Week 27/02 – 03/03 dig.vn, dgc.vn, fmc.vn, hbc.vn, kdc.vn, msn.vn, nvl.vn, tng.vn, vhc.vn Company DIG VN: the Government Inspectorate decided to inspect the observance of legal provisions in the equitization and divestment of state capital at DIG. Comment: Hahaha, it’s all happening…”invest in VN, its great they say…” DGC VN: Dragon Capital sold 500,000 shares […]
Read More →Week 13/02 – 17/02 bcg.vn, bwe.vn, dgw.vn, kdc.vn, hax.vn, hvn.vn, msn.vn, nvl.vn, pc1.vn, pow.vn, stb.vn, vhc.vn, Company BCG VN: adjusted the plan to use VND2,667 bn in which BCG will cut off all the additional capital poured into AAA Insurance and use the money to lend to real estate companies. Comment: Capital allocation in VN […]
Read More →Week 12/12 – 16/12 hax.vn, vhc.vn, hah.vn, fcn.vn, nvl.vn, tvb.vn, kdc.vn, kdc.vn, kido.vn Corporate FCN: FECON secured VND400b contract in Haiphong seaport (Baolaodong) HAH VN: estimated, in 2022, to reach VND3,145 bn in revenue (+61% YoY), exceeding 32% of the year plan. Net profit is estimated at VND835 bn (+87% YoY), completing 152% of the […]
Read More →Week 19/09- 23/09 BAF VN: has built 4 more hi-tech pig farms, expected to go into operation in 4Q2023. This business is expected to supply more than 1.5 mn pig heads in 2023 and open 1,100 meat sales points. Comment: The business model is to grow pigs, and have their own sales point. Think of […]
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