End-of-day quote
Ho Chi Minh S.E.
23:00:00 27/06/2024 BST
|
5-day change
|
1st Jan Change
|
60,000
VND
|
-0.99%
|
|
-2.44%
|
-4.76%
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
146,212,110
|
125,049,831
|
96,833,459
|
107,029,830
|
80,801,429
|
76,953,742
|
-
|
-
|
Enterprise Value (EV)
1 |
146,212,110
|
108,751,331
|
80,505,192
|
84,581,955
|
58,721,427
|
54,742,330
|
54,731,416
|
54,953,132
|
P/E ratio
|
30.5
x
|
27.3
x
|
26.7
x
|
20.9
x
|
20.1
x
|
18
x
|
16.4
x
|
15.7
x
|
Yield
|
2.19%
|
1.79%
|
2.32%
|
2.1%
|
-
|
5.45%
|
5.1%
|
4.96%
|
Capitalization / Revenue
|
3.86
x
|
4.47
x
|
3.67
x
|
3.06
x
|
2.65
x
|
2.37
x
|
2.29
x
|
2.08
x
|
EV / Revenue
|
3.86
x
|
3.89
x
|
3.05
x
|
2.42
x
|
1.93
x
|
1.69
x
|
1.63
x
|
1.49
x
|
EV / EBITDA
|
23.8
x
|
19.7
x
|
19.8
x
|
14
x
|
13.4
x
|
10.3
x
|
9.43
x
|
9.61
x
|
EV / FCF
|
-
|
-
|
25,050,558
x
|
21,994,901
x
|
35,452,751
x
|
-
|
-
|
-
|
FCF Yield
|
-
|
-
|
0%
|
0%
|
0%
|
-
|
-
|
-
|
Price to Book
|
-
|
6.27
x
|
4.56
x
|
4.72
x
|
3.34
x
|
3.11
x
|
3.06
x
|
2.94
x
|
Nbr of stocks (in thousands)
|
1,282,562
|
1,282,562
|
1,282,562
|
1,282,562
|
1,282,562
|
1,282,562
|
-
|
-
|
Reference price
2 |
114,000
|
97,500
|
75,500
|
83,450
|
63,000
|
60,000
|
60,000
|
60,000
|
Announcement Date
|
21/01/20
|
01/02/21
|
26/01/22
|
30/01/23
|
30/01/24
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
37,899,060
|
27,961,324
|
26,373,746
|
34,979,084
|
30,461,367
|
32,428,657
|
33,574,165
|
36,923,808
|
EBITDA
1 |
6,146,744
|
5,533,504
|
4,067,958
|
6,059,078
|
4,381,475
|
5,309,362
|
5,801,721
|
5,716,527
|
EBIT
1 |
5,499,496
|
4,940,053
|
3,510,480
|
5,497,973
|
3,811,443
|
4,806,211
|
5,293,665
|
4,942,767
|
Operating Margin
|
14.51%
|
17.67%
|
13.31%
|
15.72%
|
12.51%
|
14.82%
|
15.77%
|
13.39%
|
Earnings before Tax (EBT)
1 |
6,686,177
|
6,111,818
|
4,856,894
|
6,813,417
|
5,370,410
|
5,849,000
|
6,209,900
|
5,915,000
|
Net income
1 |
5,053,364
|
4,723,497
|
3,677,252
|
5,223,851
|
4,255,053
|
4,296,123
|
4,681,450
|
4,493,905
|
Net margin
|
13.33%
|
16.89%
|
13.94%
|
14.93%
|
13.97%
|
13.25%
|
13.94%
|
12.17%
|
EPS
2 |
3,738
|
3,566
|
2,832
|
3,992
|
3,132
|
3,329
|
3,656
|
3,817
|
Free Cash Flow
|
-
|
-
|
3,213,709
|
3,845,526
|
1,656,329
|
-
|
-
|
-
|
FCF margin
|
-
|
-
|
12.19%
|
10.99%
|
5.44%
|
-
|
-
|
-
|
FCF Conversion (EBITDA)
|
-
|
-
|
79%
|
63.47%
|
37.8%
|
-
|
-
|
-
|
FCF Conversion (Net income)
|
-
|
-
|
87.39%
|
73.61%
|
38.93%
|
-
|
-
|
-
|
Dividend per Share
2 |
2,500
|
1,750
|
1,750
|
1,750
|
-
|
3,267
|
3,060
|
2,978
|
Announcement Date
|
21/01/20
|
01/02/21
|
26/01/22
|
30/01/23
|
30/01/24
|
-
|
-
|
-
|
Fiscal Period: December |
2021 Q4
|
2022 Q1
|
2022 Q2
|
2022 Q3
|
2022 Q4
|
2023 Q1
|
2023 Q2
|
2023 Q3
|
2023 Q4
|
2024 Q1
|
2024 Q2
|
2024 Q3
|
2024 Q4
|
2025 Q1
|
2025 Q2
|
---|
Net sales
1 |
9,003,847
|
7,306,356
|
19,026,055
|
8,635,078
|
10,029,204
|
6,213,934
|
8,312,142
|
7,414,904
|
8,520,387
|
7,183,512
|
8,821,764
|
7,869,516
|
8,454,191
|
-
|
-
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
1,374,292
|
1,256,855
|
695,927
|
1,731,340
|
1,000,884
|
871,431
|
1,187,166
|
1,346,632
|
902,969
|
1,049,688
|
1,172,144
|
973,854
|
756,233
|
-
|
-
|
Operating Margin
|
15.26%
|
17.2%
|
3.66%
|
20.05%
|
9.98%
|
14.02%
|
14.28%
|
18.16%
|
10.6%
|
14.61%
|
13.29%
|
12.38%
|
8.95%
|
-
|
-
|
Earnings before Tax (EBT)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
1 |
1,313,729
|
1,170,696
|
1,858,623
|
1,341,941
|
1,043,337
|
967,304
|
1,159,245
|
1,044,409
|
966,519
|
997,269
|
1,145,967
|
1,027,610
|
873,681
|
-
|
-
|
Net margin
|
14.59%
|
16.02%
|
9.77%
|
15.54%
|
10.4%
|
15.57%
|
13.95%
|
14.09%
|
11.34%
|
13.88%
|
12.99%
|
13.06%
|
10.33%
|
-
|
-
|
EPS
2 |
997.0
|
889.5
|
1,242
|
1,023
|
790.0
|
734.5
|
884.0
|
1,589
|
719.0
|
758.0
|
893.5
|
801.2
|
681.2
|
-
|
-
|
Dividend per Share
2 |
750.0
|
750.0
|
-
|
1,250
|
500.0
|
-
|
750.0
|
-
|
-
|
-
|
642.2
|
642.2
|
642.2
|
-
|
-
|
Announcement Date
|
26/01/22
|
27/04/22
|
26/08/22
|
20/10/22
|
30/01/23
|
27/04/23
|
26/07/23
|
26/10/23
|
30/01/24
|
25/04/24
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: December |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
-
|
16,298,501
|
16,328,267
|
22,447,875
|
22,080,003
|
22,211,413
|
22,222,327
|
22,000,610
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
|
-
|
-
|
3,213,709
|
3,845,526
|
1,656,329
|
-
|
-
|
-
|
ROE (net income / shareholders' equity)
|
29.9%
|
24.4%
|
17.9%
|
23.6%
|
18%
|
17.7%
|
19.2%
|
19.8%
|
ROA (Net income/ Total Assets)
|
20.5%
|
17.4%
|
12.7%
|
16.1%
|
12.4%
|
13.8%
|
14.9%
|
13.2%
|
Assets
1 |
24,664,633
|
27,168,706
|
28,931,051
|
32,476,136
|
34,260,789
|
31,244,529
|
31,349,001
|
34,044,732
|
Book Value Per Share
2 |
-
|
15,547
|
16,546
|
17,681
|
18,878
|
19,279
|
19,590
|
20,439
|
Cash Flow per Share
2 |
-
|
-
|
-
|
-
|
-
|
2,519
|
3,623
|
4,509
|
Capex
1 |
257,482
|
445,876
|
329,541
|
533,164
|
273,321
|
404,593
|
459,254
|
456,761
|
Capex / Sales
|
0.68%
|
1.59%
|
1.25%
|
1.52%
|
0.9%
|
1.25%
|
1.37%
|
1.24%
|
Announcement Date
|
21/01/20
|
01/02/21
|
26/01/22
|
30/01/23
|
30/01/24
|
-
|
-
|
-
|
Last Close Price
60,000
VND Average target price
73,517
VND Spread / Average Target +22.53% Consensus |
1st Jan change
|
Capi.
|
---|
| -4.76% | 3.02B | | -7.36% | 118B | | -1.78% | 54.52B | | +6.42% | 46.92B | | -16.90% | 32.32B | | -3.85% | 22.32B | | +7.93% | 17.87B | | -1.32% | 16.91B | | -37.07% | 15.53B | | -0.57% | 11.47B |
Other Brewers
|