Week 06/11 – 10/11 fpt.vn, nvl.vn, pc1.vn, pdr.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, Company FPT VN: announced the acquisition of Cardinal Peak – a 20-year-old technology service provider in the North American market. Comment: As a friend mentioned at lunch time, “Of course they are winning business in North Asia, the Japanese don’t want to work […]
Read More →Week 11/09 – 15/09 bid.vn, ctr.vn, eib.vn, gas.vn, fpt.vn, hvn.vn, nvl.vn, ocb.vn, pnj.vn, vic.vn, vjc.vn, vpb.vn, Company BID VN: announced a plan to issue private bonds worth VND2,500 bn in 2023. CTR VN: recorded, in August, net revenue of VND1,013 bn (+17% YoY) and PBT of nearly VND59 bn (+7% YoY). For 8M2023, CTR’s net […]
Read More →Week 14/08 – 18/08 Company ctr.vn, fpt.vn, hhv.vn, mwg.vn, nvl.vn, ssi.vn, vbb.vn, vci.vn, vib.vn, vic.vn CTR VN: recorded, in July, revenue of VND1,011 bn and PBT of VND57 bn (+23% and +18% respectively YoY). For 7M2023, CTR recorded revenue of VND6,052 bn (+20% YoY) and PBT of VND348 bn (+21% YoY), achieving 59% of the […]
Read More →Week 10/07 – 14/07 Company cii.vn, hbc.vn, hhv.vn, hvn.vn, pow.vn, vcb.vn, vhm.vn, CII VN: had a total of 2 early in June redemptions of bonds with a total value of VND640 bn for the CIIBOND2020-04 bond lot. Comment: They could really be a strong position going forward… HBC VN: plans to issue another 274 mn […]
Read More →Week 15/05 – 20/05 bwe.vn, ctr.vn, dcm.vn, dig.vn, fpt.vn, msn.vn, nvl.vn, sab.vn, vhc.vn, vic.vn Company BWE VN: recorded, in April, revenue of VND400 bn and PAT of VND85 bn. For 4M2023, total revenue is VND1,082 bn and PAT is VND226 bn (-10% and -15% respectively YoY), completing 27% of the revenue plan, 31% of the […]
Read More →Company ctg.vn, dig.vn, fpt.vn, hdb.vn, sab.vn, vhm.vn, vic.vn, vnm.vn, vbb.vn, vtr.vn CTG VN: aims, in 2023, to increase total assets by 5-10% YoY, increase charter capital to VND60,387 bn or over VND66,000 bn through the plan of issuing shares to pay dividends approved by competent authorities. DIG VN: stops offering 100 mn shares to raise […]
Read More →Week 17/04 – 21/04 Companybaf.vn, eib.vn, fpt.vn, msn.vn, nlg.vn, nvl.vn, pdr.vn, phr.vn, pow.vn, pdv.vn, ssi.vn, vcb.vn, vhc.vn, vhm.vn, vgc.vn, vpb.vn, vre.vn BAF VN: announced implement the second public offering of bonds. In which, the second batch of bonds includes 3 mn bonds with total mobilized value of VND300 bn. Comment: Fingers crossed it all goes […]
Read More →Week 27/03 – 31/03 asm.vn, bsr.vn, dxs.vn, fpt.vn, frt.vn, hax.vn, kbc.vn, msn.vn, mwg.vn, nvl.vn, tcb.vn, vci.vn, vpb.vn, vcg.vn Corporate ASM VN: plans to achieve net revenue of VND15,250 bn (+11% YoY). However, PAT is expected to reach VND545 bn (-43% YoY). Notably, ASM does not expect to pay dividends in 2022. BSR VN: is expected […]
Read More →Week 16/01 – 19/01 acb.vn, ctd.vn, eib.vn, fmc.vn, fpt.vn, hax.vn, hbc.vn, hdc.vn, hdc.vn, ht1.vn, mig.vn, pdr.vn, pow.vn, pvs.vn, scs.vn, vci.vn, vib.vn Company News ACB VN: The State Securities Commission (SSC) has issued a sanctioning decision against the ACB for not reporting on the expected ACB stock trading. The fine imposed by the SSC is VND3 […]
Read More →Week 17/10 – 21/10 Stock news (baf.vn, dig.vn, dhg.vn, drc.vn, fmc.vn, fpt.vn, hdc.vn, imp.vn, pdr.vn, plx.vn, ptb.vn, nt2.vn, ntc.vn, szc.vn, vos.vn, vpi.vn) Comment: A lot is company performance figures – note that 3Q21 has a low base due to the lockdowns (remember those) – thus I can’t comment on every name – too much to […]
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