Peta’s blog

Portfolio turnaround companies

— 23.02.22

VEA’s associate company Honda announced January sales number yesterday: 277,000 Honda mopeds. The number is very good, because now monthly sales came back to pre-corona level. Also, VEA’s car manufacturing associate companies Toyota, Ford and Honda are expected to have…

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Good results from challenging year

— 04.02.22

All our core companies recorded profits for the challenging corona year of 2021, although the earnings of ACV (airports) and VRE (mall operator) dropped. The Vietnamese brokers doubled their earnings, but we took our profits from them already last year.…

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Rough seas ahead

— 25.01.22

During the past few years, investors across the world have achieved excellent returns in the US market and in growth stocks in particular. Many investors can congratulate themselves for what they have accomplished. Nevertheless, it looks like we are transitioning…

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TPB’s net earnings +38%

— 04.01.22

According to its earning preview of today TPB had an excellent year 2021 despite the ongoing pandemic. ROE 22.61%. TPB’s capital adequacy ratio (CAR) is at 14% which allows the bank to build on future growth (SBV has set a…

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New VN-Index target at 2500 points

— 24.11.21

PYN Elite’s original VN-Index target of 1800 was set at the time when Vietnam’s foreign reserve looked fragile, and government bond yields were 8%. At present, Vietnam’s foreign reserve has steadily increased, which lowered country risk substantially, and its government…

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Q3 earnings growth might surprise

— 26.10.21

Vietnamese companies have started to publish their third-quarter results. So far around ten percent of the listed companies have released their results, and based on these numbers, we can be cautiously satisfied. During the third quarter, the Vietnamese economy was…

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