中文

SJ Group

₫56,800
+0.00% 2026-09-15 · Close
AI Composite Signal
6.1 / 10
Neutral — 5-signal composite
Mkt Cap
14.4T
₫14.4T
P/E
30.6
P/B
4.0
ROE
13.0%
ROA
5.9%
EPS
1.6K
Price Chart
What matters now

SJ Group (SJS) is a company in Vietnam's Real Estate sector, listed on HOSE. The stock last traded at 56,800 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 11.0%. Trailing earnings per share stand at 1,584 VND.

Aveluro tracks 15 news items mentioning SJS, where recent coverage skews negative (47% of articles). The most recent catalyst was a foreign flow event — "Foreign investors net buy VND 951.7B, VIC leads VN-Index rally". Aveluro's composite model rates SJS 6.1/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

Foreign investors net buy VND 951.7B, VIC leads VN-Index rally

Recent Developments

Recent developments around SJ Group include 5 notable classified events. On Aug 31, 2026, a market event was reported: Foreign investors net bought VND 951.7 billion (USD 38 million) in the week ending August 30, 2026, with net buying concentrated in banking and technology, while retail and proprietary traders sold. On Aug 23, 2026, a market event was reported: SJ Group (SJS) plans to issue over 29.7 million bonus shares and 200 million rights shares in 2026, raising charter capital to over VND 5,272 billion. On Jul 27, 2026, a market event was reported: On July 27, proprietary traders net bought VND 522 billion, concentrated in VPX (VND 572 billion), while foreign investors net sold for the fourth consecutive session, with VPB (VND 96 billion), TCB (VND 71 billion), and SHB (VND 71 billion) leading the sell-off. On Jul 27, 2026, a market event was reported: VPX saw VND 572 billion in net buying from proprietary trading desks on July 27, the largest single-stock inflow, as the VN-Index fell 17 points. On Jul 23, 2026, a market event was reported: 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 overall tone of recent coverage is negative, with 2 of 5 events carrying bearish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
6.1 / 10
Neutral
Sentiment
+0.00
Impact
0.50
Momentum
+0.00
Fundamentals
-0.10
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
15
Articles Analyzed
Negative 7
Positive 6
Neutral 2
Recent News
Aug 31, 2026 Full Analysis Neutral foreign flow
Foreign investors net bought VND 951.7 billion (USD 38 million) in the week ending August 30, 2026, with net buying concentrated in banking and technology, while retail and proprietary traders sold. VIC alone contributed +39.4 points to the VN-Index's 3.62% weekly gain, underscoring its outsized influence on market direction.
Aug 23, 2026 Full Analysis Positive capital raise
SJ Group (SJS) plans to issue over 29.7 million bonus shares and 200 million rights shares in 2026, raising charter capital to over VND 5,272 billion. Proceeds of VND 2,000 billion will fund infrastructure works for the Van La - Van Khe housing project.
Jul 27, 2026 Full Analysis Negative foreign flow
On July 27, proprietary traders net bought VND 522 billion, concentrated in VPX (VND 572 billion), while foreign investors net sold for the fourth consecutive session, with VPB (VND 96 billion), TCB (VND 71 billion), and SHB (VND 71 billion) leading the sell-off. The divergence highlights persistent foreign outflow despite falling prices.
Jul 27, 2026 Full Analysis Negative foreign flow
VPX saw VND 572 billion in net buying from proprietary trading desks on July 27, the largest single-stock inflow, as the VN-Index fell 17 points. Foreign investors net sold VND 780 billion across the market, highlighting divergent domestic and foreign sentiment.
Jul 23, 2026 Full Analysis Neutral stake change
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.
Jul 20, 2026 Full Analysis Negative earnings miss
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.
May 19, 2026 Full Analysis Negative stake change
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.
Apr 22, 2026 Full Analysis Positive earnings beat
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.
Apr 21, 2026 Full Analysis Positive earnings beat
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.
Apr 21, 2026 Full Analysis Positive earnings beat
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.
Apr 19, 2026 Full Analysis Negative regulation change
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.
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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: 2026-09-15T16:22:16Z.