HOSE 医疗保健

TRA

Traphaco

38,800

+0.00%

市值 3.2T

数据截至 2026-07-23 · 来源：越南公开市场数据

Traphaco（TRA）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 38,800 越南盾，当日基本持平，市值约 3.2 万亿越南盾。

估值方面，TRA 的市盈率约为 11.1 倍，市净率约 2.1 倍。这低于Health Care行业平均市盈率 22.2 倍。净资产收益率（ROE）为 19.0%，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 7,211 越南盾。

Aveluro 目前追踪 6 条与 TRA 相关的新闻。最新的催化事件为「越南股市周报：CTG和VCB派发现金股息4.5%，DBM股息率高达35%」。Aveluro 综合模型对 TRA 的评分为 8.9/10（强力买入），综合了新闻情绪、价格动能与基本面。

当前重点

最新新闻

完整分析股息公告 Jul 18, 2026

越南股市周报：CTG和VCB派发现金股息4.5%，DBM股息率高达35%

CTG and VCB will each disburse over VND 3,000 billion in cash dividends at 4.5% rate, with ex-date July 23 and 24 respectively. DBM pays the highest rate at 35%, benefiting major shareholder TRA. The payouts reflect strong cash positions but also signal limited reinvestment appetite.

4 +4.0 正面

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Jul 09, 2026

DBM（得乐医药）宣布2025年现金分红35%，股权登记日为7月22日，支付日为8月6日。大股东Traphaco（TRA）预计获得约39-40亿越南盾。

已分类新闻股息公告 CafeF - Doanh nghiệp

4 +3.9 正面

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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Apr 10, 2026

On April 10th, the Vietnamese stock market maintained its positive momentum with VN-Index increasing over 17 points, led by strong performance in the energy, finance, and real estate sectors. Foreign investors were net buyers, focusing on TCB and HPG, while the information technology and some healthcare stocks saw declines.

已分类新闻 Vietstock - Cổ phiếu

4 正面

Apr 10, 2026

The Ministry of Health has issued a directive to ensure a stable, timely, and reasonably priced supply of essential drugs, urging provinces, hospitals, and pharmaceutical companies to prevent shortages, hoarding, and unreasonable price increases while prioritizing domestic production.

已分类新闻 Thanh Niên - Tài chính

7 中性

完整分析并购公告

中国药企Livzon收购Imexpharm（IMP）67.87%股权，越南制药业外资并购潮再起

IMP is now majority-owned by China's Livzon after a VND 6,000B deal for 67.87% of shares. The acquisition gives Livzon control of IMP's 12 EU-GMP production lines, a rare asset in Vietnam. The deal underscores a broader trend of foreign domination among top Vietnamese pharma firms, including DHG (Taisho), DMC (Abbott), and DHT (ASKA).

8 中性

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