中文

Gemadept

₫52,700
+0.00% 2026-10-30 · Close
AI Composite Signal
7.4 / 10
Bullish — 5-signal composite
⚠ News sentiment is bearish, but strong fundamentals, volume push the composite higher.
Mkt Cap
33.1T
₫33.1T
P/E
13.2
P/B
2.1
ROE
15.6%
ROA
12.0%
EPS
5.7K
10-Session Avg Vol
2.3M
Price Chart
What matters now

Gemadept (GMD) is a company in Vietnam's Industrial Goods & Services sector, listed on HOSE. The stock last traded at 52,700 VND, little changed on the session, giving a market capitalization of 33.1 trillion VND.

On valuation, GMD trades at a price-to-earnings ratio of 13.2 and a price-to-book of 2.1. That is broadly in line with the Industrial Goods & Services sector average P/E of 14.3. Return on equity of 15.6% points to solid profitability relative to the company's equity base, above the sector average of 14.3%. Trailing earnings per share stand at 5,686 VND.

Aveluro tracks 174 news items mentioning GMD, where recent coverage skews negative (40% of articles). The most recent catalyst was a foreign flow event — "FPT Leads Foreign Net Selling as Vietnam Stocks Shed VND 2,692B in Late October". Aveluro's composite model rates GMD 7.4/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

Average daily volume over the past 10 sessions is roughly 2,308,875 shares. Comparable names in the Industrial Goods & Services sector include ABR, ACV and ALC.

Latest catalyst

FPT Leads Foreign Net Selling as Vietnam Stocks Shed VND 2,692B in Late October

Recent Developments

Recent developments around Gemadept include 5 notable classified events. On Oct 30, 2026, a market event was reported: Foreign investors net sold VND 2,692B (~USD 107.7M) on HOSE in the final week of October, with FPT absorbing the largest outflow at VND 782B, followed by VPL at VND 353B and VIC at VND 287B. On Oct 29, 2026, a market event was reported: Hòa Phát (HPG) was the single largest foreign net-buy on matched orders on 29/10, rising 2.17% and adding roughly 0.79 points to the VN-Index even as foreigners net sold VND 429.9B across the market. On Oct 29, 2026, a market event was reported: Gemadept Holdings (GMD) and REE Energy Finance (REE) are among the first 10 members of Ho Chi Minh City's international financial centre, a group targeting about USD 2.7B of mobilised and invested capital by 2027. On Oct 28, 2026, a market event was reported: Foreign investors net sold VND 251 billion on October 28, the fourth consecutive net-selling session, with FPT absorbing VND 260 billion of that pressure and cumulative October net selling in the technology bellwether reaching VND 1.76 trillion. On Oct 28, 2026, a market event was reported: Foreign investors net sold VND 267.42B on HOSE on 28 October, with FPT alone accounting for VND 260B as the stock fell 2.53% and dragged the technology sector down 2.25%.

The overall tone of recent coverage is negative, with 3 of 5 events carrying bearish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
7.4 / 10
Bullish
⚠ News sentiment is bearish, but strong fundamentals, volume push the composite higher.
Sentiment
+0.22
Impact
0.51
Momentum
-0.77
Fundamentals
+0.70
Volume
1.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
174
Articles Analyzed
Negative 70
Positive 63
Mixed 25
Neutral 16
Recent News
Oct 30, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 2,692B (~USD 107.7M) on HOSE in the final week of October, with FPT absorbing the largest outflow at VND 782B, followed by VPL at VND 353B and VIC at VND 287B. MSN, VCB and TCB led net buying, while the VN-Index fell 1.83% to 1,741.62 on thin liquidity.
Oct 29, 2026 Full Analysis Negative foreign flow
Hòa Phát (HPG) was the single largest foreign net-buy on matched orders on 29/10, rising 2.17% and adding roughly 0.79 points to the VN-Index even as foreigners net sold VND 429.9B across the market. Steel was one of only a handful of sectors to close higher, with liquidity also picking up.
Oct 29, 2026 Full Analysis Positive strategic partnership
Gemadept Holdings (GMD) and REE Energy Finance (REE) are among the first 10 members of Ho Chi Minh City's international financial centre, a group targeting about USD 2.7B of mobilised and invested capital by 2027. Gemadept commits USD 100M to maritime data and ship-leasing services, while REE Energy Finance pledges USD 200M for renewable energy projects.
Oct 28, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 251 billion on October 28, the fourth consecutive net-selling session, with FPT absorbing VND 260 billion of that pressure and cumulative October net selling in the technology bellwether reaching VND 1.76 trillion. Banks drew the offsetting bid, led by TCB at VND 172 billion, MSN, VCB and HDB.
Oct 28, 2026 Full Analysis Mixed foreign flow
Foreign investors net sold VND 267.42B on HOSE on 28 October, with FPT alone accounting for VND 260B as the stock fell 2.53% and dragged the technology sector down 2.25%. The VN-Index still closed up 0.27% at 1,766.65 on financials and consumer names, while HNX saw net foreign buying of VND 15.43B led by IDC.
Oct 28, 2026 Full Analysis Positive contract win
Ho Chi Minh City approved or licensed 12 projects worth about US$16.4B, and Gemadept's Cai Mep Terminal Link port sits inside the US$6.75B ports-and-logistics tranche. GMD closed at VND 54,000 on 28 October 2026, the day of the announcement, which gave no project-level capex figure for the terminal.
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 Negative foreign flow
Foreign investors net sold roughly VND 252 billion across Vietnamese equities on October 28, with FPT accounting for the single largest outflow at VND 260 billion on HOSE. TCB, MSN and VCB attracted net buying of VND 172 billion, VND 90 billion and VND 78 billion respectively, even as the VN-Index closed up near 1,766 points.
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 28, 2026 Full Analysis Positive macro policy
VIFC-HCMC admitted its first 10 holding-company members with USD 33.63M in registered and committed capital, targeting about USD 2.7B mobilised and invested by 2027. Gemadept Holdings and REE Energy Finance are among the founding members, giving GMD and REE early positioning inside Vietnam's flagship offshore financial centre.
Oct 28, 2026 Full Analysis Positive macro policy
Ho Chi Minh City named the first 10 holding companies of the VIFC-HCMC, including entities tied to Gemadept (GMD) and REE, with USD 33.63M in registered charter capital and roughly USD 2.7B of projected investment through 2027. Membership is a recognition of holding-company status, not an operating licence, so the near-term read-through is positioning rather than earnings.
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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: 2026-10-31T06:38:00Z.