REE VN Equity According to the document prepared for the upcoming 2022 AGM, REE targets 2022 profit growth of 12-15% YoY. Besides, co. plans to pay 2021 cash dividend of VND1,000/share and 2021 stock dividend at ratio 100:15 in 2Q22. Moreover, co. also plans to sell its entire 1mn treasury shares to employees as ESOP shares at the price of VND10,000 in 1H23.

Comment: One of the most solid plays over the past 4-5 years as you could argue that every building that needed a decent AC system was supplied by REE. Plus, just like a ridiculous amount of VN co’s, they have decent real estate…

SZC VN Equity According to the documents prepared for the upcoming 2022, BoD targets 2022 revenue of VND774.7bn (+6% YoY) and PAT of VND184.1bn (-43.1% YoY).

Comment: This is because they had a fantastic 2021, but at the end of the day its an ok industrial real estate player…

STB VN Equity Vietnam Enterprise Investments Limited bought 1.25mn STB shares on Mar 08, thus increasing the total stake of Dragon Capital Group from 4.9845% to 5.0508% (95.22mn shares)

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