공시 • Jun 13
Viettel Post Joint Stock Corporation Announces Change in Certificate of Business Registration Viettel Post Joint Stock Corporation announced change in Certificate of Business Registration as follows: Information before change: Charter capital: VND 1,217,830,420,000; Total number of shares: 121,783,042 shares. Information after change: Charter capital: VND 1,720,298,980,000; Total number of shares: 172,029,898 shares. Reason for change: Adjustment of charter capital and the number of shares following the public offering of additional shares to existing shareholders. Effective date: June 09, 2026. Valuation Update With 7 Day Price Move • Apr 13
Investor sentiment deteriorates as stock falls 24% After last week's 24% share price decline to ₫71,700, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 12% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫110,023 per share. New Risk • Apr 07
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Vietnamese stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Apr 07
Now 35% undervalued after recent price drop Over the last 90 days, the stock has fallen 29% to ₫72,200. The fair value is estimated to be ₫111,808, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 25%. Revenue is forecast to grow by 37% in 2 years. Earnings are forecast to grow by 43% in the next 2 years. 공시 • Apr 02
Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion. Viettel Post Joint Stock Corporation has filed a Follow-on Equity Offering in the amount of VND 511.48878 billion.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 51,148,878
Price\Range: VND 10000
Transaction Features: Rights Offering Valuation Update With 7 Day Price Move • Mar 30
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₫97,500, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 29% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫62,702 per share. 공시 • Mar 28
Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026 Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 23, 2026, at 09:00 SE Asia Standard Time. Location: 17th floor conference hall, viettel building, no.1 tran huu duc street, tu liem ward, hanoi Vietnam Reported Earnings • Feb 05
Full year 2025 earnings released: EPS: ₫2,862 (vs ₫2,370 in FY 2024) Full year 2025 results: EPS: ₫2,862 (up from ₫2,370 in FY 2024). Revenue: ₫21t (flat on FY 2024). Net income: ₫404.9b (up 40% from FY 2024). Profit margin: 1.9% (up from 1.4% in FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Logistics industry in Asia. 공시 • Jan 17
Viettel Post Joint Stock Corporation Announces Resignation of Le Quang Tiep from the Post of Head of Supervisors for the 2024-2029 Term Viettel Post Joint Stock Corporation at its supervisors board meeting on January 3, 2026 approved the resignation of Le Quang Tiep from the post of head of supervisors for the 2024-2029 term. Buy Or Sell Opportunity • Jan 15
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 29% to ₫128,900. The fair value is estimated to be ₫106,988, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 19%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 158% in the next 2 years. New Risk • Jan 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Vietnamese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₫114,500, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 14x in the Logistics industry in Asia. Total loss to shareholders of 23% over the past year. Simply Wall St's valuation model estimates the intrinsic value at ₫106,049 per share. Board Change • Nov 20
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Director Thang Phung was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. New Risk • Jul 01
New major risk - Revenue and earnings growth Earnings have declined by 8.9% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 8.9% per year over the past 5 years. High level of non-cash earnings (34% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (7.3% average weekly change). 공시 • Sep 18
Viettel Post Joint Stock Corporation Announces Cash Dividend for 2023, Payable on October 24, 2024 On September 13, 2024, Viettel Post Joint Stock Corporation announces the record date for the cash dividend payment in 2023 as follows: Record date: September 26, 2024; Time: October 24, 2024; Exercise ratio: 15%/share (VND 1,500 per share). 공시 • Apr 10
Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024 Viettel Post Joint Stock Corporation, Annual General Meeting, Apr 27, 2024, at 01:00 Coordinated Universal Time. Location: No.1 Tran Huu Duc street, My Dinh 2 ward, Nam Tu Liem district, Hanoi Ha Noi Vietnam