Petroleum 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.
Upcoming Dividend • Mar 09Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 02 April 2026. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (1.5%).
Declared Dividend • Feb 13Dividend reduced to ₫1,000Dividend of ₫1,000 is 33% lower than last year. Ex-date: 16th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
공시 • Feb 12Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 02, 2026Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1000.0000 per share payable on April 02, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.
Upcoming Dividend • Mar 10Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 17 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (1.0%).
Declared Dividend • Feb 22Dividend of ₫1,500 announcedDividend of ₫1,500 is the same as last year. Ex-date: 17th March 2025 Payment date: 4th April 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.0% EPS decline seen over the last 5 years.
공시 • Feb 21Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 04, 2025Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on April 04, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.
Board Change • May 13No 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. Member of Supervisory Board Nhu Thi Tran was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
New Risk • Apr 25New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 125% Dividend yield: 4.3% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Share price has been highly volatile over the past 3 months (10% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 139% Cash payout ratio: 125% Earnings have declined by 7.6% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫493.5b market cap, or US$18.8m).
Reported Earnings • Apr 25First quarter 2026 earnings released: EPS: ₫314 (vs ₫183 in 1Q 2025)First quarter 2026 results: EPS: ₫314 (up from ₫183 in 1Q 2025). Revenue: ₫1.02t (up 13% from 1Q 2025). Net income: ₫4.44b (up 72% from 1Q 2025). Profit margin: 0.4% (up from 0.3% 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 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 09Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 16 March 2026. Payment date: 02 April 2026. The company is paying out more than 100% of its profits and is paying out 76% of its cash flow. Trailing yield: 4.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (1.5%).
Declared Dividend • Feb 13Dividend reduced to ₫1,000Dividend of ₫1,000 is 33% lower than last year. Ex-date: 16th March 2026 Payment date: 2nd April 2026 Dividend yield will be 2.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is not covered by earnings (139% earnings payout ratio). However, it is covered by cash flows (78% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to grow by 54% to bring the payout ratio under control. However, EPS has remained steady over the last 5 years so the company would need to improve on their historical growth rates.
공시 • Feb 12Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 02, 2026Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1000.0000 per share payable on April 02, 2026, ex-date on March 16, 2026 and record date on March 17, 2026.
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫36,800, the stock trades at a trailing P/E ratio of 18.9x. Average trailing P/E is 18x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 37% over the past three years.
Reported Earnings • Jan 23Full year 2025 earnings released: EPS: ₫1.95 (vs ₫1,316 in FY 2024)Full year 2025 results: EPS: ₫1.95. Revenue: ₫3.65t (down 11% from FY 2024). Net income: ₫27.5b (up 48% from FY 2024). Profit margin: 0.8% (up from 0.5% in FY 2024). The increase in margin was driven by lower expenses.
Board Change • Jan 12No 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. 8 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Member of Supervisory Board Nhu Thi Tran 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: Lack of independent directors. Insufficient board refreshment.
공시 • Dec 26Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 17, 2026Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 17, 2026. Location: comeco building, no. 549 dien bien phu, ban co ward, hcmc Vietnam
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: ₫424 (vs ₫476 in 3Q 2024)Third quarter 2025 results: EPS: ₫424 (down from ₫476 in 3Q 2024). Revenue: ₫926.2b (down 5.6% from 3Q 2024). Net income: ₫5.99b (down 11% from 3Q 2024). Profit margin: 0.6% (down from 0.7% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Sep 17Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to ₫39,400. The fair value is estimated to be ₫31,955, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has grown by 45%.
Valuation Update With 7 Day Price Move • Sep 16Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₫36,850, the stock trades at a trailing P/E ratio of 32.5x. Average trailing P/E is 21x in the Specialty Retail industry in Vietnam. Total returns to shareholders of 4.9% over the past three years.
Reported Earnings • Jul 23Second quarter 2025 earnings released: EPS: ₫243 (vs ₫342 in 2Q 2024)Second quarter 2025 results: EPS: ₫243 (down from ₫342 in 2Q 2024). Revenue: ₫865.0b (down 20% from 2Q 2024). Net income: ₫3.43b (down 29% from 2Q 2024). Profit margin: 0.4% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫36,600, the stock trades at a trailing P/E ratio of 29.7x. Average trailing P/E is 22x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 37% over the past three years.
Reported Earnings • Apr 22First quarter 2025 earnings released: EPS: ₫183 (vs ₫265 in 1Q 2024)First quarter 2025 results: EPS: ₫183 (down from ₫265 in 1Q 2024). Revenue: ₫905.1b (down 17% from 1Q 2024). Net income: ₫2.58b (down 31% from 1Q 2024). Profit margin: 0.3% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
New Risk • Apr 18New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. Payout ratio: 114% The company is paying a dividend despite having no free cash flows. Dividend yield: 5.0% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain 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 Share price has been highly volatile over the past 3 months (8.6% average weekly change). Dividend is not well covered by earnings and cash flows. Payout ratio: 114% Paying a dividend despite having no free cash flows. Earnings have declined by 13% per year over the past 5 years. Minor Risk Market cap is less than US$100m (₫423.6b market cap, or US$16.5m).
Reported Earnings • Mar 16Full year 2024 earnings released: EPS: ₫1,316 (vs ₫1,852 in FY 2023)Full year 2024 results: EPS: ₫1,316 (down from ₫1,852 in FY 2023). Revenue: ₫4.11t (down 5.4% from FY 2023). Net income: ₫18.6b (down 29% from FY 2023). Profit margin: 0.5% (down from 0.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 10Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 17 March 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 4.9%. Lower than top quartile of Vietnamese dividend payers (7.6%). Higher than average of industry peers (1.0%).
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫33,000, the stock trades at a trailing P/E ratio of 17.4x. Average trailing P/E is 16x in the Specialty Retail industry in Vietnam. Total loss to shareholders of 16% over the past three years.
Declared Dividend • Feb 22Dividend of ₫1,500 announcedDividend of ₫1,500 is the same as last year. Ex-date: 17th March 2025 Payment date: 4th April 2025 Dividend yield will be 4.8%, which is higher than the industry average of 1.1%. Sustainability & Growth Dividend is covered by earnings (61% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. The company's earnings per share (EPS) would need to decline by 32% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.0% EPS decline seen over the last 5 years.
공시 • Feb 22Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 18, 2025Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 18, 2025. Location: comeco building, no. 549 dien bien phu, ward 3, district 3, hcmc., Vietnam
공시 • Feb 21Materials-Petroleum Joint Stock Company announces Annual dividend, payable on April 04, 2025Materials-Petroleum Joint Stock Company announced Annual dividend of VND 1500.0000 per share payable on April 04, 2025, ex-date on March 17, 2025 and record date on March 18, 2025.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₫33,250, the stock trades at a trailing P/E ratio of 13.5x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 16% over the past three years.
공시 • Oct 22Materials-Petroleum Joint Stock Company Appoints Mrs. Tran Thi Hong Linh as Person in Charge of Corporate Governance, SecretaryMaterials-Petroleum Joint Stock Company announced the appointment of Mrs. Tran Thi Hong Linh as person in charge of corporate governance, secretary, Effective date of October 17, 2024.
Reported Earnings • Oct 22Third quarter 2024 earnings released: EPS: ₫476 (vs ₫991 in 3Q 2023)Third quarter 2024 results: EPS: ₫476 (down from ₫991 in 3Q 2023). Revenue: ₫981.0b (down 13% from 3Q 2023). Net income: ₫6.73b (down 52% from 3Q 2023). Profit margin: 0.7% (down from 1.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 23Second quarter 2024 earnings released: EPS: ₫342 (vs ₫43.00 in 2Q 2023)Second quarter 2024 results: EPS: ₫342 (up from ₫43.00 in 2Q 2023). Revenue: ₫1.08t (up 6.5% from 2Q 2023). Net income: ₫4.82b (up ₫4.21b from 2Q 2023). Profit margin: 0.4% (up from 0.1% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 24First quarter 2024 earnings released: EPS: ₫265 (vs ₫28.88 in 1Q 2023)First quarter 2024 results: EPS: ₫265 (up from ₫28.88 in 1Q 2023). Revenue: ₫1.08t (up 2.8% from 1Q 2023). Net income: ₫3.75b (up ₫3.34b from 1Q 2023). Profit margin: 0.3% (up from 0% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 11Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 18 March 2024. Payment date: 05 April 2024. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (1.0%).
공시 • Mar 05+ 1 more updateMaterials-Petroleum Joint Stock Company, Annual General Meeting, Apr 19, 2024Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 19, 2024. Location: Floor 10, Comeco building, 549 Dien Bien Phu street, ward 3, district 3 HCM City Vietnam Agenda: To consider payment for the 2023 cash dividend.
Reported Earnings • Jan 20Full year 2023 earnings released: EPS: ₫2,440 (vs ₫54.42 in FY 2022)Full year 2023 results: EPS: ₫2,440 (up from ₫54.42 in FY 2022). Revenue: ₫4.34t (down 9.8% from FY 2022). Net income: ₫34.5b (up ₫33.7b from FY 2022). Profit margin: 0.8% (up from 0% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫34,550, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to ₫34,550, the stock trades at a trailing P/E ratio of 40.8x. Average trailing P/E is 17x in the Specialty Retail industry in Asia. Total loss to shareholders of 18% over the past three years.
Valuation Update With 7 Day Price Move • Dec 27Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₫33,700, the stock trades at a trailing P/E ratio of 39.8x. Average trailing P/E is 16x in the Specialty Retail industry in Asia. Total loss to shareholders of 20% over the past three years.
Reported Earnings • Oct 22Third quarter 2023 earnings releasedThird quarter 2023 results: Revenue: ₫1.13t (down 11% from 3Q 2022). Net income: ₫14.0b (up ₫21.8b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: ₫43.00 (vs ₫817 in 2Q 2022)Second quarter 2023 results: EPS: ₫43.00 (down from ₫817 in 2Q 2022). Revenue: ₫1.02t (down 26% from 2Q 2022). Net income: ₫611.7m (down 95% from 2Q 2022). Profit margin: 0.1% (down from 0.8% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • May 02Upcoming dividend of ₫1,500 per share at 4.7% yieldEligible shareholders must have bought the stock before 08 May 2023. Payment date: 26 May 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.7%. Lower than top quartile of Vietnamese dividend payers (9.0%). Higher than average of industry peers (1.3%).
Reported Earnings • Apr 20First quarter 2023 earnings released: EPS: ₫29.00 (vs ₫3.70 in 1Q 2022)First quarter 2023 results: EPS: ₫29.00 (up from ₫3.70 in 1Q 2022). Revenue: ₫1.05t (flat on 1Q 2022). Net income: ₫407.7m (up ₫355.4m from 1Q 2022). Profit margin: 0% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Board Change • Feb 27No 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. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Head of Supervisory Board Hanh Ngo was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
공시 • Feb 16Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 14, 2023Materials-Petroleum Joint Stock Company, Annual General Meeting, Apr 14, 2023. Location: Floor 10, Comeco building, 549 Dien Bien Phu street, ward 9, district 3, HCM city HCM City Vietnam
Reported Earnings • Jan 23Full year 2022 earnings released: EPS: ₫91.00 (vs ₫2,810 in FY 2021)Full year 2022 results: EPS: ₫91.00 (down from ₫2,810 in FY 2021). Revenue: ₫4.82t (up 81% from FY 2021). Net income: ₫1.28b (down 97% from FY 2021). Profit margin: 0% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improved over the past weekAfter last week's 21% share price gain to ₫33,950, the stock trades at a trailing P/E ratio of 22x. Average trailing P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 25% over the past three years.
Upcoming Dividend • Dec 09Upcoming dividend of ₫1,500 per shareEligible shareholders must have bought the stock before 16 December 2022. Payment date: 06 January 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 6.8%. Lower than top quartile of Vietnamese dividend payers (9.2%). Higher than average of industry peers (1.2%).
공시 • Dec 08Materials-Petroleum Joint Stock Company Approves Cash Dividend for the Year 2022, Payable on January 06, 2023The Board of Directors of Materials Petroleum Joint Stock Company approved to pay for the 2022 dividend in cash: Record date: December 19, 2022; Dividend pay-out ratio: 15%/par value (VND 1,500/share). Payment date: January 06, 2023.
Board Change • Nov 16No 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. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Head of Supervisory Board Hanh Ngo was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 23Third quarter 2022 earnings released: ₫551 loss per share (vs ₫235 loss in 3Q 2021)Third quarter 2022 results: ₫551 loss per share (further deteriorated from ₫235 loss in 3Q 2021). Revenue: ₫1.26t (up 353% from 3Q 2021). Net loss: ₫7.77b (loss widened 134% from 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 13% per year.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫33,700, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 13x in the Specialty Retail industry in Asia. Total loss to shareholders of 22% over the past three years.
공시 • Sep 21Materials-Petroleum Joint Stock Company Names Mr. Nguyen Ngoc Linh as Head of the BranchMaterials-Petroleum Joint Stock Company has set up a branch as follows: Name of branch: Branch No.46 - Materials Petroleum Joint Stock Company. Address: 344A Tan Hoa Dong street, area 12, Binh Tri Dong ward, Binh Tan district, HCM city. Head of the branch: Mr. Nguyen Ngoc Linh.
Reported Earnings • Jul 23Second quarter 2022 earnings released: EPS: ₫816 (vs ₫848 in 2Q 2021)Second quarter 2022 results: EPS: ₫816 (down from ₫848 in 2Q 2021). Revenue: ₫1.37t (up 75% from 2Q 2021). Net income: ₫11.5b (down 3.7% from 2Q 2021). Profit margin: 0.8% (down from 1.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to ₫59,700, the stock trades at a trailing P/E ratio of 31.6x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 26% over the past three years.
Valuation Update With 7 Day Price Move • May 26Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫63,400, the stock trades at a trailing P/E ratio of 33.6x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 34% over the past three years.
공시 • May 14Materials-Petroleum Joint Stock Company Appoints Ngo Phuong Hanh as Head of the Board of SupervisorsMaterials-Petroleum Joint Stock Company announced the appointment of Ms. Ngo Phuong Hanh as Head of the Board of Supervisors, effective from April 29, 2022.
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: ₫4.12 (vs ₫928 in 1Q 2021)First quarter 2022 results: EPS: ₫4.12 (down from ₫928 in 1Q 2021). Revenue: ₫1.06t (up 33% from 1Q 2021). Net income: ₫58.1m (down 100% from 1Q 2021). Profit margin: 0% (down from 1.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Non-Executive Director Nguy Quoc was the last 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: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to ₫52,200, the stock trades at a trailing P/E ratio of 18.6x. Average trailing P/E is 15x in the Specialty Retail industry in Asia. Total returns to shareholders of 3.5% over the past three years.
Valuation Update With 7 Day Price Move • Mar 24Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫61,000, the stock trades at a trailing P/E ratio of 21.7x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 23% over the past three years.
Upcoming Dividend • Mar 11Upcoming dividend of ₫2,000 per shareEligible shareholders must have bought the stock before 18 March 2022. Payment date: 07 April 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of Vietnamese dividend payers (5.8%). Higher than average of industry peers (0.5%).
Reported Earnings • Mar 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,810 (up from ₫1,911 in FY 2020). Revenue: ₫2.66t (down 8.3% from FY 2020). Net income: ₫39.7b (up 47% from FY 2020). Profit margin: 1.5% (up from 0.9% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₫52,000, the stock trades at a trailing P/E ratio of 18.3x. Average trailing P/E is 14x in the Specialty Retail industry in Asia. Total returns to shareholders of 1.8% over the past three years.
공시 • Feb 19+ 1 more updateMaterials-Petroleum Joint Stock Company Proposes Interim Cash Dividend, Payable on April 07, 2022Materials-Petroleum Joint Stock Company proposes interim cash dividend of 20.0% (VND 2,000 per share), record date on March 21, 2022. Payment date is April 07, 2022.
Reported Earnings • Jan 23Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: ₫2,846 (up from ₫2,587 in FY 2020). Revenue: ₫2.66t (down 8.3% from FY 2020). Net income: ₫40.2b (up 10.0% from FY 2020). Profit margin: 1.5% (up from 1.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 22Third quarter 2021 earnings released: ₫235 loss per share (vs ₫1,032 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: ₫278.8b (down 61% from 3Q 2020). Net loss: ₫3.32b (down 123% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 23Second quarter 2021 earnings released: EPS ₫848 (vs ₫57.04 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫780.9b (up 41% from 2Q 2020). Net income: ₫12.0b (up ₫11.2b from 2Q 2020). Profit margin: 1.5% (up from 0.1% 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 30% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 25First quarter 2021 earnings released: EPS ₫928 (vs ₫433 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: ₫793.2b (down 7.6% from 1Q 2020). Net income: ₫13.1b (up 113% from 1Q 2020). Profit margin: 1.7% (up from 0.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 22New 90-day low: ₫43,800The company is down 10.0% from its price of ₫48,850 on 23 October 2020. The Vietnamese market is up 20% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 14% over the same period.
Is New 90 Day High Low • Jan 06New 90-day low: ₫43,900The company is down 8.0% from its price of ₫47,900 on 08 October 2020. The Vietnamese market is up 21% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 13% over the same period.
Is New 90 Day High Low • Dec 12New 90-day low: ₫44,000The company is down 7.0% from its price of ₫47,100 on 11 September 2020. The Vietnamese market is up 17% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Specialty Retail industry, which is up 21% over the same period.
Is New 90 Day High Low • Nov 11New 90-day high: ₫55,000The company is up 12% from its price of ₫49,000 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 Specialty Retail industry, which is up 30% over the same period.
Is New 90 Day High Low • Oct 22New 90-day high: ₫52,500The company is up 22% from its price of ₫43,000 on 24 July 2020. The Vietnamese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Specialty Retail industry, which is up 25% over the same period.
Reported Earnings • Oct 22Third quarter earnings releasedOver the last 12 months the company has reported total profits of ₫41.3b, down 9.2% from the prior year. Total revenue was ₫3.23t over the last 12 months, down 23% from the prior year.