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 […]
Read More →Week 12/09 – 16/09 Combining stock news + some interesting country specific news. Stock News ACV VN Vietnam’s transport ministry directs ACV and concerned units to speed up construction of Long Thanh International Airport in the southern province of Dong Nai and ensure the operation of the first flight on Sep 02, 2025, news website […]
Read More →Week 22/08 – 26/08 KDH VN BoD has approved the plan to issue VND800bn worth of 3-year unsecured non-convertible bonds without warrants via private placement. Par value will be VND1bn apiece with the fixed rate of 12%/year (interests will be paid semi-annually). The issuance is expected in 3Q22 at the latest. KDH plans to use […]
Read More →Compilation of the past week notes GDT VNGDT spent USD3mn to acquire Duc Tam Wood Manufacturing and Exporting Ltd., a wooden furniture manufacturer in Dong Nai Province. Comment: That’s a sizeable acquisition for this firm, rev ~USD 15 mn p.a. LPB VN2022 targets include credit growth of 18.0%, funding growth of 18.5%, pure NFI growth […]
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