MBB good buy entry if economic condition is ok in 2026-good caseMBB good buy entry if economic condition is ok in 2026-good case
buy zone 17.5k & 15k
MBB idea forecast 2025 november 12
this is not financial advice
price might move lower base on HTF analysis, this is just nearest entry for intermediate plan
pnjFundamental Analysis and News Context
Cause of the plunge: PNJ's stock price has plummeted to its lowest level since September 2021. This severe drop stems directly from the legal shock regarding the diamond smuggling case at P-Lab (a 100%-owned subsidiary of PNJ). The prosecution of P-Lab's former Director and a testing staff member has triggered a severe crisis of confidence in the market.
Opposing cash flows:
Institutional offloading: The negative news triggered a wave of portfolio restructuring among many investment funds. Notably, VinaCapital sold a massive amount of shares and is officially no longer a major shareholder of the company.
Leadership accumulation: In contrast to the foreign sell-off, the company's management is making moves to support the price. General Director Phan Quoc Cong and Mr. Cao Ngoc Duy (the Chairman's brother) have registered to buy a total of 1.3 million shares, demonstrating the executives' confidence in the company's value.
Core business foundation: Despite the negative news, PNJ's Q1/2026 business results were previously very impressive, with net revenue increasing by 79% and profit after tax surging by 116.5% year-over-year. Management also affirmed that daily business operations remain normal and maintained the 2026 profit targets. It is noted that the diamond business segment contributes approximately 33% of PNJ's jewelry revenue.
Deeply discounted valuation: Following consecutive days of catastrophic price drops that wiped out trillions of VND in market capitalization, PNJ's P/E valuation has retreated to around 7x, which is a very cheap valuation level compared to the company's historical average.
Faith and Waiting (No Trading)- Given the remarkable progress made in clearing debt over the past two years, the expectation of a turnaround is certainly not unrealistic. The price has also held up well, remaining—consistent with standard theory—within about 20% of its peak.
- That said, one shouldn't rule out the possibility of waiting for bad news to trigger a drop to the next level down. That’s fine, too.
There are still many challenges ahead.
Prices remain under pressure, likely because the market bets that interest rates are unlikely to drop significantly; the US maintains a hawkish stance, while Japan is in the process of raising rates.
As for valuation, the stock looks attractive—especially considering the 4,200-hectare land bank surrounding Saigon and Hanoi. Looking ahead two or three years, current prices effectively represent a 50% discount.
MSN Masan Group long term entry is at 63-67k (Vietnam stock)Update analysis for MSN for long term good entry. Looking for buying around 65k
I dont believe in any good new hearing from press release. Market Reclassification or Market Upgrade is just for rug pull
Kỷnguyênvươnmình in my opinion is just for "lure/trap investors" 🐔
Believe or not is everyone's belief






















