中文

BFC

₫57,100
+0.00% 2026-10-30 · Close
AI Composite Signal
10.0 / 10
Very Bullish — 5-signal composite
⚠ News sentiment is bearish, but strong fundamentals push the composite higher.
Mkt Cap
3.2T
₫3.2T
P/E
7.4
P/B
1.8
ROE
24.2%
ROA
9.8%
EPS
7.5K
Price Chart
What matters now

BFC (BFC) is a company in Vietnam's Chemicals sector, listed on HOSE. The stock last traded at 57,100 VND, little changed on the session, giving a market capitalization of 3.2 trillion VND.

On valuation, BFC trades at a price-to-earnings ratio of 7.4 and a price-to-book of 1.8. That is a discount to the Chemicals sector average P/E of 12.3. Return on equity of 24.2% points to strong profitability relative to the company's equity base, above the sector average of 10.2%. Trailing earnings per share stand at 7,545 VND.

Aveluro tracks 21 news items mentioning BFC, where recent coverage skews negative (52% of articles). The most recent catalyst was a macro policy event — "Vietnam Fertilizer Export Tax Cut to 0%: DCM, DPM Seen as Biggest Winners". Aveluro's composite model rates BFC 10.0/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Chemicals sector include AAA, ABS and APP.

Latest catalyst

Vietnam Fertilizer Export Tax Cut to 0%: DCM, DPM Seen as Biggest Winners

Recent Developments

Recent developments around BFC include 5 notable classified events. On Oct 28, 2026, a macro policy event was reported: Vietnam's Ministry of Finance proposes cutting export tax on urea, superphosphate and SOP from 5% to 0%, with MBS estimating annual savings of about VND 203B for DCM (9.2% of 2025 pre-tax profit) and VND 93B for DPM (6.9%). On Oct 02, 2026, a market event was reported: Foreign investors dumped a net VND 1,529.3B across Vietnam's three exchanges on October 2, with PNJ alone absorbing VND 932.25B in selling pressure. On Aug 14, 2026, an earnings miss was reported: BFC's Q2 2026 net profit plunged 65% YoY to VND 51.7B, the lowest since Q1 2024, as revenue dropped 52%. On Aug 14, 2026, a market event was reported: Vinachem is deepening ties with Uganda, hosting a high-level delegation in August 2026 to assess fertilizer supply for East Africa. On Aug 08, 2026, a dividend announcement was reported: HGM trades ex-dividend Aug 14 with a 50% interim cash payout (VND 5,000/share), while FOC leads with a 100% cash dividend (VND 10,000/share).

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

AI Signal Breakdown
Bearish Neutral Bullish
10.0 / 10
Very Bullish
⚠ News sentiment is bearish, but strong fundamentals push the composite higher.
Sentiment
+1.00
Impact
0.80
Momentum
-0.10
Fundamentals
+1.00
Volume
0.43
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
21
Articles Analyzed
Negative 11
Positive 6
Mixed 3
Neutral 1
Recent News
Oct 28, 2026 Full Analysis Positive macro policy
Vietnam's Ministry of Finance proposes cutting export tax on urea, superphosphate and SOP from 5% to 0%, with MBS estimating annual savings of about VND 203B for DCM (9.2% of 2025 pre-tax profit) and VND 93B for DPM (6.9%). LAS gains are limited, DDV is unaffected and BFC could face higher input costs, and no effective date has been set.
Oct 02, 2026 Full Analysis Negative foreign flow
Foreign investors dumped a net VND 1,529.3B across Vietnam's three exchanges on October 2, with PNJ alone absorbing VND 932.25B in selling pressure. The stock fell 6.67% to VND 23, extending a four-session losing streak that has erased over VND 4,200B in market capitalization.
Aug 14, 2026 Full Analysis Negative earnings miss
BFC's Q2 2026 net profit plunged 65% YoY to VND 51.7B, the lowest since Q1 2024, as revenue dropped 52%. Despite the earnings miss, H1 2026 executive compensation rose 53% to VND 4.09B, with the CEO's pay more than doubling.
Aug 14, 2026 Full Analysis Positive strategic partnership
Vinachem is deepening ties with Uganda, hosting a high-level delegation in August 2026 to assess fertilizer supply for East Africa. The move could open new export markets for listed subsidiaries DPM, LAS, and BFC, though no binding agreements have been announced.
Aug 08, 2026 Full Analysis Positive dividend announcement
HGM trades ex-dividend Aug 14 with a 50% interim cash payout (VND 5,000/share), while FOC leads with a 100% cash dividend (VND 10,000/share). MBB's Aug 12 record date covers a 15% stock dividend and a 10:1 rights issue at VND 10,000/share.
Jul 26, 2026 Full Analysis Negative earnings miss
Binh Dien Fertilizer (BFC) posted a 65% year-on-year drop in Q2/2026 net profit to VND 51.7 billion, with revenue down 52% to VND 1,724 billion. The company blamed adverse market conditions and weather for a 58% decline in sales volume.
Jul 17, 2026 Full Analysis Positive dividend announcement
BFC declares a 35% cash dividend for 2025, paying 3,500 VND per share with a record date of August 12, 2026. The payout totals over 200 billion VND, supported by Q1 2026 net profit growth of 28%.
Jul 16, 2026 Full Analysis Positive dividend announcement
BFC will distribute a 35% cash dividend (3,500 VND/share) for 2025, with a record date of August 12, 2026, and payment on August 28, 2026. The total payout exceeds 200 billion VND, with major shareholder Vinachem receiving about 130 billion VND.
Jun 05, 2026 Full Analysis Negative sector sentiment
DPM, DCM, BFC, LAS face a second wave of domestic fertilizer price hikes in 2025, with DAP and urea up 5-11% since March. Global cost pressures and rising logistics expenses support margins for producers but squeeze farmers, potentially dampening demand.
May 22, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 1,802 billion (USD 72 million) on May 22, 2026, the highest in three months, driving VN-Index down 1.68%. Blue-chips VIC, VHM, and MSB led the sell-off, with VIC losing 3.52% and VHM 4.88%.
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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: 2026-10-30T21:51:18Z.