Week 13/01 – 17/01 Company acv.vn, baf.vn, dgw.vn, kbc.vn, pet.vn, pvs.vn, ree.vn, tpb.vn, vcb.vn, vic.vn, vnm.vn, vtp.vn ACV VN: The Nghe An Provincial People’s Committee has approved leasing over 5.97 hectares of land to ACV for the expansion and renovation of the aircraft parking area at Vinh International Airport with total investment value at over […]
Read More →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 […]
Read More →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 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 22/05 – 26/05 acb.vn, dhc.vn, frt.vn, hbc.vn, hhv.vn, gex.vn, gmd.vn, mwg.vn, nvl.vn, pvs.vn, pnj.vn, tpb.vn, vhc.vn Note: In the past week, 4 stock dividends announced…that I’ve found…the dilution of shareholders is ridiculous in Vietnam Corporate ACB VN: announced the payment of dividends in 2022 in cash and shares and last date registration will be […]
Read More →Week 16/01 – 19/01 acb.vn, ctd.vn, eib.vn, fmc.vn, fpt.vn, hax.vn, hbc.vn, hdc.vn, hdc.vn, ht1.vn, mig.vn, pdr.vn, pow.vn, pvs.vn, scs.vn, vci.vn, vib.vn Company News ACB VN: The State Securities Commission (SSC) has issued a sanctioning decision against the ACB for not reporting on the expected ACB stock trading. The fine imposed by the SSC is VND3 […]
Read More →Compilation of the past week notes GDT VNGDT spent USD3mn to acquire Duc Tam Wood Manufacturing and Exporting Ltd., a wooden furniture manufacturer in Dong Nai Province. Comment: That’s a sizeable acquisition for this firm, rev ~USD 15 mn p.a. LPB VN2022 targets include credit growth of 18.0%, funding growth of 18.5%, pure NFI growth […]
Read More →