Week 13/03 – 17/03 bwe.vn, cii.vn, nvl.vn, phr.vn, qns.vn, ree.vn, stk.vn, vhc.vn, vib.vn, vic.vn, vpb.vn Company BWE VN: agreed to invest in and buy shares of Long An Water Supply and Sewerage Joint Stock Company. The number of shares to be purchased corresponds to the ownership rate of 20 – 100% of the voting shares […]

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Week 06/03 – 10/03 Country Corporate bwe.vn, dgc.vn, kbc.vn, msn.vn, mwg.vn, nt2.vn, pow.vn, ree.vn, tdm.vn, vic.vn, vhm.vn BWE VN: targets, in 2023, revenue of VND3,970 bn, PAT of at least VND720 bn (-14% and -3% respectively YoY). The company expects a dividend rate of at least 13% of charter capital for 2023. DGC VN: sets […]

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Week 20/02 – 24/02 acb.vn, baf.vn, bcg.vn, bwe.vn, dgw.vn, dxg.vn, hvn.vn, mwg.vn, nvl.vn, pnj.vn, vhm.vn, vic.vn Corporate ACB VN: Dragon Capital bought a total of 4 mn ACB shares through member funds, bringing the total number of shares held to 272.3 mn shares, equivalent to the ownership rate at ACB of 8.06%. BAF VN: approved […]

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Week 13/02 – 17/02 bcg.vn, bwe.vn, dgw.vn, kdc.vn, hax.vn, hvn.vn, msn.vn, nvl.vn, pc1.vn, pow.vn, stb.vn, vhc.vn, Company BCG VN: adjusted the plan to use VND2,667 bn in which BCG will cut off all the additional capital poured into AAA Insurance and use the money to lend to real estate companies. Comment: Capital allocation in VN […]

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Week 07/11 – 11/11 Company News frt.vn, hpg.vn, kbc.vn, nvl.vn, shb.vn, vib.vn, mwg.vn, fts.vn, bsr.vn, dig.vn, pow.vn, bwe.vn, nvl.vn, baf.vn BAF VN: still intends to issue VND600 bn of convertible bonds without warrants, without collateral to the IFC (the World Bank member). The release time is expected to take place in 4Q22 or 1Q23. BSR […]

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BWE VN BoD estimated its 2M22 total revenue of VND626bn (+27% YoY and completing 16% of FY’s target) and PAT of VND141bn (+16% YoY and fulfilling 19% of FY’s plan). BWE: 2M 2022 preliminary NPAT increases 16% YoY — slightly higher than our forecast Comment: Similar to TTW in Thailand. As long as water sales […]

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BWE VNBWE released its AGM materials that included 2022 NPAT guidance of VND750bn, which is 7% higher than its preliminary guidance and is based on a minimum water sales volume of 180 million cbm (+3% YoY) compared to our assumption of 12.5% YoY growth. CTR VNCTR released its preliminary January 2022 results with revenue and […]

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