中文

MCM

₫26,450
+0.00% 2026-09-15 · Close
AI Composite Signal
6.6 / 10
Bullish — 5-signal composite
Mkt Cap
3.2T
₫3.2T
P/E
12.7
P/B
1.3
ROE
10.5%
ROA
9.4%
EPS
2.3K
Price Chart
What matters now

MCM (MCM) is a company in Vietnam's Food & Beverage sector, listed on HOSE. The stock last traded at 26,450 VND, little changed on the session, giving a market capitalization of 3.2 trillion VND.

On valuation, MCM trades at a price-to-earnings ratio of 12.7 and a price-to-book of 1.3. That is a discount to the Food & Beverage sector average P/E of 29.2. Return on equity of 10.5% points to modest profitability relative to the company's equity base, above the sector average of 0.3%. Trailing earnings per share stand at 2,255 VND.

Aveluro tracks 6 news items mentioning MCM, where recent coverage skews positive (83% of articles). The most recent catalyst was a strategic partnership event — "MCM Rebrands as Premium Moc Chau Creamery to Avoid Vinamilk Cannibalization". Aveluro's composite model rates MCM 6.6/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Food & Beverage sector include AAM, AAN and ABT.

Latest catalyst

MCM Rebrands as Premium Moc Chau Creamery to Avoid Vinamilk Cannibalization

Recent Developments

Recent developments around MCM include 4 notable classified events. On May 26, 2026, a market event was reported: MCM is repositioning with the premium 'Moc Chau Creamery' brand to resolve product overlap with parent Vinamilk (VNM), aiming to enter the southern market and modern retail channels. On Apr 30, 2026, an earnings beat was reported: Vinamilk (VNM) reported Q1 2026 net profit of VND 2,458 billion, up 54.9% YoY, on revenue of VND 16,149 billion (+24.6%). On Apr 17, 2026, an earnings beat was reported: Moc Chau Milk (MCM) posted Q1 2026 net revenue of 741.6B VND and net profit of 80.1B VND, a 67.7% year-over-year increase, completing over 33% of its full-year profit target. A recent a market event was reported: Nearly 70% of retail and consumer stocks tracked fell in H1 2026, with MWG down 11.2%, FRT down 21%, and DBC down over 22%.

The overall tone of recent coverage is positive, with 3 of 4 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
6.6 / 10
Bullish
Sentiment
+0.00
Impact
0.50
Momentum
+0.02
Fundamentals
+0.40
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
6
Articles Analyzed
Positive 5
Mixed 1
Recent News
May 26, 2026 Full Analysis Positive strategic partnership
MCM is repositioning with the premium 'Moc Chau Creamery' brand to resolve product overlap with parent Vinamilk (VNM), aiming to enter the southern market and modern retail channels. The strategy includes a visual overhaul and distribution expansion, with early success in securing shelf space at Lotte and Coop Mart.
Apr 30, 2026 Full Analysis Positive earnings beat
Vinamilk (VNM) reported Q1 2026 net profit of VND 2,458 billion, up 54.9% YoY, on revenue of VND 16,149 billion (+24.6%). The beat was driven by domestic channel restructuring and a Jordan-based logistics bypass of the Hormuz Strait, which protected Middle East exports.
Apr 17, 2026 Full Analysis Positive earnings beat
Moc Chau Milk (MCM) posted Q1 2026 net revenue of 741.6B VND and net profit of 80.1B VND, a 67.7% year-over-year increase, completing over 33% of its full-year profit target. The results reflect strong cost management and supply chain optimization, positioning the company for continued growth in Vietnam's competitive dairy sector.
Full Analysis Mixed ipo
Nearly 70% of retail and consumer stocks tracked fell in H1 2026, with MWG down 11.2%, FRT down 21%, and DBC down over 22%. Meanwhile, institutional investors including Dragon Capital and HDCapital have driven demand for the Dien May Xanh IPO and PVN's divestment from PET, signaling strategic positioning despite weak market sentiment.
Related Stocks — Food & Beverage
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: 2026-09-15T16:37:11Z.