NAM VIET CORPORATION |
End-of-day quote
Other stock markets
|
5-day change | 1st Jan Change | ||
| 34,750 VND | +1.76% |
|
+7.92% | +11.74% |
Valuation
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| Capitalization 1 | 2,911,228 | 3,165,484 | 4,233,358 | 2,866,734 | 4,140,277 | 4,626,194 |
| Enterprise Value (EV) 1 | 2,911,228 | 3,165,484 | 4,233,358 | 2,866,734 | 4,140,277 | 4,626,194 |
| P/E ratio | - | - | - | - | - | - |
| Yield | - | 4.02% | - | - | - | - |
| Capitalization / Revenue | 0.65 x | 0.92 x | 1.21 x | 0.59 x | 0.93 x | 0.94 x |
| EV / Revenue | 0.65 x | 0.92 x | 1.21 x | 0.59 x | 0.93 x | 0.94 x |
| EV / EBITDA | - | - | 12,496,176 x | 2,912,228 x | 13,900,440 x | - |
| EV / FCF | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - |
| Price to Book | 1.22 x | 1.36 x | 1.81 x | 0.99 x | - | - |
| Nbr of stocks (in thousands) | 127,128 | 127,128 | 127,128 | 127,128 | 133,128 | 133,128 |
| Reference price 2 | 22,900 | 24,900 | 33,300 | 22,550 | 31,100 | 34,750 |
| Announcement Date | 1/20/20 | 1/20/21 | 1/20/22 | 3/29/23 | 1/25/24 | - |
1VND in Million2VND
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| Net sales 1 | 4,480,866 | 3,439,915 | 3,493,926 | 4,896,647 | 4,439,123 | 4,902,000 |
| EBITDA | - | - | 338,772 | 984,378 | 297,852 | - |
| EBIT | 797,623 | - | 215,882 | 863,128 | 183,318 | - |
| Operating Margin | 17.8% | - | 6.18% | 17.63% | 4.13% | - |
| Earnings before Tax (EBT) | - | - | - | - | - | - |
| Net income | - | - | - | - | - | - |
| Net margin | - | - | - | - | - | - |
| EPS | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - |
| Dividend per Share | - | 1,000 | - | - | - | - |
| Announcement Date | 1/20/20 | 1/20/21 | 1/20/22 | 3/29/23 | 1/25/24 | - |
1VND in Million
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: December | 2021 S1 | 2021 S2 | 2022 Q1 | 2023 Q3 | 2023 Q4 |
|---|---|---|---|---|---|
| Net sales 1 | - | - | 1,219,168 | 1,220,500 | 1,110,809 |
| EBITDA | - | - | - | - | - |
| EBIT | - | 82,670 | - | - | - |
| Operating Margin | - | - | - | - | - |
| Earnings before Tax (EBT) | - | - | - | - | - |
| Net income | 87,541 | - | - | -46,493 | - |
| Net margin | - | - | - | -3.81% | - |
| EPS | 689.0 | - | - | - | - |
| Dividend per Share | - | - | - | - | - |
| Announcement Date | 7/20/21 | 1/20/22 | 4/28/22 | 10/25/23 | 1/25/24 |
1VND in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: December | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| Net Debt | - | - | - | - | - | - |
| Net Cash position | - | - | - | - | - | - |
| Leverage (Debt/EBITDA) | - | - | - | - | - | - |
| Free Cash Flow | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 33.3% | 8.56% | 5.48% | 25.8% | 1.46% | - |
| ROA (Net income/ Total Assets) | 18.6% | 4.5% | 2.63% | 13% | 0.79% | - |
| Assets | - | - | - | - | - | - |
| Book Value Per Share | 18,769 | 18,357 | 18,365 | 22,672 | - | - |
| Cash Flow per Share | - | - | - | - | - | - |
| Capex | - | - | 324,621 | - | - | - |
| Capex / Sales | - | - | 9.29% | - | - | - |
| Announcement Date | 1/20/20 | 1/20/21 | 1/20/22 | 3/29/23 | 1/25/24 | - |
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Sell
Buy
Mean consensus
OUTPERFORM
Number of Analysts
1
Last Close Price
34,750
Average target price
-
Quarterly revenue - Rate of surprise
| 1st Jan change | Capi. | |
|---|---|---|
| +11.74% | 179M | |
| +3.02% | 9.17B | |
| +5.59% | 7.81B | |
| +8.41% | 2.53B | |
| +4.00% | 1.85B | |
| +15.58% | 1.74B | |
| +14.23% | 1.62B | |
| +2.55% | 908M | |
| -5.75% | 893M | |
| +19.03% | 646M |
- Stock Market
- Equities
- ANV Stock
- Financials Nam Viet Corporation
