External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Thematic (Sector/Industry)

<ul><li>As a member of the Vietnam National Oil and Gas Group, the PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing, storing, and selling gas and gas products.</li><li>The company was listed on HOSE in May 2012. PVGAS is the main supplier of dry gas to Vietnam's power facilities and fertilizer factories.</li><li>GAS will pay a FY23 cash dividend of 20% and stock dividend of 20%, increasing the outstanding shares to 2.29bn and marking the first time GAS has raised its charter capital since being listed. </li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

As a member of the Vietnam National Oil and Gas Group, the PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing, storing, and selling gas and gas products.The company was listed on HOSE in May 2012. PVGAS is the main supplier of dry gas to Vietnam's power facilities and fertilizer factories.GAS will pay a FY23 cash dividend of 20% and stock dividend of 20%, increasing the outstanding shares to 2.29bn and marking the first time GAS has raised its charter capital since being listed. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market)_August 2023

<ul><li>As a member of the Vietnam National Oil and Gas Group, PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing, storing, and selling gas and gas products.</li><li>The company was listed on HOSE in May 2012.</li><li>PVGAS is the main supplier of dry gas to Vietnam's power facilities and fertilizer factories.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

As a member of the Vietnam National Oil and Gas Group, PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing, storing, and selling gas and gas products.The company was listed on HOSE in May 2012.PVGAS is the main supplier of dry gas to Vietnam's power facilities and fertilizer factories.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Stock Recommendations (Vietnam Market) - June 2023

Equity Bottom-Up

<ul><li>FPT recorded net revenue of VND11,681bn (+20.1% YoY), driven by the Global IT segment’s strong growth of 32.3% YoY to reach VND5,438bn (in detail: Japan: +19.3% YoY; the US: +17.8% YoY; the EU: +18.2% YoY; and APAC: +95.1% YoY).</li><li>New orders saw stable growth of 44.1% YoY, reaching VND10,165bn.</li><li>Nevertheless, the domestic IT segment’s net revenue declined by 8.4% YoY to VND1,400bn, due to the short-term drop in demand for IT investment from enterprises.</li></ul><div class="content-highlight"><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></div>

FPT recorded net revenue of VND11,681bn (+20.1% YoY), driven by the Global IT segment’s strong growth of 32.3% YoY to reach VND5,438bn (in detail: Japan: +19.3% YoY; the US: +17.8% YoY; the EU: +18.2% YoY; and APAC: +95.1% YoY).New orders saw stable growth of 44.1% YoY, reaching VND10,165bn.Nevertheless, the domestic IT segment’s net revenue declined by 8.4% YoY to VND1,400bn, due to the short-term drop in demand for IT investment from enterprises.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FPT Corporation (FPT VN Equity/ Buy) - Updated  - Bright spot amid dreary picture

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

Rong Viet Securities

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Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

<ul><li>The Tech sector shows continued resilience with revenue/PBT increasing by 21% YoY/20% YoY.</li><li>In which, global IT services revenue jumped +32% YoY despite US market have slowed down, and PBT margin inched 20 bps higher.</li><li>Domestic IT services remain muted as revenue/PBT down by -8% YoY/-80% YoY.</li></ul><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

The Tech sector shows continued resilience with revenue/PBT increasing by 21% YoY/20% YoY.In which, global IT services revenue jumped +32% YoY despite US market have slowed down, and PBT margin inched 20 bps higher.Domestic IT services remain muted as revenue/PBT down by -8% YoY/-80% YoY.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

FPT - Resilient Growth Despite Slowing Down Macros

Stock Recommendations (Vietnam Market) - May 2023

Vietnam

CMC Corporation manufactures computers.  The Company produces desktop and laptop computers and servers.  CMC also offers systems integration services.

Electronics Communications Technology Investment Development Joint Stock Company provides software and system integration products for telecommunications service providers, and solutions and engineering services for telecommunications and security fields. The company offers ITV products, including video conferencing and video on demand solutions; call center, content, and monitoring services; mobile VAS, gateway, and mobile 3G solutions; informatics applications; and electronic and automation solutions, as well as transmission and access network solutions. It also provides advisory, administration and direct assessment, system integration, and support services. In addition, the company offers telecommunication solutions, such as datacenter solutions, network solutions and optimize solutions, access network solutions, information security solutions, process control systems, solution monitoring centre, and video conferencing solutions for government blocks and enterprises; and enterprise, security and defense, education, transport, and network system and data solutions. Further, it distributes system integration products. The company was founded in 1995 and is based in Hanoi, Vietnam.

Van Lang Technology Development and Investment JSC develops computer software. The Company develops software for the accounting, warehousing, publishing, and supermarket industries.

Van Lang Technology Development And Investment Jsc (VLA VN)

Van Lang Technology Development And Investment Jsc

Samsung Electro-Mechanics Co., Ltd. manufactures a variety of electronic components used in computers, audio and video products, industrial electronics, and telecommunication equipment. The Company's products include multi-layer boards and capacitors, optical Pick Ups, deflection yokes (DY), keyboards, speakers, and light emitting diode (LED) products.

Samsung Electro Mechanics Co, Ltd. (009150 KS)

Zhejiang Dahua Technology Co., Ltd. researches, designs and manufactures security and surveillance equipments. It also modular-designs both hardware and software with flexibility for different configurations, various scales of applications and future expansion.

Jentech Precision Industrial Company Ltd. provides tooling, precision metal stamping, custom insert molding, injection molding, and assembly solutions for medical, consumer electronics, semiconductor, automotive, appliance, and micro electronic markets to a wide variety of industries.

YASKAWA Electric Corporation manufactures and markets servomotors, controllers, inverters, and industrial robots.  The Company's products include spindle controllers, computerized numerical control (CNC) systems, and system engineering.

Insight Enterprises, Inc. offers information technology hardware, software, and services to large enterprises, small to medium sized businesses, and public sector institutions in North America, Europe, the Middle East, Africa, and Asia-Pacific.

Dolby Laboratories Inc. develops audio signal processing systems for the motion picture, broadcasting, and music recording industries, as well as the consumer market.

WUS Printed Circuit (Kunshan) Co., Ltd produces and sells electrical equipments and related products.  The Company's products include double-side circuit board, multi-layers circuit board, and connector for electrical equipments.

Wus Printed Circuit (Kunshan) Co,Ltd. (002463 CH)

Innolux Corporation manufactures TFT-LCD, LCD models and LCD monitors. The company also provides research, development, manufacturing and retails business.

LOTES Co., Ltd specialize in design and manufacture of connectors, CPU Socket, Coolers and Antenna for Notebook Computer, Personal Computer, Mobile electronic device and Ditial Video.

Arrow Electronics, Inc. distributes electronic components and computer products to industrial and commercial customers.  The Company distributes a variety of products including computer systems, peripherals, software, and mass storage products to original equipment manufacturers and commercial customers worldwide.

FPT Corp is an information and communication technology company. The Company provides services in mobile distribution, systems integration, software outsourcing and development, Internet and e-media content, and computer assembly.

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FPT Corp (FPT VN)

Stock Recommendations (Vietnam Market)_August 2023

As a member of the Vietnam National Oil and Gas Group, the PV Gas Company was founded in 1990, with the mission of extracting, shipping,...

Mirae Asset Securities

Stock Recommendations (Vietnam Market) - June 2023

As a member of the Vietnam National Oil and Gas Group, PV Gas Company was founded in 1990, with the mission of extracting, shipping, processing,...

Mirae Asset Securities

FPT Corporation (FPT VN Equity/ Buy) - Updated - Bright spot amid dreary picture

The Telecommunications segment recorded net revenue of VND3,790bn (+9.2% YoY), while Education, Investment, and other segments saw net revenue of...

Mirae Asset Securities

FPT - Resilient Growth Despite Slowing Down Macros

The Tech sector shows continued resilience with revenue/PBT increasing by 21% YoY/20% YoY. In which, global IT services revenue jumped +32% YoY...

Rong Viet Securities

Stock Recommendations (Vietnam Market) - May 2023

The company was listed on HOSE in May 2012. PVGAS is the main supplier of dry gas to Vietnam's power facilities and fertilizer factories.

Mirae Asset Securities

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