中文

Hoa Sen

₫10,150
+0.00% 2026-09-15 · Close
AI Composite Signal
6.2 / 10
Neutral — 5-signal composite
Mkt Cap
9.3T
₫9.3T
P/E
16.7
P/B
0.8
ROE
4.8%
ROA
2.4%
EPS
679
Price Chart
What matters now

Hoa Sen (HSG) is a company in Vietnam's Basic Resources sector, listed on HOSE. The stock last traded at 10,150 VND, little changed on the session, giving a market capitalization of 9.3 trillion VND.

On valuation, HSG trades at a price-to-earnings ratio of 16.7 and a price-to-book of 0.8. That is a premium to the Basic Resources sector average P/E of 13.4. Return on equity of 4.8% points to weak profitability relative to the company's equity base, above the sector average of -5.7%. Trailing earnings per share stand at 679 VND.

Aveluro tracks 37 news items mentioning HSG, where recent coverage skews negative (46% of articles). The most recent catalyst was a sector sentiment event — "VN-Index Breaks 1,800 as TCB Hits Limit on Foreign Stake Talks". Aveluro's composite model rates HSG 6.2/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Basic Resources sector include AAH, ACG and ACM.

Latest catalyst

VN-Index Breaks 1,800 as TCB Hits Limit on Foreign Stake Talks

Recent Developments

Recent developments around Hoa Sen include 5 notable classified events. On Aug 26, 2026, a market event was reported: TCB surged to its daily limit on August 26 after reports of foreign investors negotiating to buy a stake, lifting the VN-Index past 1,800 to close at 1,821 (+1.67%). On Aug 20, 2026, a market event was reported: On the August 2026 derivatives expiry, broker proprietary desks net bought 587 billion VND on HoSE, with HPG (66B VND), VIC, and FUEMAV30 leading. On Aug 20, 2026, a contract win was reported: GEIT and Hoa Sen Group (HSG) broke ground on their 10th rooftop solar project on August 19, 2026, at Hoa Sen's factory in HCMC. On Jul 20, 2026, a market event was reported: HSG received a VND 781M administrative fine from the Customs Department for misdeclaring the HS code on imported cold rolling mills, resulting in a VND 3.9B tax underpayment. On Jul 13, 2026, a market event was reported: Mekong Fisheries (AAM) reported Q2 2026 net profit of 3.4B VND, up 200.5% YoY, on revenue of 16.8B VND (-73.9%).

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

AI Signal Breakdown
Bearish Neutral Bullish
6.2 / 10
Neutral
Sentiment
+0.00
Impact
0.30
Momentum
-0.33
Fundamentals
-0.10
Volume
0.86
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
37
Articles Analyzed
Negative 17
Positive 13
Neutral 4
Mixed 3
Recent News
Aug 26, 2026 Full Analysis Positive sector sentiment
TCB surged to its daily limit on August 26 after reports of foreign investors negotiating to buy a stake, lifting the VN-Index past 1,800 to close at 1,821 (+1.67%). The rally was broad-based, with banks, real estate, and tech leading, while foreign investors net bought TCB, FPT, and PNJ.
Aug 20, 2026 Full Analysis Neutral foreign flow
On the August 2026 derivatives expiry, broker proprietary desks net bought 587 billion VND on HoSE, with HPG (66B VND), VIC, and FUEMAV30 leading. Foreign investors sold a net 560 billion VND across the market, underscoring divergent positioning ahead of the next expiry.
Aug 20, 2026 Full Analysis Positive contract win
GEIT and Hoa Sen Group (HSG) broke ground on their 10th rooftop solar project on August 19, 2026, at Hoa Sen's factory in HCMC. The project extends a partnership that has delivered 10 solar installations in over a year, reinforcing GEIT's C&I solar portfolio and HSG's commitment to sustainable manufacturing.
Jul 20, 2026 Full Analysis Negative regulation change
HSG received a VND 781M administrative fine from the Customs Department for misdeclaring the HS code on imported cold rolling mills, resulting in a VND 3.9B tax underpayment. The company has voluntarily paid the full tax amount, mitigating further penalties.
Jul 13, 2026 Full Analysis Positive earnings beat smallcap
Mekong Fisheries (AAM) reported Q2 2026 net profit of 3.4B VND, up 200.5% YoY, on revenue of 16.8B VND (-73.9%). The sharp profit increase likely stems from cost cuts or one-off gains.
Jul 13, 2026 Full Analysis Positive earnings beat
HSG estimates consolidated after-tax profit of 568 billion VND for the first 9 months of fiscal 2025-2026, exceeding its full-year target by 14% on the back of strong domestic demand and a 382 billion VND Q3 contribution. The result supports a book value of 14,700 VND per share after a 30% stock dividend in May 2026.
Jul 13, 2026 Full Analysis Positive earnings beat
HSG reported net profit of 568 billion VND for the first 9 months of fiscal year, exceeding its cautious target by 14%. Revenue hit 27,400 billion VND, driven by domestic construction demand and export diversification.
Jul 13, 2026 Full Analysis Positive earnings beat
HSG estimates 9-month net profit of VND 568B, completing 114% of its full-year target, driven by Q3 profit of VND 382B (+39% YoY). Domestic demand and retail expansion underpin the beat, with book value at VND 14,700 per share post-30% stock dividend.
Jul 13, 2026 Full Analysis Positive earnings beat
HSG reported estimated Q3 FY2025-2026 net profit of 382 billion VND, up 39% YoY, bringing 9-month cumulative profit to 568 billion VND, or 114% of the full-year target. The beat was driven by strong domestic demand from public investment and the expanding Hoa Sen Home retail chain.
Jun 05, 2026 Full Analysis Negative sector sentiment
HPG, NKG, and HSG face heightened risk from a global steel overcapacity crisis, as OECD warns Chinese steel exports hit a record 131 million tons in 2025 and global overcapacity is set to rise to 745 million tons by 2028. The structural glut, driven by state subsidies in China, threatens to compress margins for Vietnamese producers already trading near recent lows.
Related Stocks — Basic Resources
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: 2026-09-15T18:09:46Z.