MWG KQKD Q2.2018

by finandlife02/08/2018 11:04

DTT 1H2018 44.5k tỷ, +43%yoy, 52% kế hoạch năm

LNST 1H2018 1.54k tỷ, +44%yoy, +59% kế hoạch năm

VCSH 7.5k tỷ, +27% YTD

Tổng nợ trên tổng tài sản cải thiện theo hướng tích cực, mặc dầu hơi chậm

Gross margin tiếp tục tăng nhẹ, 16.2% 2016 lên 16.8% 2017 lên 17.6% 1H2018

Công ty “chỉ” duy trì tốc độ tăng trưởng 40% 3 quý liên tiếp là nguyên nhân chính làm nhiều đầu lãi quá lớn trước đó bán ra chốt lời.

Định giá cổ phiếu đang thấp so với trung bình lịch sử của chính cổ phiếu

FINANDLIFE

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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.

 

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