Why is Lamdong Foodstuffs JSC ?
1
With a growth in Net Profit of 1388.57%, the company declared Very Positive results in Mar 26
- The company has declared positive results for the last 2 consecutive quarters
- ROCE(HY) Highest at 4.67%
- RAW MATERIAL COST(Y) Fallen by -54.84% (YoY)
- NET SALES(Q) At VND 26,757.63 MM has Grown at 31.27%
2
With ROE of 4.89%, it has a attractive valuation with a 0.00 Price to Book Value
- Over the past year, while the stock has generated a return of -19.63%, its profits have risen by 1720.3%
3
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -19.63% returns in the last 1 year, the stock has also underperformed Vietnam VN Ho Chi Minh Index in each of the last 3 annual periods
How much should you hold?
- Overall Portfolio exposure to Lamdong Foodstuffs JSC should be less than 10%
- Overall Portfolio exposure to FMCG should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in FMCG)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Lamdong Foodstuffs JSC for you?
High Risk, Low Return
Absolute
Risk Adjusted
Volatility
Lamdong Foodstuffs JSC
-19.63%
-0.46
58.92%
Vietnam VN Ho Chi Minh Index
16.45%
0.77
21.41%
Quality key factors
Factor
Value
Sales Growth (5y)
-21.98%
EBIT Growth (5y)
-25.15%
EBIT to Interest (avg)
-6.48
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
-0.38
Sales to Capital Employed (avg)
0.64
Tax Ratio
0
Dividend Payout Ratio
0
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
1.18%
ROE (avg)
1.56%
Valuation Key Factors 
Factor
Value
P/E Ratio
Industry P/E
Price to Book Value
NA
EV to EBIT
-20.50
EV to EBITDA
-20.50
EV to Capital Employed
-0.72
EV to Sales
-0.78
PEG Ratio
NA
Dividend Yield
NA
ROCE (Latest)
Negative Capital Employed
ROE (Latest)
4.89%
Technical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Bearish
Mildly Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
Mildly Bearish
Technical Movement
26What is working for the Company
ROCE(HY)
Highest at 4.67%
RAW MATERIAL COST(Y)
Fallen by -54.84% (YoY
NET SALES(Q)
At VND 26,757.63 MM has Grown at 31.27%
OPERATING PROFIT MARGIN(Q)
Highest at 7.67 %
PRE-TAX PROFIT(Q)
Highest at VND 4,721.19 MM
NET PROFIT(Q)
Highest at VND 4,721.19 MM
EPS(Q)
Highest at VND 322.11
-3What is not working for the Company
INTEREST(Q)
At VND 26.1 MM has Grown at inf%
DEBTORS TURNOVER RATIO(HY)
Lowest at 4.79 times
Here's what is working for Lamdong Foodstuffs JSC
Pre-Tax Profit
At VND 4,721.19 MM has Grown at 375.96%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (VND MM)
Net Profit
At VND 4,721.19 MM has Grown at 432.64%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (VND MM)
Net Sales
At VND 26,757.63 MM has Grown at 31.27%
Year on Year (YoY)MOJO Watch
Near term sales trend is positive
Net Sales (VND MM)
Operating Profit Margin
Highest at 7.67 %
in the last five periodsMOJO Watch
Company's profit margin has improved
Operating Profit to Sales
Pre-Tax Profit
Highest at VND 4,721.19 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is positive
Pre-Tax Profit (VND MM)
Net Profit
Highest at VND 4,721.19 MM
in the last five periodsMOJO Watch
Near term Net Profit trend is positive
Net Profit (VND MM)
EPS
Highest at VND 322.11
in the last five periodsMOJO Watch
Increasing profitability; company has created higher earnings for shareholders
EPS (VND)
Raw Material Cost
Fallen by -54.84% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Lamdong Foodstuffs JSC
Interest
At VND 26.1 MM has Grown at inf%
period on period (QoQ)MOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (VND MM)
Debtors Turnover Ratio
Lowest at 4.79 times
in the last five Semi-Annual periodsMOJO Watch
Company's pace of selling Debtors has slowed
Debtors Turnover Ratio






