BAF

Unknown Company

29,000
+0.00%
市值 3.0T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

BAF(BAF)是一家在越南上市的Food & Beverages公司。该股最新成交价为 29,000 越南盾,当日基本持平,市值约 3.0 万亿越南盾。

估值方面,BAF 的市盈率约为 54.9 倍,市净率约 2.6 倍。这高于Food & Beverages行业平均市盈率 27.9 倍。净资产收益率(ROE)为 4.7%,反映公司运用股东资本的盈利能力,低于行业平均的 7.7%。每股收益约 548 越南盾。

Aveluro 目前追踪 28 条与 BAF 相关的新闻,近期报道情绪偏正面(占比 50%)。最新的催化事件为「越南券商自营逆势抄底:TCB获净买入2350亿盾,VN-Index暴跌62点」。Aveluro 综合模型对 BAF 的评分为 4.0/10(持有),综合了新闻情绪、价格动能与基本面。

最新价格
29,000 VND · +0.00%
主要情绪
Positive · 28 已分析文章
最新催化剂
外资流向
数据截至
2026-07-23

越南券商自营逆势抄底:TCB获净买入2350亿盾,VN-Index暴跌62点

提示: 不构成投资建议。 · Aveluro 如何计算: Aveluro 结合提取的事件事实、来源可信度、股票背景和市场数据。评分是确定性研究信号,并非投资建议。

4.0
持有
情绪
-1.00
影响力
0.40
动量
-0.25
基本面
-0.60
成交量
1.00
P/E
54.9
P/B
2.6
ROE
4.7%
ROA
1.6%
EPS
548
已分析文章
28
主要情绪
正面
正面 14
负面 7
中性 6
多空交织 1
完整分析 外资流向 Jul 22, 2026
越南券商自营逆势抄底:TCB获净买入2350亿盾,VN-Index暴跌62点

Proprietary trading desks at securities companies net bought 460 billion VND on HOSE on July 22, when VN-Index fell 62 points. Techcombank (TCB) was the most bought stock at 235 billion VND, while foreign investors net sold 1,921 billion VND across the market.

4 -4.2 负面
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完整分析 外资流向 Jun 10, 2026
外资净卖超6000亿越南盾,VJC获逆势买入,VN-Index重返1800点

Foreign investors net sold 603.6 billion VND on the matching order book on June 10, with banking stocks as the primary target. The VN-Index recovered 10.66 points to 1,800 on improved liquidity of 21,000 billion VND, signaling short-term buying support.

4 -3.5 负面
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完整分析 战略合作 Jun 09, 2026
BAF参与猪肉交易平台上线,推动供应链透明化

BAF participates in the official launch of the pork exchange platform in Ho Chi Minh City, a model designed to increase transparency and traceability in the pork supply chain. The move positions BAF as a pioneer in clean pork distribution, potentially enhancing its brand and market share.

5 +5.0 正面
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完整分析 监管变化 Jun 08, 2026
BAF越南因未申报经济集中被罚款超8亿越南盾

BAF Vietnam and Thanh Xuan Clean Agriculture were fined a combined VND 899 million for failing to notify an economic concentration transaction, as ruled by the National Competition Commission. The fine, though small relative to BAF's market cap, highlights regulatory risks in M&A execution. BAF shares closed unchanged at VND 34,550 on the announcement date.

7 -7.0 负面
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完整分析 股息公告 Jun 05, 2026
BAF越南农业宣布20%股票分红与送股,除权日6月22日

BAF Vietnam (BAF) will issue over 30.4 million shares for a 10% stock dividend and 10% bonus share, totaling a 20% payout, with a record date of June 22. The issuance will raise charter capital from VND 3,040 billion to VND 3,648 billion, funded from retained earnings and share premium. The move signals management's confidence in its financial position and commitment to shareholder returns.

4 +4.0 正面
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完整分析 并购公告 Jun 01, 2026
BAF越南以1100亿越南盾收购广治畜牧企业Gia Han,加速生猪养殖扩张

BAF Vietnam (BAF) has acquired 100% of Gia Han Production and Trading Co., Ltd., a pig farming and breeding company in Quang Tri, for VND 110 billion. The acquisition expands BAF's livestock footprint and follows a recent 25% stake purchase in Hung Phat Farm One. The deal aligns with BAF's strategy to scale up its pork production capacity.

6 +5.6 正面
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完整分析 股息公告 May 30, 2026
BAF越南农业拟发行超6000万股用于分红和奖励,总比例20%

BAF targets a 20% stock dividend and bonus issue (10:1 ratio each) in Q2-Q3/2026, adding over 60.8 million shares and raising charter capital to VND 3,648B. The move is backed by a $50 million credit facility from FMO for high-tech pig farming projects in Gia Lai.

4 +4.0 正面
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完整分析 融资 May 29, 2026
BAF越南农业拟增发6080万股用于分红送股,注册资本增至36480亿越南盾

BAF Vietnam (BAF) plans to issue over 60.8 million shares to pay a 10% stock dividend and a 10% bonus share, increasing charter capital from VND 3,040B to VND 3,648B. The issuance, sourced from retained earnings and share premium, is scheduled for Q2-Q3 2026. This capital action follows a USD 50 million credit facility from FMO for two large-scale hog farming projects in Gia Lai.

5 +4.8 正面
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完整分析 战略合作 May 21, 2026
BAF获荷兰开发银行FMO 5000万美元信贷,用于嘉莱省高科技养猪项目

BAF Vietnam Agriculture JSC (BAF) signed a $50 million credit facility with Dutch development bank FMO to develop two high-tech pig farms in Gia Lai, with expected annual revenue of VND 2,000 billion at full capacity. The deal underscores BAF's access to long-term international capital tied to ESG standards.

5 +5.0 正面
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完整分析 融资 May 20, 2026
BAF抵押子公司股权,获荷兰FMO 1.27万亿越南盾贷款发展养猪项目

BAF Vietnam (BAF) has secured a $50 million loan from Dutch development bank FMO, secured by stakes in subsidiaries, to develop two new pig farm projects. The loan, structured as $30M direct and $20M syndicated, signals international institutional confidence in BAF's expansion strategy and ESG alignment.

6 +6.0 正面
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所有信息仅供参考,不构成投资建议。过往表现不代表未来收益。数据来源于越南公开市场信息。

最后更新: 2026-07-23T13:20:22Z.