Analysis Center

MOBILE WORLD INVESTMENT CORP (MWG VN) The company closed 2021 with decent growth despite the resurgence of COVID-19. Better momentum is expected for 2022 based on the assumption that operational interruption will not repeat. MWG will continue to enhance...

VINH HOAN CORPORATION JSC (VHC VN) Great advantage from current raw material price hike No significant impact from raw material price hike and strong barganing power to increase ASP. 0% anti-dumping tax and expected higher ASP from pollock –...

NAM LONG INVESTMENT CORPORATION (NLG VN) Increase target price by 18% to VND56,597 thanks to revaluation of key projects and change our rating from Buy to Hold as the stock price has nearly reflected its growth in 2022.  NLG...

January in Brief Most macro indicators slowed in the month ahead of the Lunar New Year festival. Industrial production index declined by 3.1% compared with December but grew 2.4% over last year, while the Markit PMI remained in expansionary...

United State of America (US) Bureau of Labor Statistics has just released data about US inflation which is seen at 40-year high. Specifically, US CPI on January 2022 rose by 7.5% compared with January 2021, and rose 0.6% MoM....

PHU NHUAN JEWELRY JSC (PNJ VN) The company released 2021 (unaudited) results in line with our expectations. We almost maintain our latest earnings projection with expectation that 2022 should be a better year. Maintain  HOLD.  Target price VND107,454/shr. Closing...