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: […]
Read More →Week 16/10 – 20/10 acb.vn, hbc.vn, hdb.vn, pdr.vn, vhm.vn, vjc.vn Company ACB VN: wants to issue an additional VND5,000 bn of individual bonds. Previously, ACB approved the first private bond issuance plan with a total value of VND20,000 bn. Thus, if completed both times, ACB will mobilize VND25,000 bn through the individual bond. Comment: Perhaps […]
Read More →Week 28/08 – 31/08 Company bsr.vn, cii.vn, ctg.vn, dxg.vn, gas.vn, hbc.vn, nvl.vn, pow.vn, sab.vn, tcm.vn, vic.vn, vng.vn BSR VN: estimated, in 8M2023, revenue of VND91,600 bn (-19% YoY) and PAT of VND4,400 bn, fulfilling 96% of the revenue target and 270% of the profit target in 2023. CII VN: wants to implement 6 more BOT […]
Read More →Week 21/08 – 25/08 Company BSR VN: In 6M 2023, PVOIL supplied BSR with a total of 28.3 mn barrels of crude oil, equivalent to 156,137 barrels/day for Dung Quat Oil Refinery to operate at 106% capacity; in which, Vietnam crude oil accounts for 74%, the rest is imported crude oil . CTD VN: approved the […]
Read More →Week 07/08 – 11/08 acb.vn, bwe.vn, dig.vn, kdc.vn, hbc.vn, lpb.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, vhm.vn Company ACB VN: Dragon Financial Holdings Limited sold 120.98 mn ACB shares on August 7, reducing its ownership rate from 6,9193% (268.75 mn shares) to 3,8046% (147.77 mn shares). After the transaction, Dragon Capital groups reduced its ownership rate in […]
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 26/06 – 30/06 cii.vn, dig.vn, dxg.vn, gex.vn, mwg.vn, kbc.vn, kdc.vn, hbc.vn, nvl.vn, pdr.vn, pnj.vn, pvd.vn, pvs.vn, Corporate CII VN: sold nearly 31.8 mn treasury shares at the price of VND17,757 /share with estimated value of nearly VND565 bn. Comment: Perhaps with this overhang gone could the shares re-rate? It’s perhaps one of the few […]
Read More →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 […]
Read More →Week 10/04 – 14/04 Company acb.vn, anv.vn, bcg.vn, bsr.vn, bwe.vn, dgc.vn, dig.vn, fcn.vn, fmc.vn, gvr.vn, hbc.vn, hvn.vn, kbc.vn, mpc.vn, mwg.vn, pan.vn, pnj.vn, ree.vn, shb.vn, vhm.vn, ACB VN: recorded, in 1Q2023, PBT of VND5,120 bn (+24% YoY), reaching 26% of the whole year plan. In 2023, ACB sets PBT target of VND20,058 bn (+17.2% YoY) and […]
Read More →Week 27/02 – 03/03 dig.vn, dgc.vn, fmc.vn, hbc.vn, kdc.vn, msn.vn, nvl.vn, tng.vn, vhc.vn Company DIG VN: the Government Inspectorate decided to inspect the observance of legal provisions in the equitization and divestment of state capital at DIG. Comment: Hahaha, it’s all happening…”invest in VN, its great they say…” DGC VN: Dragon Capital sold 500,000 shares […]
Read More →