Time to bounce back

by finandlife29/06/2019 22:12

“Everything determines Vietnam stock market is going to bounce back at least 3 percent in coming weeks.”

FINANDLIFE

Tags:

Economics | Psychology

Weekend Music Flute Oogway's Legacy Kungfu Panda 3

by finandlife29/06/2019 10:54

Tags:

StoriesofLife

Viet Tien Garment Corporation (UPCOM: VGG) is a good choice to catch up textile export trend

by finandlife26/06/2019 10:24

Textile exports returned to a strong growth cycle, the growth rate of TTM is over 18% yoy.

Free trade agreements Vietnam and European (EVFTA and EVIPA) are going to be signed at the end of June. When it’s done, Vietnam is the second country in ASIAN (beside Singapore) which has those advantages.

Viet Tien Garment Corporation (UPCOM: VGG) is one of the leading textile enterprises in Vietnam, with revenue reached VND 10,000 billion (equivalent USD 500 million) and net profit after tax reached VND 470 billion (equivalent USD 200 million) will be the good choice when investors consider to catch up that trend.

The balance sheet is healthy. VGG has strong net cash (VND 1,116 billion, equivalent USD 50 million).

ROE 28%, strong dividend yield.

VGG is sold below its fair value. This is a good deal.

If you have any questions please feel free to contact me via email thuong.huynhngoc@gmail.com

FINANDLIFE

Tags:

Stocks

Áp lực thanh khoản ngày càng lớn

by finandlife23/06/2019 23:43

 

Làm sao lãi suất có thể hạ giả tạo được mãi?

Tags:

Economics

Simple investment case on cement company no capex

by finandlife23/06/2019 22:04

Dòng tiền kinh doanh mỗi năm gần 1850 tỷ, không capex, trả trái tức và cổ tức 1350 tỷ. EV hơn 9000 tỷ, tỷ suất sinh lời mỗi năm hơn 15%. Kinh doanh tăng trưởng ổn định 5%/năm, hoạt động trong ngành gắn với hạ tầng xây dựng.

Case đầu tư như vậy có hấp dẫn hơn phong trào mua trái phiếu doanh nghiệp bất động sản không đảm bảo, lãi suất 12%-14%/năm hiện nay?

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Free cash flow is nearly 1850 billion dong annually, no capex, interests and dividends are 1350 billion dong. EV is more than 9000 billion dong. Return on Investment is over 15%. Earnings grows steadily 5% per year.

Is that investment case more attractive than buying unsecured real estate corporate bonds (interest rate is 12% -14% per year) now?

FINANDLIFE

Tags:

Stocks

AUTOFEED

DISCLAIMER

I am a Senior Associate – Investment at TOP 2 Securities Co., in Vietnam. I started working in investment field as a junior analyst at a Fund in 2007. I have more than 12 years of experience in investment analysis. I have a deep understanding of Vietnam macroeconomics, equity research, and seeking investment opportunities. This is my private Blog. I use this Blog to store information and share my personal views. I don't guarantee the certainty. And I am not responsible when the user uses the information from the Blog for trading/investing activities. If you have any questions, please feel free to contact me via email thuong.huynhngoc@gmail.com. 

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