KDC VN Equity Star Pacifica Pte. Ltd. bought 3.12mn KDC shares on Feb 24, thus increasing its stake from 4.97% to 6.21% and becoming a major shareholder of KDC.

Comment: Great confectionary business, did well during covid due to the lockdowns and people ordering more at home, business unlikely to go anywhere for a few years.

HAH VN Equity According to 2021 annual report, HAH targets its 2022 total revenue of VND2.39trl (+19.12% YoY) and consolidated PAT of VND550bn (+23.45% YoY).

Comment: It’s just like telegraphing the potential share price performance for the next few months. A logistics player, loads/unloads vessels.

SAB VN Equity Today is the ex-date for paying a 2021 cash dividend of VND1,500/share. Payment date will be Mar 23. FYI, today’s reference price will be adjusted from VND168,000 to VND166,500.

Comment: A great big picture trade that Beer Chang co (THBEV, charoen) overpaid for and are down massively on (-50%), at the right price its a no-brainer.

VCG VN Equity An Quy Hung co., which relates to BoD Member cum CEO Nguyen Xuan Dong, transferred its entire stake of 277.84mn VCG shares (62.9%) for Pacific Holdings Investment which also relates to Mr. Dong and BoD member Duong Van Mau, via VSD on Feb 23. FYI, prior to the transaction, Pacific Holdings held no share of VCG.

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