Qua tết nên để ý dòng bđs các mã mid và penny, :)

Chỉ có scr là có cơ tăng.

QBS và HII sẽ làm cả F319 ngỡ ngàng

ủng hộ hai e này

Earnings flash – KBC numbers come in under expectations. However forward prospects look decent. Reiterate BUY. Kinh Bac City (KBC BUY) has announced consolidated FY2017 financial statements showing revenue of VND 1,260 billion (-36% y/y) while NPATMI came in at VND 585 billion (+4.8% y/y). The top line completed just 45% of the company’s target although the bottom line fulfilled 73%. The shortfall was due to some delayed bookings. This result also came in under our expectation as we had called for sales of VND 1,740 billion (-12% y/y) and an NPATMI of VND 769 billion (+38%% y/y).


Quick conclusion. Reiterate BUY. HSC still sees KBC fair value at the RNAV of VND 19,000 per share. HSC forecasts FY2018 net sales of VND 2.2 trillion (+77% y/y) and NPATMI to VND 637 billion (+9% y/y). Worse than expected numbers can be laid at the door of the usual delays in paperwork in this segment. Prospects for this year look better however as several delayed deals are expected to be finalized. We also note the possibility of an upside surprise for earnings as several important deals are currently under negotiation so we haven’t included them in the forecasting model yet. We expect Trang Due IP phase 3 approval will act as a spur for IP the segment. While land plot sales from the Phuc Ninh residential project have been sold at very fast rate.

Chỉ có scr vào được và ăn bằng lần

Scr ngon

KBC ngon

Cặp đôi IJC và KBC đều ổn, vùng giá 13-14 khá an toàn

Sjc nhé. 2x trong q2

QCG là lựa chọn số 1 nhé.

SJC nhé sắp ngon rồi nhé quý 2 thôi nhé