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DDV

DAP - Vinachem

21,600
+0.00%
市值 3.3T
数据截至 2026-07-13 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

DAP - Vinachem(DDV)是一家在越南上市的Chemicals公司,挂牌于UPCOM。该股最新成交价为 21,600 越南盾,当日基本持平,市值约 3.3 万亿越南盾。

估值方面,DDV 的市盈率约为 5.1 倍,市净率约 1.4 倍。这低于Chemicals行业平均市盈率 8.8 倍。净资产收益率(ROE)为 26.6%,反映公司运用股东资本的盈利能力,高于行业平均的 8.8%。每股收益约 4,354 越南盾。

Aveluro 目前追踪 12 条与 DDV 相关的新闻,近期报道情绪偏负面(占比 42%)。最新的催化事件为「外资单日豪掷超1600亿越南盾扫货VIC,越南股市净买入近1400亿」。Aveluro 综合模型对 DDV 的评分为 7.1/10(买入),综合了新闻情绪、价格动能与基本面。

最新价格
21,600 VND · +0.00%
主要情绪
Negative · 12 已分析文章
最新催化剂
foreign flow
流动性
10日平均成交量 496.8K
数据截至
2026-07-13

外资单日豪掷超1600亿越南盾扫货VIC,越南股市净买入近1400亿

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。

7.1
买入
情绪
-0.50
影响力
0.40
动量
+0.00
基本面
+1.00
成交量
1.00

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10日平均成交量
496.8K
市值
₫3.3T
P/E
5.1
P/B
1.4
ROE
26.6%
ROA
20.6%
EPS
4.4K
已分析文章
12
主要情绪
Negative
Negative 5
Mixed 4
Positive 3
完整分析 foreign flow Jul 10, 2026
外资单日豪掷超1600亿越南盾扫货VIC,越南股市净买入近1400亿

Foreign investors net bought nearly VND 1,400 billion on HoSE on July 10, driven by a massive VND 1,600 billion purchase in VIC. Excluding VIC, the group still net sold hundreds of billions. Net selling was seen on HNX and net buying on UPCoM.

4 Mixed
阅读完整分析 →
Jul 09, 2026
4 -3.5 Negative
完整分析 foreign flow Jun 04, 2026
外资单日净抛售近5800亿越南盾,VIC遭巨量减持,FPT逆势获买入

Foreign investors net sold a record VND 5,760 billion on June 4, 2026, with Vingroup (VIC) accounting for VND 4,900 billion of the outflow, primarily via block trades. The selling occurred despite a recovering VN-Index, highlighting concentrated foreign divestment from the real estate giant. FPT was the top net buy at VND 257 billion.

5 -4.9 Negative
阅读完整分析 →
完整分析 foreign flow May 19, 2026
VCB获外资净买入5940亿越南盾,5月19日越南市场外资净流出8300亿

Foreign investors net sold VND 830 billion across Vietnamese exchanges on May 19, with VCB attracting the largest net inflow of VND 594 billion while MBB saw the heaviest net selling of VND 233 billion. The VN-Index declined 15 points to 1,913 on elevated HoSE matching volume of VND 27 trillion.

4 -3.5 Negative
阅读完整分析 →
完整分析 sector sentiment Apr 29, 2026
化肥股逆势大涨,BFC涨停领跑,DCM涨超5%,资金涌入越南化肥板块

Fertilizer stocks surged on April 29, bucking a broad market selloff that saw the VN-Index drop nearly 22 points. BFC hit the ceiling at VND 67,600, while DCM rose 5.82% to VND 42,700, supported by bargain hunting and higher global oil prices. The sector's defensive appeal and raw material cost tailwinds attracted strong buying interest.

4 +4.0 Positive
阅读完整分析 →
完整分析 foreign flow Apr 29, 2026
4月29日外资净抛售近1.3万亿越南盾,VIC遭抛售最重达4020亿

Foreign investors net sold VND 1,278 billion on April 29, with VIC the most sold at VND 402 billion, while VRE was the top buy at VND 139 billion. The sell-off coincided with ETF rebalancing of VNDiamond, VN30, and VNFinlead indices. VIC's price had risen 6.95% the prior week, suggesting profit-taking by foreign funds.

6 -6.0 Negative
阅读完整分析 →
完整分析 leadership change Apr 20, 2026
DDV化肥公司两位高管在年度股东大会前辞职,等待集团重新任命

DDV announces the resignation of board member and deputy general director Le Ngoc Nhan and head of control board Nguyen Thi Xuan Quyen, both citing reassignment within parent Vinachem. The leadership change comes ahead of the 2026 AGM, with the company targeting 2026 pre-tax profit of VND 380B, down from 2025's record VND 631B.

5 -5.0 Negative
阅读完整分析 →
完整分析 foreign flow Apr 17, 2026
外资单周豪掷逾500亿越南盾扫货VIC和MWG,蓝筹股获青睐

Foreign investors were net buyers of VND 52 billion on HoSE on April 17, with VIC (VND 315 billion) and MWG (VND 195 billion) attracting the most inflows. The buying came despite a slight VN-Index decline, and follows FTSE Russell's upgrade roadmap announcement.

4 +4.0 Positive
阅读完整分析 →
完整分析 foreign flow Apr 15, 2026
外资单日抛售VHM 340万亿越南盾,越南指数逆势上涨25点

Vinhomes (VHM) was the primary target of foreign selling on April 15, with a net outflow of VND 3,400 billion, accounting for the vast majority of the total VND 3,651 billion net foreign sell-off on HOSE. This occurred despite a 25-point rally in the VN-Index to 1,800, driven by other Vingroup affiliates, highlighting a sharp divergence in foreign sentiment within the blue-chip basket.

4 Mixed
阅读完整分析 →

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: 2026-07-14T03:38:07Z.

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