![MWG – In-depth [BUY +43.6%] Earnings to thrive post-2020](https://kisvn.vn/en/wp-content/uploads/sites/2/2019/09/page-phantich-m.jpg)
15
October
In the period of 2020-2022, we expect robust growth of Mobile World’s business results, which will reach 3-year CAGR revenue growth and NPAT growth of 23.8% and 32.9% in the period of 2020-2022, respectively. We evaluate MWG share value at VND155,000 per share. Total expected return is 43.6%, including 1.4% cash dividend yield.
14
October
The short-term uptrend is still intact because market sentiment has become optimistic. The target price of the rectangle pattern is 940-950 pts. Therefore, investors may hold their long position and focus on leading tickers.
14
October
In this context, as VN30F2010 is expired today, traders should stay on the sidelines and wait for the upcoming contract to capture the best bid.
14
October
Based on data as of 30 Sep 2020, VN DIAMOND Index is expected to remove DXG and KDH. As a result, VFMVN DIAMOND ETF is expected to sell 6.7 million shares of DXG and 5.1 million shares of KDH.
13
October
Based on the gaining session, market sentiment has become optimistic in the short term. The target price of the rectangle pattern is 940-950 pts. Therefore, investors may hold their long position and focus on leading tickers.
13
October
Buy VN30F2010 at 870-872 pts zone, take a profit at 900 pts and stop a loss at 860 pts.
13
October
SGB reported a robust 1H20 NP growth of 42% yoy on significant drop in credit provision. Overall SGB is a small commercial bank and the core business is relatively weak at ROE of 1-5%. However, SGB draws investors’ interest since it owns many valuable properties at “prime locations” in CBD HCM.
12
October
Buy VN30F2010 at 868-870 pts zone, take a profit at 900 pts and stop a loss at 860 pts.
12
October
Despite the high selling pressure at the afternoon session, the short-term uptrend is confirmed as the rectangle pattern formed. The target price of this pattern is 940-950 pts. Therefore, investors may hold their long position and focus on leading tickers.
12
October
Last week, selling activities kept overwhelming. Breaking down by sectors, selling pressure mainly focused on Consumer Staples, Financials, and Industrials whilst Materials and Consumer Discretionary was accumulated the most. Regarding to ETF flow, inflow across Vietnam maintained (USD1mn) thanks to SSIAM VNFIN Lead and VFMVN Diamond ETF which attracted the total of USD3.3mn despite FTSE Vietnam and VFMVN30 ETF recorded the total outflow of 2.8mn.
15
March
Regarding the impact of the global commodity price surge on Vietnam CPI, we estimate that the current value of Brent price could push 2022 inflation to exceed the government target of 4%, mainly through the consumption channel. However, implementing well-established tools allows the Vietnam government to mitigate external shocks proactively. To sum up, we forecast that the global commodity surge would create temporary pressure on Vietnam inflation.
27
December
Key factors that drive the stock market to rise in 2022 include: (1) the Vietnam economy recovering and strong growth in 2022 and (2) new money will continue to flow into the stock market as new cash flows into stock markets and new money comes from capital flows of securities companies to margin.
09
November
A record plunge in Vietnam’s economy in 3Q21 has threatened economic prospects in the medium and long term growth. The government is standing in a right place to mitigate the lingering impact of the current outbreak and the next ones if they take appropriate actions in an appropriate timing and appropriate way. Recent macro and policy developments are signaling that the ongoing economic recovery would be smooth and sound, but it needs a booster shot, a sufficiently large fiscal relief package, to accelerate recovery momentum and help economic growth back on track. From our view, the “Economic Recovery and Development” fiscal support package, if successfully passed, would be a key to unlocking the full potential of the economic recovery.
26
July
Amid a widespread COVID-19 delta attack in the Southeast Asia region, Vietnam is stepping into the worst outbreak in both its health and economic impacts. Although the government actively deployed various solutions to follow the twin target that effectively controls the pandemic and promotes socio-economic development, the negative impact of economic recovery is inevitable. We predict that the COVID-19 economic impacts on domestic consumption and production levels would be partly reflected in oncoming macroeconomic updates under strict lockdowns nationwide.
18
June
Surging commodity prices and increasing inflation recently pose a considerable risk to global economic stability. However, the majority of global economists and monetary policymakers just saw this phenomenon as a transitory factor, and this trend would eventually reverse to a normal track in the medium- and long- term. Regarding Vietnam's situation, we saw a stable demand-supply balance in major commodities and well-controlled price conditions. The inflation shock in the near term, if it happens, would be expected to be transient and bear a little risk to the economic stability.
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