Week 22/04 – 26/04 Corporate ctr.vn, fpt.vn, msn.vn, nvl.vn, vic.vn CTR VN: plans to pay cash dividends at a rate of 27.2% (VND311 bn); Development investment fund VND100 bn, bonus and welfare fund VND125 bn. Comment: Finally…….and this name is well positioned given the telco investments/capex. FPT VN: announced cooperation with Nvidia to promote AI […]
Read More →Week 09/04 – 12/04 Company hsg.vn, dgc.vn, hvn.vn, mwg.vn, pow.vn, vhc.vn, vic.vn, HSG VN: plans to pay cash dividends for the 2022-2023 at the rate of 5%. The last registration date is April 25th. DGC VN: spent more than VND253 bn to buy the assets of Dai Viet alcohol factory and will convert it into […]
Read More →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 […]
Read More →Week 06/11 – 10/11 fpt.vn, nvl.vn, pc1.vn, pdr.vn, stb.vn, vcg.vn, vic.vn, vjc.vn, Company FPT VN: announced the acquisition of Cardinal Peak – a 20-year-old technology service provider in the North American market. Comment: As a friend mentioned at lunch time, “Of course they are winning business in North Asia, the Japanese don’t want to work […]
Read More →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 […]
Read More →Week 16/10 – 20/10 acb.vn, hbc.vn, hdb.vn, pdr.vn, vhm.vn, vjc.vn Company ACB VN: wants to issue an additional VND5,000 bn of individual bonds. Previously, ACB approved the first private bond issuance plan with a total value of VND20,000 bn. Thus, if completed both times, ACB will mobilize VND25,000 bn through the individual bond. Comment: Perhaps […]
Read More →Week 09/10 – 13/10 bid.vn, ctd.vn, ctr.vn, dgw.vn, hdb.vn, kdc.vn, mwg.vn, nvl.vn, pdr.vn, pc1.vn, tdm.vn, vic.vn Company BID VN: approved a plan to issue shares to pay stock dividends at the rate of 12.69% (equivalent to 642 mn additional shares). Comment: YAY MORE SHARES ISSUED – and people wonder why we dumped a lot of […]
Read More →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 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 12/06 – 16/06 Company acb.vn, ctr.vn, hah.vn, hax.vn, hdb.vn, hsg.vn, gex.vn, gmd.vn, lpb.vn, mwg.vn, nvl.vn, pdr.vn, plx.vn, ree.vn, vhc.vn, vib.vn, vic.vn ACB VN: issued a resolution on early redemption of the 4th private placement bond in 2021 (including ACBH2124005, ACBH2124006, ACBH2124011 and ACBH2124012) with a maximum par value of VND10,000 bn. Comment: Now whilst […]
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