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 […]
Read More →Week 07/11 – 11/11 Company News frt.vn, hpg.vn, kbc.vn, nvl.vn, shb.vn, vib.vn, mwg.vn, fts.vn, bsr.vn, dig.vn, pow.vn, bwe.vn, nvl.vn, baf.vn BAF VN: still intends to issue VND600 bn of convertible bonds without warrants, without collateral to the IFC (the World Bank member). The release time is expected to take place in 4Q22 or 1Q23. BSR […]
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