中文

Transimex

TMS Transportation 7 News →
₫34,900
+0.00% 2026-09-15 · Close
AI Composite Signal
9.0 / 10
Very Bullish — 5-signal composite
⚠ News sentiment is bearish, but strong volume push the composite higher.
Mkt Cap
1.7T
₫1.7T
P/E
16.9
P/B
1.2
ROE
7.1%
ROA
4.3%
EPS
2.2K
Price Chart
What matters now

Transimex (TMS) is a company in Vietnam's Industrial Goods & Services sector. The stock last traded at 34,900 VND, little changed on the session, giving a market capitalization of 1.7 trillion VND.

On valuation, TMS trades at a price-to-earnings ratio of 16.9 and a price-to-book of 1.2. Return on equity of 7.1% points to modest profitability relative to the company's equity base. Trailing earnings per share stand at 2,230 VND.

Aveluro tracks 11 news items mentioning TMS, where recent coverage skews negative (36% of articles). The most recent catalyst was a dividend announcement event — "Transimex (TMS) Sets 2025 Dividend of 5% Cash and 7% Stock, Raises VMT Stake". Aveluro's composite model rates TMS 9.0/10 (Very Bullish), blending news sentiment, price momentum, and fundamentals.

Latest catalyst

Transimex (TMS) Sets 2025 Dividend of 5% Cash and 7% Stock, Raises VMT Stake

Recent Developments

Recent developments around Transimex include 5 notable classified events. On Sep 11, 2026, a dividend announcement was reported: Transimex (TMS) will pay a 2025 dividend of 5% cash and 7% stock, a combined 12% payout, with a record date of September 28, 2026 and cash settlement on October 9. On Aug 24, 2026, a market event was reported: Transimex (TMS) has registered to buy 1 million VNF shares between August 25 and September 22, 2026, aiming to lift its stake from 61.05% to over 64%. On Aug 09, 2026, a dividend announcement was reported: Transimex (TMS) will pay a 7% stock dividend for 2025, issuing nearly 12.1 million shares worth VND 121 billion from retained earnings, with issuance expected in Q3/2026. On Jul 13, 2026, a leadership change was reported: Transimex (TMS) chief accountant Pham Xuan Quang resigned shortly after the company was fined VND 555 million by the State Securities Commission for multiple disclosure violations, including publishing false information in 2024-2025 reports. On Jul 13, 2026, a market event was reported: Transimex Logistics (TOT), 82.29% owned by Transimex (TMS), raised VND 100B via its first bond issuance (TOT12601), a 3-year note at 9.5% interest.

The overall tone of recent coverage is positive, with 3 of 5 events carrying bullish sentiment.

AI Signal Breakdown
Bearish Neutral Bullish
9.0 / 10
Very Bullish
⚠ News sentiment is bearish, but strong volume push the composite higher.
Sentiment
+1.00
Impact
0.40
Momentum
-0.28
Fundamentals
+0.20
Volume
1.00
Sentiment 30% · Impact 20% · Momentum 20% · Fundamentals 15% · Volume 15%
News Sentiment
11
Articles Analyzed
Negative 4
Positive 4
Neutral 3
Recent News
Transimex (TMS) Sets 2025 Dividend of 5% Cash and 7% Stock, Raises VMT Stake
Sep 11, 2026 Full Analysis Positive dividend announcement
Transimex (TMS) will pay a 2025 dividend of 5% cash and 7% stock, a combined 12% payout, with a record date of September 28, 2026 and cash settlement on October 9. The board also approved spending VND 15B to buy more shares of UPCoM-listed VMT, lifting its ownership above the current 50.38% voting stake.
Transimex Registers to Buy 1M VNF Shares, Redeems VND 300B Bond
Aug 24, 2026 Full Analysis Positive stake change
Transimex (TMS) has registered to buy 1 million VNF shares between August 25 and September 22, 2026, aiming to lift its stake from 61.05% to over 64%. The move follows a failed purchase attempt in July-August, and the company also fully redeemed a VND 300 billion bond issue on August 13, 2026.
Transimex (TMS) Announces 7% Stock Dividend for 2025, Q2 Net Profit Surges 3.4x
Aug 09, 2026 Full Analysis Positive dividend announcement
Transimex (TMS) will pay a 7% stock dividend for 2025, issuing nearly 12.1 million shares worth VND 121 billion from retained earnings, with issuance expected in Q3/2026. The announcement accompanies strong Q2/2026 results: net profit rose 3.4x year-on-year to VND 316.4 billion, driven by a surge in other income.
Transimex (TMS) did not purchase any VNF shares as registered due to unfavorable market price fluctuations, maintaining its 61.05% stake. Separately, TMS plans to acquire 500,000 shares of Thang Long Logistics Services.
Jul 19, 2026 CafeF - Thị trường chứng khoán Neutral general news
Transimex (TMS) Chief Accountant Resigns After SSC Fines for Disclosure Violations
Jul 13, 2026 Full Analysis Negative leadership change
Transimex (TMS) chief accountant Pham Xuan Quang resigned shortly after the company was fined VND 555 million by the State Securities Commission for multiple disclosure violations, including publishing false information in 2024-2025 reports. The resignation adds governance uncertainty despite Q1 2026 revenue and profit growth of 11% and 18.8%, respectively.
Transimex (TMS) announced the resignation of its chief accountant Pham Xuan Quang shortly after receiving a fine of 555 million VND from the State Securities Commission for multiple securities violations. The company also reported Q1 2026 revenue up 11% and pre-tax profit up 18.8%.
Jul 13, 2026 CafeF - Thị trường chứng khoán Negative general news
Transimex Subsidiary TOT Raises VND 100B via Bond Issuance for Warehouse Project
Jul 13, 2026 Full Analysis Neutral capital raise
Transimex Logistics (TOT), 82.29% owned by Transimex (TMS), raised VND 100B via its first bond issuance (TOT12601), a 3-year note at 9.5% interest. Proceeds will fund the Loc An - Binh Son warehouse project with total investment of VND 179.3B.
Transimex Logistics (TOT) Issues First VND 100B Bond at 9.5%
Jul 11, 2026 Full Analysis Neutral capital raise
Transimex Logistics (TOT) completed its first corporate bond issuance of VND 100 billion at a fixed 9.5% annual interest rate, maturing in 3 years. The parent company Transimex (TMS), which owns 82.29% of TOT, has prior bond market experience.
Transimex (TMS) Fined VND 555M for Multiple Information Disclosure Violations
Jul 01, 2026 Full Analysis Negative regulation change
Transimex (TMS) was fined VND 555 million by the State Securities Commission for a series of information disclosure violations, including inaccurate related-party transaction reporting and delayed filings. The penalty adds governance risk and follows the company's loss of public company status due to insufficient minority shareholder count.
Ho Chi Minh City plans to exempt port infrastructure fees for three years, starting from April, to support businesses facing rising costs. This policy is expected to reduce logistics expenses by an estimated 7,170 billion VND over the period, aiding business recovery and stability.
Apr 11, 2026 Thanh Niên - Tài chính Positive
Transimex (TMS) Fined 555 Million VND for Securities Violations
Full Analysis Negative regulation change
Transimex (TMS) was fined 555 million VND by the State Securities Commission for multiple violations including inaccurate disclosure, delayed reporting, and improper related-party transactions. The largest fine of 175 million VND was for misstating related-party transaction values in governance reports for 2024 and 2025.
Stock Analysis
Transportation stocks Vietnam TMS stock news Vietnam Dashboard Vietnam stocks for foreigners Foreign ownership limits

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: 2026-09-15T17:56:25Z.