BSC: Vincom Retail may earn 1.9 trillion VND profit from the transfer of Vincom Center Nguyen Chi Thanh, to be recorded in Q4 2025

According to BSC’s report, Vincom Retail (VRE) will complete the transfer of its stake in Vincom Center Nguyen Chi Thanh with a value of 3.6 trillion VND in October 2025, recognizing a profit of 1.9 trillion VND in Q4 2025. In Q3 2025, VRE’s revenue reached 2,251 billion VND, an 8% increase year-on-year, with a net profit of 1,376 billion VND, up 52%. Real estate contributed minimally to growth, primarily driven by shopping mall operations and financial revenue. Rental revenue from shopping centers reached 2,124 billion VND, a 7% increase with an improved occupancy rate of 87%. In the first 9 months of 2025, total revenue reached 6,525 billion VND (down 4%), with a net profit of 3,787 billion VND (up 26%). BSC forecasts a positive profit growth prospect for 2026 due to real estate operations and sustained financial revenue. The company plans to adjust its 2025-2026 business forecast upwards due to added earnings from investment partnerships.

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