中文

SMC

₫9,540
+0.00% 2026-10-30 · Close
AI Composite Signal
6.2 / 10
Neutral — 5-signal composite
Mkt Cap
758.2B
₫758.2B
P/E
3.5
P/B
0.7
ROE
20.9%
ROA
5.1%
EPS
2.9K
Price Chart
What matters now

SMC (SMC) is a company in Vietnam's Basic Resources sector, listed on HOSE. The stock last traded at 9,540 VND, little changed on the session, giving a market capitalization of 758.2 billion VND.

On valuation, SMC trades at a price-to-earnings ratio of 3.5 and a price-to-book of 0.7. That is a discount to the Basic Resources sector average P/E of 13.4. Return on equity of 20.9% points to strong profitability relative to the company's equity base, above the sector average of -3.8%. Trailing earnings per share stand at 2,916 VND.

Aveluro tracks 30 news items mentioning SMC. The most recent catalyst was a capital raise event — "Novaland (NVL) Extends VND 8,007B Rights Issue Deadlines to November". Aveluro's composite model rates SMC 6.2/10 (Neutral), blending news sentiment, price momentum, and fundamentals.

Comparable names in the Basic Resources sector include AAH, ACG and ACM.

Latest catalyst

Novaland (NVL) Extends VND 8,007B Rights Issue Deadlines to November

Recent Developments

Recent developments around SMC include 5 notable classified events. On Oct 19, 2026, a market event was reported: Novaland (NVL) extended the transfer deadline for its 800 million share rights issue to 23 November and the payment deadline to 26 November, keeping a VND 8,007B raise at VND 10,000/share on track. On Oct 16, 2026, a market event was reported: SMC will sell 36.8 million new shares to existing holders at VND 10,000 each, a 2:1 ratio, targeting roughly VND 368 billion to repay borrowings and supplier payables. On Oct 12, 2026, a leadership change was reported: SMC (HOSE) handed Truong Xuan Dung executive and legal-representative roles at six subsidiaries, replacing three managers, effective 9 October 2026. On Sep 21, 2026, a market event was reported: Hoa Binh Construction Group (HBC) will issue 51.4 million shares at 10,000 VND each to convert debt, a price nearly three times its 3,600 VND market close. On Sep 17, 2026, a leadership change was reported: SMC has appointed independent board member Le Quang Hai, a former PwC, KPMG and VPBank Securities consultant, as Chairman of its Audit Committee effective 16/9/2026, alongside fellow independent director Hoang Trung Dung as committee member.

Recent coverage shows a mixed sentiment balance across events.

AI Signal Breakdown
Bearish Neutral Bullish
6.2 / 10
Neutral
Sentiment
+0.00
Impact
0.50
Momentum
-0.74
Fundamentals
+1.00
Volume
0.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
30
Articles Analyzed
Neutral 14
Positive 8
Negative 5
Mixed 3
Recent News
Oct 19, 2026 Full Analysis Neutral capital raise
Novaland (NVL) extended the transfer deadline for its 800 million share rights issue to 23 November and the payment deadline to 26 November, keeping a VND 8,007B raise at VND 10,000/share on track. Most proceeds, VND 5,953B, are earmarked for bond principal repayment, with the remainder funding Nova Saigon Royal and No Va Thảo Điền bond obligations.
Oct 16, 2026 Full Analysis Neutral capital raise
SMC will sell 36.8 million new shares to existing holders at VND 10,000 each, a 2:1 ratio, targeting roughly VND 368 billion to repay borrowings and supplier payables. The board also pushed the SMCH2126002 bond maturity out one year to October 8, 2027, with sole bondholder Hanwa consenting.
Oct 12, 2026 Full Analysis Neutral leadership change
SMC (HOSE) handed Truong Xuan Dung executive and legal-representative roles at six subsidiaries, replacing three managers, effective 9 October 2026. The reshuffle follows the completed sale of SMC Tan Tao, a unit with VND 200 billion in charter capital, as the steel trader narrows its low-margin trading arm.
Sep 21, 2026 Full Analysis Mixed capital raise
Hoa Binh Construction Group (HBC) will issue 51.4 million shares at 10,000 VND each to convert debt, a price nearly three times its 3,600 VND market close. The swap lifts charter capital by roughly 15% and cuts liabilities, but the gap between conversion and market price raises dilution concerns for existing holders.
Sep 17, 2026 Full Analysis Neutral leadership change
SMC has appointed independent board member Le Quang Hai, a former PwC, KPMG and VPBank Securities consultant, as Chairman of its Audit Committee effective 16/9/2026, alongside fellow independent director Hoang Trung Dung as committee member. The governance move follows his election to the 2026-2031 board and appointment as Vice Chairman, as SMC restructures operations against an 85% profit decline target for 2026.
Sep 17, 2026 Full Analysis Neutral leadership change
SMC has appointed Le Quang Hai, an independent non-executive director and brother of Vietcombank CEO Le Quang Vinh, as Chairman of its Audit Committee effective 16 September 2026. The move follows his election to the board for the 2026-2031 term and his subsequent appointment as Vice Chairman, placing a career auditor and finance consultant at the centre of SMC's governance overhaul.
Sep 10, 2026 Full Analysis Neutral capital raise
SMC will ask shareholders at its September 11 extraordinary meeting to add real estate to its business lines and approve a debt-to-equity swap issuance worth up to VND 272 billion, alongside cancelling the 2026 ESOP plan and restructuring governance without a Supervisory Board. The moves point to balance-sheet repair and asset monetisation at the HoSE-listed steel trader.
Sep 05, 2026 Full Analysis Neutral insider trade
DMX CEO Đoàn Văn Hiểu Em plans to buy 732,000 DMX shares (raising stake to 0.38%) while selling 1 million MWG shares, worth about VND 73 billion, to restructure his portfolio toward long-term DMX investment. The move signals insider conviction in DMX's prospects, though the stake remains small.
Sep 02, 2026 Full Analysis Negative earnings beat smallcap
SMC reported a net profit of 45 billion VND in H1 2026, reversing a year-earlier loss, but core operations remained loss-making and short-term debt exceeded current assets by over 1,000 billion VND. The company holds 350.8 billion VND in real estate projects linked to Novaland entities, funded via debt offsetting, adding balance-sheet risk.
Aug 31, 2026 Full Analysis Positive insider trade
PDR chairman Nguyen Van Dat bought 20 million shares (VND 242B) in August 2026, lifting his stake to 29.54%, as the stock trades near 3-year lows. Similar insider buying at HPX, MWG, HAX, and SMC signals broad management confidence amid the correction.
Aug 29, 2026 Full Analysis Neutral stake change
SMC Chairman Phạm Hoàng Anh acquired 5 million shares, becoming a major shareholder with 8.14% stake, while CEO Nguyễn Quang Trung sold 4.9 million shares, dropping below the 5% threshold. The company also plans to restructure up to VND 272 billion in debt via share issuance and cancel its 2026 ESOP plan.
Aug 23, 2026 Full Analysis Negative insider trade
SMC's CEO Nguyen Quang Trung has registered to sell 4.9 million shares, reducing his stake to 1.36%, while the company proposes a debt-to-equity swap of up to VND 272 billion and cancels its 2026 ESOP issuance. The moves signal a focus on financial restructuring amid a challenging steel market.
Jul 30, 2026 Full Analysis Positive stake change
MWG chairman Nguyen Duc Tai registers to buy 1 million shares, raising his stake to 2.26% of the mobile retailer's equity. The move comes as MWG stock has fallen 28% from its February high.
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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: 2026-10-31T01:42:25Z.