SJS

SJ Group

47,400
+0.00%
Mkt Cap 14.4T
Data as of 2026-07-23 · Source: public Vietnamese market feeds

By Aveluro Research Team · Editorial policy

SJ Group (SJS) is a company in Vietnam's Real Estate sector, listed on HOSE. The stock last traded at 47,400 VND, little changed on the session, giving a market capitalization of 14.4 trillion VND.

On valuation, SJS trades at a price-to-earnings ratio of 30.6 and a price-to-book of 4.0. That is a discount to the Real Estate sector average P/E of 66.2. Return on equity of 13.0% points to solid profitability relative to the company's equity base, above the sector average of 11.7%. Trailing earnings per share stand at 1,584 VND.

Aveluro tracks 10 news items mentioning SJS, where recent coverage skews negative (50% of articles). The most recent catalyst was a stake change event — "National Securities to Reduce Stake in SJ Group (SJS) by 1.84%". Aveluro's composite model rates SJS 6.2/10 (Hold), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Real Estate sector include AAV, AGG and API.

Latest price
47,400 VND · +0.00%
Dominant Sentiment
Negative · 10 Articles Analyzed
Latest catalyst
stake change
Data as of
2026-07-23

National Securities to Reduce Stake in SJ Group (SJS) by 1.84%

Caveat: Not investment advice. · How Aveluro computed this: Aveluro combines extracted event facts, source credibility, ticker context, and market data. Scores are deterministic research signals, not recommendations.

6.2
Hold
Sentiment
-0.59
Impact
0.70
Momentum
-0.02
Fundamentals
-0.10
Volume
1.00
P/E
30.6
P/B
4.0
ROE
13.0%
ROA
5.9%
EPS
1.6K
Articles Analyzed
10
Dominant Sentiment
Negative
Negative 5
Positive 4
Neutral 1
Full Analysis stake change Jul 23, 2026
National Securities to Reduce Stake in SJ Group (SJS) by 1.84%

National Securities (NSI) registered to sell 2 million SJS shares of SJ Group, reducing its stake from 1.84% to 1.17% as part of portfolio restructuring. The transaction, via negotiated method from July 27 to August 25, 2026, follows a similar sale by An Phat Investment. SJ Group reported strong Q1 2026 results with revenue up 121% and net profit up 161% YoY.

4 Neutral
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Full Analysis earnings miss Jul 20, 2026
National Securities (VCI) Posts Q2/2026 Pre-Tax Loss of VND 97B, Reversing Year-Ago Profit

National Securities (VCI) swung to a pre-tax loss of VND 97B in Q2/2026 from a profit of VND 42B a year earlier, driven by a 50% revenue decline and a 75% increase in operating costs. The loss was primarily due to a near-total collapse in gains from FVTPL financial assets, which fell from VND 96B to just VND 1B. The weak results underscore the impact of adverse market conditions on VCI's proprietary trading and brokerage income.

10 -9.8 Negative
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Full Analysis stake change May 19, 2026
Major Shareholder An Phat Sells 5 Million SJS Shares, Reducing Stake to 21.33%

SJS major shareholder An Phat Investment sold 5 million shares on May 13, reducing its stake from 23.01% to 21.33% to restructure its portfolio. The sale follows a pattern of recent divestment by the same shareholder. SJ Group reported strong Q1 2026 earnings with net profit up 2.6x YoY, but the stock faces near-term selling pressure.

7 -7.0 Negative
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Full Analysis earnings beat Apr 22, 2026
SJ Group (SJS) Stock Hits Ceiling on 150% Q1 2026 Profit Surge

SJ Group (SJS) reported Q1 2026 revenue of VND 317B (+122% YoY) and pre-tax profit of VND 220B (+150% YoY), sending its stock to the ceiling price of VND 58,700. The surge was attributed to continued sales from the Nam An Khánh real estate project, highlighting a strong operational quarter for the HOSE-listed developer.

10 +9.8 Positive
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Full Analysis earnings beat Apr 21, 2026
SJ Group (SJS) Reports 2025 Net Profit of VND 363B with 48.2% Margin

SJ Group (SJS) reported audited 2025 net profit of VND 363 billion with a 48.2% net profit margin, alongside plans for a 10% stock dividend and a capital increase to over VND 5,272 billion to fund key real estate projects. The results highlight strong execution at its Vista Nam An Khánh urban area and expansion into new developments.

7 +7.0 Positive
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Full Analysis earnings beat Apr 21, 2026
SJ Group (SJS) Reports 2025 Net Profit of VND 363B, Announces 10% Stock Dividend

SJ Group (SJS) reported 2025 net profit of VND 363 billion on revenue of VND 753 billion, achieving a 48.2% net profit margin. The board proposed a 10% stock dividend and accelerated construction at its Vista Nam An Khánh project, reflecting a strategy focused on asset quality over revenue growth amid Vietnam's new real estate laws.

8 +8.4 Positive
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Full Analysis regulation change Apr 19, 2026
Hanoi Targets 341 Delayed Projects, Names Viglacera (VGC), Geleximco, Nam Cuong, Sudico

Hanoi People's Committee issued an ultimatum to review and resolve 341 delayed private real estate projects, naming Viglacera (VGC), Geleximco (GEX), Nam Cuong (NCT), and Sudico (SJS) among prominent developers. Mê Linh district leads with 41 stalled projects, accounting for nearly 40% of the total across four top districts. This regulatory action signals increased scrutiny on project execution and land use efficiency for listed developers in the capital.

7 -7.0 Negative
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Information provided for educational purposes only. Past performance does not guarantee future results. Data sourced from public Vietnamese market feeds.

Last updated: 2026-07-23T13:16:27Z.