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VNH.L$347.50-0.14%
Fair $347.50+0.0%

VNH.L

VietNam Holding Limited

Financial Services / Asset ManagementLSE

$347.50

-0.50 (-0.14%)

Fairly Valued+0.0%Fair Value $347.50Fund rank 23/100 · Data gapFallback financials|
SA 22/D
F-Score: 5/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 26.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

22/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · VNH.LLocal privado en este navegador · VietNam Holding Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$65M

P/E

11.6x

↓

EV/EBITDA

N/A

•

ROE

18.9%

↑

Gross Margin

N/A

•

Debt/Equity

N/A

•
52-Week Range$348
$335$417

TradingView lightweight chart

VNH.L price, volumen y niveles de valoración

Último $347.50Periodo +69.5%
Fair value: $347.50

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

-34.6%

FCF CAGR

-49.0%

FCF margin

11.6%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.4M · net income $26.5M · FCF $3.3M

2021-FY → 2024-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

93.4%-5.3% pts

FCF margin

11.6%-12.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$28.4M$28.4M$-7.1M$-6.2M$101.4M
Net Income$26.5M$26.5M$-8.6M$-7.7M$100.2M
EPS0.970.97-0.30-0.24—
Net Margin93.4%93.4%120.8%124.1%98.7%
Balance Sheet
Current Ratio6.406.40———
Cash Flow
Free Cash Flow$3.3M$3.3M$-1.3M$61.7M$24.8M
Returns
ROE18.9%18.9%-7.5%-6.0%51.1%
Valuation
P/E11.5811.58———
P/B67.9067.9069.1975.4957.61
Growth & Yield
Revenue Growth497.6%497.6%-14.8%-106.1%—
EPS Growth423.3%423.3%-25.0%——

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

216.8%

muy exigente

EPS terminal req.

$30.83

Spread vs growth

206.6%

5Y implied EPS CAGR

107.5%

muy exigente

EPS terminal req.

$37.31

Spread vs growth

315.8%

10Y implied EPS CAGR

51.1%

muy exigente

EPS terminal req.

$60.09

Spread vs growth

372.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +1.9%

Total return

+1.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.30 → 0.97

Residual

+1.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.