Long Hau (LHG) Announces 21% Cash Dividend, Payout ~105B VND
This Aveluro analysis covers LHG on HOSE in the Real Estate sector. The classified event type is dividend announcement, with positive sentiment and a deterministic market-impact score of 4.0/10. Aveluro classifies this story as a positive catalyst in the stock's news coverage. Source coverage came from CafeF - Thị trường chứng khoán, classified as a primary/top-tier source.
Key Facts
Caveat: Not investment advice. · How Aveluro computed this: Aveluro combines extracted event facts, source credibility, ticker context, and market data. Scores are deterministic research signals, not recommendations.
Overview
Long Hau Corporation (LHG) has announced a cash dividend for 2025 at a rate of 21% (2,100 VND per share), with a total payout of approximately 105 billion VND. The record date is set for August 20, 2026, and payment will begin on September 22, 2026. The announcement comes as the company reports H1 2026 results that exceed its annual profit target.
Key Facts
- Dividend rate: 21% cash (2,100 VND per share) for fiscal year 2025.
- Total payout: approximately 105 billion VND, based on over 50 million outstanding shares.
- Record date: August 20, 2026; payment date: from September 22, 2026.
- H1 2026 revenue: 365 billion VND, down 20% year-on-year.
- H1 2026 net profit: 187 billion VND, down 6% year-on-year, but achieving 62% of revenue plan and exceeding profit target by 13%.
- Q2 2026 revenue: 189 billion VND, down 15% year-on-year; net profit: 75 billion VND, down 16%.
- Share price on August 7, 2026: 28,000 VND, up 2%.
What Happened
Long Hau Corporation (LHG), listed on HOSE, announced that August 20, 2026 will be the record date for its 2025 cash dividend. Shareholders will receive 2,100 VND per share, representing a 21% dividend yield on par value. The payment is scheduled to start on September 22, 2026. The dividend plan was approved at the 2026 Annual General Meeting of Shareholders.
The company also released its Q2 2026 financial results. Revenue reached 189 billion VND, a 15% decline year-on-year, primarily due to a 51% drop in leased land revenue (to 53 billion VND), while factory leasing, storage, and commercial center revenue increased 10% to nearly 62 billion VND. Net profit for the quarter was 75 billion VND, down 16%. For the first half of 2026, cumulative revenue was 365 billion VND (down 20%) and net profit was 187 billion VND (down 6%), yet the company achieved 62% of its revenue plan and exceeded its profit target by 13%.
Market Context
LHG shares closed at 28,000 VND on August 7, 2026, up 2% on the day. The stock trades on HOSE in the Real Estate sector. The dividend yield based on the current price is approximately 7.5%, which is attractive in the current low-interest-rate environment. The company’s H1 performance, despite revenue decline, shows strong profit resilience, partly due to cost management and diversified revenue streams.
Strategic Significance
For long-term investors, LHG’s dividend announcement underscores its commitment to shareholder returns, backed by solid cash flow generation. The company’s ability to exceed its annual profit target in just six months indicates operational efficiency and a stable leasing portfolio. The shift in revenue mix—declining land leasing but growing factory and warehouse leasing—suggests a strategic pivot toward higher-value industrial properties, which could support sustainable growth. The 7.5% dividend yield offers a tangible return while the company navigates sector headwinds.
What to Watch
- Q3 2026 earnings release (expected October 2026) to see if profit momentum continues.
- Progress on new industrial park developments or expansions in Long An province.
- Changes in leasing demand from foreign manufacturers, particularly in the logistics and electronics sectors.
- Any updates on the company’s land bank and infrastructure investment plans.
- Dividend payment execution on September 22, 2026, and any subsequent dividend policy announcements.