Week 02/10 – 06/10 cii.vn, ctd.vn, dxg.vn, hah.vn, hdb.vn, kdc.vn, kdh.vn, msn.vn, nvl.vn, nlg.vn, pow.vn, stb.vn, vcg.vn, vhm.vn, vic.vn, vgc.vn CORPORATE NEWS: CII VN: announced a public bond offering with an estimated amount of more than VND2,840 bn. Accordingly, the proceeds will be used to invest in bonds of two subsidiaries, BOT Ninh Thuan (VND1,200 […]

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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 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 […]

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CORPORATE NEWS: bid.vn, ctg.vn, dxg.vn, fmc.vn, hvn.vn, kbc.vn, hpg.vn, gmd.vn, mbb.vn, mwg.vn, nlg.vn BID VN: will offer VND2,500 bn of 7-year bonds, VND1,000 bn of 8-year bonds and VND500 bn of 10-year bonds. Expected release time is from December 2022 to January 2023. Comment: First q, at what coupon rate? CTG VN: issued a resolution […]

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Stock news dgw.vn, kdc.vn, vic.vn, msn.vn, nlg.vn, vng.vn, lpb.vn , tcb.vn DGW VN: In 4Q 2022, DGW targets a net profit of VND300 billion, down 8.3% yoy from the highest in Q4/2021 with a net revenue target of VND7,500 billion (down 5.3% yoy). Comment: High comp base, followed by a slowdown in consumer spending. KDC […]

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DHC VNKWE Beteiligungen AG bought 420k DHC shares on Mar 28, thus increasing its stake from 13.89% to 14.49% (10.14mn shares). Comment: They make boxes and cartons, think that it’s the VN equivalent of UTP, and they’ve shown the same revenue/profit growth trends. FLC VNFLC Chairman Held by Police for Alleged Stock Manipulation: Police investigation […]

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Given that I’ve been rather active in Vietnam for the past 6 years, I think it’ll be an interesting exercise for me to include a SITN for news from VN companies. As with the Thai ones, it’ll keep me on my toes, and perhaps you’ll get something out of it. {DGW VN} has approved to […]

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