HAG

Unknown Company

14,050
+0.00%
市值 12.7T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

HAG(HAG)是一家在越南上市的Food & Beverages公司。该股最新成交价为 14,050 越南盾,当日基本持平,市值约 12.7 万亿越南盾。

估值方面,HAG 的市盈率约为 6.1 倍,市净率约 1.2 倍。这低于Food & Beverages行业平均市盈率 27.9 倍。净资产收益率(ROE)为 19.1%,反映公司运用股东资本的盈利能力,高于行业平均的 7.7%。每股收益约 2,408 越南盾。

Aveluro 目前追踪 28 条与 HAG 相关的新闻,近期报道情绪偏正面(占比 79%)。最新的催化事件为「HAG董事长陈元德持续增持,持股比例升至25.7%」。Aveluro 综合模型对 HAG 的评分为 6.7/10(买入),综合了新闻情绪、价格动能与基本面。

最新价格
14,050 VND · +0.00%
主要情绪
Positive · 28 已分析文章
最新催化剂
内部人交易
数据截至
2026-07-23

HAG董事长陈元德持续增持,持股比例升至25.7%

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。

6.7
买入
情绪
+0.00
影响力
0.50
动量
-0.38
基本面
+1.00
成交量
0.00
P/E
6.1
P/B
1.2
ROE
19.1%
ROA
11.6%
EPS
2.4K
已分析文章
28
主要情绪
正面
正面 22
中性 4
多空交织 2
完整分析 内部人交易 Jun 24, 2026
HAG董事长陈元德持续增持,持股比例升至25.7%

HAG Chairman Doan Nguyen Duc continues to accumulate HAG shares, increasing his stake from 25.4% to 25.7% via a VND 60 billion purchase. The company reported 2025 net profit of VND 2,243 billion (up 100% YoY) and targets VND 4,202 billion in 2026, partly funded by an IPO of its Laos subsidiary.

7 +7.0 正面
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完整分析 持股变动 May 20, 2026
HAG董事长段阮德再注册增持400万股,持股比例将升至25.4%

HAG Chairman Doan Nguyen Duc has registered to purchase an additional 4 million HAG shares, increasing his ownership to approximately 25.4%. This is his third buyback this year, totaling 13 million shares, as the company reports a doubling of net profit in 2025 and plans a VND 14,000-15,000 billion coffee expansion.

7 +7.0 正面
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完整分析 持股变动 May 20, 2026
HAG:董事长段元德再增持400万股,家族持股比例达30.25%

HAG Chairman Doan Nguyen Duc (Bau Duc) registered to buy 4 million HAG shares, lifting his stake to ~25.4% and family ownership to ~30.25%. Despite strong Q1 profit of VND 1,200B, HAG shares have declined 5% over the past month, trading at VND 15,550.

7 +7.0 正面
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完整分析 内部人交易 May 20, 2026
HAG:董事长段阮德第四次增持400万股,持股比例升至25.4%

HAG Chairman Doan Nguyen Duc registered to buy 4 million HAG shares, his fourth purchase since early 2026, lifting his stake to 25.4%. The move follows his public call for investors to buy alongside him, backed by HAGL's ambitious 2026 target of VND 4,202B net profit (+87% YoY), which would be a record.

7 +7.0 正面
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完整分析 持股变动 May 13, 2026
第三次增持!Bau Duc再买400万股HAG,持股比例升至25%以上

HAG Chairman Doan Nguyen Duc (Bau Duc) bought 4 million HAG shares between May 7-12, 2026, raising his stake to 25.09%. This is his third purchase in 2026, totaling 13 million shares. The move signals insider confidence as HAG targets record net profit of VND 4,202B in 2026, up 87% YoY.

7 +7.0 正面
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完整分析 内部人交易 May 13, 2026
HAG:董事长段元德增持400万股,持股比例升至25.09%

HAG Chairman Doan Nguyen Duc purchased 4 million HAG shares via matching orders from May 7-12, 2026, raising his stake to 25.09%. Separately, HAGL successfully issued VND 2,000 billion in 36-month bonds guaranteed by OCB, with proceeds earmarked for joint ventures in livestock and agriculture.

7 +7.0 正面
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完整分析 战略合作 May 11, 2026
HAG与老挝占巴塞省签约:种植5000公顷咖啡,打造超2万公顷原料区

HAG signs an MOU with Champasak province in Laos to plant 5,000 ha of coffee and build a processing plant, part of a plan to expand its total coffee area to over 20,000 ha across Vietnam, Laos, and Cambodia. The expansion is supported by a VND 2,000 billion bond issuance in April 2025, rated A by Fiin Ratings and guaranteed by OCB.

5 +5.0 正面
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完整分析 监管变化 May 11, 2026
越南新规要求单独列报生物资产,HPG、VNM、HAG、DBC、BAF受关注

New Vietnamese accounting circulars (99/2025 and 43/2026) effective January 2026 mandate separate disclosure of biological assets on balance sheets. HPG reports VND 623B in total biological assets (0.24% of total assets), while BAF shows VND 2,128B (17.5% of total assets). The change increases transparency but may affect comparability and provisioning requirements for agriculture-exposed firms.

7 中性
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完整分析 战略合作 May 10, 2026
HAG与老挝占巴塞省签署5000公顷咖啡种植协议,剑指全球最大咖啡产区

HAG signs an MOU with Champasak province in Laos to develop 5,000 hectares of coffee and processing facilities, part of a plan to expand its total coffee area to over 20,000 ha across Vietnam, Laos, and Cambodia. The company already operates the world's largest coffee plantation at ~14,000 ha and recently raised VND 2,000B via bonds to fund expansion.

5 +5.0 正面
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完整分析 融资 May 04, 2026
HAG发行2000亿越南盾债券,资金投向跨境咖啡项目

HAG successfully issued a VND 2,000 billion 3-year bond at 10.5% fixed rate, proceeds earmarked for coffee joint ventures in Vietnam, Laos, and Cambodia. The company also reported Q1/2026 net profit of VND 1,172 billion, more than triple year-on-year, signaling improved operational performance.

6 +6.0 正面
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完整分析 融资 May 02, 2026
HAGL重返债券市场:发行2000亿越南盾债券,OCBS担任财务顾问

HAGL completes a VND 2,000 billion private bond issuance (HAG12601) with a 36-month term, supported by OCBS, OCB, and FiinRatings. The deal signals the company's return to the bond market after financial restructuring and funds its large-scale agriculture expansion, targeting 20,000 ha of coffee by 2028.

6 +6.0 正面
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完整分析 业绩超预期 Apr 30, 2026
HAG一季度净利润超1.17万亿越南盾,同比增3倍,受益利息减免

HAGL (HAG) reported Q1 2026 net profit of VND 1,172.6 billion, tripling year-on-year, primarily due to a VND 750 billion interest waiver that turned financial costs negative. Revenue grew 32% in fruit sales to VND 1,314.7 billion, while pig farming revenue declined sharply. The company has completed 27.9% of its full-year profit target of VND 4,202 billion.

10 +9.8 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: 2026-07-23T11:46:49Z.