中文

THD

₫129,500
+0.00% 2026-09-15 · Close
AI Composite Signal
3.8 / 10
Bearish — 5-signal composite
Mkt Cap
57.7T
₫57.7T
P/E
553.1
P/B
13.0
ROE
2.4%
ROA
2.3%
EPS
271
Price Chart
What matters now

THD (THD) is a company in Vietnam's Real Estate sector, listed on HNX. The stock last traded at 129,500 VND, little changed on the session, giving a market capitalization of 57.7 trillion VND.

On valuation, THD trades at a price-to-earnings ratio of 553.1 and a price-to-book of 13.0. That is a premium to the Real Estate sector average P/E of 66.2. Return on equity of 2.4% points to weak profitability relative to the company's equity base, below the sector average of 11.0%. Trailing earnings per share stand at 271 VND.

Aveluro tracks 31 news items mentioning THD, where recent coverage skews positive (42% of articles). The most recent catalyst was a foreign flow event — "Foreign Investors Return to Net Buying: VN-Index Gains 3.62%". Aveluro's composite model rates THD 3.8/10 (Bearish), blending news sentiment, price momentum, and fundamentals.

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

Latest catalyst

Foreign Investors Return to Net Buying: VN-Index Gains 3.62%

Recent Developments

Recent developments around THD include 5 notable classified events. On Aug 28, 2026, a market event was reported: Foreign investors returned to net buying with over VND 1 trillion (approx. On Aug 03, 2026, a market event was reported: Thaiholdings (THD) reported Q2 2026 net profit of VND 71 billion, nearly triple year-on-year, and H1 profit already exceeds full-year plan by 11%. On Aug 03, 2026, an earnings beat was reported: Thaiholdings (THD) reported Q2 2026 net profit of VND 71B, up 204% YoY, and H1 profit of VND 101B, exceeding its full-year target of VND 91B. On Aug 01, 2026, a market event was reported: Foreign investors net sold VND 362.6 billion (~USD 14.5 million) on July 31, 2026, with real estate bearing the brunt while technology and retail saw inflows. On Jul 31, 2026, a market event was reported: THD and a Vingroup subsidiary propose the Hanoi Twin Towers 99, a $3-3.5 billion, 568m-tall twin tower project in Hanoi, targeting completion by 2030.

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

AI Signal Breakdown
Bearish Neutral Bullish
3.8 / 10
Bearish
Sentiment
-1.00
Impact
0.20
Momentum
-0.23
Fundamentals
-0.60
Volume
1.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
31
Articles Analyzed
Positive 13
Neutral 12
Negative 5
Mixed 1
Recent News
Aug 28, 2026 Full Analysis Positive foreign flow
Foreign investors returned to net buying with over VND 1 trillion (approx. USD 40 million) across both exchanges in the week of 24-28/08/2026, supporting the VN-Index's recovery to 1,832.12 points (+3.62%).
Aug 03, 2026 Full Analysis Positive earnings beat smallcap
Thaiholdings (THD) reported Q2 2026 net profit of VND 71 billion, nearly triple year-on-year, and H1 profit already exceeds full-year plan by 11%. The company also joined a consortium with Vingroup to propose the 99-story Hanoi Twin Towers project, with investment of $3-3.5 billion.
Aug 03, 2026 Full Analysis Positive earnings beat
Thaiholdings (THD) reported Q2 2026 net profit of VND 71B, up 204% YoY, and H1 profit of VND 101B, exceeding its full-year target of VND 91B. The company also joined a consortium proposing the Hanoi Twin Towers 99 project with an estimated investment of USD 3-3.5B.
Aug 01, 2026 Full Analysis Negative foreign flow
Foreign investors net sold VND 362.6 billion (~USD 14.5 million) on July 31, 2026, with real estate bearing the brunt while technology and retail saw inflows. VN-Index slipped 8.88 points to 1,735.78 amid ETF rebalancing, but state-owned banks like VCB (up ~5%) cushioned the fall.
Jul 31, 2026 Full Analysis Positive strategic partnership
THD and a Vingroup subsidiary propose the Hanoi Twin Towers 99, a $3-3.5 billion, 568m-tall twin tower project in Hanoi, targeting completion by 2030. The project, if approved, would make THD a key player in landmark real estate development, with construction slated to start on September 2, 2026.
Jul 19, 2026 Full Analysis Neutral leadership change
THD has replaced its Deputy General Director and Chief Accountant, established a wholly-owned construction subsidiary with VND 28B charter capital, and plans an extraordinary shareholder meeting in Q3/2026 to approve a capital increase. These moves signal a strategic shift in corporate structure and potential expansion.
Jul 18, 2026 Full Analysis Neutral leadership change
THD announced the resignation of Deputy General Director and Chief Accountant Ngo Quyet Tien effective July 16, 2026, and appointed Nguyen Thi Thanh Ha as the new Chief Accountant. The company also established a wholly-owned subsidiary, Loc Truong Phat, and plans an extraordinary general meeting in Q3/2026 to discuss capital increase.
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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: 2026-09-15T16:22:14Z.