Gemadept Corporation - Need More Time for the Recovery as the Macro Context Does Not Support
Container handling volume was 585 thousand TEU (-25% YoY and -18%QoQ). In which, volume in Hai Phong and the Southern region were 243 thousand TEUs
91 Views
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%...
167 Views
Sai Gon Cargo Service (SCS VN): 11.5x FY24e PE, ~7% Dividend Yield, >70% Net Margin Business
SCS VN is net cash (16% of market cap), trading at 11x FY24 PE, with >7% dividend yield (assuming 80% payout ratio), >75% EBITDA margins/>70% net...
361 Views
3Q24 ETF Rebalancing Forecast
To sum up, the majority of the aggregate rebalancing transactions will focus on the buying direction, while FPT has been deleveraged aggressively.
155 Views
ETFs Monitor in 2Q24
Recently, HSX announced updated component securities (including change in component stocks and calculation factors) in the VN30 Index, VNDiamond...
416 Views