中文

REE

₫45,400
+0.00% 2026-10-30 · Close
AI Composite Signal
9.7 / 10
Very Bullish — 5-signal composite
Mkt Cap
28.8T
₫28.8T
P/E
8.9
P/B
1.2
ROE
13.1%
ROA
8.0%
EPS
5.3K
Price Chart
What matters now

REE (REE) is a company in Vietnam's Utilities sector, listed on HOSE. The stock last traded at 45,400 VND, little changed on the session, giving a market capitalization of 28.8 trillion VND.

On valuation, REE trades at a price-to-earnings ratio of 8.9 and a price-to-book of 1.2. That is a discount to the Utilities sector average P/E of 12.7. Return on equity of 13.1% points to solid profitability relative to the company's equity base. Trailing earnings per share stand at 5,253 VND.

Aveluro tracks 83 news items mentioning REE, where recent coverage skews positive (34% of articles). The most recent catalyst was a dividend announcement event — "VSH Sets 10% Cash Dividend for 2026 Tranche 2, Pays 30 November". Aveluro's composite model rates REE 9.7/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Utilities sector include ANI, ASP and AVC.

Latest catalyst

VSH Sets 10% Cash Dividend for 2026 Tranche 2, Pays 30 November

Recent Developments

Recent developments around REE include 5 notable classified events. On Oct 30, 2026, a dividend announcement was reported: VSH approved a second 2026 cash dividend of 10% (VND 1,000 per share), with a 16/11/2026 record date and 30/11/2026 payment totaling roughly VND 236.2B. On Oct 30, 2026, an earnings beat was reported: REE posted record Q3/2026 revenue of VND 3,270B (+28% YoY) and after-tax profit of VND 926B (+12%), with the M&E segment adding VND 48B in profit while real estate fell 13%. On Oct 29, 2026, a market event was reported: Gemadept Holdings (GMD) and REE Energy Finance (REE) are among the first 10 members of Ho Chi Minh City's international financial centre, a group targeting about USD 2.7B of mobilised and invested capital by 2027. On Oct 28, 2026, a macro policy event was reported: VIFC-HCMC admitted its first 10 holding-company members with USD 33.63M in registered and committed capital, targeting about USD 2.7B mobilised and invested by 2027. On Oct 28, 2026, a macro policy event was reported: Ho Chi Minh City named the first 10 holding companies of the VIFC-HCMC, including entities tied to Gemadept (GMD) and REE, with USD 33.63M in registered charter capital and roughly USD 2.7B of projected investment through 2027.

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

AI Signal Breakdown
Bearish Neutral Bullish
9.7 / 10
Very Bullish
Sentiment
+0.82
Impact
0.65
Momentum
-0.11
Fundamentals
+0.70
Volume
0.95
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
83
Articles Analyzed
Positive 28
Neutral 26
Negative 20
Mixed 9
Recent News
Oct 30, 2026 Full Analysis Neutral dividend announcement
VSH approved a second 2026 cash dividend of 10% (VND 1,000 per share), with a 16/11/2026 record date and 30/11/2026 payment totaling roughly VND 236.2B. The payout follows a 15% first tranche in September even as Q3 net profit fell 42.8% YoY to VND 120.8B on El Nino-driven weak hydrology.
Oct 30, 2026 Full Analysis Positive earnings beat
REE posted record Q3/2026 revenue of VND 3,270B (+28% YoY) and after-tax profit of VND 926B (+12%), with the M&E segment adding VND 48B in profit while real estate fell 13%. Nine-month parent profit of VND 2,134B reached 76% of the annual plan, and construction-in-progress nearly doubled to VND 4,857B on wind project buildout.
Oct 29, 2026 Full Analysis Positive strategic partnership
Gemadept Holdings (GMD) and REE Energy Finance (REE) are among the first 10 members of Ho Chi Minh City's international financial centre, a group targeting about USD 2.7B of mobilised and invested capital by 2027. Gemadept commits USD 100M to maritime data and ship-leasing services, while REE Energy Finance pledges USD 200M for renewable energy projects.
Oct 28, 2026 Full Analysis Positive macro policy
VIFC-HCMC admitted its first 10 holding-company members with USD 33.63M in registered and committed capital, targeting about USD 2.7B mobilised and invested by 2027. Gemadept Holdings and REE Energy Finance are among the founding members, giving GMD and REE early positioning inside Vietnam's flagship offshore financial centre.
Oct 28, 2026 Full Analysis Positive macro policy
Ho Chi Minh City named the first 10 holding companies of the VIFC-HCMC, including entities tied to Gemadept (GMD) and REE, with USD 33.63M in registered charter capital and roughly USD 2.7B of projected investment through 2027. Membership is a recognition of holding-company status, not an operating licence, so the near-term read-through is positioning rather than earnings.
Oct 26, 2026 Full Analysis Mixed sector sentiment
Yuanta expects KDH to be dropped from the VNDiamond index from the April 2026 review after its 12-month average foreign ownership of roughly 53.0% fell short of the 65% floor. FPT and MSB, at 65.8% and 65.9%, sit close enough to the threshold that a small data revision could push them onto the removal watchlist, reshaping rebalancing flows across the six VNDiamond-tracking ETFs.
Oct 24, 2026 Full Analysis Positive strategic partnership
Vietcombank (VCB) and six peers signed 20 credit cooperation agreements worth about VND 230 trillion (~USD 9.2 billion) at a State Bank of Vietnam and HCMC conference on 23 October 2026. The deals span manufacturing, energy, pharma, transport infrastructure and social housing, with VCB and VietinBank co-leading the largest at USD 2.8 billion.
Oct 22, 2026 Full Analysis Neutral capital raise
REE Energy, the wholly owned subsidiary of HOSE-listed REE, has incorporated REE Energy Finance at the Vietnam International Financial Centre in Ho Chi Minh City with initial charter capital of USD 1 million (VND 26.2 billion). Separately, foreign shareholder Platinum Victory bought none of its registered ~20.5 million REE shares, citing unfavourable market conditions, leaving its stake at 41.7%.
Oct 13, 2026 Full Analysis Negative stake change
SSI-SCA liquidated its entire Vingroup (VIC) holding in September 2026, unwinding what had been its largest position at nearly 11% of net assets and lifting cash to 21%. The fund returned -3.1% for the month against the VN-Index's -3.5%, a period when the Vingroup complex alone drove roughly 45% of the index decline.
Oct 13, 2026 Full Analysis Negative stake change
SSI-SCA liquidated its entire Vingroup (VIC) position in September 2026, after holding nearly 11% of the fund at end-August. The fund returned -3.1% for the month versus VN-Index's -3.5%, as Vingroup stocks drove roughly 45% of the index decline.
Oct 03, 2026 Full Analysis Neutral m a announcement
Jardine Matheson's DFI Retail Group will take over Coffee Concepts, the Maxim's Caterers unit running more than 1,100 Starbucks stores across seven Asian markets including Vietnam, with completion targeted for Q1 next year. Jardine already holds 41.7% of HOSE-listed REE and over 26% of Thaco, and its Vietnam investments earned USD 43M in H1, up 21% year on year.
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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: 2026-10-31T01:42:02Z.