中文

PAN

₫18,450
+0.00% 2026-09-15 · Close
AI Composite Signal
7.2 / 10
Bullish — 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 18,450 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 29.2. Return on equity of 17.0% points to solid profitability relative to the company's equity base, above the sector average of 0.3%. Trailing earnings per share stand at 6,546 VND.

Aveluro tracks 21 news items mentioning PAN, where recent coverage skews positive (90% of articles). The most recent catalyst was a foreign flow event — "FTSE Russell adds 117 Vietnam stocks; MSN, VNM, MCH, VRE to draw $155.6M". Aveluro's composite model rates PAN 7.2/10 (Bullish), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

FTSE Russell adds 117 Vietnam stocks; MSN, VNM, MCH, VRE to draw $155.6M

Recent Developments

Recent developments around PAN include 5 notable classified events. 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. On Jul 30, 2026, an earnings beat was reported: 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. On Jul 29, 2026, an earnings beat was reported: PAN Group (PAN) posted a 51% rise in Q2 2026 net profit to 210 billion VND, fueled by shrimp exports and bottled fish sauce. On Jun 06, 2026, a market event was reported: 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.

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

AI Signal Breakdown
Bearish Neutral Bullish
7.2 / 10
Bullish
Sentiment
+0.00
Impact
0.50
Momentum
-0.03
Fundamentals
+1.00
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
21
Articles Analyzed
Positive 19
Neutral 2
Recent News
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.
Apr 21, 2026 Full Analysis Positive dividend announcement
PAN Group's AGM approved a 30% cash dividend for 2026, the highest rate in 18 years, and proposed a 20% stock dividend. The payout is funded by VND 2,056 billion in cash from the sale of Bibica, which also drove Q1 2026 net profit to VND 1,094 billion, up 40x YoY.
Apr 19, 2026 Full Analysis Positive earnings beat
PAN Group (PAN) reported Q1 2026 net profit of VND 1,094 billion, a 40-fold increase year-on-year, reaching 87.5% of its full-year profit target in a single quarter. The surge was driven by VND 1,235B in financial revenue, primarily from dividends and capital gains related to Bibica.
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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: 2026-09-15T16:36:30Z.