中文

Transportation

Vietnamese Stock Market Sector Overview

By Aveluro Research Team · Editorial policy

The Transportation sector page tracks 1 Vietnam-listed companies, including TMS. Aveluro has classified 11 related news articles; current sector sentiment is Positive, with valuation snapshots such as Avg P/E 16.9.

1 Companies Positive Sentiment 11 Articles
Avg P/E
16.9
Avg P/B
1.2
Avg ROE
7.1%
Avg ROA
4.3%
Positive 4
Negative 4
Neutral 3
Ticker Company News Close Change Market Cap Volume
TMS Transimex TMS stock news 34,900 +0.00% 1.7T
Sep 11, 2026

Transimex (TMS) will pay a 2025 dividend of 5% cash and 7% stock, a combined 12% payout, with a record date of September 28, 2026 and cash settlement on October 9. The board also approved spending VND 15B to buy more shares of UPCoM-listed VMT, lifting its ownership above the current 50.38% voting stake.

dividend announcement TMS stock analysis VMT stock analysis
4 Positive
Aug 24, 2026

Transimex (TMS) has registered to buy 1 million VNF shares between August 25 and September 22, 2026, aiming to lift its stake from 61.05% to over 64%. The move follows a failed purchase attempt in July-August, and the company also fully redeemed a VND 300 billion bond issue on August 13, 2026.

7 Positive
Aug 09, 2026

Transimex (TMS) will pay a 7% stock dividend for 2025, issuing nearly 12.1 million shares worth VND 121 billion from retained earnings, with issuance expected in Q3/2026. The announcement accompanies strong Q2/2026 results: net profit rose 3.4x year-on-year to VND 316.4 billion, driven by a surge in other income.

dividend announcement TMS stock analysis
4 Positive
Jul 19, 2026

Transimex (TMS) did not purchase any VNF shares as registered due to unfavorable market price fluctuations, maintaining its 61.05% stake. Separately, TMS plans to acquire 500,000 shares of Thang Long Logistics Services.

3 Neutral
Jul 13, 2026

Transimex (TMS) chief accountant Pham Xuan Quang resigned shortly after the company was fined VND 555 million by the State Securities Commission for multiple disclosure violations, including publishing false information in 2024-2025 reports. The resignation adds governance uncertainty despite Q1 2026 revenue and profit growth of 11% and 18.8%, respectively.

leadership change TMS stock analysis
5 Negative
Jul 13, 2026

Transimex (TMS) announced the resignation of its chief accountant Pham Xuan Quang shortly after receiving a fine of 555 million VND from the State Securities Commission for multiple securities violations. The company also reported Q1 2026 revenue up 11% and pre-tax profit up 18.8%.

general news TMS stock analysis
3 Negative
Jul 13, 2026

Transimex Logistics (TOT), 82.29% owned by Transimex (TMS), raised VND 100B via its first bond issuance (TOT12601), a 3-year note at 9.5% interest. Proceeds will fund the Loc An - Binh Son warehouse project with total investment of VND 179.3B.

5 Neutral
Jul 11, 2026

Transimex Logistics (TOT) completed its first corporate bond issuance of VND 100 billion at a fixed 9.5% annual interest rate, maturing in 3 years. The parent company Transimex (TMS), which owns 82.29% of TOT, has prior bond market experience.

5 Neutral
Jul 01, 2026

Transimex (TMS) was fined VND 555 million by the State Securities Commission for a series of information disclosure violations, including inaccurate related-party transaction reporting and delayed filings. The penalty adds governance risk and follows the company's loss of public company status due to insufficient minority shareholder count.

regulation change TMS stock analysis
7 Negative
Apr 11, 2026

Ho Chi Minh City plans to exempt port infrastructure fees for three years, starting from April, to support businesses facing rising costs. This policy is expected to reduce logistics expenses by an estimated 7,170 billion VND over the period, aiding business recovery and stability.

8 Positive

Transimex (TMS) was fined 555 million VND by the State Securities Commission for multiple violations including inaccurate disclosure, delayed reporting, and improper related-party transactions. The largest fine of 175 million VND was for misstating related-party transaction values in governance reports for 2024 and 2025.

regulation change TMS stock analysis
7 Negative

Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-09-15T16:22:52Z.