Nam Long Investment Management

Management criteria checks 2/4

We currently do not have sufficient information about the CEO.

Key information

Lucas Ignatius Loh

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	less than a year
CEO ownership	n/a
Management average tenure	2.6yrs
Board average tenure	8.1yrs

Recent management updates

Recent updates

CEO

Lucas Ignatius Loh (57 yo)

less than a year

Tenure

Mr. Jen Yuh Loh, also known as Lucas Ignatius, serves as Group General Director at Nam Long Investment Corporation since March 30, 2024. He was Co-President at Hopson Development Holdings Limited since Jul...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Duc Nguyen	Group Chief Financial Officer	2.6yrs	₫6.03b	no data
Huy Pham	Chief Investment Officer & Member of Management Board	no data	₫5.01b	0.010% ₫ 1.5b
Duc Nguyen	Chief Accountant & Member of Management Board	no data	₫2.27b	0.0067% ₫ 949.6m
Huan Chai	Commercial & Ventures Managing Director	2.5yrs	₫1.68b	no data
Son Van	General Director of Nam Long Land	1.6yrs	₫4.85b	0.0048% ₫ 683.4m
Jen Yuh Loh	Group General Director	less than a year	no data	no data
Phong Tran	Executive Vice Chairman	no data	no data	4.08% ₫ 580.3b
Quang Nguyen	Director of Marketing & Sales Division and Member of Management Board	8.2yrs	no data	no data
Chien Le	Business Development Divisional Director & Member of Management Board	9.8yrs	no data	no data
Phuc Chau	Director of Financial & Accounting Division and Member of Management Board	10.8yrs	₫1.13b	no data
Huyen Nguyen	Director of Project & Construction Management Division 2 and Member of Management Board	no data	no data	no data
Sang Nguyen	CPO & Member of Management Board	no data	no data	no data

2.6yrs

Average Tenure

Experienced Management: NLG's management team is considered experienced (2.6 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Phong Tran	Executive Vice Chairman	no data	no data	4.08% ₫ 580.3b
Siong Ngian	Independent Director	9.6yrs	no data	no data
Quang Nguyen	Chairman of the Board	no data	no data	13.94% ₫ 2.0t
Thach Cao	Director	9.6yrs	no data	1.52% ₫ 216.1b
Chad Ovel	Independent Director	10.6yrs	no data	no data
Ngo Ziang	Independent Director	10.6yrs	no data	no data
Nguyen Thi Thao	Member of Inspection Committee	8.6yrs	no data	no data
Tuyen Nguyen	Head of Inspection Committee	7.6yrs	no data	no data
Tan Dang	Member of Inspection Committee	7.6yrs	no data	no data
Yew Low	Director	3.6yrs	no data	no data
Thuan Nguyen	Director	3.6yrs	no data	no data
Kenneth Atkinson	Independent Director	3.6yrs	no data	no data

8.1yrs

Average Tenure

Experienced Board: NLG's board of directors are considered experienced (8.1 years average tenure).

Nam Long Investment Management

Management criteria checks 2/4

Key information

Recent management updates

Less than half of directors are independent

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

Less than half of directors are independent

Less than half of directors are independent

Less than half of directors are independent

Nam Long Investment Corporation Approves Executive Changes

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.