IMP

Unknown Company

35,000
+0.00%
市值 6.0T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

IMP(IMP)是一家在越南上市的Health Care公司,挂牌于HOSE。该股最新成交价为 35,000 越南盾,当日基本持平,市值约 6.0 万亿越南盾。

估值方面,IMP 的市盈率约为 17.8 倍,市净率约 2.7 倍。这低于Health Care行业平均市盈率 22.2 倍。净资产收益率(ROE)为 15.0%,反映公司运用股东资本的盈利能力,高于行业平均的 10.4%。每股收益约 2,316 越南盾。

Aveluro 目前追踪 22 条与 IMP 相关的新闻,近期报道情绪偏正面(占比 41%)。最新的催化事件为「BDG领衔本周越南33家公司除息分红,最高现金股息率达50%」。Aveluro 综合模型对 IMP 的评分为 8.1/10(强力买入),综合了新闻情绪、价格动能与基本面。

最新价格
35,000 VND · +0.00%
主要情绪
Positive · 22 已分析文章
最新催化剂
股息公告
数据截至
2026-07-23

BDG领衔本周越南33家公司除息分红,最高现金股息率达50%

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。

8.1
强力买入
情绪
+1.00
影响力
0.30
动量
-1.00
基本面
+0.40
成交量
1.00
P/E
17.8
P/B
2.7
ROE
15.0%
ROA
12.6%
EPS
2.3K
已分析文章
22
主要情绪
正面
正面 9
中性 8
负面 4
多空交织 1
Jul 23, 2026
3 +3.0 正面
完整分析 股息公告 Jul 13, 2026
BDG领衔本周越南33家公司除息分红,最高现金股息率达50%

BDG (Binh Duong Garment) will pay a 50% cash dividend for 2025, the highest among 33 companies closing books July 13-17, 2026. The payout underscores BDG's strong cash position on UPCOM, while other notable payers include HAH (20%), VCG (8% cash + 8% stock), and TLG (10% interim).

4 中性
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完整分析 管理层变动 May 22, 2026
IMP、AGG、OCB等多家越南上市公司高层人事变动,Imexpharm董事会重组

Imexpharm (IMP) undergoes board restructuring after Livzon Pharmaceutical Group acquired a 67.87% stake from SK Group and other shareholders. Two non-executive directors and one independent director resigned, with Livzon set to nominate replacements. AGG and OCB also announced senior leadership changes.

5 中性
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完整分析 管理层变动 May 20, 2026
IMP易主后三董事辞职,中国丽珠集团子公司完成67.87%收购

Imexpharm (IMP) sees three board members resign after Lian SGP Holding, a unit of China's Livzon Pharmaceutical Group, completed a VND 6,000B (USD 240M) acquisition of a 67.87% stake, becoming the new parent. The resignations include Chairman Woo Sungmin and signal a full management transition under new Chinese ownership.

5 中性
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完整分析 管理层变动 May 20, 2026
越南龙头药企Imexpharm(IMP)三位高管集体辞职,中资收购后管理层洗牌

Imexpharm (IMP) loses three board members including Chairman Woo Sungmin on May 18, 2026, with no stated reason, just weeks after Chinese group Livzon completed a VND 6,000B tender offer for 67.87% of IMP. The resignations signal a likely board overhaul under new controlling shareholder.

5 -5.0 负面
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完整分析 并购公告 May 14, 2026
中国丽珠集团以6万亿越南盾收购越南第二大药企Imexpharm(IMP)67.87%股份,SK集团退出

Imexpharm (IMP) has changed hands from Korea's SK Group to China's Livzon Pharmaceutical Group, which acquired a 67.87% controlling stake for approximately VND 6,000 billion. The deal, completed in early May 2026, values IMP at roughly VND 8,800 billion and marks a shift in foreign ownership for Vietnam's second-largest listed pharma firm by market cap.

8 中性
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完整分析 持股变动 May 13, 2026
中国药企巨头入主后,Imexpharm(IMP)多名高管集体减持股票

Imexpharm (IMP) leaders including the CEO sold shares on May 7, 2026, following Livzon Group's acquisition of a 67.87% stake via Lian SGP Holding for nearly VND 6,000B (~$240M). The change in control from SK Group to a top-25 Chinese pharmaceutical firm signals a strategic shift for IMP.

7 多空交织
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完整分析 持股变动 May 13, 2026
IMP管理层集体减持,中国药企丽珠集团67.87%控股Imexpharm

Imexpharm (IMP) leaders, including the CEO and two deputy CEOs, sold a combined 619,400 IMP shares on May 7, shortly after Lian SGP Holding Pte. Ltd. acquired a 67.87% stake from SK Group for nearly VND 6,000 billion (USD 240 million), becoming the new parent company. The stake change signals a strategic shift under new Chinese ownership via Livzon Pharmaceutical Group.

7 中性
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完整分析 行业情绪 May 13, 2026
越南最大药企外资控股趋势:DHG、IMP、DHT等被国际巨头掌控

Vietnam's top three pharma companies by market cap—DHG, IMP, and DHT—are now under foreign control or significant influence, with Taisho, Livzon, and ASKA as key shareholders. The sector is projected to double from $8-9 billion to $16 billion by 2032, driving M&A interest.

4 中性
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完整分析 并购公告 May 12, 2026
中国药企丽珠集团斥资6万亿越南盾收购越南抗生素龙头Imexpharm(IMP)67.87%股权

Livzon Pharmaceutical Group, via its subsidiary Lian SGP Holding, has acquired a 67.87% controlling stake in Imexpharm (IMP) for nearly VND 6,000 billion ($240 million). The deal, at VND 57,400/share, values IMP at VND 8,842 billion and is expected to boost the company's R&D and competitiveness.

8 +8.4 正面
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完整分析 并购公告 May 12, 2026
中国制药巨头Livzon正式收购越南Imexpharm(IMP)67.87%股权,交易额约6万亿越南盾

Imexpharm (IMP) is now majority-owned by Livzon Pharmaceutical Group after Lian SGP acquired 67.87% of shares for ~VND 6,000B ($240M). The deal gives Livzon control of a top Vietnamese pharma company with EU-GMP facilities, positioning it to expand high-tech drug production and leverage Livzon's R&D capabilities.

8 +8.4 正面
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完整分析 并购公告 Apr 29, 2026
中国药企巨头丽珠集团斥资6万亿越南盾收购Imexpharm(IMP)67.87%股权

Livzon Pharmaceutical Group, through its subsidiary Lian SGP Holding, has acquired a 67.87% stake in Imexpharm (IMP) for approximately VND 6,000 billion (USD 240 million) via a public tender offer at VND 57,400 per share. The deal marks a significant foreign acquisition in Vietnam's pharmaceutical sector, with Livzon committing to maintain IMP's operations and expand its high-tech product lines.

8 +8.4 正面
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完整分析 并购公告 Apr 29, 2026
中国药企丽珠集团斥资近6万亿越南盾收购Imexpharm (IMP) 67.87%股权

IMP: Chinese pharmaceutical group Livzon, via subsidiary Lian SGP Holding, has acquired a 67.87% stake in Imexpharm for nearly VND 6,000 billion (USD 240 million), becoming the controlling shareholder. The deal triggers exit by SK Group entities and some IMP leaders, who have registered to sell their shares. Livzon commits to maintaining IMP's strategy while expanding high-tech product lines on EU-GMP certified lines.

8 +8.4 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: 2026-07-23T13:20:26Z.