Week 21/10 – 25/10 Company (cii.vn, kbc.vn, msn.vn, mwg.vn, pvs.vn, vhm.vn) CII VN: successfully issued VND300 bn in 2-year non-convertible, unsecured bonds with a 10% annual interest rate. Comment: That’s cheap…..cheap in the sense that it’s a dodgy company and it should really be offering 15-20%, and Central Bank rate is 4.5%ish KBC VN: Hung […]

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Week 07/10 – 11/10 baf.vn, kbc.vn, ft.vn, nlg.vn, pnj.vn, ppc.vn, tcb.vn , vic.vn, vjc.vn, Corporate BAF VN: BAF wants to issue 65 mn individual shares to professional securities investors at a price much lower than the current market price. The offering price is VND15,500/share, 30% lower than the close price on October 8 of VND22,200/share […]

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Week 24/06 – 28/06 Financials Company: baf.vn, bcm.vn, lpb.vn, kbc.vn, hsg.vn, msb.vn, nlg.vn, nvl.vn, ssb.vn, vcg.vn, vnm.vn BAF VN: the State Securities Commission (SSC) issued a decision to sanction administrative violations in the field of securities and stock market for BAF. The total fine is VND242.5 mn. Comment: What? I thought this was a decent […]

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Week 17/06 – 21/06 Financials FPT VN: recorded, in 5M2024, revenue of VND23,916 bn and PBT of VND4,313 bn (+20% YoY), completing 39% of revenue plan and 40% of profit plan. PNJ VN: estimated, in May, revenue of VND3,498 bn and PAT of VND136 bn. PNJ recorded, in 5M2024, revenue of VND19,547 bn and PAT […]

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Week 10/06 – 14/06 Company bid.vn, csv.vn, ctr.vn, dbc.vn, kbc.vn, hdb.vn, hvn.vn, mwg.vn, pow.vn, tcm.vn, vib.vn, vic.vn, vhc.vn BID VN: plans to sell a batch of bonds with a total value of VND 3,741 bn as of April 15 issued by HAGL, the starting price will be equal to the bond value with interest at […]

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Week 18/03 – 22/03 Company ctr.vn. gmd.vn, hcm.vn, kbc.vn, mwg.vn, pdr.vn, pnj.vn, tcb.vn, tcm.vn, vic.vn, CTR VN: estimated, in February, revenue of VND834 bn (+4% YoY) and PBT of VND44.6 bn (-4% YoY). For 2M2024, CTR is estimated to reach VND1,703 bn in revenue and VND94.3 bn in PBT (+9% and +6% respectively YoY), completing […]

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Week 04/03 – 08/03 Company cii.vn, dgw.vn, fpt.vn, gvr.vn, hsg.vn, kbc.vn, nab.vn, nvl.vn, vcg.vn, vtp.vn CII VN: registered to buy 5 mn shares to increase ownership at NBB. Expected transaction implementation time is from March 7th to April 5th, 2024. DGW VN: approved a short-term loan plan at TCB, maximum term of 4 months, total […]

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Week 30/10 – 03/11 Country News: Company News bcm.vn, bmp.vn, kbc.vn, kdh.vn, nvl.vn, tcb.vn BCM VN: approved capital contribution to increase charter capital for Vietnam – Singapore Industrial Park Joint Venture Company Limited (VSIP). Specifically, VSIP’s charter capital will be increased by VND1,056 bn, of which BCM will contribute more than VND517 bn. BMP VN: […]

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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 25/09 – 29/09 bcg.vn, bmp.vn, ctd.vn, hdb.vn, kbc.vn, mwg.vn, nvl.vn, pdr.vn, vjc.vn, vpb.vn Corporate BCG VN: BCG Land (a subsidiary of BCG) was forced to pay VND32 bn in taxes. BMP VN: received a penalty and tax collection decision from the General Department of Taxation issued on September 13th with a total amount of […]

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