Company brief – review
19
July
FPT – [NONRATED] – 2Q24: Positive growth with highlights on AI
In 2Q24, FPT’s revenue and PBT continued to climb up to VND15.2tn (+22.1% yoy) and VND2.6tn (+20.1% yoy) respectively. Technology continued to be the driver with revenue of VND9.6tn (+30.5%...
03
July
ANV – Brief [Nonrated] – 2024 AGM: Awaiting a breakthrough
According to the plan for 2024, revenue and NPAT of ANV could post to VND5,000bn (+12.6% yoy) and VND306bn reviving from the low base VND39.2bn (+6.8x yoy).
28
June
GMD – Brief – [NONRATED] – Conservative 2024 guidance
GMD approved a conservative 2024 guidance, raising VND3.0tn for expansion plans through right issue and paying a 22% cash dividend (VND2,200/share). Despite the conservative outlook in 2024, GMD is investing...
Featured Analysis
HAH – Brief – [NONRATED] – Earnings bottom are confirmed
HDG – Brief – [NONRATED] – NPAT boosted by drop in interest expenses
VJC – Brief – [NONRATED] – Strong core business, new supplying incoming
Seafood: Pangasius market – Indepth – [Overweight] – The tide is turning
VCB- Earnings review-[BUY]- Enhancing asset quality
POW – Earnings review – [HOLD] – Positive results from the low base
HVN – Brief – [NONRATED] – Debt write-off saved bottom line
