HSG - Cổ phiếu đầu tư

Nói chung VNM phải lên tới 2xx trước khi SCIC thoái hết vốn trong năm nay.

VNM mà lên 180 năm nay thì đúng là một tt điên rồ, ngu xuẩn

Không điên rồ ngu xuẩn tí nào, 1 người trong SCIC nói là hiện tại 45% cổ phần của SCIC có giá 4.52 tỷ USD nên giá đó là bình thường. Bạn nên nhớ giá VNM nếu chưa chia tách sẽ có giá là 11 triệu 1 cổ đấy.

Nó mà lên 160 là tôi chốt sổ

Vietnam to sell cash cow enterprise Vinamilk in 2016, ThaiBev keen on buying more stake
The Vietnamese government is looking at bringing down state holding in cash cow enterprise Vinamilk within 2016, a top ministry official said on Wednesday. State holding in the dairy major is currently at 45 per cent. Vinamilk’s market capitalization stands at over $9 billion, making it the largest company in Vietnam. The 45 per cent government holding is represented by the State Capital Investment Corporation (SCIC), while ThaiBev’s subsidiary Fraser&Neave is the second largest shareholder in Vinamilk with an 11 per cent stake. “The state stake at Vinamilk is valued at VND100 trillion (almost $4.5 billion) at market price. Due to the high value, a viable implementation for the divestment might be through selling (stakes) in several tranches,” said Dang Quyet Tien, deputy head of the ministry’s corporate finance division. At a time when Vietnam is stepping up the process of truncating its ownership in large businesses like Vinamilk, overseas investors are seeking to strengthen their presence in the country by way of acquiring local companies.

Seeing Vietnam as one of the fastest growing markets and a springboard for regional expansion, ThaiBev – through its Singapore-based Fraser&Neave unit – is mulling further stake acquisition at Vinamilk, reported the Bangkok Post.

Meanwhile, the Thai firm had earlier declined reports that it would purchase more Vinamilk shares. As part of its Vision 2020 campaign to become a leading drinks company in Southeast Asia, ThaiBev is also keen on major stakes at Vietnam’s two largest brewers, Habeco and Sabeco. “We’re interested in both Saigon and Hanoi beer, but we will wait for bidding details from the Vietnamese government,” the Bangkok Post cited ThaiBev CEO Thapana Sirivadhanabhakdi as saying. The divestment of a 82 per cent stake (valued at VND9 trillion) in Habeco is slated this year, while Vietnam looks to publicly list Sabeco and divesting its 90 per cent holding in the largest beer firm by 2017.

Meanwhile, the top Vietnamese dairy producer has recently removed the limit on foreign ownership in the company, opening tremendous opportunities for foreign investors to grab a significant stake in one of Vietnam’s most efficient businesses. In addition, the local government is also open to allowing foreign players to participate in the bidding process of SCIC’s share sale.

The move has seen concerns being raised around the takeover process and the dilution of the Vinamilk brand, once state holding comes down. However, local experts, including independent financial specialist Nguyen Tri Hieu, allayed such concerns saying that even large foreign companies will not want to let go of such an established brand as Vinamilk.

The company has been exporting its products to 43 countries and territories. Its export turnover since 1997 has reached $2 billion. Vinamilk is also seeking to boost growth through M&A activity, planning to acquire another US-based dairy business after buying Driftwood Dairy

By late 2015, Vietnam decided to offload its entire stake at Vinamilk as well as exit from nine other major businesses. Tien said, SCIC will continue to work on the nine divestments in 2017.

Có lẽ giá của bác là trong tương lai, hy vọng tt đừng điên rồ mà mua VNM 200 trong năm nay

ETF lại vùi HSG rồi. Thật không thể hiểu nổi. Hôm nay mà 2tr của bác Vũ đem keo ATC thì may ra HSG về được tham chiếu. Kinh thật! Trải qua 2 kỳ ETF gần đây cùng với HSG (những lần trước nắm ít HSG và ko quan tâm và xem bảng điện) thấy sốc lên tận óc rồi. Từ nay tứ kỳ các anh review nên ôm tiền mà thôi. Sợ quá rồi!

Tang giam la chuyen binh thuong thoi, tang thi vui giam thi luc dau hoi soc khi nhin thang HPG ma dau long cho HSG. Vi hau het ai cung ky vong la HSG se tang tran trong do co minh, nhung cam giac nhu moi chuyen da duoc sap xep ca roi nho le dua theo thi chap nhan thoi.

--- Gộp bài viết, 16/09/2016, Bài cũ: 16/09/2016 ---

Hom nay chac rat nhieu bac dat ban HSG, VNM vi nghi no se tang tran, roi tay kia mua HPG,VCB, Vic ... Vi nghi se hot duoc gia san ngon lanh. Nhung ket qua bon tay no phai de cac bac mua gia cao va ban gia thap... Ket qua la dan luot T+ ai cung khoc rong vi phi vu bat thanh nay. Sang tuan lai dua nhau cover lai hang chu biet lam cach nao

Bon ETF trading theo nguyen tac: phan lon NĐT ck deu ngu. Bon vn cang ngu ton, he he .

Cha noi the nao khac voi bon ban atc hom nay.

Chính xác! Mình đã nhận định và phân tích tâm lý lúc trưa rồi. ETF đánh vào sự tham lam và bầy đàn của NĐT Việt. Dẫm đạp lên nhau để tán ATC thật là đau lòng. Phần lớn bán ATC là hàng trao tay nhưng cũng một bộ phận nhỏ lẻ không nhận ra tranh bán ATC luôn. Một bộ phận không nhỏ NĐT Việt tham lam và ngu quá!