Company Report

Mobile World Investment - Update Report - 1Q2020

13/04/2020 05:41:00 PM
Top pick for demand snap back
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PV Technical Services - Visit Note 1Q2020

13/04/2020 04:29:00 PM
M&C division & one-off gains the main drivers
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Becamex IDC - Visit Note 1Q2020

12/03/2020 05:20:00 PM
High occupancy for Becamex Investment & Industrial Development Corp (BCM: Upcom)
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An Phat Bioplastics - Company Note - 4Q2019 results

21/02/2020 03:04:00 PM
Lackluster 4Q but benefits from EV-FTA
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Vietjet Aviation - Company Note - 4Q2019 results

10/02/2020 08:45:00 AM
4Q miss; hit hard by competition from Bamboo Air and delayed sales/leaseback bookings for Airbus deliveries
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Vinhomes - Company Note - 4Q2019 results

07/02/2020 04:27:00 PM
Strong momentum to carry over to 2020E
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Hoa Phat Group - Company Note - December 2019 Steel Output

07/01/2020 05:06:00 PM
December construction steel consumption hits 285,000 & 2.77 million tons for 2019 Strong gains in the Southern region & more than doubling tonnage from 2018 Phase 1 trials complete for Dung Quat & over 80% of phase two near completion
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Vinh Hoan Corporation - Company Note - November 2019 exports

26/12/2019 03:34:00 PM
Cannot escape from negative growth in 2019
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Hoa Phat Group - Visit Note 4Q2019

25/12/2019 06:06:00 PM
After two years of construction, the project Dung Quat - Hoa Phat has almost finished the workload of the phase 1 and 80% of the phase 2.
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Mobile World Investment - Company Note - November 2019 results

23/12/2019 04:11:00 PM
Accumulated profit after tax in the first 11 months of 2019 (11M19) reached 99% of full-year targets
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