中文

PAN

₫17,000
+0.00% 2026-10-30 · Close
AI Composite Signal
6.0 / 10
Neutral — 5-signal composite
Mkt Cap
5.3T
₫5.3T
P/E
3.4
P/B
0.6
ROE
17.0%
ROA
10.8%
EPS
6.5K
Price Chart
What matters now

PAN (PAN) is a company in Vietnam's Food & Beverage sector, listed on HOSE. The stock last traded at 17,000 VND, little changed on the session, giving a market capitalization of 5.3 trillion VND.

On valuation, PAN trades at a price-to-earnings ratio of 3.4 and a price-to-book of 0.6. That is a discount to the Food & Beverage sector average P/E of 30.0. Return on equity of 17.0% points to solid profitability relative to the company's equity base, above the sector average of 0.7%. Trailing earnings per share stand at 6,546 VND.

Aveluro tracks 25 news items mentioning PAN, where recent coverage skews positive (80% of articles). The most recent catalyst was an earnings miss event — "Lideco (NTL) Swings to Q3 Loss on VND 75.8B Securities Impairment". Aveluro's composite model rates PAN 6.0/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

Lideco (NTL) Swings to Q3 Loss on VND 75.8B Securities Impairment

Recent Developments

Recent developments around PAN include 5 notable classified events. On Oct 27, 2026, an earnings miss was reported: Lideco (NTL) swung to a Q3 net loss of VND 76.6B from a VND 12.7B profit a year earlier, driven by a VND 75.8B impairment charge on its listed-equity portfolio, led by TCH. On Oct 27, 2026, an earnings miss was reported: Lideco (NTL) swung to a VND 77B net loss in Q3/2026 from a VND 13B profit a year earlier, after provisioning VND 101B against a VND 605B securities portfolio now marked at roughly VND 506B. On Sep 18, 2026, a market event was reported: 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. On Aug 22, 2026, a market event was reported: FTSE Russell added 117 Vietnamese stocks to its GEIS, with four consumer/retail small caps—MSN, VNM, MCH, VRE—expected to attract about $155.6 million in foreign inflows as Vietnam upgrades to secondary emerging market status in September 2026. On Aug 03, 2026, a market event was reported: Foreign investors reversed to net buying on August 3, purchasing over 1,032 billion VND, the highest in recent sessions, with FPT (524 billion VND) and HPG (283 billion VND) leading.

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

AI Signal Breakdown
Bearish Neutral Bullish
6.0 / 10
Neutral
Sentiment
-1.00
Impact
1.00
Momentum
-0.61
Fundamentals
+1.00
Volume
1.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
25
Articles Analyzed
Positive 20
Negative 3
Neutral 2
Recent News
Oct 27, 2026 Full Analysis Negative earnings miss
Lideco (NTL) swung to a Q3 net loss of VND 76.6B from a VND 12.7B profit a year earlier, driven by a VND 75.8B impairment charge on its listed-equity portfolio, led by TCH. The nine-month result is a loss of nearly VND 55.5B, but the charge is a mark-to-market provision rather than a realized loss and can be reversed if prices recover.
Oct 27, 2026 Full Analysis Negative earnings miss
Lideco (NTL) swung to a VND 77B net loss in Q3/2026 from a VND 13B profit a year earlier, after provisioning VND 101B against a VND 605B securities portfolio now marked at roughly VND 506B. Nine-month losses reached VND 56B, with TCH, PAN and HHS positions all underwater.
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.
Aug 22, 2026 Full Analysis Positive foreign flow
FTSE Russell added 117 Vietnamese stocks to its GEIS, with four consumer/retail small caps—MSN, VNM, MCH, VRE—expected to attract about $155.6 million in foreign inflows as Vietnam upgrades to secondary emerging market status in September 2026.
Aug 03, 2026 Full Analysis Positive foreign flow
Foreign investors reversed to net buying on August 3, purchasing over 1,032 billion VND, the highest in recent sessions, with FPT (524 billion VND) and HPG (283 billion VND) leading. Proprietary trading desks also net bought 541 billion VND on HOSE.
Jul 30, 2026 Full Analysis Positive earnings beat
PAN Group (PAN) reported H1 2026 net profit of VND 1,035B, up 126% year-on-year, despite a 9% revenue drop to VND 7,387B. Strong margins in seafood, agriculture, and packaged food, along with financial income from asset sales, drove the earnings beat.
Jul 29, 2026 Full Analysis Positive earnings beat
PAN Group (PAN) posted a 51% rise in Q2 2026 net profit to 210 billion VND, fueled by shrimp exports and bottled fish sauce. The company reached 58% of its full-year profit target after six months, while holding over 2,000 billion VND in retained earnings.
Jun 06, 2026 Full Analysis Positive stake change
Sun Road Investment JSC, an entity related to SSI Securities, acquired over 2 million PAN shares in two sessions, raising its stake to 6.06% and becoming a major shareholder. PAN Group concurrently announced a 20% bonus share issuance and a record 30% cash dividend for 2026, signaling strong capital returns to shareholders.
Jun 01, 2026 Full Analysis Positive dividend announcement
DVP will pay a 50% cash dividend (VND 5,000/share) for the first installment of 2025, the highest among 34 companies closing books June 1-5. Other notable payers include PAN (30%), VGG (20%), and HNF (15%).
May 23, 2026 Full Analysis Positive dividend announcement
PAN Group (PAN) delivers a combined 50% shareholder return this week via a 30% cash dividend and 20% stock dividend, the highest among 38 companies paying cash dividends. FPT pays a 10% cash dividend and plans a 10:1 stock issuance; Hoa Phat (HPG) distributes a 10% stock dividend; TCBS (TCX) issues a 20% stock dividend.
May 15, 2026 Full Analysis Positive dividend announcement
PAN Group (PAN) received SSC approval for a 20% stock bonus and 30% cash dividend, delivering a combined 50% shareholder return. The payout is supported by a 5.5x surge in Q1 2026 net profit to VND 585B and cash holdings of VND 5,830B.
May 09, 2026 Full Analysis Positive capital raise
PAN Group (PAN) plans to issue nearly 41.8 million bonus shares to shareholders at a 100:20 ratio, increasing charter capital from VND 2,162.9B to VND 2,580.7B. The issue, funded from share premium, is expected in Q2-Q3 2026 and was approved at the 2026 AGM.
Apr 29, 2026 Full Analysis Positive earnings beat
VietinBank (CTG) reported Q1/2026 pre-tax profit of VND 11,139 billion, up 63% YoY, leading a mixed earnings season. While MB (MBB) rose 15% and Vinpearl (VPL) surged 987%, Eximbank (EIB) saw a 59% decline.
Apr 21, 2026 Full Analysis Positive m a announcement
PAN Group (PAN) sold its Bibica confectionery subsidiary to an Indonesian partner for VND 2,630 billion, equivalent to roughly half of PAN's total market capitalization. The divested unit contributed only 10-11% of group revenue and profit, highlighting the premium valuation achieved.
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: 2026-10-30T20:51:49Z.