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Daily Market Summary

APRIL 4th
 
1) MBS announced its first quarter financial report with revenue of 674 billion VND and profit after tax of 183 billion VND, up 100% and 50% respectively over the same period last year.

 

2) HOSE announced that Pomina's POM shares were forced to be delisted

 

3) VHM: Promoting potential new projects, profit target of VND 35,000 billion in 2024

 

4) MWG: Mobile World did not complete the plan set out at the beginning of 2023, but important strategic adjustments helped MWG safely go through one of the most intense years in its operating history.

 

5) SAB: Sabeco proposes a 2024 dividend rate of 35% in cash

 

6) VIC: Vinpearl made strong profits for 2 consecutive years. The company in the field of tourism and resorts continued to have a favorable business year with a profit of 670 billion VND, thereby increasing the size of its equity capital.

 

7) FTS: FPT Securities Joint Stock Company Board of Directors approved the plan to issue shares to increase charter capital for existing shareholders. The number of shares expected to be issued is 85.8 million shares, equivalent to more than 858 billion VND (based on par value).

The issuance ratio is 10:4 (shareholders owning 100 shares will receive 40 new shares). Capital is made from undistributed after-tax profits as of December 31, 2023, on the audited 2023 financial statements.

 

In addition, FTS also approved the plan to issue ESOPs in 2024 for the company's managers. The expected number of shares issued is more than 5.5 million shares, and the issuance price is equal to the par value of 10,000 VND/share.

 

 

8) DBC sets a profit target of 730 billion VND and plans to issue more than 141 million additional shares. Dabaco will issue 12 million shares under the employee selection program (ESOP) for 10,000 VND/share to attract and reward employees with many contributions and long-term commitment to the Company. ESOP shares will be restricted from transfer for 12 months from the date of completion of the offering.

 

At the same time, the Company will offer 80.67 million shares to existing shareholders with a right exercise ratio of 3:1, corresponding to a shareholder who owns 1 share and will receive 1 right. Buy 1 new share, with an issuance price of 15,000 VND/share. The minimum successful offering rate is 70%. These shares will not be subject to transfer restrictions.

The expected implementation time is in 2024, after approval by the State Securities Commission.

 

 

9) In March, pig prices in Vietnam rose sharply for the third consecutive month, with increases observed across provinces and cities nationwide. The Northern and Central Highlands regions saw live pig prices ranging from 59,000 to 61,000 VND/kg, marking a rise of 3,000 to 5,000 VND/kg compared to February. Similarly, in the Southern region, prices increased to between 60,000 and 62,000 VND/kg, up by 4,000 to 5,000 VND/kg from February's end.

 

Despite these increases, the Import-Export Department of the Ministry of Industry and Trade warned about the growing supply of pigs in the market. If meat consumption does not match this increased supply, prices may decrease again.

 

Vietnam ranks among the top 10 countries globally in terms of pork consumption, with projections indicating that pork production will reach 4 million tons by 2025 and 4.7 million tons by 2030, representing an average annual growth rate of 3.1%. Currently, domestic meat production meets only 95% of the country's consumption, highlighting significant potential in the livestock sector and attracting substantial investments from both foreign and domestic sources.

 

 

10) TNG Investment and Trading Joint Stock Company (HNX: TNG) has announced its plan to increase charter capital in 2024 through two methods. Firstly, by issuing over 9 million shares to pay dividends from 2023 at a rate of 8%. Secondly, by issuing nearly 12.3 million shares to existing shareholders at a 10% ratio, priced at 10,000 VND/share. This plan is subject to approval at the 2024 Annual General Meeting of Shareholders scheduled for April 21, with a shareholder closing date of March 21, 2024.

 

TNG's stock price has increased significantly in the past 5 months, from 17,000 VND/share to 23,000 VND/share, outperforming the expected price offered to existing shareholders by 130%.

 

For 2024, TNG aims for record-high revenue and profit after tax of 7,500 billion VND and 311 billion VND, respectively, a 6% and 42% increase over 2023. The company also plans to pay a minimum dividend of 16 %/charter capital.

 

In the first 2 months of 2024, TNG recorded net revenue of 871 billion VND and profit after tax of over 21 billion VND, up 13% and 29% respectively over the same period last year. The company attributes this growth to signed export garment orders until the end of the first half of 2024, particularly from large partners, and increased orders from Decathlon for the 2024 Olympics in France.

 

Furthermore, in 2024, the company plans to increase its total capacity by 15% by deploying 45 additional sewing lines and recruiting 3,000 more workers, starting from March 2024.

 

Additionally, TNG Land Joint Stock Company, a subsidiary mostly owned by TNG, commenced construction on the social housing project Dai Thang Residential Area in Pho Yen City, Thai Nguyen. The project, covering 11.08 hectares, includes 100 3-storey shophouses and 150 lots of land. Completion is expected by the fourth quarter of 2025.

 

 

11) Novaland was granted margin again, and 25 bondholders agreed to exchange VND 7,000 billion debt for NVL shares. 25 Novaland bondholders have agreed to propose restructuring a convertible bond package worth 300 million USD with an interest rate of 5.25% and due in 2026, to be converted into common shares (NVL shares)

 

 

12) MBB has just announced information about issuing 3 consecutive batches of bonds in March 2024

The first batch, MBBL2431001, issued on March 27, 2024, comprised 150 bonds with a par value of 1 billion VND each, totaling 150 billion VND, with an interest rate of 6.5% per year.

 

The second batch, MBBL2431002, issued on March 29, 2024, consisted of 100 bonds, also with a par value of 1 billion VND each, totaling 100 billion VND, and an interest rate of 6.2% per year. Both these batches have a 7-year term.

 

The third batch, MBBL2434003, issued on March 29, 2024, comprised 800 bonds with a par value of 1 billion VND each, totaling 800 billion VND. This batch had an interest rate of 6.5% per year and a longer term of 10 years, maturing on March 29, 2034.

 

With these three bond issuances, MB Bank raised a total of 1,050 billion VND. In 2023, the bank issued 12 batches of bonds, mobilizing 3,449 billion VND.