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 […]
Read More →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 […]
Read More →Week 26/06 – 30/06 cii.vn, dig.vn, dxg.vn, gex.vn, mwg.vn, kbc.vn, kdc.vn, hbc.vn, nvl.vn, pdr.vn, pnj.vn, pvd.vn, pvs.vn, Corporate CII VN: sold nearly 31.8 mn treasury shares at the price of VND17,757 /share with estimated value of nearly VND565 bn. Comment: Perhaps with this overhang gone could the shares re-rate? It’s perhaps one of the few […]
Read More →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 […]
Read More →Week 10/04 – 14/04 Company acb.vn, anv.vn, bcg.vn, bsr.vn, bwe.vn, dgc.vn, dig.vn, fcn.vn, fmc.vn, gvr.vn, hbc.vn, hvn.vn, kbc.vn, mpc.vn, mwg.vn, pan.vn, pnj.vn, ree.vn, shb.vn, vhm.vn, ACB VN: recorded, in 1Q2023, PBT of VND5,120 bn (+24% YoY), reaching 26% of the whole year plan. In 2023, ACB sets PBT target of VND20,058 bn (+17.2% YoY) and […]
Read More →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 27/03 – 31/03 asm.vn, bsr.vn, dxs.vn, fpt.vn, frt.vn, hax.vn, kbc.vn, msn.vn, mwg.vn, nvl.vn, tcb.vn, vci.vn, vpb.vn, vcg.vn Corporate ASM VN: plans to achieve net revenue of VND15,250 bn (+11% YoY). However, PAT is expected to reach VND545 bn (-43% YoY). Notably, ASM does not expect to pay dividends in 2022. BSR VN: is expected […]
Read More →Week 06/03 – 10/03 Country Corporate bwe.vn, dgc.vn, kbc.vn, msn.vn, mwg.vn, nt2.vn, pow.vn, ree.vn, tdm.vn, vic.vn, vhm.vn BWE VN: targets, in 2023, revenue of VND3,970 bn, PAT of at least VND720 bn (-14% and -3% respectively YoY). The company expects a dividend rate of at least 13% of charter capital for 2023. DGC VN: sets […]
Read More →CORPORATE NEWS: bid.vn, ctg.vn, dxg.vn, fmc.vn, hvn.vn, kbc.vn, hpg.vn, gmd.vn, mbb.vn, mwg.vn, nlg.vn BID VN: will offer VND2,500 bn of 7-year bonds, VND1,000 bn of 8-year bonds and VND500 bn of 10-year bonds. Expected release time is from December 2022 to January 2023. Comment: First q, at what coupon rate? CTG VN: issued a resolution […]
Read More →Week 05/12 – 09/12 vgc.vn, nvl.vn, pdr.vn , bcg.vn, kbc.vn, hpg.vn, nt2.vn, acb.vn, hdb.vn Corporate News ACB VN: is the latest member in the Vietnamese banking system to have completed risk management in accordance with Basel III standards. Comment: Perhaps 1 of 2 banks that you could buy and close your eyes and not worry […]
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