{CII VN Equity}  VIAC (No. 1) Ltd Partnership, which relates to BoD member Nguyen Hong Son, registered to sell 5.5mn CII shares via order matching and block trade methods from Feb 25 to Mar 25. If successful, its stake would be decreased from 3.01% to 0.71% (1.69mn shares). Comment: Here’s the amusing thing in VN, […]

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DELTA: expects chips & parts shortage to improve 2H22, plans to invest US$ 120m for new plant in India & expansion in TH, eyes 10-20% revenue growth target, will curb costs to buffer margin. Comment: Still trading at 70-80x earnings….. SNC: anticipates 1H turnaround from recovery demand for account parts upcoming summer season, higher OEM […]

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