Southern Hydropower (SHP) 주식 개요남부 수력 발전 주식회사는 베트남에서 수력 발전소의 건설, 생산, 설치 및 운영을 담당하고 있습니다. 자세히 보기SHP 펀더멘털 분석스노우플레이크 점수가치 평가3/6미래 성장0/6과거 실적3/6재무 건전성6/6배당4/6강점공정 가치 추정치보다 낮은 27.4% 에서 거래지난 5년 동안 수입이 매년 7.9% 증가했습니다.위험 분석불안정한 배당 실적모든 위험 점검 보기SHP Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₫Current Price₫33.80k46.0% 고평가 내재 할인율Growth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0748b2016201920222025202620282031Revenue ₫748.5bEarnings ₫343.8bAdvancedSet Fair ValueView all narrativesSouthern Hydropower Joint Stock Company 경쟁사Central HydropowerSymbol: HOSE:CHPMarket cap: ₫4.4tThac Mo Hydro PowerSymbol: HOSE:TMPMarket cap: ₫3.3tViet Nam Power DevelopmentSymbol: HOSE:VPDMarket cap: ₫2.6tThac Ba HydropowerSymbol: HOSE:TBCMarket cap: ₫2.0t가격 이력 및 성과Southern Hydropower 주가의 최고가, 최저가 및 변동 요약과거 주가현재 주가₫33,800.0052주 최고가₫37,800.0052주 최저가₫33,000.00베타-0.0451개월 변동-1.17%3개월 변동-4.38%1년 변동-5.98%3년 변동19.86%5년 변동65.93%IPO 이후 변동164.52%최근 뉴스 및 업데이트Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% 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 11% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.공시 • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.더 많은 업데이트 보기Recent updatesReported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% 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 11% per year whereas the company’s share price has increased by 8% per year.Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.공시 • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫551 (vs ₫321 in 2Q 2024)Second quarter 2025 results: EPS: ₫551 (up from ₫321 in 2Q 2024). Revenue: ₫138.6b (up 39% from 2Q 2024). Net income: ₫58.8b (up 81% from 2Q 2024). Profit margin: 42% (up from 33% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Hai Le was the last independent 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: Minority of independent directors. Lack of board continuity.Declared Dividend • Mar 01Final dividend increased to ₫1,500Dividend of ₫1,500 is 50% higher than last year. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 9.5%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.공시 • Feb 21Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025.Reported Earnings • Jan 23Full year 2024 earnings released: EPS: ₫2,823 (vs ₫2,629 in FY 2023)Full year 2024 results: EPS: ₫2,823 (up from ₫2,629 in FY 2023). Revenue: ₫627.8b (down 5.0% from FY 2023). Net income: ₫295.9b (up 11% from FY 2023). Profit margin: 47% (up from 40% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Oct 20Third quarter 2024 earnings released: EPS: ₫1.31 (vs ₫1,256 in 3Q 2023)Third quarter 2024 results: EPS: ₫1.31. Revenue: ₫232.5b (down 8.6% from 3Q 2023). Net income: ₫138.8b (up 9.2% from 3Q 2023). Profit margin: 60% (up from 50% in 3Q 2023). The increase in margin was driven by lower expenses.Declared Dividend • Sep 25First half dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 11th October 2024 Payment date: 25th October 2024 Dividend yield will be 8.3%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 1 independent director. 6 non-independent directors. Director Phi Trinh 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: Minority of independent directors. Lack of board continuity.공시 • Sep 19Southern Hydropower Joint Stock Company Approves 2nd Cash Dividend for the Year 2023, Payable on October 25, 2024On September 17, 2024, the BOD of Southern Hydropower Joint Stock Company approved the plan to pay the 2nd cash dividend for 2023 as follows: Record date: October 14, 2024. Exercise ratio: 20% (2,000 dongs/share). Payment date: October 25, 2024.공시 • Jun 25Southern Hydropower Joint Stock Company Announces Closing Lam Dong BranchThe Board resolution dated June 21, 2024, Southern Hydropower Joint Stock Company issued Decision to approve the termination of branch operation at No.51A Nguyen Van Troi, ward 2, Bao Loc city, Lam Dong. Accordingly, the Company will transfer the current branch location into the business location in Lam Dong.공시 • Mar 12Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024.Upcoming Dividend • Mar 04Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 21 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 10%. Within top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (9.4%).Upcoming Dividend • Feb 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 February 2024. Payment date: 07 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (9.6%).Reported Earnings • Jan 18Full year 2023 earnings released: EPS: ₫2,629 (vs ₫3,077 in FY 2022)Full year 2023 results: EPS: ₫2,629 (down from ₫3,077 in FY 2022). Revenue: ₫661.2b (down 11% from FY 2022). Net income: ₫275.3b (down 12% from FY 2022). Profit margin: 42% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.공시 • Jan 15Southern Hydropower Joint Stock Company Approves Cash Dividend for the Year 2023, Payable on March 07, 2024Southern Hydropower Joint Stock Company announced on January 12, 2024, the BOD of the company approved the record date for cash dividend payment in 2023 as follows: Exercise ratio is 10% per par value (VND 1,000 per share). Record date is February 26, 2024. Payment time is from March 07, 2024.Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: ₫1,256 (vs ₫1,302 in 3Q 2022)Third quarter 2023 results: EPS: ₫1,256. Revenue: ₫254.3b (up 4.5% from 3Q 2022). Net income: ₫133.9b (up 1.6% from 3Q 2022). Profit margin: 53% (down from 54% in 3Q 2022). The decrease in margin was driven by higher expenses.Upcoming Dividend • Oct 09Upcoming dividend of ₫1,500 per share at 6.6% yieldEligible shareholders must have bought the stock before 16 October 2023. Payment date: 27 October 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 83% respectively. Trailing yield: 6.6%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.9%).공시 • Sep 16Southern Hydropower Joint Stock Company Approves Dividend, Payable on October 27, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the 3rd 2022 dividend in cash: Record date: October 17, 2023. Payment date: October 27, 2023. Dividend pay-out ratio: 15%/par value (VND 1,500/share). Exercise ratio: 1:1 (01 share - 01 vote).Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫431 (vs ₫750 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (down from ₫750 in 2Q 2022). Revenue: ₫132.5b (down 26% from 2Q 2022). Net income: ₫45.8b (down 41% from 2Q 2022). Profit margin: 35% (down from 44% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 26Upcoming dividend of ₫1,000 per share at 7.0% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (4.4%).공시 • Jun 22Southern Hydropower Joint Stock Company Approves to Pay for the Second Phase of 2022 Dividend in Cash, Payable July 04, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the second phase of 2022 dividend in cash: Record date: September 25, 2015, Payment date: July 04, 2023, Dividend pay-out ratio: 10%/par value (VND1,000/share).공시 • May 26Southern Hydropower Joint Stock Company Announces Appointment of Nguyen Thi Kieu Oanh as Member of BODSouthern Hydropower Joint Stock Company announced the appointment of Ms. Nguyen Thi Kieu Oanh as member of the BOD for the term 2022 – 2027. The resignation of Mr. Nguyen Van Danh as member of the BOD. The personnel change effective from April 27, 2023.Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: ₫146 (vs ₫612 in 1Q 2022)First quarter 2023 results: EPS: ₫146 (down from ₫612 in 1Q 2022). Revenue: ₫83.7b (down 39% from 1Q 2022). Net income: ₫15.3b (down 77% from 1Q 2022). Profit margin: 18% (down from 48% 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 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Feb 09Upcoming dividend of ₫1,000 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.3%. Lower than top quartile of Vietnamese dividend payers (9.1%). Higher than average of industry peers (3.5%).공시 • Feb 02Southern Hydropower Joint Stock Company Announces Cash Dividend, Payable from February 28, 2028The Board resolution dated January 31, 2023, Southern Hydropower Joint Stock Company announced cash dividend of 10% (1000 VND/1 share) for 2022. Record date is February 17,2023 and Payment date is From February 28, 2023.Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫3,049 (vs ₫2,543 in FY 2021)Full year 2022 results: EPS: ₫3,049 (up from ₫2,543 in FY 2021). Revenue: ₫746.1b (up 13% from FY 2021). Net income: ₫318.2b (up 24% from FY 2021). Profit margin: 43% (up from 39% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Head of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ₫243.4b (up 2.9% from 3Q 2021). Net income: ₫137.0b (up 3.6% from 3Q 2021). Profit margin: 56% (in line with 3Q 2021).Upcoming Dividend • Oct 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Vietnamese dividend payers (8.0%). In line with average of industry peers (3.4%).공시 • Oct 03Southern Hydropower Joint Stock Company Approves to Pay Dividend for the Seconds Phase of the 2021, Payable October 26, 2022Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the seconds phase of the 2021 dividend in cash: Record date: October 14, 2022. Payment date: October 26, 2022. Dividend pay-out ratio: 10%/par value (VND1,000/share).공시 • Sep 16Southern Hydropower Joint Stock Company Appoints Vo Van Tai as Chief Executive OfficerSouthern Hydropower Joint Stock Company approved the appointment of Mr. Vo Van Tai as Chief Executive Officer (CEO) of the Company from September 15, 2022.공시 • Aug 23Thang Thanh Ha Retires as CEO of Southern Hydropower Joint Stock Company, Effective September 01, 2022Southern Hydropower Joint Stock Company announced retirement of Mr. Thang Thanh Ha as CEO. Effective date: September 01, 2022.Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: ₫718 (vs ₫392 in 2Q 2021)Second quarter 2022 results: EPS: ₫718 (up from ₫392 in 2Q 2021). Revenue: ₫178.2b (up 33% from 2Q 2021). Net income: ₫78.0b (up 97% from 2Q 2021). Profit margin: 44% (up from 30% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Jun 29Southern Hydropower Joint Stock Company Appoints Truong Thanh Binh as Deputy CEOSouthern Hydropower Joint Stock Company announced the appointment of Mr. Truong Thanh Binh as a Deputy CEO, effective from June 11, 2022.Upcoming Dividend • Jun 29Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 13 July 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Vietnamese dividend payers (7.7%). Lower than average of industry peers (2.9%).공시 • Jun 25Southern Hydropower Joint Stock Company Announces the Appointment of Vo Thai as Head of Supervisory BoardSouthern Hydropower Joint Stock Company announced the appointment of Mr. Vo Thai as Head of Supervisory Board for the term 2022-2027 of the Company from June 21, 2022.공시 • May 12Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022. Location: 272 Vo Thi Sau, Vo Thi Sau ward, district 3 Ho Chin Minh VietnamBoard Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Chief of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.공시 • Apr 15Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022.Executive Departure • Dec 01Deputy General Director & Member of Management Board Vinh Nguyen has left the companyOn the 1st of December, Vinh Nguyen's tenure as Deputy General Director & Member of Management Board ended. As of September 2021, Vinh still personally held 48.25k shares (₫1.2b worth at the time). Vinh is the only executive to leave the company over the last 12 months.Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ₫1,411 (vs ₫20.33 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫236.5b (up 162% from 3Q 2020). Net income: ₫132.2b (up ₫134.1b from 3Q 2020). Profit margin: 56% (up from net loss in 3Q 2020). The move to profitability 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 increased by 8% per year, which means it is well ahead of earnings.Upcoming Dividend • Oct 21Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 November 2021. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (6.3%). Lower than average of industry peers (3.7%).Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS ₫424 (vs ₫63.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫134.0b (up 45% from 2Q 2020). Net income: ₫39.7b (up ₫33.8b from 2Q 2020). Profit margin: 30% (up from 6.4% 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 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Nov 05Southern Hydropower Joint Stock Company to Expect Resume Operations in Early November 2020On September 21, 2020, Southern Hydropower Joint Stock Company announces information on the repair of Unit H2 of Da M’Bri Hydropower Plant. Unit H2 was successfully went into operation again on September 18, 2020. Unit H1 is being repaired and expected to resume operations in early November 2020.공시 • Sep 22Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from September 01, 2020 to September 20, 2020. On September 18, 2020, Unit H2 of Da M’Bri Hydropower Plant was tested and successfully went into operation again. However, Unit H1 is being repaired and expected to resume operations in early November 2020.공시 • Sep 04Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from August 10, 2020 to August 31, 2020. However, until the present, as incomplete repairs, the Company expects to continue the suspension of Da M’Bri Hydropower Plant from September 01, 2020 to September 20, 2020.주주 수익률SHPVN Renewable EnergyVN 시장7D-0.7%-1.5%-2.1%1Y-6.0%0.4%41.3%전체 주주 수익률 보기수익률 대 산업: SHP은 지난 1년 동안 0.4%의 수익을 기록한 VN Renewable Energy 산업보다 저조한 성과를 냈습니다.수익률 대 시장: SHP은 지난 1년 동안 41.3%를 기록한 VN 시장보다 저조한 성과를 냈습니다.주가 변동성Is SHP's price volatile compared to industry and market?SHP volatilitySHP Average Weekly Movement1.3%Renewable Energy Industry Average Movement3.1%Market Average Movement5.0%10% most volatile stocks in VN Market7.9%10% least volatile stocks in VN Market2.8%안정적인 주가: SHP는 지난 3개월 동안 VN 시장에 비해 주가 변동성이 크지 않았습니다.시간에 따른 변동성: SHP의 주간 변동성(1%)은 지난 1년 동안 안정적이었습니다.회사 소개설립직원 수CEO웹사이트2004119Trai Vowww.shp.vn남부 수력 발전 주식회사는 베트남에서 수력 발전소의 건설, 생산, 설치 및 운영을 담당하고 있습니다. 이 회사는 2004년에 설립되었으며 베트남 호치민에 본사를 두고 있습니다.더 보기Southern Hydropower Joint Stock Company 기초 지표 요약Southern Hydropower의 순이익과 매출은 시가총액과 어떻게 비교됩니까?SHP 기초 통계시가총액₫3.42t순이익 (TTM)₫311.65b매출 (TTM)₫678.56b11.0x주가수익비율(P/E)5.0x주가매출비율(P/S)SHP는 고평가되어 있습니까?공정 가치 및 평가 분석 보기순이익 및 매출최근 실적 보고서(TTM)의 주요 수익성 지표SHP 손익계산서 (TTM)매출₫678.56b매출원가₫273.62b총이익₫404.94b기타 비용₫93.29b순이익₫311.65b최근 보고된 실적Mar 31, 2026다음 실적 발표일해당 없음주당순이익(EPS)3.08k총이익률59.68%순이익률45.93%부채/자본 비율0%SHP의 장기 실적은 어땠습니까?과거 실적 및 비교 보기배당5.9%현재 배당 수익률61%배당 성향View Valuation기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 17:41종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Southern Hydropower Joint Stock Company는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kien NguyenSSI Securities CorporationKien NguyenSSI Securities Corporation
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% 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 11% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
공시 • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 18First quarter 2026 earnings released: EPS: ₫371 (vs ₫148 in 1Q 2025)First quarter 2026 results: EPS: ₫371 (up from ₫148 in 1Q 2025). Revenue: ₫97.0b (up 47% from 1Q 2025). Net income: ₫37.6b (up 131% from 1Q 2025). Profit margin: 39% (up from 25% 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 11% per year whereas the company’s share price has increased by 8% per year.
Reported Earnings • Mar 10Full year 2025 earnings released: EPS: ₫2,833 (vs ₫2,823 in FY 2024)Full year 2025 results: EPS: ₫2,833 (up from ₫2,823 in FY 2024). Revenue: ₫647.7b (up 3.2% from FY 2024). Net income: ₫298.3b (up 4.4% from FY 2024). Profit margin: 46% (in line with FY 2024). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 8% per year.
공시 • Mar 03Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 23, 2026.
Upcoming Dividend • Feb 19Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 12 March 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 7.1%. Lower than top quartile of Vietnamese dividend payers (7.7%). Higher than average of industry peers (6.2%).
Reported Earnings • Oct 16Third quarter 2025 earnings released: EPS: ₫1,265 (vs ₫1,289 in 3Q 2024)Third quarter 2025 results: EPS: ₫1,265 (down from ₫1,289 in 3Q 2024). Revenue: ₫236.4b (up 1.7% from 3Q 2024). Net income: ₫128.1b (down 1.8% from 3Q 2024). Profit margin: 54% (down from 56% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Sep 13First half dividend of ₫1,000 announcedShareholders will receive a dividend of ₫1,000. Ex-date: 1st October 2025 Payment date: 14th October 2025 Dividend yield will be 6.8%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (30% earnings payout ratio) and cash flows (60% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 18Second quarter 2025 earnings released: EPS: ₫551 (vs ₫321 in 2Q 2024)Second quarter 2025 results: EPS: ₫551 (up from ₫321 in 2Q 2024). Revenue: ₫138.6b (up 39% from 2Q 2024). Net income: ₫58.8b (up 81% from 2Q 2024). Profit margin: 42% (up from 33% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Board Change • Jun 14Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Director Hai Le was the last independent 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: Minority of independent directors. Lack of board continuity.
Declared Dividend • Mar 01Final dividend increased to ₫1,500Dividend of ₫1,500 is 50% higher than last year. Ex-date: 14th March 2025 Payment date: 27th March 2025 Dividend yield will be 9.5%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (85% earnings payout ratio) and cash flows (75% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 7.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
공시 • Feb 21Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 24, 2025.
Reported Earnings • Jan 23Full year 2024 earnings released: EPS: ₫2,823 (vs ₫2,629 in FY 2023)Full year 2024 results: EPS: ₫2,823 (up from ₫2,629 in FY 2023). Revenue: ₫627.8b (down 5.0% from FY 2023). Net income: ₫295.9b (up 11% from FY 2023). Profit margin: 47% (up from 40% in FY 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 20Third quarter 2024 earnings released: EPS: ₫1.31 (vs ₫1,256 in 3Q 2023)Third quarter 2024 results: EPS: ₫1.31. Revenue: ₫232.5b (down 8.6% from 3Q 2023). Net income: ₫138.8b (up 9.2% from 3Q 2023). Profit margin: 60% (up from 50% in 3Q 2023). The increase in margin was driven by lower expenses.
Declared Dividend • Sep 25First half dividend of ₫2,000 announcedShareholders will receive a dividend of ₫2,000. Ex-date: 11th October 2024 Payment date: 25th October 2024 Dividend yield will be 8.3%, which is higher than the industry average of 6.7%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (74% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 9 years. However, payments have been volatile during that time. Earnings per share has grown by 7.0% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Board Change • Sep 25Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 1 independent director. 6 non-independent directors. Director Phi Trinh 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: Minority of independent directors. Lack of board continuity.
공시 • Sep 19Southern Hydropower Joint Stock Company Approves 2nd Cash Dividend for the Year 2023, Payable on October 25, 2024On September 17, 2024, the BOD of Southern Hydropower Joint Stock Company approved the plan to pay the 2nd cash dividend for 2023 as follows: Record date: October 14, 2024. Exercise ratio: 20% (2,000 dongs/share). Payment date: October 25, 2024.
공시 • Jun 25Southern Hydropower Joint Stock Company Announces Closing Lam Dong BranchThe Board resolution dated June 21, 2024, Southern Hydropower Joint Stock Company issued Decision to approve the termination of branch operation at No.51A Nguyen Van Troi, ward 2, Bao Loc city, Lam Dong. Accordingly, the Company will transfer the current branch location into the business location in Lam Dong.
공시 • Mar 12Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024Southern Hydropower Joint Stock Company, Annual General Meeting, Apr 25, 2024.
Upcoming Dividend • Mar 04Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 11 March 2024. Payment date: 21 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 10%. Within top quartile of Vietnamese dividend payers (8.7%). In line with average of industry peers (9.4%).
Upcoming Dividend • Feb 16Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 23 February 2024. Payment date: 07 March 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 11%. Within top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (9.6%).
Reported Earnings • Jan 18Full year 2023 earnings released: EPS: ₫2,629 (vs ₫3,077 in FY 2022)Full year 2023 results: EPS: ₫2,629 (down from ₫3,077 in FY 2022). Revenue: ₫661.2b (down 11% from FY 2022). Net income: ₫275.3b (down 12% from FY 2022). Profit margin: 42% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
공시 • Jan 15Southern Hydropower Joint Stock Company Approves Cash Dividend for the Year 2023, Payable on March 07, 2024Southern Hydropower Joint Stock Company announced on January 12, 2024, the BOD of the company approved the record date for cash dividend payment in 2023 as follows: Exercise ratio is 10% per par value (VND 1,000 per share). Record date is February 26, 2024. Payment time is from March 07, 2024.
Reported Earnings • Oct 22Third quarter 2023 earnings released: EPS: ₫1,256 (vs ₫1,302 in 3Q 2022)Third quarter 2023 results: EPS: ₫1,256. Revenue: ₫254.3b (up 4.5% from 3Q 2022). Net income: ₫133.9b (up 1.6% from 3Q 2022). Profit margin: 53% (down from 54% in 3Q 2022). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Oct 09Upcoming dividend of ₫1,500 per share at 6.6% yieldEligible shareholders must have bought the stock before 16 October 2023. Payment date: 27 October 2023. Payout ratio and cash payout ratio are on the higher end at 87% and 83% respectively. Trailing yield: 6.6%. Lower than top quartile of Vietnamese dividend payers (8.6%). Higher than average of industry peers (4.9%).
공시 • Sep 16Southern Hydropower Joint Stock Company Approves Dividend, Payable on October 27, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the 3rd 2022 dividend in cash: Record date: October 17, 2023. Payment date: October 27, 2023. Dividend pay-out ratio: 15%/par value (VND 1,500/share). Exercise ratio: 1:1 (01 share - 01 vote).
Reported Earnings • Jul 22Second quarter 2023 earnings released: EPS: ₫431 (vs ₫750 in 2Q 2022)Second quarter 2023 results: EPS: ₫431 (down from ₫750 in 2Q 2022). Revenue: ₫132.5b (down 26% from 2Q 2022). Net income: ₫45.8b (down 41% from 2Q 2022). Profit margin: 35% (down from 44% in 2Q 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 26Upcoming dividend of ₫1,000 per share at 7.0% yieldEligible shareholders must have bought the stock before 03 July 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.0%. Lower than top quartile of Vietnamese dividend payers (8.5%). Higher than average of industry peers (4.4%).
공시 • Jun 22Southern Hydropower Joint Stock Company Approves to Pay for the Second Phase of 2022 Dividend in Cash, Payable July 04, 2023The Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the second phase of 2022 dividend in cash: Record date: September 25, 2015, Payment date: July 04, 2023, Dividend pay-out ratio: 10%/par value (VND1,000/share).
공시 • May 26Southern Hydropower Joint Stock Company Announces Appointment of Nguyen Thi Kieu Oanh as Member of BODSouthern Hydropower Joint Stock Company announced the appointment of Ms. Nguyen Thi Kieu Oanh as member of the BOD for the term 2022 – 2027. The resignation of Mr. Nguyen Van Danh as member of the BOD. The personnel change effective from April 27, 2023.
Reported Earnings • Apr 24First quarter 2023 earnings released: EPS: ₫146 (vs ₫612 in 1Q 2022)First quarter 2023 results: EPS: ₫146 (down from ₫612 in 1Q 2022). Revenue: ₫83.7b (down 39% from 1Q 2022). Net income: ₫15.3b (down 77% from 1Q 2022). Profit margin: 18% (down from 48% 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 35% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Feb 09Upcoming dividend of ₫1,000 per share at 7.3% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 28 February 2023. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 7.3%. Lower than top quartile of Vietnamese dividend payers (9.1%). Higher than average of industry peers (3.5%).
공시 • Feb 02Southern Hydropower Joint Stock Company Announces Cash Dividend, Payable from February 28, 2028The Board resolution dated January 31, 2023, Southern Hydropower Joint Stock Company announced cash dividend of 10% (1000 VND/1 share) for 2022. Record date is February 17,2023 and Payment date is From February 28, 2023.
Reported Earnings • Jan 18Full year 2022 earnings released: EPS: ₫3,049 (vs ₫2,543 in FY 2021)Full year 2022 results: EPS: ₫3,049 (up from ₫2,543 in FY 2021). Revenue: ₫746.1b (up 13% from FY 2021). Net income: ₫318.2b (up 24% from FY 2021). Profit margin: 43% (up from 39% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Head of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.
Reported Earnings • Oct 21Third quarter 2022 earnings releasedThird quarter 2022 results: Revenue: ₫243.4b (up 2.9% from 3Q 2021). Net income: ₫137.0b (up 3.6% from 3Q 2021). Profit margin: 56% (in line with 3Q 2021).
Upcoming Dividend • Oct 06Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 13 October 2022. Payment date: 26 October 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Vietnamese dividend payers (8.0%). In line with average of industry peers (3.4%).
공시 • Oct 03Southern Hydropower Joint Stock Company Approves to Pay Dividend for the Seconds Phase of the 2021, Payable October 26, 2022Board of Directors of Southern Hydropower Joint Stock Company approved to pay for the seconds phase of the 2021 dividend in cash: Record date: October 14, 2022. Payment date: October 26, 2022. Dividend pay-out ratio: 10%/par value (VND1,000/share).
공시 • Sep 16Southern Hydropower Joint Stock Company Appoints Vo Van Tai as Chief Executive OfficerSouthern Hydropower Joint Stock Company approved the appointment of Mr. Vo Van Tai as Chief Executive Officer (CEO) of the Company from September 15, 2022.
공시 • Aug 23Thang Thanh Ha Retires as CEO of Southern Hydropower Joint Stock Company, Effective September 01, 2022Southern Hydropower Joint Stock Company announced retirement of Mr. Thang Thanh Ha as CEO. Effective date: September 01, 2022.
Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: ₫718 (vs ₫392 in 2Q 2021)Second quarter 2022 results: EPS: ₫718 (up from ₫392 in 2Q 2021). Revenue: ₫178.2b (up 33% from 2Q 2021). Net income: ₫78.0b (up 97% from 2Q 2021). Profit margin: 44% (up from 30% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Jun 29Southern Hydropower Joint Stock Company Appoints Truong Thanh Binh as Deputy CEOSouthern Hydropower Joint Stock Company announced the appointment of Mr. Truong Thanh Binh as a Deputy CEO, effective from June 11, 2022.
Upcoming Dividend • Jun 29Upcoming dividend of ₫1,000 per shareEligible shareholders must have bought the stock before 06 July 2022. Payment date: 13 July 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Vietnamese dividend payers (7.7%). Lower than average of industry peers (2.9%).
공시 • Jun 25Southern Hydropower Joint Stock Company Announces the Appointment of Vo Thai as Head of Supervisory BoardSouthern Hydropower Joint Stock Company announced the appointment of Mr. Vo Thai as Head of Supervisory Board for the term 2022-2027 of the Company from June 21, 2022.
공시 • May 12Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022. Location: 272 Vo Thi Sau, Vo Thi Sau ward, district 3 Ho Chin Minh Vietnam
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. 2 independent directors (4 non-independent directors). Chief of Supervisory Board Vo Thai is the most experienced director on the board, commencing their role in 2017. Independent Director Tran Du was the last independent director to join the board, commencing their role in 2020. 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.
공시 • Apr 15Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022Southern Hydropower Joint Stock Company, Annual General Meeting, May 26, 2022.
Executive Departure • Dec 01Deputy General Director & Member of Management Board Vinh Nguyen has left the companyOn the 1st of December, Vinh Nguyen's tenure as Deputy General Director & Member of Management Board ended. As of September 2021, Vinh still personally held 48.25k shares (₫1.2b worth at the time). Vinh is the only executive to leave the company over the last 12 months.
Reported Earnings • Oct 22Third quarter 2021 earnings released: EPS ₫1,411 (vs ₫20.33 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: ₫236.5b (up 162% from 3Q 2020). Net income: ₫132.2b (up ₫134.1b from 3Q 2020). Profit margin: 56% (up from net loss in 3Q 2020). The move to profitability 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 increased by 8% per year, which means it is well ahead of earnings.
Upcoming Dividend • Oct 21Upcoming dividend of ₫500 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 November 2021. Trailing yield: 1.9%. Lower than top quartile of Vietnamese dividend payers (6.3%). Lower than average of industry peers (3.7%).
Reported Earnings • Jul 18Second quarter 2021 earnings released: EPS ₫424 (vs ₫63.30 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: ₫134.0b (up 45% from 2Q 2020). Net income: ₫39.7b (up ₫33.8b from 2Q 2020). Profit margin: 30% (up from 6.4% 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 34% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Nov 05Southern Hydropower Joint Stock Company to Expect Resume Operations in Early November 2020On September 21, 2020, Southern Hydropower Joint Stock Company announces information on the repair of Unit H2 of Da M’Bri Hydropower Plant. Unit H2 was successfully went into operation again on September 18, 2020. Unit H1 is being repaired and expected to resume operations in early November 2020.
공시 • Sep 22Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from September 01, 2020 to September 20, 2020. On September 18, 2020, Unit H2 of Da M’Bri Hydropower Plant was tested and successfully went into operation again. However, Unit H1 is being repaired and expected to resume operations in early November 2020.
공시 • Sep 04Southern Hydropower Joint Stock Company Announces the Suspension of Operation of Da M’Bri Hydropower PlantSouthern Hydropower Joint Stock Company announced the suspension of operation of Da M’Bri Hydropower Plant for repair from August 10, 2020 to August 31, 2020. However, until the present, as incomplete repairs, the Company expects to continue the suspension of Da M’Bri Hydropower Plant from September 01, 2020 to September 20, 2020.
