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Quoc Cuong Gia Lai (QCG) Q1 profit decreased by 93%, stock price hit ceiling for 5 sessions

Công LuậnCông Luận05/06/2023


QCG shares hit the ceiling for 5 consecutive sessions, how does Quoc Cuong Gia Lai explain?

In recent days, Quoc Cuong Gia Lai Joint Stock Company (Code QCG) has attracted attention with 5 consecutive sessions of unusual ceiling price increases, despite the company's not-so-bright business results.

Explaining this issue to the State Securities Commission, Quoc Cuong Gia Lai said that the company's stock price increased to the ceiling for 5 consecutive sessions due to objective reasons, beyond the control of the enterprise. The decision to buy and sell shares is the decision of the investors, Quoc Cuong Gia Lai has no influence on the transaction price on the market.

Profit from labor 93 shares of Quoc Cuong Gia Lai QCG Van Tang Tran 5 Phien Lien Hinh 1

Quoc Cuong Gia Lai's QCG shares continuously increased abnormally despite the business results being nothing special (Photo TL)

This is not the first time Quoc Cuong Gia Lai has recorded such an unusual ceiling price increase. Previously, on February 27, 2020, QCG stock code also had 15 consecutive ceiling price increases, pushing the stock price from VND 3,620/share to a peak of VND 10,960/share, equivalent to a 3-fold increase in price in just 15 trading sessions.

During this time, Quoc Cuong Gia Lai did not have any notable project information announced. Even at that time, QCG's 2019 financial statements recorded a profit after tax of VND 58.4 billion, down 41% compared to the same period.

Revenue increased but profit was sluggish, less than 1 billion VND

It is not difficult to understand that QCG shares have increased if this unit's business and operations have grown. According to the financial statements of the first quarter of 2023, QCG's revenue has indeed increased, from VND 135 billion to VND 168 billion, equivalent to an increase of 24.4%.

However, the cost of goods sold increased sharply from VND108 billion to VND150 billion, causing gross profit to drop to only VND16 billion. Gross profit margin also decreased from 19.9% ​​to only 9.8%.

Along with that, financial expenses in the period increased by 55%, from 7 billion VND to nearly 11 billion VND. Sales and business management expenses decreased by only 22.1%, down to 5.1 billion VND.

With high cost of capital combined with a sharp increase in financial costs, QCG only recorded after-tax profit of over VND900 million, down 93% compared to the same period last year.

Assets up to 73% are inventories, short-term debt risk exceeds equity

By the end of the first quarter of 2023, the company's total assets reached VND9,734 billion, a slight decrease of 2.17% compared to the beginning of the year. Cash and cash equivalents decreased to VND25 billion, a decrease of nearly 68% compared to the beginning of the period.

Notably, QCG's inventory amounted to VND7,094 billion, equivalent to 72.9% of total assets. The majority of which was unfinished real estate, accounting for VND6,589 billion. These were mostly compensation costs, land use fees, and construction costs related to QCG's projects.

By the end of the first quarter, QCG's total liabilities reached VND5,394 billion, of which VND5,095 billion was short-term debt. The short-term debt is currently higher than the owner's equity, showing the existing risks in QCG's capital structure.

In addition, since 2019, QCG's profits have also been on a continuous decline.

Specifically, the company's revenue in 2019 reached VND 859 billion, increased to VND 1,868 billion, then decreased sharply and only recovered to VND 1,274 billion in 2022. In contrast, QCG's after-tax profit continuously decreased from VND 83 billion in 2020 to only VND 32 billion in 2022.

Business results are not positive, there is no news of any new projects being implemented, but QCG shares continue to increase to the ceiling. This really makes many investors wonder whether QCG's unusual ceiling increase streak like in 2020 will continue to repeat?



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