[Long’s View] Dont Cry For Me Argentina (VPI) 22.06.2018 (Delayed)

Jul. 9, 2018 2:58 AM ET Summary Stocks stabilized a day after trade tensions that drag down Asian markets which move from Jaw to open conflict. VPI – Van Phu – Invest Investment JSC (VND 42,500 per share, market cap USD 300 million) VPI is a leading company in the field of development real estate project. Dont Cry For Me Argentina. They might lose badly in the World Cup this year, but their market should be cheerful with MSCI Emerging reclassify (Saudi Arabia,  Argentina and Kwait). The answer was here all the time. Vietnam will be the bluest of frontier … Continue reading [Long’s View] Dont Cry For Me Argentina (VPI) 22.06.2018 (Delayed)

[Long’s View] Captain America: Trade War (POW) 20.06.2018 (Delayed)

  Jul. 9, 2018 2:50 AM ET Summary Except China stocks (and Vietnam stocks), most stock indexes were down just a modest percentage yesterday (follow the trade war escalation news). POW PVPower (13,000, Market cap USD 1,3 billion). The company estimate that the 1st half results parent company: revenue of 12.649 billion dong, EBT of 1.190 billion dong and EAT. June is not a quiet month.including 12/06 US-North Korea summit, 12-13/06 FOMC meeting, 14/06 closing of National Assembly in Vietnam, 11-15/06 review ETF. MSCI review 20/06, 22/06 OPEC meeting. Captain America: Trade war. Since March 2018, potential trade war already affected … Continue reading [Long’s View] Captain America: Trade War (POW) 20.06.2018 (Delayed)

[Long’s View] Is The World (Cup) Half Empty Or Half Full (TCB) 14.06.2018 (Delayed)

Jun. 20, 2018 10:00 PM ET Summary June has been volatile and full of events (1) G7 meeting in Canada Trump failed to sign the G7 accord, (2) The Fed raised interest rates. TCB Techcombank (VND 105,000/share, – 0.4%, market cap USD 4.75 bil.). At the current price, TCB was traded at P/B of 3.27x and P/B 2018 of 2.38x, relatively high compared. World Cup fever. We can recount (1) the U.S. recession in 1990 (2) a bond market crash in US in 1994(3) the Asian Financial1998 (4) a U.S. housing market crash2006. World cup in Vietnam since 2002. Market … Continue reading [Long’s View] Is The World (Cup) Half Empty Or Half Full (TCB) 14.06.2018 (Delayed)

[Long’s View] Silence Of The Lambs (CTD) 08.06.2018 (delayed)

Jun. 20, 2018 9:44 PM ET Summary While in the US, both Nasdaq and Russell 2000 are heading to new record highs, Vietnam Stocks continues their rally with thinner and thinner liquidity (with the help of TCB). CTD ( VND157,000/share, – 1.4%, market cap USD 600 million) CTD’s business results in Q1/2018 slightly decreased over the same period due to its gross profit margin in Q1 /. Recent rummor that the Gov will consider to move the fertilizer from the VAT exemption to under tax rate, was not news at all. Silence of the lambs. Bulls always fight up with … Continue reading [Long’s View] Silence Of The Lambs (CTD) 08.06.2018 (delayed)

[Long’s View] Time Heals All Wounds (GAS) 23.05.2018 (Delayed)

Jun. 20, 2018 9:25 PM ET Summary DJ succumbed to a late bout of selling, likely fueled by remarks from Pres. Trump that dampened the narrative that U.S.-China trade tensions are easing. GAS (VND 113,300, +7%, Market cap USD 9.51 billion). Our team is quite positive with energy while oil has potential to go higher (report). What Happened During National Assembly? In our email (23rd Oct 2017), we mention that Vnindex fluctuate much more than normal. This time are you ready for this wild ride? The National Assembly this year will focus on number of laws and 12 loss-making projects … Continue reading [Long’s View] Time Heals All Wounds (GAS) 23.05.2018 (Delayed)