reports
Nam Viet Corp: 1 director
A director at Nam Viet Corp sold 200,000 shares at 0.000VND and the significance rating of the trade was 60/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly s...
- Lam Nguyen
- Tung Do
Vietnam Strategy: July – Short-term opportunities arise amid earnings ...
Industries (and their sub-sectors) with good Q2 2022 profit growth prospects such as Consumer Goods (Fishery, F&B), Consumer Services (Retail), IT, Utilities (Electricity, Water), Materials (Chemical), Industry (Logistics) continued to witness improved liquidity and were relatively safe havens in June. This reaffirms our expectation of a deep divergence of money flow in the market. Although the positive price trend of stocks in the above-mentioned sectors may continue until Q2 earnings are re...
- Son Tran
Analyst Pin-board ANV – Strong increase in share price has partly refl...
· In 1Q2022, ANV achieved revenue and NPAT of VND 1,219 Bn (or USD 53 Mn; +73% YoY) and VND 207 Bn (or USD 9 Mn, +224% YoY), respectively, completing 25% and 33% of the year’s guidance. Earnings more than tripled as a result of: (1) Strong recovery in demand and shortage of raw material supply supported higher export prices; (2) Fully integrated value chain with the ability to self-supply input materials along with high feed prices not affecting the company yet in Q1 has resulted...
- Kiet Tran
- Lam Nguyen
- Tung Do
Vietnam Strategy: April 2022 – Tailwinds from AGM and earnings season
We remain positive on Vietnam equities in the long term due to the following structural catalysts: better domestic demand, companies’ earnings prospect, economic activities and FDI inflows on the back of broader economic reopening and fiscal stimulus package disbursement. These factors will provide an efficient buffer against higher, albeit in control, inflation and external risks namely geopolitical uncertainties and slowing global growth. We also see upside potential from the perspective of...
ACB ASIA COMMERCIAL BANK
FPT FPT
PVT PETROVIETNAM TRANSPORTATION CO.
ANV NAM VIET
PNJ PHU NHUAN JEWELRY JSC
MBB MILITARY COMMERCIAL JOINT STOCK BANK
NT2 PETROVIETNAM POWER NHONTRACH 2
QNS QUANG NGAI SUGAR
VPB VIETNAM PROSPERITY JOINT-STOCK COMMERCIAL BANK
TCB VIETNAM TECHNOLOGICAL AND COMMERCIAL JOINT STOCK BANK
- Son Tran
Analyst Pin-board ANV – Turnaround in 2022
We expect ANV’s earnings to bounce back strongly in 2022 and reach the level of 2018 – 2019, driven by (1) Pangasius industry is entering a new growth cycle; (2) Both ANV’s export volume and export price to recover in 2022, (3) Gross margin to improve driven by the advantage of self-supplied raw materials. Consequently we forecast ANV’s revenue and NPAT to be VND 5,169 Bn (or USD 225 Mn, +48% YoY) and VND 673 Bn (or USD 29 Mn, +426% YoY). 2022 EPS will be VND 5,294. In 1Q-FY22, we for...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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