stock market
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Invest in Vietnam: 3 Stocks To Profit From Price Discounts
November 3, 2016 Disclaimer: the opinions expressed herein are that of Rongviet Securities and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. NoiBai Cargo: Strong price discount creates opportunity NoiBai Cargo (NCT-HSX) reported 9M2016 revenue of 512 bil VND (down 14.6%yoy) and 19.4%yoy fall in PAT to 205 bil VND. This result
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HSC Securities: RE Sugar Processors to Benefit from Developments
Oct 26th, 2016 Sugar association proposes that future sugar imports be raw sugar only with the auctions conducted at the beginning of the year This would benefit RE sugar processors by eliminating refined sugar imports Currently over half of imports mandated under WTO consists of already refined sugar This more active stance may be seen
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Vietnamese Steel a Strong Buy
August 01, 2016 HPG 1-H results strong as expected showing net sales of VND15,191 billion, (+12.64% y/y) and NPAT of VND3,050 billion, (+60.4% y/y). The top line strong growth was mainly driven by the higher sales volume plus the contribution from the animal feed segment. Meanwhile the bottom line jumped driven by the GPM improvement thanks to the recovery in ASP plus the cheap input material.
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Mid-Year Strategy from Viet Capital
July 21, 2016 Disclaimer: The opinions expressed herein are that of VietCapital and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. Will the VNI-Index Reach 700? We are proud to present Viet Capital Securities’ Mid-Year Strategy report for the Vietnamese stock market. The report details Vietnam’s macro trajectory thus far,
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Invest in Vietnam: Looking For Low Valuation Stocks Part 2
July 08, 2016 In first half of 2016, Vietnam stock market moves in the same direction with oil prices. However, this does not necessarily mean Oil & gas stocks are the only market leaders as the market capitalization of these stocks are no longer as high as in previous years.
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Invest in Vietnam: Looking For Low Valuation Stocks
July 06, 2016 Brexit finally came in June; but despite fears that the event would send stocks to a new low, there was no “big retreat” in Vietnam stock market.
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Brexit: What are the Consequences for Asia Pacific?
June 28, 2016 On 23 June 2016, the United Kingdom (UK) voted to leave the European Union (EU). While the processes and timescale for the country’s withdrawal are still uncertain, the move will have numerous implications for economies and real estate markets in Asia Pacific.
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Mobile to Zoom
June 22, 2016 MWG YTD numbers exceed expectations fulfilling 48% and 50% of the full year sales and net profit targets respectively. Performance driven by aggressive new store opening primarily with 215 new mobile stores and 30 new electronics stores opened.
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Bubbling Saigon Beer
June 09, 2016 Sabeco AGM set conservative targets for FY2016 with net sales of VND28,558 billion, up 3% y/y and pretax profit of VND4,471 billion, unchanged y/y. Rising special consumption tax is a drag here.
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Invest in Vietnam: Your Updates On Enthusiasm & Profit Taking
May 13, 2016 Between enthusiasm and profit-taking Since the beginning of the year, the circumstance of Vietnam’s stock market has changed dramatically. Concerns over external forces such as exchange rates, USD interest rates, trade relations with China
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Dat Xanh Continues to Look Promising
May 12, 2016 DXG released mixed Q1 result showing strong sales growth of 84% y/y to VND315 billion while NPATMI dropped by 19.7% y/y to VND29.4 billion.
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Invest in Vietnam: Vietnam Mobile Could be Worth Accumulating
May 12, 2016 We highly appreciate leaders and business culture of MWG. Besides, current core businesses (mobile and consumer electronics retailing) are boldly developed at leading positions of technical consumer goods retailing sector.
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Vietnam Strategy – Strong Earnings Will Drive Market Up 18 – 20%
May 09, 2016 The VN-Index finished 2015 with a disappointing 1% increase for the second half and 6.4% for the year. The outlook for 2016 looks better, but with risk. We expect strong earnings growth, driven by an emerging consumer and strong manufacturing.
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Invest in Vietnam: How You Should Play Vietnam Insurance
May 06, 2016 Branding, distribution channels and leading position in motor & vehicle segment (top 2) are unique competitiveness of PTI. On insurance operation aspect, PTI is targeting stable growth at 2 digits after overheating growth
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Invest in Vietnam: How You Can Play The Distribution Phase
May 05, 2016 The market came into a distribution phase so good investment opportunities in March were just from some specific stock groups. Both VNIndex and HNX-Index showed strong signals of distributing after peaking in the mid of March.
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Bond Demand Ramps Up
May 04, 2016 Vibrant uptake at recent auctions, fuelled by cash built-up in the banking system, pushed the winning 5Y yield to its lowest level since June 2015 while the 3Y hit its low since its re-issuance in November 2015
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Vietnam Gas Rising
May 02, 2016 GAS has been approved a floor price for the ATOP volumes equal to input prices. This effectively protects GAS margins and will see them protect significant % of their net profit
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Invest in Vietnam: How You Profit From The Dips
April 21, 2016 The stock market went full circle in March as VNIndex and HNIndex climbed strongly during the month but ended down 3% and 2% respectively
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Let’s Wait on Vietnam Ex-Im Bank
April 21, 2016 Eximbank (HSX; EIB) posted their audited consolidation report with some opinions and major adjustments from new auditors for profit numbers last several years.
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Furniture Maker in Vietnam Still Too Rich
April 13, 2016 Truong Thanh Furniture Corporation audited numbers for FY2015 differ significantly to the previous unaudited numbers with an increase in the top line even as the bottom line was reduced sharply compare to the unaudited numbers