中文

BAF

₫30,600
+0.00% 2026-10-30 · Close
AI Composite Signal
5.2 / 10
Neutral — 5-signal composite
Mkt Cap
3.0T
₫3.0T
P/E
54.9
P/B
2.6
ROE
4.7%
ROA
1.6%
EPS
548
Price Chart
What matters now

BAF (BAF) is a company in Vietnam's Food & Beverages sector. The stock last traded at 30,600 VND, little changed on the session, giving a market capitalization of 3.0 trillion VND.

On valuation, BAF trades at a price-to-earnings ratio of 54.9 and a price-to-book of 2.6. Return on equity of 4.7% points to weak profitability relative to the company's equity base. Trailing earnings per share stand at 548 VND.

Aveluro tracks 45 news items mentioning BAF, where recent coverage skews positive (36% of articles). The most recent catalyst was an earnings miss event — "BAF Vietnam 9M 2026: Revenue Up 63%, Net Profit Down 9% to VND 331B". Aveluro's composite model rates BAF 5.2/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Food & Beverages sector include HAG.

Latest catalyst

BAF Vietnam 9M 2026: Revenue Up 63%, Net Profit Down 9% to VND 331B

Recent Developments

Recent developments around BAF include 5 notable classified events. On Oct 30, 2026, an earnings miss was reported: BAF Vietnam grew 9M 2026 revenue 63% to VND 5,956B on its integrated Feed-Farm-Food chain, yet net profit slipped 9% to nearly VND 331B as live hog prices fell and feed costs rose. On Sep 30, 2026, a market event was reported: BAF Vietnam (HoSE: BAF) will acquire the remaining 75% of Hung Phat Farm One for VND 162 billion, lifting its stake from 25% to 100% and converting the Gia Lai pig producer into a wholly owned subsidiary. On Sep 21, 2026, a market event was reported: Foreign investors net bought VND 2,638.9 billion on HOSE this week, with matched-order net buying of VND 1,988.5 billion concentrated in Banking and Food & Beverage. On Sep 17, 2026, a leadership change was reported: BAF Vietnam (HOSE: BAF) appointed Nguyen Quoc Toan as Deputy General Director effective September 15, 2026, and approved a wholly-owned food processing subsidiary in Gia Lai with VND 100 billion in charter capital. On Aug 31, 2026, a market event was reported: Foreign investors net bought VND 951.7 billion (USD 38 million) in the week ending August 30, 2026, with net buying concentrated in banking and technology, while retail and proprietary traders sold.

The overall tone of recent coverage is positive, with 1 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
5.2 / 10
Neutral
Sentiment
+0.00
Impact
0.50
Momentum
-0.29
Fundamentals
-0.60
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
45
Articles Analyzed
Positive 16
Negative 13
Neutral 10
Mixed 6
Recent News
Oct 30, 2026 Full Analysis Mixed earnings miss
BAF Vietnam grew 9M 2026 revenue 63% to VND 5,956B on its integrated Feed-Farm-Food chain, yet net profit slipped 9% to nearly VND 331B as live hog prices fell and feed costs rose. Q3 net profit was just VND 21.2B, down 6%, underscoring how thin margins remain while the company funds heavy farm and processing expansion.
Sep 30, 2026 Full Analysis Positive m a announcement
BAF Vietnam (HoSE: BAF) will acquire the remaining 75% of Hung Phat Farm One for VND 162 billion, lifting its stake from 25% to 100% and converting the Gia Lai pig producer into a wholly owned subsidiary. A concurrent 8 million share ESOP at VND 10,000 adds roughly 2.19% to share count.
Sep 21, 2026 Full Analysis Mixed foreign flow
Foreign investors net bought VND 2,638.9 billion on HOSE this week, with matched-order net buying of VND 1,988.5 billion concentrated in Banking and Food & Beverage. SeABank (SSB) was among the top net buys, while real estate names VIC and VHM led matched-order net sells.
Sep 17, 2026 Full Analysis Neutral leadership change
BAF Vietnam (HOSE: BAF) appointed Nguyen Quoc Toan as Deputy General Director effective September 15, 2026, and approved a wholly-owned food processing subsidiary in Gia Lai with VND 100 billion in charter capital. The moves extend BAF's downstream meat-processing build-out under General Director Bui Huong Giang, who will also chair the new entity.
Aug 31, 2026 Full Analysis Neutral foreign flow
Foreign investors net bought VND 951.7 billion (USD 38 million) in the week ending August 30, 2026, with net buying concentrated in banking and technology, while retail and proprietary traders sold. VIC alone contributed +39.4 points to the VN-Index's 3.62% weekly gain, underscoring its outsized influence on market direction.
Aug 22, 2026 Full Analysis Positive foreign flow
FTSE Russell added 117 Vietnamese stocks to its GEIS, with four consumer/retail small caps—MSN, VNM, MCH, VRE—expected to attract about $155.6 million in foreign inflows as Vietnam upgrades to secondary emerging market status in September 2026.
Aug 06, 2026 Full Analysis Negative foreign flow
GEX was the top proprietary net sell at VND 200B on Aug 6, 2026, contributing to a total VND 284B net sell by securities firm trading desks on HOSE. The VN-Index fell 0.68% to 1,764.78, with foreign investors also turning net sellers after three sessions of buying.
Aug 03, 2026 Full Analysis Negative earnings miss
BAF's Q2/2026 net profit dropped 50% YoY to VND 104.7 billion despite a 54.1% revenue surge, as lower hog prices, higher interest costs, and expansion expenses weighed on margins. The company maintains its full-year profit target of VND 793.1 billion, having achieved 39.2% in H1.
Jul 28, 2026 Full Analysis Negative foreign flow
POW was the most sold stock by proprietary trading desks on HOSE on July 28, with net selling of VND 117 billion, while foreign investors net sold VND 1,966 billion across the market. The selling pressure comes despite a recovery in VN-Index, which rose 0.70% to 1,680.62 points.
Jul 26, 2026 Full Analysis Neutral capital raise
BAF Vietnam (BAF) plans a rights issue of 40.5 million shares at VND 15,000/share to raise VND 608 billion for supplier debt repayment, plus an 8 million share ESOP at VND 10,000/share for working capital. The combined capital increase of VND 688 billion will lift charter capital to nearly VND 4,054 billion, but dilutes existing shareholders by 11%.
Related Stocks — Food Production
Stock Analysis

By Aveluro Research Team · Editorial policy · Caveat: Not investment advice. · How Aveluro computed this

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

Last updated: 2026-10-31T04:40:56Z.