Added to YB: 2025-01-03
Pitch date: 2025-01-02
SMB.VN [bullish]
Sai Gon - Mien Trung Beer Joint Stock Company
+5.88%
current return
Author Info
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Company Info
Sai Gon - Mien Trung Beer Joint Stock Company engages in the production and sale of beverage products.
Market Cap
VND 1.3T
Pitch Price
VND 37.9K
Price Target
N/A
Dividend
8.14%
EV/EBITDA
N/A
P/E
10.08
EV/Sales
N/A
Sector
Beverages
Category
dividend
Show full summary:
The Most Contrarian Stock I Own - Sai Gon - Mien Trung Beer
SMB.VN: Central Vietnam beer producer, 6.9x P/E, 12.5% yield. Insider buys despite industry headwinds. Q3 volumes +1,416M liters, profits +26.2% YoY. 25-30% ROE. 10x in 10 years, 3x since pandemic. Potential upside: economic downturn driving sub-premium beer sales. Risks: changing consumer preferences.
Read full article (3 min)