[Long’s View] End Of Midyear 2018 Earning Season ( VSC ) 07.08.2018 (Delayed)

Aug. 27, 2018 6:05 AM ET Summary Today hot news is Iran. The first batch of American sanctions on Iran has come into effect, 90 days after the U.S. withdrew from the nuclear deal. VSC Vinconship (VND 38.600 -1.8%, marketcap USD 85 million) Update 2Q2018 results. In 2Q2018, VSC recorded revenue and NPAT of VND 430 billion (+ 27.3% qoq) and VND 103 billion+47%qoq. End of midyear 2018 earning season. Up to now 722/750 companies which listed in HNX & HSX have announced their Q2.2018 numbers. These 722 companies record a 22.2% gain in PAT vs Q2.2017. Most of the … Continue reading [Long’s View] End Of Midyear 2018 Earning Season ( VSC ) 07.08.2018 (Delayed)

[Long’s View] One Man’s Ceiling Is Another Man’s Floor (CRE) 06.07.2018 (DELAYED)

Aug. 6, 2018 12:13 AM ET Summary US, EU and Asian stocks rose in thin trading following US’s tariffs on $34B worth of Chinese goods and similar retaliation from China.Finance (+6.36%) led the gain. CRE –Cenland JSC. New kid on the block. Listing in 3Q2018 (Ticker: CRE) with the price of 50,000 VND – 60,000 VND/share. Total shares: 50 million shares. One man’s ceiling is another man’s floor. Like in other Asian Emerging and frontier markets, Vietnam is suffering from a combination of Fed tightening which squeezes liquidity, increases interest rates. state securities (SSC) might consider some restriction on future … Continue reading [Long’s View] One Man’s Ceiling Is Another Man’s Floor (CRE) 06.07.2018 (DELAYED)

Lợi nhuận quý 1/2017 của các “ông lớn” VN30 tăng 32% so với cùng kỳ 2016

http://s.cafef.vn/pvd-222138/loi-nhuan-quy-12017-cua-cac-ong-lon-vn30-tang-32-so-voi-cung-ky-2016.chn Lợi nhuận quý 1/2017 của các “ông lớn” VN30 tăng 32% so với cùng kỳ 2016 Kết thúc quý I/2017, đa phần các “ông lớn” trong VN30 đều đạt kết quả tăng trưởng khá tốt, chỉ riêng một vài … Continue reading Lợi nhuận quý 1/2017 của các “ông lớn” VN30 tăng 32% so với cùng kỳ 2016