View Future GrowthTransimex 과거 순이익 실적과거 기준 점검 4/6Transimex의 수입은 연평균 -18%의 비율로 감소해 온 반면, Logistics 산업은 수입이 연평균 3% 감소했습니다. 매출은 연평균 12.9%의 비율로 감소해 왔습니다. Transimex의 자기자본이익률은 7.1%이고 순이익률은 10.3%입니다.핵심 정보-18.04%순이익 성장률-21.02%주당순이익(EPS) 성장률Logistics 산업 성장률20.80%매출 성장률-12.91%자기자본이익률7.13%순이익률10.28%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% 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.Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.모든 업데이트 보기Recent updates공고 • Jul 13Transimex Corporation Announces Resignation of Pham Xuan Quang as Chief AccountantOn July 09, 2026 Transimex Corporation received the resignation letter from the chief accountant Mr. Pham Xuan Quang.Reported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.공고 • Jan 28Transimex Corporation, Annual General Meeting, Apr 21, 2026Transimex Corporation, Annual General Meeting, Apr 21, 2026, at 08:30 SE Asia Standard Time. Location: novotel saigon centre hotel-167 hai ba trung, xuan hoa ward, ho chi minh VietnamReported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Oct 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 51% and the cash payout ratio is 78%. Trailing yield: 1.1%. Lower than top quartile of Vietnamese dividend payers (7.6%). Lower than average of industry peers (3.7%).Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% 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.공고 • Feb 20Transimex Corporation, Annual General Meeting, Apr 26, 2025Transimex Corporation, Annual General Meeting, Apr 26, 2025. Location: novotel saigon centre hotel, 167 hai ba trung, vo thi sau ward, district 3, hcmc, VietnamNew Risk • Feb 07New 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 5.4% 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 Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (4.6% net profit margin).Board Change • Jan 02Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Chairman of the Board Ngoc Bui is the most experienced director on the board, commencing their role in 2008. Independent Director Giang Vo was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Jul 16Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 08 August 2024. The company last paid an ordinary dividend in December 2013. The average dividend yield among industry peers is 7.3%.공고 • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.공고 • Mar 08Transimex Corporation, Annual General Meeting, Apr 25, 2024Transimex Corporation, Annual General Meeting, Apr 25, 2024, at 01:30 Coordinated Universal Time. Location: Novotel Saigon Centre hotel, 167 Hai Ba Trung, Vo Thi Sau ward, district 3 Ho Chi Minh City VietnamNew Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.7% Last year net profit margin: 18% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).New Risk • Jan 30New 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₫44,077, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total returns to shareholders of 114% over the past three years.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₫56,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 238% over the past three years.공고 • May 06Transimex Corporation Announces Board ChangesThe Board resolution dated April 27, 2023, the Board of Transimex Corporation approved the following contents for the term VI (2023 – 2028) from April 27, 2023: The company announced the appointment of Mr. Vo Hoang Giang as Independent member of the BOD, Mr. Toshiyuki Matsuda as Independent member of the BOD, Mr. Vu Chinh as Member of the Supervisory Board and Ms. Le Thi Tuong Vy as Member of the Supervisory Board. The company also announced the resignation of Mr. Nguyen Bich Lan as Member of the BOD, Mr. Vu Chinh as Member of the BOD, Ms. Phan Phuong Tuyen as Member of the Supervisory Board and Ms. Nguyen Kim Hau as Member of the Supervisory Board.Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.공고 • Feb 18Transimex Corporation Announces the Resignation of Nguyen Bao Trung as Nguyen Bao TrungTransimex Corporation announced the resignation of Mr. Nguyen Bao Trung as Deputy CEO, effective date is February 15, 2023.Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫5,742 (vs ₫5,120 in FY 2021)Full year 2022 results: EPS: ₫5,742 (up from ₫5,120 in FY 2021). Revenue: ₫3.64t (down 43% from FY 2021). Net income: ₫699.0b (up 27% from FY 2021). Profit margin: 19% (up from 8.6% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫60,500, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 285% over the past three years.공고 • Jan 06Transimex Corporation Appoints Nguyen Bao Trung as Deputy CEO, Effective January 07, 2023Transimex Corporation announced the appointment of Mr. Nguyen Bao Trung as Deputy CEO. Former position in the organization: Deputy CEO. Term: from January 07, 2023 to January 06, 2026. Effective date: January 07, 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. 4 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Toshiyuki Matsuda 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 • Nov 06Third quarter 2022 earnings released: EPS: ₫1,128 (vs ₫1,805 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,128 (down from ₫1,805 in 3Q 2021). Revenue: ₫594.3b (down 62% from 3Q 2021). Net income: ₫115.7b (down 16% from 3Q 2021). Profit margin: 20% (up from 8.8% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.공고 • Oct 26Transimex Corporation Approves Resignation of Le Van Hung as Legal Representative, Chairman of BODThe board resolution dated October 20, 2022, the BOD of Transimex Corporation approved the following content: Approved the resignation letter of Mr. Le Van Hung as Legal Representative, Chairman of BOD of the company.Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: ₫1,712 (vs ₫1,564 in 2Q 2021)Second quarter 2022 results: EPS: ₫1,712 (up from ₫1,564 in 2Q 2021). Revenue: ₫666.7b (down 53% from 2Q 2021). Net income: ₫166.9b (up 44% from 2Q 2021). Profit margin: 25% (up from 8.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.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 (7 non-independent directors). Director Charvanin Bunditkitsada was the last director to join the board, commencing their role in 2019. 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 • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫104,400, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 15x in the Logistics industry in Vietnam. Total returns to shareholders of 460% over the past three years.Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫86,500, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Logistics industry in Vietnam. Total returns to shareholders of 423% over the past three years.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫81,200, the stock trades at a trailing P/E ratio of 22.7x. Average forward P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 481% over the past three years.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫61,304, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 261% over the past three years.Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫64,900, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 307% over the past three years.Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₫1,036 (vs ₫912 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫1.40t (up 75% from 2Q 2020). Net income: ₫75.8b (down 9.0% from 2Q 2020). Profit margin: 5.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫49,500, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 150% over the past three years.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₫51,300, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 136% over the past three years.Is New 90 Day High Low • Mar 02New 90-day high: ₫42,000The company is up 32% from its price of ₫31,783 on 02 December 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 8.0% over the same period.Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫40,500, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 15x in the Logistics industry in Vietnam. Total returns to shareholders over the past three years are 99%.Is New 90 Day High Low • Feb 04New 90-day high: ₫38,700The company is up 45% from its price of ₫26,696 on 06 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 13% over the same period.Is New 90 Day High Low • Jan 13New 90-day high: ₫38,200The company is up 39% from its price of ₫27,391 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 17% over the same period.공고 • Dec 20Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited.Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020. As per the transaction, Ryobi International Logistics Vietnam acquired an additional 16.8 million. Post completion, Casco Investments Limited hold no stake while Ryobi International Logistics Vietnam has 23.7% stake of Transimex Corporation. Ryobi International Logistics Vietnam completed the acquisition of an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020.Is New 90 Day High Low • Dec 18New 90-day high: ₫38,000The company is up 37% from its price of ₫27,783 on 18 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 9.0% over the same period.Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₫37,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 68%.Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 15% share price gain to ₫36,150, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 24%.Is New 90 Day High Low • Nov 12New 90-day high: ₫32,400The company is up 24% from its price of ₫26,100 on 14 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.Is New 90 Day High Low • Oct 07New 90-day high: ₫32,000The company is up 24% from its price of ₫25,750 on 09 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period.매출 및 비용 세부 내역Transimex가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이HOSE:TMS 매출, 비용 및 순이익 (VND Millions)날짜매출순이익일반관리비연구개발비31 Mar 263,559,259365,916271,965031 Dec 253,476,372358,268261,480030 Sep 253,405,262313,509250,072030 Jun 253,380,721294,967256,627031 Mar 253,338,207236,446274,758031 Dec 243,325,665182,706280,619030 Sep 243,155,998167,463276,251030 Jun 242,914,377141,631262,443031 Mar 242,618,577150,480250,453031 Dec 232,389,818160,044220,885030 Sep 232,364,981269,255225,343030 Jun 232,295,161336,832206,174031 Mar 232,436,272456,791195,881031 Dec 223,648,088660,745203,657030 Sep 225,255,230751,218244,988030 Jun 226,217,597773,256239,090031 Mar 226,970,273722,463227,018031 Dec 216,381,266570,614214,812030 Sep 215,188,400430,593148,006030 Jun 214,593,095374,656141,452031 Mar 213,964,468342,197119,616031 Dec 203,418,341298,639110,618030 Sep 202,861,352260,451102,307030 Jun 202,485,981232,07096,887031 Mar 202,342,122201,677102,016031 Dec 192,340,091200,02895,676030 Sep 192,356,543199,77692,063030 Jun 192,391,871219,38592,199031 Mar 192,376,470200,11188,997031 Dec 182,323,712204,37985,917030 Sep 182,470,593187,98387,185030 Jun 182,477,123154,15885,157031 Dec 172,131,809181,85772,955030 Sep 171,575,910198,44863,573030 Jun 171,108,933201,20655,060031 Mar 17660,471174,09144,489031 Dec 16615,661163,57242,605030 Sep 16571,023146,94535,889030 Jun 16531,354150,30032,301031 Mar 16521,035144,93430,447031 Dec 15488,804147,73629,207030 Sep 15467,682164,17625,8630양질의 수익: TMS는 고품질 수익을 보유하고 있습니다.이익 마진 증가: TMS의 현재 순 이익률 (10.3%)은 지난해 (7.1%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: TMS의 수익은 지난 5년 동안 연평균 18% 감소했습니다.성장 가속화: 지난 1년간 TMS 의 수익 증가율(54.8%)은 연간 평균(-18%)을 초과합니다.수익 대 산업: TMS의 지난 1년 수익 증가율(54.8%)은 Logistics 업계의 32.8%를 상회했습니다.자기자본이익률높은 ROE: TMS의 자본 수익률(7.1%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTransportation 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/31 05:36종가2026/07/31 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Transimex Corporation는 1명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Dang ThaiViet Capital Securities Joint Stock Company
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% 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.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Jul 13Transimex Corporation Announces Resignation of Pham Xuan Quang as Chief AccountantOn July 09, 2026 Transimex Corporation received the resignation letter from the chief accountant Mr. Pham Xuan Quang.
Reported Earnings • Feb 04Full year 2025 earnings released: EPS: ₫2,083 (vs ₫1,173 in FY 2024)Full year 2025 results: EPS: ₫2,083 (up from ₫1,173 in FY 2024). Revenue: ₫3.48t (up 4.5% from FY 2024). Net income: ₫352.8b (up 74% from FY 2024). Profit margin: 10% (up from 6.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
공고 • Jan 28Transimex Corporation, Annual General Meeting, Apr 21, 2026Transimex Corporation, Annual General Meeting, Apr 21, 2026, at 08:30 SE Asia Standard Time. Location: novotel saigon centre hotel-167 hai ba trung, xuan hoa ward, ho chi minh Vietnam
Reported Earnings • Nov 01Third quarter 2025 earnings released: EPS: ₫457 (vs ₫437 in 3Q 2024)Third quarter 2025 results: EPS: ₫457 (up from ₫437 in 3Q 2024). Revenue: ₫930.3b (up 2.7% from 3Q 2024). Net income: ₫92.5b (up 25% from 3Q 2024). Profit margin: 9.9% (up from 8.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Oct 02Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 09 October 2025. Payment date: 23 October 2025. Payout ratio is a comfortable 51% and the cash payout ratio is 78%. Trailing yield: 1.1%. Lower than top quartile of Vietnamese dividend payers (7.6%). Lower than average of industry peers (3.7%).
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: ₫552 (vs ₫225 in 2Q 2024)Second quarter 2025 results: EPS: ₫552 (up from ₫225 in 2Q 2024). Revenue: ₫863.6b (up 5.1% from 2Q 2024). Net income: ₫93.6b (up 146% from 2Q 2024). Profit margin: 11% (up from 4.6% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% 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.
공고 • Feb 20Transimex Corporation, Annual General Meeting, Apr 26, 2025Transimex Corporation, Annual General Meeting, Apr 26, 2025. Location: novotel saigon centre hotel, 167 hai ba trung, vo thi sau ward, district 3, hcmc, Vietnam
New Risk • Feb 07New 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 5.4% 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 Earnings have declined by 0.3% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (4.6% net profit margin).
Board Change • Jan 02Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 3 highly experienced directors. 2 independent directors (5 non-independent directors). Chairman of the Board Ngoc Bui is the most experienced director on the board, commencing their role in 2008. Independent Director Giang Vo was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Jul 16Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 23 July 2024. Payment date: 08 August 2024. The company last paid an ordinary dividend in December 2013. The average dividend yield among industry peers is 7.3%.
공고 • May 16+ 1 more updateTransimex Corporation Provides Earnings Guidance for the Year 2024Transimex Corporation provided earnings guidance for the year 2024. For the year, the company expects revenue of VND 2,895,386 million.
Reported Earnings • May 08First quarter 2024 earnings released: EPS: ₫238 (vs ₫332 in 1Q 2023)First quarter 2024 results: EPS: ₫238 (down from ₫332 in 1Q 2023). Revenue: ₫690.6b (up 50% from 1Q 2023). Net income: ₫37.7b (down 28% from 1Q 2023). Profit margin: 5.5% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
공고 • Mar 08Transimex Corporation, Annual General Meeting, Apr 25, 2024Transimex Corporation, Annual General Meeting, Apr 25, 2024, at 01:30 Coordinated Universal Time. Location: Novotel Saigon Centre hotel, 167 Hai Ba Trung, Vo Thi Sau ward, district 3 Ho Chi Minh City Vietnam
New Risk • Feb 10New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 7.7% Last year net profit margin: 18% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Profit margins are more than 30% lower than last year (7.7% net profit margin).
New Risk • Jan 30New 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 5.8% 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: Minor Risks Share price has been volatile over the past 3 months (5.8% average weekly change). Large one-off items impacting financial results.
New Risk • Nov 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 27% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Oct 03Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to ₫44,077, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 13x in the Logistics industry in Vietnam. Total returns to shareholders of 114% over the past three years.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: ₫265 (vs ₫1,522 in 2Q 2022)Second quarter 2023 results: EPS: ₫265 (down from ₫1,522 in 2Q 2022). Revenue: ₫525.6b (down 22% from 2Q 2022). Net income: ₫25.9b (down 85% from 2Q 2022). Profit margin: 4.9% (down from 25% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 28Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₫56,000, the stock trades at a trailing P/E ratio of 14.7x. Average trailing P/E is 12x in the Logistics industry in Vietnam. Total returns to shareholders of 238% over the past three years.
공고 • May 06Transimex Corporation Announces Board ChangesThe Board resolution dated April 27, 2023, the Board of Transimex Corporation approved the following contents for the term VI (2023 – 2028) from April 27, 2023: The company announced the appointment of Mr. Vo Hoang Giang as Independent member of the BOD, Mr. Toshiyuki Matsuda as Independent member of the BOD, Mr. Vu Chinh as Member of the Supervisory Board and Ms. Le Thi Tuong Vy as Member of the Supervisory Board. The company also announced the resignation of Mr. Nguyen Bich Lan as Member of the BOD, Mr. Vu Chinh as Member of the BOD, Ms. Phan Phuong Tuyen as Member of the Supervisory Board and Ms. Nguyen Kim Hau as Member of the Supervisory Board.
Reported Earnings • May 03First quarter 2023 earnings released: EPS: ₫431 (vs ₫2,305 in 1Q 2022)First quarter 2023 results: EPS: ₫431 (down from ₫2,305 in 1Q 2022). Revenue: ₫462.0b (down 72% from 1Q 2022). Net income: ₫52.5b (down 79% from 1Q 2022). Profit margin: 11% (down from 15% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Feb 18Transimex Corporation Announces the Resignation of Nguyen Bao Trung as Nguyen Bao TrungTransimex Corporation announced the resignation of Mr. Nguyen Bao Trung as Deputy CEO, effective date is February 15, 2023.
Reported Earnings • Feb 05Full year 2022 earnings released: EPS: ₫5,742 (vs ₫5,120 in FY 2021)Full year 2022 results: EPS: ₫5,742 (up from ₫5,120 in FY 2021). Revenue: ₫3.64t (down 43% from FY 2021). Net income: ₫699.0b (up 27% from FY 2021). Profit margin: 19% (up from 8.6% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jan 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫60,500, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 11x in the Logistics industry in Vietnam. Total returns to shareholders of 285% over the past three years.
공고 • Jan 06Transimex Corporation Appoints Nguyen Bao Trung as Deputy CEO, Effective January 07, 2023Transimex Corporation announced the appointment of Mr. Nguyen Bao Trung as Deputy CEO. Former position in the organization: Deputy CEO. Term: from January 07, 2023 to January 06, 2026. Effective date: January 07, 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. 4 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). Director Toshiyuki Matsuda 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 • Nov 06Third quarter 2022 earnings released: EPS: ₫1,128 (vs ₫1,805 in 3Q 2021)Third quarter 2022 results: EPS: ₫1,128 (down from ₫1,805 in 3Q 2021). Revenue: ₫594.3b (down 62% from 3Q 2021). Net income: ₫115.7b (down 16% from 3Q 2021). Profit margin: 20% (up from 8.8% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
공고 • Oct 26Transimex Corporation Approves Resignation of Le Van Hung as Legal Representative, Chairman of BODThe board resolution dated October 20, 2022, the BOD of Transimex Corporation approved the following content: Approved the resignation letter of Mr. Le Van Hung as Legal Representative, Chairman of BOD of the company.
Reported Earnings • Aug 06Second quarter 2022 earnings released: EPS: ₫1,712 (vs ₫1,564 in 2Q 2021)Second quarter 2022 results: EPS: ₫1,712 (up from ₫1,564 in 2Q 2021). Revenue: ₫666.7b (down 53% from 2Q 2021). Net income: ₫166.9b (up 44% from 2Q 2021). Profit margin: 25% (up from 8.2% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
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 (7 non-independent directors). Director Charvanin Bunditkitsada was the last director to join the board, commencing their role in 2019. 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 • Mar 23Investor sentiment improved over the past weekAfter last week's 17% share price gain to ₫104,400, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 15x in the Logistics industry in Vietnam. Total returns to shareholders of 460% over the past three years.
Valuation Update With 7 Day Price Move • Feb 21Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫86,500, the stock trades at a trailing P/E ratio of 14.5x. Average trailing P/E is 14x in the Logistics industry in Vietnam. Total returns to shareholders of 423% over the past three years.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment improved over the past weekAfter last week's 20% share price gain to ₫81,200, the stock trades at a trailing P/E ratio of 22.7x. Average forward P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 481% over the past three years.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to ₫61,304, the stock trades at a trailing P/E ratio of 13x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 261% over the past three years.
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫64,900, the stock trades at a trailing P/E ratio of 13.8x. Average trailing P/E is 18x in the Logistics industry in Asia. Total returns to shareholders of 307% over the past three years.
Reported Earnings • Aug 06Second quarter 2021 earnings released: EPS ₫1,036 (vs ₫912 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: ₫1.40t (up 75% from 2Q 2020). Net income: ₫75.8b (down 9.0% from 2Q 2020). Profit margin: 5.4% (down from 10% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₫49,500, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 150% over the past three years.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 22% share price gain to ₫51,300, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 21x in the Logistics industry in Asia. Total returns to shareholders of 136% over the past three years.
Is New 90 Day High Low • Mar 02New 90-day high: ₫42,000The company is up 32% from its price of ₫31,783 on 02 December 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 8.0% over the same period.
Valuation Update With 7 Day Price Move • Feb 05Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₫40,500, the stock is trading at a trailing P/E ratio of 10.6x, up from the previous P/E ratio of 9.2x. This compares to an average P/E of 15x in the Logistics industry in Vietnam. Total returns to shareholders over the past three years are 99%.
Is New 90 Day High Low • Feb 04New 90-day high: ₫38,700The company is up 45% from its price of ₫26,696 on 06 November 2020. The Vietnamese market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 13% over the same period.
Is New 90 Day High Low • Jan 13New 90-day high: ₫38,200The company is up 39% from its price of ₫27,391 on 15 October 2020. The Vietnamese market is up 25% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 17% over the same period.
공고 • Dec 20Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited.Ryobi International Logistics Vietnam acquired an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020. As per the transaction, Ryobi International Logistics Vietnam acquired an additional 16.8 million. Post completion, Casco Investments Limited hold no stake while Ryobi International Logistics Vietnam has 23.7% stake of Transimex Corporation. Ryobi International Logistics Vietnam completed the acquisition of an additional 21.9% stake in Transimex Corporation (HOSE:TMS) from Casco Investments Limited on December 14, 2020.
Is New 90 Day High Low • Dec 18New 90-day high: ₫38,000The company is up 37% from its price of ₫27,783 on 18 September 2020. The Vietnamese market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 9.0% over the same period.
Valuation Update With 7 Day Price Move • Dec 17Investor sentiment improved over the past weekAfter last week's 27% share price gain to ₫37,000, the stock is trading at a trailing P/E ratio of 9.7x, up from the previous P/E ratio of 7.7x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 68%.
Valuation Update With 7 Day Price Move • Nov 18Market bids up stock over the past weekAfter last week's 15% share price gain to ₫36,150, the stock is trading at a trailing P/E ratio of 8.3x, up from the previous P/E ratio of 7.2x. This compares to an average P/E of 21x in the Logistics industry in Asia. Total returns to shareholders over the past three years are 24%.
Is New 90 Day High Low • Nov 12New 90-day high: ₫32,400The company is up 24% from its price of ₫26,100 on 14 August 2020. The Vietnamese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 6.0% over the same period.
Is New 90 Day High Low • Oct 07New 90-day high: ₫32,000The company is up 24% from its price of ₫25,750 on 09 July 2020. The Vietnamese market is up 6.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Logistics industry, which is up 3.0% over the same period.