中文

Becamex Group

₫38,400
+0.00% 2026-10-31 · Close
AI Composite Signal
8.6 / 10
Very 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 38,400 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 10.5%. Trailing earnings per share stand at 3,323 VND.

Aveluro tracks 84 news items mentioning BCM, where recent coverage skews positive (34% of articles). The most recent catalyst was a capital raise event — "Becamex Group (BCM) Adds VND 375.5B to HCMC–Chon Thanh Expressway JSC". Aveluro's composite model rates BCM 8.6/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

Becamex Group (BCM) Adds VND 375.5B to HCMC–Chon Thanh Expressway JSC

Recent Developments

Recent developments around Becamex Group include 5 notable classified events. On Oct 31, 2026, a market event was reported: Becamex Group (BCM) will inject a further VND 375.5B into the HCMC–Thu Dau Mot–Chon Thanh Expressway JSC in Q4/2026, lifting its total contribution to VND 424.5B and preserving a 49% stake as charter capital grows from VND 100B to VND 866.2B. On Oct 28, 2026, a macro policy event was reported: Ho Chi Minh City disclosed 12 approved or in-progress projects totaling about USD 13 billion at the 2026 Autumn Economic Forum, including the roughly USD 770 million Cai Mep Gemadept terminal developed with Terminal Link. On Oct 28, 2026, a macro policy event was reported: Ho Chi Minh City disclosed 12 approved projects totaling USD 13B at the Autumn Economic Forum 2026, including a USD 770M Cái Mép Gemadept terminal for GMD and a USD 6.65B Berjaya-Vingroup university township. On Oct 26, 2026, a market event was reported: Sonadezi Châu Đức (SZC) led a broad real-estate liquidity surge in the week of Oct 19-23, with average daily volume up more than 100% week-on-week alongside BCM, IJC, NLG and HDC. On Oct 21, 2026, a market event was reported: Becamex Group (BCM) plans to issue VND1,200B ($48M) of 36-month non-convertible bonds at a 12.5% fixed rate for the first four interest periods.

The overall tone of recent coverage is positive, with 3 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
8.6 / 10
Very Bullish
Sentiment
+1.00
Impact
0.62
Momentum
-0.78
Fundamentals
+0.70
Volume
0.45
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
84
Articles Analyzed
Positive 29
Neutral 20
Negative 19
Mixed 16
Recent News
Oct 31, 2026 Full Analysis Neutral capital raise
Becamex Group (BCM) will inject a further VND 375.5B into the HCMC–Thu Dau Mot–Chon Thanh Expressway JSC in Q4/2026, lifting its total contribution to VND 424.5B and preserving a 49% stake as charter capital grows from VND 100B to VND 866.2B. The vehicle underpins the 52 km, VND 17,400B PPP highway through the former Bình Dương province, with completion targeted for 2027.
Oct 28, 2026 Full Analysis Positive macro policy
Ho Chi Minh City disclosed 12 approved or in-progress projects totaling about USD 13 billion at the 2026 Autumn Economic Forum, including the roughly USD 770 million Cai Mep Gemadept terminal developed with Terminal Link. Gemadept (GMD) sits inside a port and logistics pipeline that also features the USD 4.93 billion Can Gio transshipment port, sharpening competition for southern Vietnam container volumes.
Oct 28, 2026 Full Analysis Positive macro policy
Ho Chi Minh City disclosed 12 approved projects totaling USD 13B at the Autumn Economic Forum 2026, including a USD 770M Cái Mép Gemadept terminal for GMD and a USD 6.65B Berjaya-Vingroup university township. The list converts years of master-plan intent into named, capitalised projects across ports, real estate and industrial parks.
Oct 26, 2026 Full Analysis Positive sector sentiment
Sonadezi Châu Đức (SZC) led a broad real-estate liquidity surge in the week of Oct 19-23, with average daily volume up more than 100% week-on-week alongside BCM, IJC, NLG and HDC. The rotation came as VN-Index rose 4% to 1,774 points and HOSE turnover climbed over 20% to VND 15.8 trillion per session.
Oct 21, 2026 Full Analysis Neutral capital raise
Becamex Group (BCM) plans to issue VND1,200B ($48M) of 36-month non-convertible bonds at a 12.5% fixed rate for the first four interest periods. Proceeds will repay short-term bank loans at BIDV and Vietcombank, extending maturities rather than funding new projects.
Oct 19, 2026 Full Analysis Negative sector sentiment
HOSE average daily turnover fell 28% to VND 13.18 trillion in the week of Oct 12-16 as the VN-Index slipped 1.7% to 1,706, with money concentrating in metals and wood. NKG average volume rose nearly 110% to about 3.8 million shares a session and HSG doubled, while securities, oil & gas and large-cap real estate lost flow.
Oct 19, 2026 Full Analysis Neutral stake change
Ho Chi Minh City's People's Committee approved a 2026-2030 capital restructuring plan that would cut its stake in Becamex Group (BCM) from 95.44% to above 65% before 2030. The move follows BCM's own admission in June 2026 that it failed public-company ownership thresholds, and would lift free float on the HOSE-listed industrial park developer.
Oct 18, 2026 Full Analysis Neutral stake change
Ho Chi Minh City will cut its Becamex IDC (BCM) stake from 95.44% to above 65% before 2030 under an approved 2026-2030 state capital restructuring plan. The move addresses BCM's failure to meet public-company ownership thresholds and could unlock a large free float on HOSE.
Oct 16, 2026 Full Analysis Neutral stake change
Ho Chi Minh City will reduce its stake in Becamex (BCM) from 95.44% to above 65% before 2030, part of a 2026-2030 restructuring plan covering 60 state-owned enterprises. The same plan transfers ownership representation of SJC and six other companies to HFIC, signaling a broader shift in how the city manages its corporate holdings.
Oct 14, 2026 Full Analysis Negative earnings miss
Becamex - Binh Phuoc, the 2,448-hectare industrial park developer 40% owned by HOSE-listed BCM, reported H1 2026 after-tax profit of VND 26.5 billion, down 86% year-on-year. Parent Becamex Group approved an additional VND 266.34 billion capital contribution under a 2026 charter increase, even as the subsidiary's liabilities-to-equity ratio reached 2.25x.
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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: 2026-10-31T09:49:05Z.