中文

OCH

₫7,000
+0.00% 2026-10-30 · Close
AI Composite Signal
6.4 / 10
Neutral — 5-signal composite
Mkt Cap
1.5T
₫1.5T
P/E
12.7
P/B
0.7
ROE
5.6%
ROA
3.1%
EPS
584
Price Chart
What matters now

OCH (OCH) is a company in Vietnam's Food & Beverage sector, listed on HNX. The stock last traded at 7,000 VND, little changed on the session, giving a market capitalization of 1.5 trillion VND.

On valuation, OCH trades at a price-to-earnings ratio of 12.7 and a price-to-book of 0.7. That is a discount to the Food & Beverage sector average P/E of 30.0. Return on equity of 5.6% points to weak profitability relative to the company's equity base, above the sector average of 0.7%. Trailing earnings per share stand at 584 VND.

Aveluro tracks 12 news items mentioning OCH, where recent coverage skews positive (67% of articles). The most recent catalyst was a capital raise event — "Leadvisors Capital Buys 4.73% of EVF in VND 540B Private Placement". Aveluro's composite model rates OCH 6.4/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

Leadvisors Capital Buys 4.73% of EVF in VND 540B Private Placement

Recent Developments

Recent developments around OCH include 5 notable classified events. On Oct 15, 2026, a market event was reported: Leadvisors Capital plans to buy 40 million EVF shares at VND 13,500 each, a VND 540 billion placement that would give it 4.73% of the HOSE-listed power finance company. On Oct 07, 2026, a market event was reported: Leadvisors Capital has registered to buy 130 million OCH shares at VND 10,000 each in a 2026 private placement worth VND 1.3 trillion, giving it a 39.4% direct stake in the HNX-listed hotel and real-estate group. On Sep 07, 2026, an earnings miss was reported: OCH, owner of Kem Tràng Tiền, cut its H1 2026 net loss to nearly VND 22 billion from over VND 66 billion a year earlier, despite a 58% revenue surge to VND 484 billion. On Aug 10, 2026, a market event was reported: One Capital Hospitality (OCH) reported record Q2 revenue of VND 332 billion, up 72% YoY, driven by the acquisition of a 70% stake in Hai Ha-Kotobuki. On Jul 31, 2026, an earnings beat was reported: OCH reported record H1 2026 revenue of VND 505 billion, up 57% YoY, with Q2 profit turning positive at VND 2.8 billion pre-tax, driven by real estate and the completed Haiha Kotobuki M&A.

The overall tone of recent coverage is positive, with 4 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
6.4 / 10
Neutral
Sentiment
+0.00
Impact
0.50
Momentum
+0.00
Fundamentals
+0.20
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
12
Articles Analyzed
Positive 8
Negative 2
Neutral 2
Recent News
Oct 15, 2026 Full Analysis Positive capital raise
Leadvisors Capital plans to buy 40 million EVF shares at VND 13,500 each, a VND 540 billion placement that would give it 4.73% of the HOSE-listed power finance company. The move follows its VND 1,300 billion purchase of 130 million OCH shares at VND 10,000, which lifted the group to roughly 49.3% of the Kem Tràng Tiền owner.
Oct 07, 2026 Full Analysis Positive capital raise
Leadvisors Capital has registered to buy 130 million OCH shares at VND 10,000 each in a 2026 private placement worth VND 1.3 trillion, giving it a 39.4% direct stake in the HNX-listed hotel and real-estate group. OCH will use nearly all proceeds to lift its holding in IDS Equity Holdings from 30% to 48.68%, adding a Nha Trang MGallery project and Hanoi office assets to its portfolio.
Sep 07, 2026 Full Analysis Negative earnings miss
OCH, owner of Kem Tràng Tiền, cut its H1 2026 net loss to nearly VND 22 billion from over VND 66 billion a year earlier, despite a 58% revenue surge to VND 484 billion. Accumulated losses remain high at about VND 383 billion, with over VND 1,300 billion in outstanding debt, as the company restructures.
Aug 10, 2026 Full Analysis Positive m a announcement
One Capital Hospitality (OCH) reported record Q2 revenue of VND 332 billion, up 72% YoY, driven by the acquisition of a 70% stake in Hai Ha-Kotobuki. Despite a small net profit of VND 2.8 billion, the company's strategic pivot into food via M&A is reshaping its growth profile.
Jul 31, 2026 Full Analysis Positive earnings beat
OCH reported record H1 2026 revenue of VND 505 billion, up 57% YoY, with Q2 profit turning positive at VND 2.8 billion pre-tax, driven by real estate and the completed Haiha Kotobuki M&A. The company's restructuring strategy is yielding results, positioning it for stronger H2 seasonal earnings.
Jun 01, 2026 Full Analysis Negative regulation change
OCH's 86%-owned subsidiary VIPTOUR-TOGI has its land for the StarCity Westlake 5-star hotel project revoked by Hanoi authorities due to prolonged delays. The project, with a book value of VND 179.5 billion, has been stalled for years despite extensions.
May 23, 2026 Full Analysis Positive capital raise
OCH (One Capital Hospitality) plans a private placement of 130 million shares at 10,000 VND/share to raise up to 1,300 billion VND, primarily to increase its stake in IDS Equity Holdings to 48.68%. The company targets 2026 revenue of 1,704 billion VND (+47%) and pre-tax profit of 407.6 billion VND (3x), aiming to eliminate accumulated losses and resume dividends.
May 21, 2026 Full Analysis Positive m a announcement
One Capital Hospitality (OCH) targets 2026 pre-tax profit of VND 407.6 billion, triple the 2025 result, and revenue of VND 1,704 billion (+47%). The plan hinges on a private placement of 130 million shares to fund the acquisition of nearly 21 million IDS Equity Holdings shares, making OCH the largest shareholder.
May 21, 2026 Full Analysis Neutral capital raise
OCH targets a private placement of 130 million shares to raise approximately VND 2,000 billion, with proceeds earmarked to acquire over 18% of IDS, lifting its stake to nearly 49%. The move comes as OGC shareholders rejected a similar issuance, highlighting divergent strategies within the Ocean Group.
Apr 21, 2026 Full Analysis Positive guidance raise
OCH (HOSE) targets 2026 consolidated revenue of VND 1,704 billion (+47%) and net profit of VND 365 billion (+275%), supported by a planned capital increase to fund new resort projects like MGallery Ninh Vân Bay and Melia Hạ Long Bay. The company aims to exit accumulated losses by year-end 2026, creating conditions for potential annual dividend payments.
Full Analysis Positive capital raise
Leadvisors Capital will buy all 130 million shares in OCH's private placement at VND 10,000 each, a VND 1.3 trillion deal giving it 39.4% of the HNX-listed hotel and food company. Proceeds fund OCH's purchase of an additional 18.7% of IDS Equity Holdings, as management targets clearing VND 383 billion in accumulated losses in 2026 after H1 revenue rose 58%.
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: 2026-10-30T20:52:08Z.