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Vietnam Dairy Products JSC (VNM VN)
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106
Analysis
Consumer Staples
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Vietnam
Vietnam Dairy Products JSC produces dairy foods. The Company produces milk, condensed milk, milk powder, yoghurt, ice cream and cheese. Vietnam Dairy Products also produces cookies, coffee and tea and bottled water.
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bearish
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Thai Beverage
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19 Jul 2024 18:37
Thai Bev to Get F&N Stake from Promoters At Book Value than Fair Market Value
Majority ownership in F&N will require Thai Bev to consolidate low-return businesses into its books. This stake acquisition offers limited...
Devi Subhakesan
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26 Views
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bearish
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Jardine Cycle & Carriage
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06 Apr 2023 15:18
JCNC's Logic-Defying Valuation
There is no apparent justification for the current level. Expect Matheson to chip away at minorities. But a full-blown Offer appears unrealistic....
David Blennerhassett
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787 Views
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bullish
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Vietnam Dairy Products JSC
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12 Dec 2023 18:51
MarketVector Vietnam Local Index Rebalance: One Add & Other Changes
CEO Group (CEO VN) is an add. Estimated one-way turnover is 5.24% and that results in a one-way trade of US$30m. There are a couple of stocks with...
Brian Freitas
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494 Views
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bullish
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Vinhomes
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16 Jun 2024 08:00
MarketVector Vietnam Local Index Rebalance: Two Adds and Other Changes
Viettel Construction and EVN Finance will be added to the index at the close on 21 June. Estimated one-way turnover is 5.2% and that results in a...
Brian Freitas
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134 Views
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bullish
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VNG
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11 Sep 2023 13:55
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
Sumeet Singh
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438 Views
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