Vietjet Air chào bán cho nhà đâu tư cá nhân

by finandlife20/12/2016 15:54

 

Hiện vốn điều lệ 3000 tỷ đồng, tương đương 300 triệu cổ phần.

Vừa hoàn thành đợt phát hành 44.8 triệu cổ phiếu cho nhà đầu tư tổ chức, giá bán bình quân khoảng 85 ngàn đồng/cổ phiếu.

Đang chào bán 3.5 triệu cổ phiếu cho nhà đầu tư cá nhân với mức giá 86.5 ngàn đồng.

Lượng cổ phiếu chào bán cho cá nhân sẽ không bị hạn chế chuyển nhượng.

Thời gian đăng ký: 19/12 đến 28/12

Thời gian nộp tiền: 9/1/2016

Hiện lượng đặt mua tại SSI, VCSC vượt tối thiểu 3 lần so với khối lượng 3.5 triệu chào bán. Giá OTC đã lên 96 ngàn đồng.

Vietjet có kế hoạch niêm yết trong tháng 2/2017, với giá chào sàn 88.8 ngàn đồng/cổ phiếu.

Hiện Vietjet đã vượt thị phần của Vietnam Airline, và mục tiêu nâng thị phần lên 60% trong 2017.

Lợi nhuận từ mảng sale and lease back chiếm 45% NPATMI trong 2015, chiếm 25% trong 2016.

Việc ký hợp đồng mua 100 chiếc Airbus, mỗi năm về 10 cái giúp Vietjet tận dụng lợi thế mua giá xỉ (discount tận 40%), bán giá cao hơn giá xỉ (thấp hơn giá thị trường) và thuê hoạt động ngược trở lại.

EPS F sau pha loãng khoảng 7800 đ/cổ phiếu. Tăng trưởng EPS 2017 ước đạt 25%, tức EPS 2017 ước đạt gần 10 ngàn đ/cổ phiếu.

Ai là thành viên thì đọc bài đầy đủ ở đây.

Vietjet Air IPO December 2016

 

FINANDLIFE

Tags:

Stocks

US Fed raises rates for second time since Great Recession

by finandlife15/12/2016 08:55

MINH TRANG, SENIOR FOREIGN CURRENCY TRADERS, SILICON VALLEY BANK, SANTA CLARA, CALIFORNIA:

"She basically came out to support the rate hike today. She is also giving a guideline for 2017 with possibly three rate hikes. This is a vote of confidence on the economy that's strong enough to support another rate hike. It paints a supportive picture for dollar. The dollar has been strong for the last 30 days. That's been the dominant move. Today that trend continues. The press conference is tempering the initial enthusiasm from the statement. More fiscal stimulus and more rate increases will create a stronger dollar but we are looking pretty far ahead. You are seeing more of a weakness against the yen at this point. I wouldn't be surprised to hear about the parity chant again on the euro with anti-establishment wind blowing there."

Relative:

Official FED Rate hike

 

Thomson Reuters

Tags:

Economics

Máy bán Dec 2016

by finandlife14/12/2016 09:41

FINANDLIFE

Tags:

Psychology

US Fed rate hike drag on investor sentiment

by finandlife14/12/2016 08:47

Anticipation of a US Fed rate hike Thursday and resulting foreign outflows seem to be dragging on local investor sentiment.

The Minister of Industry and Trade has just signed Decision 4846 approving a plan to simplify administrative procedures in 2017. Accordingly, the Ministry of Industry and Trade (MoIT) decided to completely remove 15 procedures, such as the certified declaration of imported steel and the certified demand to import steel, and simplify 108 of 443 procedures under MoIT management.

The removal and simplification of nearly 28% of all administrative procedures will help to reduce time and costs for enterprises, attract investment and stimulate business activities. This is one of the biggest measures of the government to reform and improve the business environment. In 2016, the Government has repeatedly emphasized “improving the business environment” as one of its highest priorities. In 2017, the key indicators of the business environment are targeted to reach the average of the ASEAN-4 countries. Although Vietnam's business environment has been improving recently, there are many indicators where it still lags.

PNJ: PNJ's chairwoman reaffirms the company's insulation from DongA, announced impressive 11M results
* In a meeting this afternoon with analysts, PNJ's CEO and Chairwoman, Madame Dung confirmed that, apart from the investment in DongA Bank which has been fully provisioned, PNJ and its BOD will not be affected by the investigation of said bank.

* Regarding 11M 2016 operating results, PNJ recorded a revenue growth of 9% vs 11M 2015. Retail revenue grew 28%, driven by 25 new stores and a SSSG of 10% in 11M 2016. In line with the strong retail revenue growth, PBT posted a 31% increase year over year.

* For FY2016, PNJ estimates revenue and PBT growth of 11% and 205%, respectively, which trails our current forecast.

* Our view remains that the incident related to DongA Bank will not affect PNJ fundamentally. Hence, we reiterate our BUY recommendation with a TSR of 31.5% inclusive of a 2.6% dividend yield.

 

VCSC Research

Tags: ,

Economics | Stocks

Upward commodity trend_December 2016

by finandlife09/12/2016 08:05

Follow oil price, other commodities increased in November. Most of patterns are showing the uptrend.

Cold rolled sheet price keep going up, it is good news for steel companies in Vietnam such as HPG, HSG, etc.

Natural rubber price keep climbing, it is good news for natural rubber companies and bad news for tire companies such as CSM, DRC, SRC.

Titanium dioxide price keep increasing, it is good news for BMC.

And the pull back of urea price creates expectation to sell higher price at urea companies such as DPM and DCM.

 

FINANDLIFE

Tags:

Economics

DISCLAIMER

I am currently serving as an Investment Manager at Vietcap Securities JSC, leveraging 16 years of experience in investment analysis. My journey began as a junior analyst at a fund in 2007, allowing me to cultivate a profound understanding of Vietnam's macroeconomics, conduct meticulous equity research, and actively pursue lucrative investment opportunities. Furthermore, I hold the position of Head of Derivatives, equipped with extensive knowledge and expertise in derivatives, ETFs, and CWs.

 

To document my insights and share personal perspectives, I maintain a private blog where I store valuable information. However, it is essential to acknowledge that the content provided on my blog is solely based on my own opinions and does not carry a guarantee of certainty. Consequently, I cannot assume responsibility for any trading or investing activities carried out based on the information shared. Nonetheless, I wholeheartedly welcome any questions or inquiries you may have. You can contact me via email at thuong.huynhngoc@gmail.com.

 

Thank you for your understanding, and I eagerly anticipate engaging with you on topics concerning investments and finance.

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