INSIGHT PROVIDER
Rong Viet Securities

Rong Viet Securities
External broker reports(aggregated public sources)
Rong Viet Securities

82
Insights
17.5k
Views
11
Followers
Vietnam Equity Bottom-Up Thematic (Sector/Industry)
Refresh
07 Feb 2024 19:56Broker

NLG - Being Patient: Preceding the Recovery

In 1Q2023, NLG had revenue of VND 231bn from real estate products (USD 8.3mn, - 60% YoY), reflecting the difficulty of the market.

Share
07 Feb 2024 19:50Broker

MWG - On Track to Sales Recovery, yet a Bumpy Road for Full Profit Restoration

MWG recorded a significant decline in Q1/23 net revenue, plummeting by 26% YoY and 11% QoQ. NPAT-MI exhibited a drastic drop of 99% YoY, resulting...

Share
bearishGemadept Corp
07 Feb 2024 19:48Broker

GMD - Need more time for the recovery as the macro context does not support

Net revenue and PBT were VND 902 billion VND (+3% YoY and -15% QoQ) and VND 308 billion (-12% YoY and +23% QoQ), respectively, corresponding to 23%...

Share
07 Feb 2024 19:46Broker

PC1 - Cautious with Growth Expectations Ahead

For Q2/2023, we forecast net sales and NPAT-MI at VND 1,518 bn (+1% QoQ, +0% YoY) and VND 39 (+166% QoQ, -38% YoY), respectively.

Share
12 Jan 2024 11:54Broker

OCB - Regaining Growth Momentum After an Unfavorable Pause

Total operating income (TOI) grew more than 4% led by 5% YoY in net interest income growth.  Specifically, credit growth reached 2% YTD and NIM...

x