Week 02/01 – 05/01 acv.vn, bsr.vn, dbc.vn, fmc.vn, gvr.vn, tng.vn, vhm.vn, Side note: It’s just amusing that companies in Vietnam will openly state their targets for the FY during their AGM’s and then the market used to price this all in immediately. Let’s see if there is a change in investor behaviour for 2024. Company […]

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Week 20/11 – 24/11 baf.vn, bsr.vn, kdc.vn, pnj.vn, vhm.vn, vic.vn Company BAF VN: has approved a plan to issue more than 68.4 mn shares via private placement to existing shareholders at a price of VND10,000 per share. BAF VN: was approved to list a bond batch (BAFH2225002) of VND300 bn. Comment: So more equity…again…but this […]

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Week 23/10 – 27/10 bid.vn, cii.vn, kbc.vn, pdr.vn, ssi.vn, vhm.vn, vpb.vn, Company BID VN: plans to increase its charter capital by a maximum of VND6,419 bn through issuing shares to pay stock dividends in 2021 at the rate of 12.69%. BID VN: successfully issued VND2,500 bn in bonds to finance environmental projects. CII VN: announced […]

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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 […]

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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 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 […]

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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 […]

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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 […]

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Week 29/05 – 02/06 anv.vn, ctg.vn, eib.vn, gmd.vn, kbc.vn, nvl.vn, vcb.vn, vhm.vn, vjc.vn, dig.vn, phr.vn, vnd.vn Company News ANV VN: sets, in 2023, revenue target at VND5,200 bn (+6% YoY) and PBT target of VND500 bn (-35% YoY). Also, ANV will pay a cash dividend in 2022 at the rate of 10% and plans to […]

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