DXG !!!!!!!! Hàng khủng BĐS 2015 !!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

DXG lên 1 đến 2 line thì đua bán, xuống thì thật nhanh, dxg hết vị rồi

Het vi van di bac...hehe

VCSC :

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DXG - MARKET PERFORM - Market quickly discounts earnings surprise from secondary investment project - Update

- The stock has rallied 24% since our last update on the back of a surprisingly strong 4Q14 earnings announcement.
- The upside came as the company sold Arisen, a project in its investment portfolio (booked as financial income) for a sizeable profit; DXG’s FY14 fully diluted EPS is VND1,667 per share (with Arisen accounting for 17% of the total) vs. our expectation of VND1,241 per share.
- Primary brokerage services and project sales in general are also performing well which forces us to revise upwards our forecasts.
- We raise our target price to VND17,600 from VND12,900 but maintain a MARKETPERFORM rating as we think investors have already quickly pushed the price to its fair value.
- Management is guiding for FY15 EPS growth of 48% to VND2,463, translating P/E of 7.1x and P/B of 1.1x; we think it is within reach.

Valuation revised upwards: We have raised our valuation of DXG’s brokerage business by 51% on changes to the segment’s revenue growth assumption (10% to 20%); the segment successfully brokered 8,800 units up 77% vs. 2013). We also raised our valuation of Sunview Town 3 (US$72mn gross development value and currently DXG’s 2nd largest project) by 22% based on actual sales of 1,000 units in 2014, which exceed our forecast of 600 units and results in earlier cash flows. In addition, disputes at the Gold Hill project (US$26mn GDV) is now resolved, which raises its valuation by 200%.

FY14 NPAT strong growth of 103% to VND168bn. Brokerage was also the key driver contributing 60% total income, followed by delivery of Gold Hill land lots (21%), financial income from Binh Duong Riverside and Arisen transfer (17%), construction (1%) and other non-operating income (1%).

FY15 target NPAT increase of 82% is ambitious but attainable. DXG targets NPAT of VND306bn for 2015: brokerage services (VND150bn); delivery of apartments in Sunview Town 3 (VND100bn); land lots at Gold Hill (VND20bn); and part of low-rise components in Green City (VND40bn). DXG is trading at fully diluted P/E of 7.1x FY15 EPS of VND2,463 (our forecast).

DXG ko dành cho lướt ván hay đồ ăn nhanh đâu, tích lũy càng lâu bung sẽ càng mạnh

DXG đã ngon thì vượt 20x rồi không phải lẹt đẹt 17x, 18x thế này

nên xem xét bán ra cơ cấu lại ...

Hôm nay là thời điểm quá tốt để DXG bật tăng mạnh.

DXG hôm nay chính thức vượt vũ môn 18 nhé, chạy lênh qua 20 trong thứ 2 tuần sau.

Nhấp nhổm mấy hôm rồi nhưng do thị trường quá xấu nên chưa lên đc. Hôm nay sẽ là ngày của DXG cũng nên.
Vọt trên 2x là chuyện của thời gian.

ko thấy cụ @namoon phát biểu nhỉ ? hay cụ còn lo FLC , FIT ...