Long An Food Processing Export JSC

  • Market Cap: Micro Cap
  • Industry: FMCG
  • ISIN: VN000000LAF0
VND
17,000.00
-300 (-1.73%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-recommendationScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

Comparison

Company
Score
Quality
Valuation
Financial
Technical
Long An Food Processing Export JSC
Masan Group Corp.
Bibica Corp.
KIDO Group Corp.
Bich Chi Food Co.
Nafoods Group JSC
Travel Investment & Seafood Development Corp.
Haiha Confectionery JSC

Why is Long An Food Processing Export JSC ?

1
Company's ability to service its debt is strong with a healthy EBIT to Interest (avg) ratio of 10.04
2
Poor long term growth as Net Sales has grown by an annual rate of 0.70% over the last 5 years
3
The company declared negative results in Mar'25 after positive results in Dec'24
  • OPERATING CASH FLOW(Y) Lowest at VND -109,372.27 MM
  • RAW MATERIAL COST(Y) Grown by 50.19% (YoY)
  • INTEREST(Q) Highest at VND 3,370.61 MM
4
With ROE of 19.51%, it has a very attractive valuation with a 1.32 Price to Book Value
  • The stock is trading at a premium compared to its peers' average historical valuations
  • Over the past year, while the stock has generated a return of -11.56%, its profits have risen by 32.9% ; the PEG ratio of the company is 0.2
  • At the current price, the company has a high dividend yield of 7.1
5
Below par performance in long term as well as near term
  • Along with generating -11.56% returns in the last 1 year, the stock has also underperformed Vietnam VN Ho Chi Minh Index in the last 3 years, 1 year and 3 months
stock-recommendationReal-Time Research Report

Verdict Report

How much should you hold?

  1. Overall Portfolio exposure to Long An Food Processing Export JSC should be less than 10%
  2. 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 Long An Food Processing Export JSC for you?

Low Risk, Low Return

Absolute
Risk Adjusted
Volatility
Long An Food Processing Export JSC
-2.86%
0.94
27.99%
Vietnam VN Ho Chi Minh Index
38.87%
1.90
22.90%
stock-recommendationQuality
stock-summaryManagement Risk
stock-summaryGrowth
stock-summaryCapital Structure
stock-recommendation
Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor
Value
Sales Growth (5y)
8.73%
EBIT Growth (5y)
18.97%
EBIT to Interest (avg)
10.04
Debt to EBITDA (avg)
0.93
Net Debt to Equity (avg)
0.30
Sales to Capital Employed (avg)
1.37
Tax Ratio
21.56%
Dividend Payout Ratio
59.92%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
17.73%
ROE (avg)
16.01%
stock-recommendationValuation

Valuation Scorecard stock-summary

stock-recommendation
Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors stock-summary

Factor
Value
P/E Ratio
7
Industry P/E
Price to Book Value
1.15
EV to EBIT
8.75
EV to EBITDA
6.84
EV to Capital Employed
1.08
EV to Sales
0.86
PEG Ratio
NA
Dividend Yield
7.46%
ROCE (Latest)
12.33%
ROE (Latest)
15.57%
stock-recommendationTechnicals

Technical key factors

Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Bearish
Moving Averages
Bearish (Daily)
KST
Bearish
Mildly Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
No Trend
stock-recommendation Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
Technical Movement
stock-recommendationFinancial Trend

Financial Trend Scorecard stock-summary

stock-recommendation
Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

14What is working for the Company
NET SALES(Q)

At VND 134,041.35 MM has Grown at 76.75%

INVENTORY TURNOVER RATIO(HY)

Highest at 2.67 times

DEBTORS TURNOVER RATIO(HY)

Highest at 15.74 times

PRE-TAX PROFIT(Q)

At VND 8,082.47 MM has Grown at 50.82%

NET PROFIT(Q)

At VND 6,260.75 MM has Grown at 62.97%

-14What is not working for the Company
INTEREST(HY)

At VND 6,194.62 MM has Grown at 353.97%

OPERATING CASH FLOW(Y)

Lowest at VND -11,857.95 MM

INTEREST COVERAGE RATIO(Q)

Lowest at 477.21

RAW MATERIAL COST(Y)

Grown by 35.61% (YoY

OPERATING PROFIT MARGIN(Q)

Lowest at 10.05 %

Here's what is working for Long An Food Processing Export JSC

Net Sales
At VND 134,041.35 MM has Grown at 76.75%
Year on Year (YoY)
MOJO Watch
Near term sales trend is very positive

Net Sales (VND MM)

Pre-Tax Profit
At VND 8,082.47 MM has Grown at 50.82%
Year on Year (YoY)
MOJO Watch
Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (VND MM)

Net Profit
At VND 6,260.75 MM has Grown at 62.97%
Year on Year (YoY)
MOJO Watch
Near term Net Profit trend is positive

Net Profit (VND MM)

Inventory Turnover Ratio
Highest at 2.67 times
in the last five Semi-Annual periods
MOJO Watch
Company has been able to sell its inventory faster

Inventory Turnover Ratio

Debtors Turnover Ratio
Highest at 15.74 times
in the last five Semi-Annual periods
MOJO Watch
Company has been able to sell its Debtors faster

Debtors Turnover Ratio

Depreciation
Highest at VND 4,818.4 MM
in the last five periods
MOJO Watch
The expenditure on assets done by the company may have gone into operation

Depreciation (VND MM)

Here's what is not working for Long An Food Processing Export JSC

Interest
At VND 6,194.62 MM has Grown at 353.97%
over previous Semi-Annual period
MOJO Watch
Rising interest cost signifies increased borrowings

Interest Paid (VND MM)

Interest Coverage Ratio
Lowest at 477.21
in the last five periods
MOJO Watch
The company's ability to manage interest payments is deteriorating

Operating Profit to Interest

Operating Cash Flow
Lowest at VND -11,857.95 MM
in the last three years
MOJO Watch
The company's cash revenues from business operations are falling

Operating Cash Flows (VND MM)

Operating Profit Margin
Lowest at 10.05 %
in the last five periods
MOJO Watch
Company's profit margin has deteriorated

Operating Profit to Sales

Raw Material Cost
Grown by 35.61% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has deteriorated; this may lead to a fall in profit margin

Raw Material Cost as a percentage of Sales