KDC

KIDO

48,800
+0.00%
市值 13.8T
数据截至 2026-07-23 · 来源:越南公开市场数据

Aveluro Research Team · 编辑政策

KIDO(KDC)是一家在越南上市的Food & Beverage公司,挂牌于HOSE。该股最新成交价为 48,800 越南盾,当日基本持平,市值约 13.8 万亿越南盾。

估值方面,KDC 的市盈率约为 20.1 倍,市净率约 1.9 倍。这低于Food & Beverage行业平均市盈率 28.5 倍。净资产收益率(ROE)为 9.3%,反映公司运用股东资本的盈利能力,高于行业平均的 0.9%。每股收益约 2,476 越南盾。

Aveluro 目前追踪 17 条与 KDC 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「KDC关联方地产业Kido及建设14因延迟披露信息被罚,监管趋严」。Aveluro 综合模型对 KDC 的评分为 4.7/10(持有),综合了新闻情绪、价格动能与基本面。

最新价格
48,800 VND · +0.00%
主要情绪
Positive · 17 已分析文章
最新催化剂
监管变化
数据截至
2026-07-23

KDC关联方地产业Kido及建设14因延迟披露信息被罚,监管趋严

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。

4.7
持有
情绪
-1.00
影响力
0.70
动量
-0.16
基本面
+0.00
成交量
0.54
P/E
20.1
P/B
1.9
ROE
9.3%
ROA
5.1%
EPS
2.5K
已分析文章
17
主要情绪
正面
正面 7
中性 6
负面 4
完整分析 监管变化 Jul 20, 2026
KDC关联方地产业Kido及建设14因延迟披露信息被罚,监管趋严

Kido Real Estate, a related party of Kido Group (KDC), was fined VND 92.5 million by the State Securities Commission for delaying information disclosure by 15 days or more across multiple years. The fine is small but highlights governance scrutiny on connected entities.

7 -7.0 负面
阅读完整分析 →
Jul 15, 2026
3 +3.0 正面
完整分析 持股变动 Jul 11, 2026
KIDO集团(KDC)董事亲属计划减持0.33%股份,市场条件不佳致另一董事增持未果

KDC (Kido Group) sees insider selling as Tran Vinh Nguyen, brother of board member Tran Quoc Nguyen, registers to sell 428,863 shares (0.33% to 0.18% stake) for personal financial needs. Meanwhile, board member Vuong Buu Linh partially completed a share purchase due to unfavorable market conditions, signaling mixed insider sentiment.

4 -4.0 负面
阅读完整分析 →
完整分析 持股变动 Jul 07, 2026
KIDO集团回购1346万股库存股,完成率93%,均价50288越南盾

KIDO Group (KDC) repurchased 13.46 million treasury shares, equivalent to 93% of its registered 14.49 million shares, at an average price of VND 50,288 per share. The buyback, funded from share premium, aims to reduce charter capital or protect shareholder interests. HOSE issued a reminder for non-compliance with minimum order volume rules on two trading days.

7 中性
阅读完整分析 →
完整分析 内部人交易 May 27, 2026
Kido集团内部人拟增持150万股KDC,外资股东同步减持

KDC board member Vuong Buu Linh registers to buy 1.5 million shares (target stake 1.715%) from June 1-29, 2026, while foreign shareholder Star Pacifica sold 974,000 shares on May 19. Separately, Kido plans to buy back nearly 14.5 million shares to reduce charter capital from VND 2,898 billion to VND 2,753 billion, funded by share premium surplus.

4 +4.0 正面
阅读完整分析 →
完整分析 持股变动 May 27, 2026
KDC外资股东Star Pacifica减持至5.76%,Kido集团拟回购1450万股

KDC foreign shareholder Star Pacifica Pte. Ltd. reduced its stake from 6.095% to 5.759% by selling 974,000 shares on May 19, 2026. Separately, Kido plans to buy back nearly 14.5 million shares to reduce charter capital from VND 2,898 billion to VND 2,753 billion, signaling capital management actions.

5 中性
阅读完整分析 →
完整分析 融资 May 08, 2026
KIDO集团(KDC)拟回购近1450万股,最高价70000越南盾/股

KIDO Group (KDC) plans to buy back up to 14.5 million shares (5% of outstanding) at a maximum price of 70,000 VND per share, with an estimated total cost of 1,014 billion VND. The buyback aims to reduce charter capital and protect shareholder interests, funded from share premium as of end-2025. Execution is expected in Q2-Q3 2026 pending regulatory confirmation.

6 +6.0 正面
阅读完整分析 →
完整分析 融资 May 08, 2026
Kido集团计划回购逾1449万股库存股,并重组食用油业务推动Tường An上市

KDC plans to repurchase up to 14.49 million treasury shares (5% of outstanding) at 40,000-70,000 VND/share, costing at least 580 billion VND, funded by share premium. Concurrently, it proposes restructuring its edible oil subsidiaries under Tuong An as the parent, aiming for an IPO and HoSE listing. The buyback and restructuring signal a focus on capital efficiency and value realization.

6 +6.0 正面
阅读完整分析 →
完整分析 行业情绪 May 06, 2026
FTSE Russell剔除9只越南股票:SAB、DPM、HUT、DIG、EIB、DXG、PDR、FRT、KDC无缘升级名单

FTSE Russell removed 9 Vietnamese stocks (SAB, DPM, HUT, DIG, EIB, DXG, PDR, FRT, KDC) from its potential upgrade list, citing insufficient liquidity, free-float, foreign room, and trading criteria. The remaining 23 stocks (including VIC, HPG, VHM, FPT, MSN) may attract USD 1.5-1.7 billion in foreign inflows upon Vietnam's expected upgrade in September 2026.

4 -4.0 负面
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: 2026-07-23T13:21:27Z.