中文

Becamex Group

₫40,000
+0.00% 2026-09-15 · Close
AI Composite Signal
6.8 / 10
Bullish — 5-signal composite
Mkt Cap
50.4T
₫50.4T
P/E
14.7
P/B
2.2
ROE
15.3%
ROA
5.6%
EPS
3.3K
Price Chart
What matters now

Becamex Group (BCM) is a company in Vietnam's Real Estate sector, listed on HOSE. The stock last traded at 40,000 VND, little changed on the session, giving a market capitalization of 50.4 trillion VND.

On valuation, BCM trades at a price-to-earnings ratio of 14.7 and a price-to-book of 2.2. That is a discount to the Real Estate sector average P/E of 66.2. Return on equity of 15.3% points to solid profitability relative to the company's equity base, above the sector average of 11.0%. Trailing earnings per share stand at 3,323 VND.

Aveluro tracks 51 news items mentioning BCM, where recent coverage skews positive (37% of articles). The most recent catalyst was a sector sentiment event — "SSB Hits Ceiling on MarketVector Vietnam Index Inclusion; Gelex Group Slides". Aveluro's composite model rates BCM 6.8/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Real Estate sector include AAV, AGG and API.

Latest catalyst

SSB Hits Ceiling on MarketVector Vietnam Index Inclusion; Gelex Group Slides

Recent Developments

Recent developments around Becamex Group include 5 notable classified events. On Sep 14, 2026, a market event was reported: SSB closed limit-up at VND 19,550 (+6.83%) on roughly 5.6 million shares after MarketVector added it as the sole new constituent to the Vietnam Local Index tracked by VanEck's VNM ETF, lifting market cap to about VND 67,815 billion. On Sep 08, 2026, an earnings miss was reported: Becamex IDC (BCM) reported H1 2026 net profit of VND 307.1 billion, down 83.37% year-on-year, as revenue fell 65.32% to VND 1,650 billion. On Sep 03, 2026, an earnings miss was reported: VSIP, the Vietnam-Singapore industrial park JV, reported H1 2026 net profit of VND 976.6 billion, down 13.3% year-on-year, while total liabilities surged 34.1% to VND 23,459.2 billion. On Sep 01, 2026, a market event was reported: CII plans to raise nearly VND 6,720 billion (about USD 297 million) through a 25-year zero-coupon convertible bond issue to fund its participation in the HCMC-Trung Luong-My Thuan highway expansion. On Aug 26, 2026, a market event was reported: TCB surged to its daily limit on August 26 after reports of foreign investors negotiating to buy a stake, lifting the VN-Index past 1,800 to close at 1,821 (+1.67%).

The overall tone of recent coverage is negative, with 2 of 5 events carrying bearish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
6.8 / 10
Bullish
Sentiment
+0.00
Impact
0.40
Momentum
-0.17
Fundamentals
+0.70
Volume
0.24
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
51
Articles Analyzed
Positive 19
Negative 15
Mixed 9
Neutral 8
Recent News
Sep 14, 2026 Full Analysis Mixed sector sentiment
SSB closed limit-up at VND 19,550 (+6.83%) on roughly 5.6 million shares after MarketVector added it as the sole new constituent to the Vietnam Local Index tracked by VanEck's VNM ETF, lifting market cap to about VND 67,815 billion. The same session saw Gelex-group names GEX, GEE, GEL, VGC and EIB drop 4.76% to 6.94% as the VN-Index lost 6.98 points to 1,788.23.
Sep 08, 2026 Full Analysis Negative earnings miss
Becamex IDC (BCM) reported H1 2026 net profit of VND 307.1 billion, down 83.37% year-on-year, as revenue fell 65.32% to VND 1,650 billion. The decline stems from lower gross profit and higher financial costs, while key management compensation rose 1.9% to VND 13.7 billion.
Sep 03, 2026 Full Analysis Negative earnings miss
VSIP, the Vietnam-Singapore industrial park JV, reported H1 2026 net profit of VND 976.6 billion, down 13.3% year-on-year, while total liabilities surged 34.1% to VND 23,459.2 billion. The earnings miss and rising debt at the Becamex Group (BCM) associate could pressure BCM's consolidated results and market sentiment.
Sep 01, 2026 Full Analysis Neutral capital raise
CII plans to raise nearly VND 6,720 billion (about USD 297 million) through a 25-year zero-coupon convertible bond issue to fund its participation in the HCMC-Trung Luong-My Thuan highway expansion. BCM will issue up to VND 710 billion in secured bonds to repay short-term bank loans.
Aug 26, 2026 Full Analysis Positive sector sentiment
TCB surged to its daily limit on August 26 after reports of foreign investors negotiating to buy a stake, lifting the VN-Index past 1,800 to close at 1,821 (+1.67%). The rally was broad-based, with banks, real estate, and tech leading, while foreign investors net bought TCB, FPT, and PNJ.
Aug 26, 2026 Full Analysis Positive m a rumor
Techcombank (TCB) surged 6.87% to VND 33,450 on Aug 26 after Reuters reported BNP Paribas and KB Kookmin Bank are in separate talks to buy at least 15% of the bank for up to USD 2 billion. The news drove TCB to limit-up with a sell-side vacuum, while VN-Index climbed 29.91 points to 1,821.32, extending gains to five sessions.
Aug 26, 2026 Full Analysis Positive strategic partnership
Becamex (BCM) approved a new joint venture to develop VSIP 4 Binh Duong (Vinh Lap IP) with charter capital of VND 1,455 billion, contributing 30% (VND 436.5 billion). The project, phase 1 of 497 ha, requires over VND 9,700 billion in total investment, signaling continued aggressive expansion of its industrial land bank.
Aug 17, 2026 Full Analysis Mixed sector sentiment
DRH saw trading volume surge nearly 5x week-on-week to 516,000 shares, while HQC and VPI rose over 100%, amid a 2.2% VN-Index decline. Real estate liquidity diverged sharply, with TAL, HPX, AGG among decliners, signaling selective capital rotation.
Aug 13, 2026 Full Analysis Neutral macro policy
KBSV identifies 13 companies in the state divestment pipeline under Decision 40, with notable planned reductions at BCM, BSR, and GAS, and full divestment for MSB, NTP, HND, QTP, VGC, PVI, and DMC. The market-wide impact is expected to be limited, but individual tickers may see volatility as ownership changes unfold.
Aug 12, 2026 Full Analysis Mixed macro policy
Vietnam's Decision 40/2026/QD-TTg sets new state ownership frameworks, lifting SOE-linked stocks like GAS and GVR on August 7, but raising supply concerns. State holds 95.8% of GAS, 96.8% of GVR, and 92.1% of BSR, so any divestment could increase free float.
Aug 12, 2026 Full Analysis Mixed macro policy
BCM leads state divestment stock declines, down 50% from 2026 peak and 32% year-to-date, while GAS and GVR hold gains. Decision 40/2026/QD-TTg could expand divestment at Viettel and PVN, potentially turning SCIC into a major restructuring hub, but policy room does not guarantee price upside.
Aug 10, 2026 Full Analysis Positive macro policy
GAS, GVR, and BCM hit limit-up on Aug 10, 2026, as Decision 40/2026/QD-TTg takes effect, outlining state capital restructuring for 2026-2030. The policy sets clearer ownership thresholds but actual divestments will be gradual, potentially improving free-float and attracting foreign capital.
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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: 2026-09-15T16:22:21Z.