中文

BMP

₫137,500
+0.00% 2026-10-30 · Close
AI Composite Signal
8.9 / 10
Very Bullish — 5-signal composite
Mkt Cap
12.0T
₫12.0T
P/E
9.6
P/B
3.8
ROE
39.2%
ROA
32.6%
EPS
15.2K
Price Chart
What matters now

BMP (BMP) is a company in Vietnam's Construction & Materials sector, listed on HOSE. The stock last traded at 137,500 VND, little changed on the session, giving a market capitalization of 12.0 trillion VND.

On valuation, BMP trades at a price-to-earnings ratio of 9.6 and a price-to-book of 3.8. That is a discount to the Construction & Materials sector average P/E of 20.9. Return on equity of 39.2% points to strong profitability relative to the company's equity base, above the sector average of 8.0%. Trailing earnings per share stand at 15,218 VND.

Aveluro tracks 44 news items mentioning BMP, where recent coverage skews positive (48% of articles). The most recent catalyst was a sector sentiment event — "KDH Set for VNDiamond Exit as Yuanta Flags April 2026 Removal". Aveluro's composite model rates BMP 8.9/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Construction & Materials sector include ACC, ACE and ACS.

Latest catalyst

KDH Set for VNDiamond Exit as Yuanta Flags April 2026 Removal

Recent Developments

Recent developments around BMP include 5 notable classified events. On Oct 26, 2026, a market event was reported: Yuanta expects KDH to be dropped from the VNDiamond index from the April 2026 review after its 12-month average foreign ownership of roughly 53.0% fell short of the 65% floor. On Oct 24, 2026, an earnings beat was reported: Nhựa Tiền Phong (NTP) reported 9M2026 net profit of VND 1,022B, up 29.31% year on year, overtaking Nhựa Bình Minh (BMP) at VND 990B for the first time in five years. On Oct 22, 2026, an earnings beat was reported: BMP booked VND 1,238B in 9M pre-tax profit (+2%) and VND 399B in Q3, while NTP rose 30% to VND 1,233B and VLB jumped roughly 2.8x to nearly VND 708B. On Oct 18, 2026, an earnings beat was reported: Haxaco (HAX) returned to profit with Q3/2026 pre-tax earnings of VND 7B against a VND 24B loss a year earlier, lifting nine-month after-tax profit to VND 41B, or roughly 40x the prior-year figure. On Oct 18, 2026, an earnings miss was reported: Binh Minh Plastics (BMP) posted Q3/2026 net profit of VND319.3 billion, down 8.9% year on year, as cost of goods sold rose 9.4% against a 4.5% revenue decline and gross margin compressed from 47.9% to 40.3%.

The overall tone of recent coverage is positive, with 2 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
8.9 / 10
Very Bullish
Sentiment
+0.46
Impact
0.60
Momentum
-0.08
Fundamentals
+1.00
Volume
0.61
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
44
Articles Analyzed
Positive 21
Mixed 8
Negative 8
Neutral 7
Recent News
Oct 26, 2026 Full Analysis Mixed sector sentiment
Yuanta expects KDH to be dropped from the VNDiamond index from the April 2026 review after its 12-month average foreign ownership of roughly 53.0% fell short of the 65% floor. FPT and MSB, at 65.8% and 65.9%, sit close enough to the threshold that a small data revision could push them onto the removal watchlist, reshaping rebalancing flows across the six VNDiamond-tracking ETFs.
Oct 24, 2026 Full Analysis Positive earnings beat
Nhựa Tiền Phong (NTP) reported 9M2026 net profit of VND 1,022B, up 29.31% year on year, overtaking Nhựa Bình Minh (BMP) at VND 990B for the first time in five years. Revenue rose 18.11% to VND 5,751B while BMP's grew just 0.38%, reversing a gap that stood at roughly VND 177B a year earlier.
Oct 22, 2026 Full Analysis Positive earnings beat
BMP booked VND 1,238B in 9M pre-tax profit (+2%) and VND 399B in Q3, while NTP rose 30% to VND 1,233B and VLB jumped roughly 2.8x to nearly VND 708B. The results track a 14.5% rise in nine-month state budget spending, though VLB's gain leans on a VND 344B one-off mineral-royalty settlement.
Oct 18, 2026 Full Analysis Mixed earnings beat
Haxaco (HAX) returned to profit with Q3/2026 pre-tax earnings of VND 7B against a VND 24B loss a year earlier, lifting nine-month after-tax profit to VND 41B, or roughly 40x the prior-year figure. Binh Minh Plastics (BMP) held near peak earnings at VND 399B pre-tax, down 9%, while VDSC (VDS) swung to a VND 105B pre-tax loss at the parent-company level.
Oct 18, 2026 Full Analysis Negative earnings miss
Binh Minh Plastics (BMP) posted Q3/2026 net profit of VND319.3 billion, down 8.9% year on year, as cost of goods sold rose 9.4% against a 4.5% revenue decline and gross margin compressed from 47.9% to 40.3%. Nine-month profit still rose 2.4% to VND990.5 billion, and the balance sheet holds VND2,183 billion in cash and short-term investments, or 58% of total assets.
Sep 18, 2026 Full Analysis Positive sector sentiment
Vietnam formally entered FTSE Russell's Secondary Emerging Market category on 21 September 2026, with 90 Vietnamese names added to the Micro Cap group out of 117 new FTSE GEIS constituents. BSI, FTS, MBS and SHS sit on that list, which the research desk treats as a 12-24 month revaluation watchlist rather than an ETF flow trade.
Related Stocks — Construction & Materials
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: 2026-10-31T04:40:55Z.