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STOCK COMPARISON

China Merchants Shekou Industrial Zone vs Vinhomes JSC: Fair Value & Quality

Both stocks run through our valuation models. Here is how China Merchants Shekou Industrial Zone (001979) and Vinhomes JSC (VHM) compare, as of Aug 8, 2026.

As of Aug 8, 2026, Fair Value Calculator sees Vinhomes JSC as the more attractively valued of the two: China Merchants Shekou Industrial Zone trades at ¥6.99 versus a fair value of ¥5.70 (-18%), while Vinhomes JSC trades at VND 77,100 versus VND 147,415 (+91%).
China Merchants Shekou Industrial Zone
001979.SHE · CNY · Real Estate
-18%
upside to fair value
overvalued
Price¥6.99
Fair Value¥5.70
Quality32/100
Vinhomes JSC
VHM.VN · VND · Materials
+91%
upside to fair value
undervalued
PriceVND 77,100
Fair ValueVND 147,415
Quality43/100

Head-to-head numbers

Green value = the better side for that row (for valuation multiples: lower = cheaper).

China Merchants Shekou Industrial ZoneVinhomes JSC
Valuation
165.5×P/E (TTM)26.4×
0.38×P/S (TTM)2.98×
0.61×P/B2.56×
14.3×EV/EBITDA9.7×
0.49×PEG—
0.8%Dividend yield4.0%
¥0.05Dividend per shareVND 6,000
Profitability
0%Net margin32%
4%Operating margin46%
0%Return on equity27%
1%Return on assets6%
Growth
16%Revenue growth (YoY)315%
-5.5%Avg. growth/yr (3Y)34.9%
3.5%Avg. growth/yr (5Y)16.5%
Balance & size
1.89×Debt / equity0.44×
$9BMarket cap$23B
mixedGrowth qualityhealthy

Vinhomes JSC leads: 2 to 11 metric wins.

Dash = not meaningfully computable, for example with negative equity.

Quality in detail

The quality score, broken down into the same factor families as on the stock page, 0 to 100 per family.

China Merchants Shekou Industrial Zoneof which business quality 32 · market factors 31 Vinhomes JSCof which business quality 51 · market factors 20
ProfitabilityMargins and returns on capital today
12
45
Quality GrowthAre margins and returns improving?
39
47
CashflowEarnings quality: real cash, not paper profit
54
61
Fin. StrengthBalance sheet, leverage, solvency risk
13
39
InvestmentDisciplined investing over empire-building
100
22
Low VolatilityCalm price path (market factor)
75
18
MomentumPrice trend over the last 3–12 months (market factor)
12
28
52W MomentumDistance to the 52-week high (market factor)
13
10
Net IssuanceBuybacks instead of dilution
0
90

What the models say

The median fair value (base case) per model family, each in the currency of its trading venue. Green = above the current price, red = below.

China Merchants Shekou Industrial Zone

DCF Models¥12.83
Earnings-Based¥3.31
Dividend Discount¥10.09
Multiples¥6.71
Asset-Based¥21.46
Growth DCF¥7.77
Economic Profit¥20.81
Growth Earnings¥5.62

9 of 20 models see the stock below the current price.

Vinhomes JSC

DCF ModelsVND 208,382
Earnings-BasedVND 294,676
Dividend DiscountVND 5,257
MultiplesVND 137,863
Asset-BasedVND 38,530
Growth DCFVND 171,523
Economic ProfitVND 97,419
Growth EarningsVND 358,594

4 of 26 models see the stock below the current price.

Scenario ranges

From our cautious bear case to the optimistic bull case. The white tick is the current price: left of fair value means room to run.

China Merchants Shekou Industrial Zone
Bear ¥1.65Fair Value ¥5.70Bull ¥5.70
¥6.99 = current price (white tick)
Vinhomes JSC
Bear VND 90,363Fair Value VND 147,415Bull VND 326,731
VND 77,100 = current price (white tick)

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Ranked within their sector

Where each stock sits within its sector peer group. Band = middle 50% of peers, tick = median, dot = this stock.

China Merchants Shekou Industrial Zone · Real Estate

Quality score32 · bottom 25%
Fair value upside-18% · below median

Vinhomes JSC · Materials

Quality score43 · below median
Fair value upside+91% · Top 25%

Bottom line

As of Aug 8, 2026, Fair Value Calculator sees Vinhomes JSC as the more attractively valued of the two: China Merchants Shekou Industrial Zone trades at ¥6.99 versus a fair value of ¥5.70 (-18%), while Vinhomes JSC trades at VND 77,100 versus VND 147,415 (+91%).

Vinhomes JSC has the higher quality score (43/100).

See the full analysis →
China Merchants Shekou Industrial Zone · Vinhomes JSC

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A model-based valuation snapshot from 21 models. Values change with price and fundamentals; the date shown above applies.