Saigon Beer - Alcohol - Beverage Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Lester Tan

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	1.1yrs
CEO ownership	n/a
Management average tenure	6.2yrs
Board average tenure	6.3yrs

Recent management updates

Recent updates

CEO

Lester Tan (58 yo)

1.1yrs

Tenure

Mr. Teck Chuan Tan, also known as Lester, serves as Director of Traditional Trade Management Co. Ltd. since June 2017. He is the Chief Beer Business of Thailand at BeerCo Limited.He serves as General Dire...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Teck Chuan Tan	General Director	1.1yrs	no data	no data
Liang Koo	Deputy General Director of Accounting	3.1yrs	no data	no data
Trung Tran	Chief Accountant	6.2yrs	no data	no data
Kuan Ngee Ng	Deputy General Director of Sales	6.5yrs	no data	no data
Pei Lim	Deputy General Director of Marketing	less than a year	no data	no data
Lam An	Deputy General Director of Technology - Production	7.1yrs	no data	no data
Nguyen Giang	General Director of Saigon Beer Trading Company Limited	6.3yrs	no data	no data

6.2yrs

Average Tenure

57yo

Average Age

Experienced Management: SAB's management team is seasoned and experienced (6.2 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Poh Tiong Koh	Chairman of Board	6.6yrs	no data	no data
Pramoad Phornprapha	Independent Director	6.3yrs	₫676.00m	no data
Vy Nguyen	Independent Director	6.3yrs	₫988.00m	no data
Fah Hin Chye	Director	6.3yrs	₫838.00m	no data
Nga Tran	Director	6.5yrs	₫838.00m	no data
Thanh Le	Director	3.6yrs	₫838.00m	no data
Minh Ngo	Director	3.6yrs	₫838.00m	no data

6.3yrs

Average Tenure

63yo

Average Age

Experienced Board: SAB's board of directors are considered experienced (6.3 years average tenure).

Saigon Beer - Alcohol - Beverage Management

Management criteria checks 2/4

Key information

Recent management updates

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 25, 2024

Saigon Beer - Alcohol - Beverage Corporation Announces Executive Changes

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 27, 2023

Less than half of directors are independent

Less than half of directors are independent

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 27, 2022

Recent updates

Third quarter 2024 earnings released: EPS: ₫906 (vs ₫795 in 3Q 2023)

Dividend of ₫2,000 announced

Price target decreased by 9.4% to ₫64,943

Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behind

Upcoming dividend of ₫2,000 per share

Saigon Beer - Alcohol - Beverage Corporation Announces Cash Dividend for the Year 2023, Payable on July 31, 2024

Investor sentiment improves as stock rises 16%

First quarter 2024 earnings: EPS and revenues exceed analyst expectations

Full year 2023 earnings: EPS and revenues miss analyst expectations

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 25, 2024

Full year 2023 earnings released: EPS: ₫3,318 (vs ₫3,991 in FY 2022)

Price target decreased by 7.1% to ₫85,350

Upcoming dividend of ₫1,500 per share at 6.4% yield

Price target decreased by 7.6% to ₫86,950

Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behind

Saigon Beer - Alcohol - Beverage Corporation Announces Executive Changes

Now 20% undervalued after recent price drop

Now 53% undervalued after recent price drop

Second quarter 2023 earnings released: EPS: ₫1,768 (vs ₫2,591 in 2Q 2022)

Upcoming dividend of ₫1,500 per share at 2.2% yield

Saigon Beer - Alcohol - Beverage Corporation Announces Dividend, Payable on July 7, 2023

Consensus EPS estimates fall by 11%

First quarter 2023 earnings released: EPS: ₫1,469 (vs ₫1,779 in 1Q 2022)

Upcoming dividend of ₫1,000 per share at 1.9% yield

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 27, 2023

Full year 2022 earnings released: EPS: ₫7,983 (vs ₫5,502 in FY 2021)

Upcoming dividend of ₫2,500 per share

Saigon Beer - Alcohol - Beverage Corporation Announces Second Cash Dividend for the Year 2022, Payable on March 24, 2023

Saigon Beer - Alcohol - Beverage Corporation Announces Second Cash Dividend Payment in 2022, Payable on March 24, 2023

Less than half of directors are independent

Saigon Beer - Alcohol - Beverage Corporation Announces Dividend, Payable on January 11, 2023

Third quarter 2022 earnings released: EPS: ₫2,046 (vs ₫636 in 3Q 2021)

First quarter 2022 earnings: EPS and revenues exceed analyst expectations

Less than half of directors are independent

Upcoming dividend of ₫1,500 per share

Saigon Beer - Alcohol - Beverage Corporation Declares 2021 Cash Dividend, Payable on March 23, 2022

Full year 2021 earnings: EPS and revenues exceed analyst expectations

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 27, 2022

Saigon Beer - Alcohol - Beverage Corporation, Annual General Meeting, Apr 27, 2022

Price target decreased to ₫187,350

Upcoming dividend of ₫2,000 per share

Consensus EPS estimates fall to ₫6,031

Deputy General Director of Accounting, Finance & Other Support Functions Hong Keng Teo has left the company

Second quarter 2021 earnings released: EPS ₫1,505 (vs ₫1,761 in 2Q 2020)

First quarter 2021 earnings released: EPS ₫1,528 (vs ₫1,031 in 1Q 2020)

Full year 2020 earnings released: EPS ₫7,135 (vs ₫7,477 in FY 2019)

Earnings beat expectations, revenue disappoints

Investor sentiment deteriorated over the past week

New 90-day high: ₫207,100

Price target raised to ₫232,750

New 90-day high: ₫195,000

Price target raised to ₫217,333

Saigon Beer - Alcohol - Beverage Corporation to Report Q2, 2020 Results on Jul 29, 2020

CEO

Tenure

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age