Company kdh.vn, sab.vn, vic.vn, vhm.vn KDH VN: has decided to dissolve two of its subsidiaries (Long Phuoc Dien Housing Development and Infrastructure Construction Co., Ltd. and Nam Phu Real Estate Development Co., Ltd), totaling VND240 bn in charter capital. SAB VN: announced a public offer to buy over 37.8 mn shares (43.2%) of SBB with […]

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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 […]

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Week 04/12 – 08/12 ctd.vn, dxg.vn, hah.vn, hdb.vn, msn.vn, mwg.vn, fpt.vn, sab.vn, tng.vn, vhc.vn, vgc.vn, vjc.vn Company CTD VN: announced a resolution approving the policy of acquiring 100% capital of a company operating in the mechanical and electrical field. DXG VN: will finalize the list of shareholders to offer nearly 102 mn shares on December […]

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Week 28/08 – 31/08 Company bsr.vn, cii.vn, ctg.vn, dxg.vn, gas.vn, hbc.vn, nvl.vn, pow.vn, sab.vn, tcm.vn, vic.vn, vng.vn BSR VN: estimated, in 8M2023, revenue of VND91,600 bn (-19% YoY) and PAT of VND4,400 bn, fulfilling 96% of the revenue target and 270% of the profit target in 2023. CII VN: wants to implement 6 more BOT […]

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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 […]

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Week 15/05 – 20/05 bwe.vn, ctr.vn, dcm.vn, dig.vn, fpt.vn, msn.vn, nvl.vn, sab.vn, vhc.vn, vic.vn Company BWE VN: recorded, in April, revenue of VND400 bn and PAT of VND85 bn. For 4M2023, total revenue is VND1,082 bn and PAT is VND226 bn (-10% and -15% respectively YoY), completing 27% of the revenue plan, 31% of the […]

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Company ctg.vn, dig.vn, fpt.vn, hdb.vn, sab.vn, vhm.vn, vic.vn, vnm.vn, vbb.vn, vtr.vn CTG VN: aims, in 2023, to increase total assets by 5-10% YoY, increase charter capital to VND60,387 bn or over VND66,000 bn through the plan of issuing shares to pay dividends approved by competent authorities. DIG VN: stops offering 100 mn shares to raise […]

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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 […]

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KDC VN Equity Star Pacifica Pte. Ltd. bought 3.12mn KDC shares on Feb 24, thus increasing its stake from 4.97% to 6.21% and becoming a major shareholder of KDC. Comment: Great confectionary business, did well during covid due to the lockdowns and people ordering more at home, business unlikely to go anywhere for a few […]

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