中文

BFC

₫47,900
+0.00% 2026-09-15 · Close
AI Composite Signal
7.5 / 10
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 47,900 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 12.1. Return on equity of 24.2% points to strong profitability relative to the company's equity base, above the sector average of 11.5%. Trailing earnings per share stand at 7,545 VND.

Aveluro tracks 15 news items mentioning BFC, where recent coverage skews negative (47% of articles). The most recent catalyst was an earnings miss event — "BFC Q2 2026 Net Profit Down 65% as Executive Pay Doubles". Aveluro's composite model rates BFC 7.5/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

BFC Q2 2026 Net Profit Down 65% as Executive Pay Doubles

Recent Developments

Recent developments around BFC include 5 notable classified events. 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). On Jul 26, 2026, an earnings miss was reported: 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. On Jul 17, 2026, a dividend announcement was reported: BFC declares a 35% cash dividend for 2025, paying 3,500 VND per share with a record date of August 12, 2026.

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

AI Signal Breakdown
Bearish Neutral Bullish
7.5 / 10
Bullish
⚠ News sentiment is bearish, but strong fundamentals push the composite higher.
Sentiment
+0.00
Impact
0.50
Momentum
+0.15
Fundamentals
+1.00
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
15
Articles Analyzed
Negative 7
Positive 5
Mixed 3
Recent News
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%.
Apr 29, 2026 Full Analysis Positive sector sentiment
Fertilizer stocks surged on April 29, bucking a broad market selloff that saw the VN-Index drop nearly 22 points. BFC hit the ceiling at VND 67,600, while DCM rose 5.82% to VND 42,700, supported by bargain hunting and higher global oil prices.
Full Analysis Mixed earnings beat
Vietnam's listed fertilizer firms posted a combined Q2 2026 net profit of VND 2,940 billion, up 70% year-on-year, despite flat revenue. The gains were concentrated in urea producers DCM, DPM, and DHB, which together added VND 1,366 billion in profit, while NPK and phosphate makers like BFC and LAS saw declines.
Full Analysis Negative legal action
Binh Dien Fertilizer (BFC) faces a VND 3.6 billion tax penalty and back-tax order for misdeclared expenses, while Hoang Huy Financial Services (TCH) confronts over VND 20 billion in fines and back taxes. These administrative penalties follow State Audit recommendations and come amid contrasting financial performances for the two HOSE-listed companies.
Related Stocks — Chemicals
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: 2026-09-15T16:36:10Z.