CTG-Đế chế mới trỗi dậy.

Lái CTG cứ cài số lùi để đuổi khách đi

tcb sắp vượt đến nơi rồi, giá 1 nh big4, lợi nhuận đứng thứ 2 ngành ngân hàng lại thua ngân hàng tư nhân.. lái ơi k thấy bách nhục sao..

như đã cam kết TNI, ROS đã có bánh trưng ăn tết rồi anh em nhé
http://f319.com/threads/cam-ket-100-co-lai.1551715/
http://f319.com/threads/tni-co-phieu-bds-thep-duy-nhat-chua-tang.1546721/

anh em còn tiền tiếp tục múc CTG nhé

VN index tăng gần 15% trong 2020 nhưng riêng tháng 12 quỹ PYN tăng 13.7%. Đi theo anh PYN cũng ngon nhể

PYN Elite up 13.7.% in December

VN index finished an unforgettable year with +14.9% in 2020, higher than most markets except the US. (Nasdaq +44%, S&P 500 +16%, MSCI ex-Japan +13%, Europe STOXX 600 +12%, Helsinki +8%, Thailand -9%). The good performance of Vietnam was underpinned by its resilient GDP. Vietnam’s 2020 GDP is +2.9%, cf. 2020 GDP estimates for US -3.5%, Europe -7.4% and Thailand -6.6%, and according to Bloomberg’s survey, Vietnam’s GDP for 2021 is expected to be 7.7%, while US 3.9%, Europe 4.6% and Thailand 3.8%.

PYN Elite outperformed VN index with its +32% in 2020. VN index was +68% from its bottom level 659 in late March, and PYN Elite rebounded 87% from the lowest NAV. The fund’s strong performance was attributed to our overweight on banks (top banks in portfolio: CTG +65%, TPB +56%, HDB +42%, LPB +95% in 2020) and brokers (VCI and VND both doubled in 2020). And thanks for our customers trust in us, we received record high subscription in March (a luxury that most fund didn’t have as they faced redemption) and we took advantage of market situation and built sizeable position in key stocks: POW, ACV and MBB. They became top holdings, and by now have returned 50-70% gain from our cost level.

PYN STOCK OF THE MONTH – TPB

TPB is retail focused, tech-savvy bank. It is the first bank in Vietnam to roll out Video Teller Machine (‘Livebank’) that could complete 80% tasks of traditional branches. Its App plus “LiveBank” helped the bank to maintain almost normal operation during ‘lockdown” period. During my regular banks visits, most banks recognize TPB as the obvious leader in digital banking, and praise the rapid speed TPB innovates. Peers also recognize TPB’s customer base is towards young people, who are receptive to digital banking and will become wealthier in the next decade. TPB has 2nd highest ROE among listed banks, yet trades at 1.8X PB (cf 1.8 PB for the industry, and 2.3 PB for its closest peer VIB). We expect more upside for TPB, as the bank can maintain fast earning growth and superior ROE.

CTG tuần tới chắc sẽ tăng mạnh đấy

Mấy hnay lái bán bên tk tây nhưng ae vẫn hấp thụ hết. Cố lên ae, đập chết mịa bọn lái mất dạy, muốn ăn 1 mình. Hình như PYN đang vào tranh cướp với ae nhà lái. Nó sẽ ko bỏ qua cơ hội ngon ăn này đâu.

Đấy. Cái bọn mất dạy, hôm qua em điên quá mà em mua thêm đấy

Chúng nó khinh anh PYN ko có tiền đạp về 1 đô, nhưng nên nhớ anh PYN mà huy động vốn thì ko kém gì bọn lái lợn đó đâu.

Vietnam trades still at very attractive levels

PYN Elite’s performance has got a welcomed push towards the end of the year. But let’s keep in mind, that since the last peak of the Vietnam market in April 2018, VN-Index has been a poor performer. Likewise the returns of the PYN Elite fund have been clearly below the fund’s historical averages. Vietnamese stock market appears to be very attractive at current valuations for the next few years.

Here is attached Portfolio Manager’s Q & A from early December, in which we broadly view our expectations of the Vietnam’s stock market for the near future.

Bản lĩnh được lên tiếng....

lead sóng này lên 1200 là CTG chứ ko thể là con nào khác dc nữa