FPT 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
Vinamilk: VNM (Fair value & slow growth)● 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 are exported to 57 countries.
● Milk consumption per capita in Vietnam was only 28 liters in 2021, lower than Thailand (35 liters) a
MSN - Vietnam's No.1 Consumer Goods Group - Entering the Growth Today, we would like to introduce our valued customers at Hưng Đạo Investment to the next strategic investment opportunity: MSN - Masan Group Corporation.
Criterion 1: Leadership Team Assessment
“Quang Masan” – full name Nguyễn Đăng Quang, Chairman of the Board of Directors.
Danny Le – CEO of Masan Group Corporation.
Masan’s leadership team is a refined combination of finance, strategic vision, and technology—a blend of experience and innovation, tradition and modernity. Sometimes, their strat
chiến lược đơn giảnThe example strategy is a simple moving average crossover system designed to identify potential buy and sell signals. It calculates a 50-period simple moving average (SMA) and monitors the price movements relative to this indicator. When the closing price crosses above the SMA, the strategy enters a long position. Conversely, when the closing price crosses below the SMA, it closes the long position. This approach aims to capture trends by following the price momentum. The strategy is implemented
VinHomes (VHM)- Long runVinHomes (VHM) stock has entered Phase C of the accumulation process, indicating a pivotal moment in the Wyckoff method. This phase is crucial as it often precedes a shift towards a renewed uptrend. During Phase C, investors might observe signs of strength as the stock begins to assert its readiness to move out of the consolidation zone. This stage is characterized by a test of support levels, without new lows being made, suggesting that selling pressure is diminishing and demand is starting to
TNH Thai Nguyen Hospital - PositionEnd of Aug - Sep 3 2024
**Monitoring Price Target for TNH
if it is wave III, price will be >> 38,550 (161.8% => 50,400)
if it is any corrective form wave forming triangle in the middle
TNH price >> 31,500 61.8%A
TNH price >> 38,550 100%A
TNH price >> 43,100 127%A
TNH price >> 45,850 138.2%A
VEA Long (Upcom Vietnam Market)Investment Thesis
Support
• Fundamental surprisingly good with annual ROA & ROE >20%
• Continuing foreign large net purchase
• Positive Technical View
Vietnam is transforming from agricultural-based business to manufacturing.
Conventional farming would be replaced by more efficient way of farming.
Entry Now
TP1 : 60,000
TP2: 72,000
TP3: 80,000
TP4: 100,000
HOSE-MSN-BUY for Long-term 2024According to technical analysis:
Based on DMI indicator,
the negative indicator line is getting very close to the positive indicator line.
And based on MACD indicator,
the level line cross histogram.
We predict that the time these two lines intersect will fall in June or July 2024.
Thus, after closing the June or July 2024 frame candle, there is a high possibility that MSN price will return to the VND 80.x range from the current price of VND 74.x.
Buy ANV in the third quarter of 2024
ANV is an export enterprise and the company benefits from the increase in the domestic VND exchange rate
According to technical analysis, after closing the June frame candle, there is a high possibility that ANV price will return to the VND 40.x area from the current price is VND 32.x























