Week 19/08 – 23/08 Company – bsr.vn, dig.vn, frt.vn, kdh.vn, mwg.vn, nvl.vn, vnm.vn BSR VN: submitted an application to list 3.1 bn BSR shares on HOSE on August 21st, corresponding to a charter capital of more than VND31,004 bn. DIG VN: signed a credit contract with BID with a total limit of VND1,500 bn to […]

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Week 05/08 – 09/08 Company – acb.vn, dbc.vn, dgw.vn, frt.vn, mbs.vn, vhm.vn ACB VN: approved the second private bond issuance plan in 2024 with a maximum total scale of VND15,000 bn. Accordingly, ACB will issue a maximum of 150,000 bonds in 15 tranches with a face value of VND100 mn/bond. DBC VN: Pyn Elite Fund […]

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Week 29/07 – 02/08 Company: fpt.vn, frt.vn FPT VN: plans to spend more than VND1,460 bn to pay cash dividends in advance at the rate of 10% for the first phase of 2024 in Q42024. Comment: I wonder how long this tailwind lasts for…. FRT VN: announced to establish FPT Long Chau Investment Company Limited […]

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Week 22/04 – 26/04 Corporate ctr.vn, fpt.vn, msn.vn, nvl.vn, vic.vn CTR VN: plans to pay cash dividends at a rate of 27.2% (VND311 bn); Development investment fund VND100 bn, bonus and welfare fund VND125 bn. Comment: Finally…….and this name is well positioned given the telco investments/capex. FPT VN: announced cooperation with Nvidia to promote AI […]

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Week 30/10 – 03/11 Country News: Company News bcm.vn, bmp.vn, kbc.vn, kdh.vn, nvl.vn, tcb.vn BCM VN: approved capital contribution to increase charter capital for Vietnam – Singapore Industrial Park Joint Venture Company Limited (VSIP). Specifically, VSIP’s charter capital will be increased by VND1,056 bn, of which BCM will contribute more than VND517 bn. BMP VN: […]

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Week 18/09 – 22/09 acv.vn, bwe.vn, frt.vn, gas.vn, mwg.vn, nlg.vn, nvl.vn, pnj.vn, stb.vn, vhm.vn, vic.vn. CORPORATE NEWS: ACV VN: recorded, in 8M2023, PBT of VND6,534 bn, achieved 77% of the goal. BWE VN: recorded, in August, revenue of VND329 and PAT of VND66 bn.  BWE recorded, in 8M223, revenue of VND2,321 bn (-8% YoY) and […]

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Week 22/05 – 26/05 acb.vn, dhc.vn, frt.vn, hbc.vn, hhv.vn, gex.vn, gmd.vn, mwg.vn, nvl.vn, pvs.vn, pnj.vn, tpb.vn, vhc.vn Note: In the past week, 4 stock dividends announced…that I’ve found…the dilution of shareholders is ridiculous in Vietnam Corporate ACB VN: announced the payment of dividends in 2022 in cash and shares and last date registration will be […]

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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 […]

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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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DGC VNVietnam National Chemical Group (Vinachem), which relates to DGC’s BoD Member Khuc Ngoc Giang, successfully divested its entire stake of 6.04mn DGC shares (3.53%) via order-matching method from Mar 03 to Mar 10. Besides, Mrs. Le Thi Thuy, mother in law of Chairman Dao Huu Huyen, registered to divest all her stake of 143,967 […]

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