IDI tàu siêu tốc - Lợi nhuận siêu khủng!

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ANALYSIS - I.D.I International Development & Investment Corp – Targeted price VND 65,000 – 70,000

1. Overview

IDI (Ho Chi Minh Stock Exchange)
Sector: Food Products
Industry: Consumer Goods
IDI is a Vietnamese-based food product company in the ecosystem of Sao Mai Group. IDI International Development & Investment Corp. engages in farming, processing, and exporting frozen aquatic products. Its other activities including investing and trading of real estate (on Wall Street Journal).

2. COVID-19 Spurs Demand in the Frozen Food Industry
*Note: Russian invasion of Ukraine has huge impacts on the redistribution of this industry. 'Whitefish' species like Cod, Haddock, and Pollock are some of the more popular fish species Friday fish fry's. Around half the world's supply is grown and harvested in Russia. As global-scale sanctions against Russia have been accelerated, this is a great opportunity for Vietnamese frozen aquatic products companies to expand their market.

The frozen fish and seafood market is expected to grow at a compound annual growth rate of 6.91% over the forecast period to reach a market size of US$87.174 billion in 2025 from US$58.382 billion in 2019. The demand has been increased overall. For instance, in the case of the US, demand for frozen fish fillets is driven by consumer preferences through purchasing the product in grocery stores or ordering items at restaurants that incorporate frozen fish fillets; and the current COVID‐19 pandemic caused an increase in demand for frozen fish fillets in the retail channel.

Advantage of Vietnam frozen fish export
The EVFTA trade agreement helps increase the competitive advantage for Vietnam's aquatic products exports. Tax on a number of products will be incrementally reduced to 0%. Moreover, as mentioned earlier, international sanctions during the Ukraine crisis will have significant impact on the supply chain of this industry.

3. IDI’s record-high volumes and revenues

IDI is currently in the TOP 3 frozen fish exporting firms of Vietnam. Its market includes South America (Brazil, Mexico), China and many other Latin American countries. In the fourth quarter of 2021 and the first months of 2022, IDI gained record-high profits as the sudden increase in demand as well as a sudden decrease in supply. On top of that, IDI has signed a number of contracts that will make its factories busy for 2022 at very good prices, which is estimated to be a handsome profit.

4. IDI’s competitive advantages

During the pandemic, IDI still managed to sustain its factories’ operation.
Having and running 3 large storages are the huge advantages of IDI compared to other companies in this industry. IDI has a smart move to purchase low-priced fish, approximately VND 1,400 billion because other businesses could not operate, both for the purpose of helping farmers during the difficult COVID period, and IDI has reserved high volume for the year 2022.

Post-pandemic is an extremely difficult period for supply chains, especially food supply chains.
IDI is in the process of entering the US market. Currently, IDI is working on legal procedures and is expected to enter the US in the second quarter of 2022. Historically, aquatic product exporting companies after entering the US have done very well and their stock prices have skyrocketed.

5. REAL ESTATE OWNERSHIP (pay attention to this point)

IDI’s activities include investing and trading of real estate. It’s the owner of 3,500,000 m2 of land (350 ha) in Can Tho and An Giang. Can Tho real estate be and will be soon hugely benefited from the specific legal mechanism which is just approved by the National Assembly. When a profit of 350ha of real estate projects is recorded, IDI may even exceed 100,000 VND/share. Profit of 350ha of land is expected to be 7000 billion VND.

6. Comparison with other enterprises in the industry
ANV – is priced at approximately 40,000 VND/share, in terms of assets, potential, goods, contracts, everything is far behind IDI.
Compared with VHC (a big boy in this industry), VHC is priced around 80,000 VND/share! More importantly, VHC doesn't own a huge Real Estate like IDI.

7. CONCLUSION
IDI has a lot of potentials and advantages. Given the post-pandemic demand increase and the international sanctions against Russia, IDI is the only one left in our short list to invest at the time being.

--- Gộp bài viết, 12/04/2022, Bài cũ: 12/04/2022 ---

http://f319.com/threads/idi-tau-sieu-toc-loi-nhuan-sieu-khung.1710099/page-262

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