MAJOR: upbeat 2Q earnings from strong ticket sales during long holiday, higher contribution from advertising revenue & retail business. Comment: First Top Gun saved the industry and now the Super Mario Brothers are going to take it to the moon. TACC: acquires Korean beauty products distributor, Blush Beauty (TH), seeks to branch out from beverage […]

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Strip DELTA out and the YTD doesn’t look this awful, but strip DELTA out for the past 2 years and the SET returns look far worse. Which sector has the best divvy’s? Resources, I haven’t changed my tune on this….oil and friends are still going to have a decent run… In 2 weeks earnings season […]

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Company ctg.vn, dig.vn, fpt.vn, hdb.vn, sab.vn, vhm.vn, vic.vn, vnm.vn, vbb.vn, vtr.vn CTG VN: aims, in 2023, to increase total assets by 5-10% YoY, increase charter capital to VND60,387 bn or over VND66,000 bn through the plan of issuing shares to pay dividends approved by competent authorities. DIG VN: stops offering 100 mn shares to raise […]

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