MIchaelTran

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● Vietnam Dairy Products Joint Stock Company (VNM) was established in 1976. The Company has its main business in processing, production, trade, import and export of dairy products and other nutritious ones, under the model of a joint stock company since 2003. VNM is the biggest dairy company with a market share of over 50% in Vietnam dairy industry. VNM's products...

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Magellan Financial Group Limited is a publicly owned investment manager. It invests in global equities and global listed infrastructure markets across the globe in 2004 (20 years) AUM (Asset under management), FUM (Fund under management) has dropped significantly. However, interestingly the company has maintained profitable business model (recent Earning down to...

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Viettel Post (VTP) was established in 1997, has been traded on market since November 2018. It seems the company has developed mature enough by using machine learning/ IT support to operate more efficiently from senders to receivers/buyers and EDI (Electronic data interchange) scanning/ tracking activity & customer service. Logistic/ Courier industry always...

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Arena REIT (ASX: ARF) is one of the largest childcare centre-focused real estate investment trusts, or REITs, in Australia. The trust owns a portfolio of 260 long day care centres for children aged under five in Australia. It also owns 11 healthcare centres. The childcare centres represent 89% of its portfolio by value. (www.fool.com.au) Top...

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Industry: Construction and Real Estate/ Real Estate Development/ Real Estate Development. Vinhomes has Price to Book ratio at below 1 (0.96 on Friday 17/11/23) Debt to assets ratio at 0.10 (10%) ● Definitely undervalue stock (cheap) ● Current Financial situation: High risk (also high reward) Springate Score: If the value of the Springate score is greater than...

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Military Insurance Corporation (MIG) 1. Military Commercial Joint Stock Bank 68.37% 2. Pyn Elite Fund (non-ucits) 5.29% P/E 17.6 P/B 1.5 "The non-life insurance penetration rate is still slow at 0.7% compares to 2.3% - the saturation level of developed markets." Buy and hold

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(DPM) Petrovietnam Fertilizer and Chemicals Corporation Major shareholders: Vietnam Oil and Gas Group 59.58% Business risk Depending on international price due to fierce competition with China products and competition pushes urea price down further. Domestic fertilizer producers have to face up with competition from imported fertilizers, especially urea from...

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FPT Retail was established in 2012 in Viet Nam, is now an associate of FPT Corporation. FPT Retail operates 2 retail chains FPT Shop, F-Studio by FPT and a subsidiary company is FPT Long Chau Pharma Joint Stock Company. (frt.vn) FPT shop: 807 stores FPT Pharmacy (Long Chau): 1.056 stores Data on chart. Trading Diary Friday 11.08.2023

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Historical price data adjustment. Fri 11.08.2023 Trading Diary update.

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Sat 29/04/2023 Total Bad debt increase 68% Non-Performing Loan increase 47%

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Viettel Group14.14% Government 9.43% (State Capital and Investment Corporation) P/E 4.7 P/B 1.0 90% similarity of VNindex movement. This can be another good alternative Index investment with promising dividend. (Most Vietnam index fund ETF do not distribute dividend, unlike Vanguard/ BlackRock ETF products.) Unique brand value. MBS : MB securities...

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Thought: One of the key FPT leaders practice his strategy by implementation the teaching from the book "The Diamond Cutter" Geshe Michael Roach. It seems the organisation not only focusing on their skilled & talented engineers/ mangers but also M&A to expand global. Can next generation and young FPT leaderships continue its mission and growing? fpt.com.vn

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Accumulation phase

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Price: 81.210 Price tracking

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05/04/23 RBA Interest Rates chart No currency weak forever/ No currency strong forever. www.rba.gov.au

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Trading diary 30/3/2023 60 years old bank Government 74.8% Mizuho Bank Limited 15% Profit margin growing P/E 14.6 P/B 3.2 Debt growing Customer Deposit growing Will price grow at 6-7% average? it seems possible over period of 10 years. However at current price 92 000 vnd is not attractive enough for most "value investor", this bold stock can be...

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Trading Diary 20/02/2023 TA: Neutral, far below MA 100 in weekly however it a good signal above MA 100 in short term daily view. Possibly early state of accumulate phase in WYCKOFF theory. it is my favourite theory. FA: It will be possibly a slow grow in the near future, if any bad event such FED rate hike, stronger dollar then it will be enough for price to...

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Price: 12.750 Price tracking