Nam Long Investment Inkomsten in het verleden

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De winst van Nam Long Investment is gedaald met een gemiddeld jaarlijks percentage van -14.9%, terwijl de winst van de Real Estate -industrie jaarlijks daalde met 8.5%. De inkomsten zijn groeide met een gemiddeld percentage van 7.9% per jaar. Het rendement op het eigen vermogen Nam Long Investment bedraagt 4% en de nettomarge bedraagt 11.7%.

Belangrijke informatie

-14.9%

Groei van de winst

-20.0%

Groei van de winst per aandeel

Real Estate Groei van de industrie	-4.9%
Inkomstengroei	7.9%
Rendement op eigen vermogen	4.0%
Nettomarge	11.7%
Laatste winstupdate	30 Sep 2024

Recente prestatie-updates uit het verleden

Recent updates

Opbrengsten en kosten

Hoe Nam Long Investment geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

HOSE:NLG Opbrengsten, kosten en inkomsten (VND Millions )
Datum	Inkomsten	Inkomsten	G+A Uitgaven
30 Sep 24	2,463,471	288,056	846,587
30 Jun 24	2,449,876	406,740	879,780
31 Mar 24	3,150,932	377,734	946,414
31 Dec 23	3,181,422	456,137	980,284
30 Sep 23	3,174,491	652,062	1,011,454
30 Jun 23	3,699,225	593,658	1,081,456
31 Mar 23	3,986,566	550,711	1,139,231
31 Dec 22	4,338,841	546,274	1,154,534
30 Sep 22	7,127,852	414,000	1,371,936
30 Jun 22	6,397,078	703,237	1,241,236
31 Mar 22	5,557,164	667,856	1,052,900
31 Dec 21	5,205,519	1,017,993	996,870
30 Sep 21	1,705,929	1,262,353	565,054
30 Jun 21	2,195,118	994,472	517,630
31 Mar 21	2,036,282	1,024,334	495,845
31 Dec 20	2,216,719	778,845	434,472
30 Sep 20	2,519,538	717,085	403,012
30 Jun 20	2,268,892	834,316	409,235
31 Mar 20	2,630,026	876,975	414,007
31 Dec 19	2,546,101	906,848	424,855
30 Sep 19	2,063,980	502,978	463,416
30 Jun 19	3,004,622	776,546	469,138
31 Mar 19	3,272,649	829,391	472,517
31 Dec 18	3,479,608	717,891	490,578
30 Sep 18	4,265,104	772,518	519,396
30 Jun 18	3,310,009	394,390	490,389
31 Mar 18	3,444,695	496,050	456,139
31 Dec 17	3,161,312	497,566	413,684
30 Sep 17	2,498,940	497,919	319,199
30 Jun 17	2,727,702	491,126	326,064
31 Mar 17	2,414,902	308,895	344,873
31 Dec 16	2,533,799	322,433	343,006
30 Sep 16	2,280,599	274,442	349,028
30 Jun 16	1,913,273	253,863	327,369
31 Mar 16	1,458,773	191,896	285,343
31 Dec 15	1,258,544	193,086	273,111
30 Sep 15	1,149,626	175,921	245,949
30 Jun 15	1,048,027	161,592	224,924
31 Mar 15	993,940	144,909	216,321
31 Dec 14	866,929	88,883	198,243
30 Sep 14	615,180	40,752	146,040
30 Jun 14	729,017	66,318	141,773
31 Mar 14	628,943	33,242	144,342
31 Dec 13	601,747	21,175	146,248

Kwaliteitswinsten: NLG heeft een grote eenmalige winst van ₫377.1B wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 30th September, 2024.

Groeiende winstmarge: De huidige netto winstmarges (11.7%) NLG } zijn lager dan vorig jaar (20.5%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: De winst van NLG is de afgelopen 5 jaar met 14.9% per jaar gedaald.

Versnelling van de groei: De winstgroei NLG is het afgelopen jaar negatief geweest en kan daarom niet worden vergeleken met het 5-jarig gemiddelde.

Winst versus industrie: NLG had het afgelopen jaar een negatieve winstgroei ( -55.8% ), waardoor het moeilijk is om te vergelijken met het branchegemiddelde Real Estate ( -7.5% ).

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 4% ) van NLG wordt als laag beschouwd.

Nam Long Investment Inkomsten in het verleden

Verleden criteriumcontroles 0/6

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Recente prestatie-updates uit het verleden

Full year 2023 earnings: EPS and revenues exceed analyst expectations

Full year 2023 earnings released: EPS: ₫1,185 (vs ₫1,345 in FY 2022)

Third quarter 2023 earnings released: EPS: ₫163 (vs ₫21.00 in 3Q 2022)

Second quarter 2023 earnings released: EPS: ₫297 (vs ₫172 in 2Q 2022)

First quarter 2023 earnings released: EPS: ₫18.00 (vs ₫326 loss in 1Q 2022)

Full year 2022 earnings released: EPS: ₫1,339 (vs ₫3,099 in FY 2021)

Recent updates

Less than half of directors are independent

Nam Long Investment Corporation Announces Change of the Representative Office Address

Dividend of ₫499 announced

Now 22% overvalued

Investor sentiment deteriorates as stock falls 16%

Consensus EPS estimates increase by 12%

Full year 2023 earnings: EPS and revenues exceed analyst expectations

Nam Long Investment Corporation, Annual General Meeting, Apr 20, 2024

Consensus EPS estimates fall by 34%

Full year 2023 earnings released: EPS: ₫1,185 (vs ₫1,345 in FY 2022)

Consensus revenue estimates fall by 24%

Consensus revenue estimates fall by 24%

Third quarter 2023 earnings released: EPS: ₫163 (vs ₫21.00 in 3Q 2022)

New minor risk - Share price stability

Consensus revenue estimates increase by 24%, EPS downgraded

New major risk - Earnings quality

Second quarter 2023 earnings released: EPS: ₫297 (vs ₫172 in 2Q 2022)

Investor sentiment improves as stock rises 15%

Upcoming dividend of ₫200 per share at 1.3% yield

Nam Long Investment Corporation Approves Second Cash Dividend for the Year 2022, Payable on June 30, 2023

Price target decreased by 16% to ₫30,267

First quarter 2023 earnings released: EPS: ₫18.00 (vs ₫326 loss in 1Q 2022)

Investor sentiment improves as stock rises 18%

Price target decreased by 17% to ₫36,200

Consensus revenue estimates increase by 16%

Full year 2022 earnings released: EPS: ₫1,339 (vs ₫3,099 in FY 2021)

Price target decreased to ₫48,771

Upcoming dividend of ₫300 per share

Nam Long Investment Corporation Announces Adjustment of the Plan to Pay First Cash Dividend for 2022, Payable December 23, 2022

Consensus EPS estimates fall by 10%

Investor sentiment improved over the past week

Nam Long Investment Corporation (HOSE:NLG) announces an Equity Buyback for VND 1,000,000 million worth of its shares.

Upcoming dividend of ₫498 per share

Less than half of directors are independent

Investor sentiment deteriorated over the past week

Third quarter 2022 earnings released: EPS: ₫21.00 (vs ₫942 in 3Q 2021)

Investor sentiment deteriorated over the past week

Less than half of directors are independent

Nam Long Investment Corporation Announces Change in the Content of Business Registration

Upcoming dividend of ₫559 per share

Price target increased to ₫60,505

First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Less than half of directors are independent

Nam Long Investment Corporation Approves Executive Changes

Price target increased to ₫57,423

Consensus EPS estimates fall by 16%

Nam Long Investment Corporation, Annual General Meeting, Apr 23, 2022

Price target increased to ₫53,383

Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind

Investor sentiment improved over the past week

Investor sentiment deteriorated over the past week

Upcoming dividend of ₫619 per share

Price target increased to ₫53,643

Third quarter 2021 earnings released: EPS ₫2,387 (vs ₫106 in 3Q 2020)

Investor sentiment improved over the past week

Price target increased to ₫45,949

Second quarter 2021 earnings released: EPS ₫157 (vs ₫246 in 2Q 2020)

Full year 2020 earnings released: EPS ₫2,809 (vs ₫3,251 in FY 2019)

Nam Long Investment Corporation (HOSE:NLG) completed the acquisition of 30% stake in Dong Nai Waterfront City LLC from Keppel Land Limited.

Price target raised to ₫33,164

Analysts update estimates

New 90-day high: ₫37,000

New 90-day high: ₫35,200

Revenue and earnings beat expectations

Full year 2020 earnings released: EPS ₫3,206

Investor sentiment improved over the past week

New 90-day high: ₫29,750

Upcoming Dividend of ₫453 Per Share

Nam Long Investment Corporation (HOSE:NLG) agreed to acquire remaining 30% stake in Dong Nai Waterfront City LLC from Keppel Land Limited for VND1951 billion.