Week 03/04- 07/04 Corporate fmc.vn, kbc.vn, kdh.vn, msn.vn, nvl.vn, pc1.vn, pow.vn, ree.vn, sab.vn, stb.vn, tbp.vn, vhm.vn, vic.vn, vos.vn, FMC VN: recorded, in March, revenue of $14.6 mn (about VND345 bn) (-21% YoY). For 3M2023, FMC’s revenue reached $43.2 mn (about VND1,020 bn) (-26% YoY). Comment: A similar trend is seen practically across all companies in […]
Read More →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 […]
Read More →Week 24/10 – 28/10dgc.vn, msn.vn, pc1.vn, tcb.vn , vic.vn, vjc.vn, vhm.vn Company NewsDGC VN: announced its business plan for Q4 with total consolidated revenue of VND3,299 bn (-5% YoY), PAT of VND1,100 bn (-21% YoY). Comment: They’ve had a good run in the past 2 years purely due to the commodity price rises. Granted its […]
Read More →Week 19/09- 23/09 BAF VN: has built 4 more hi-tech pig farms, expected to go into operation in 4Q2023. This business is expected to supply more than 1.5 mn pig heads in 2023 and open 1,100 meat sales points. Comment: The business model is to grow pigs, and have their own sales point. Think of […]
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