TDH tìm đường leo đỉnh cũ

Đầu tư tài chính 600 tỷ cuối năm trích dự phòng chắc EPS - 5700

nhầm to rồi bác ơi, thậm chí còn được hoàn nhập........hê...........hê................

Đã ngồi trên tàu TDH cần gì phải lăn tăn mà các bác phải tranh luận.

Khủng chưa ? CE rồi

TDH là cổ phiếu hiếm hoi tây mua ròng khối lượng lớn trong khi cả sàn đỏ lửa và vũng giá tham chiếu với lượng cầu dày đặc

Một bản báo cáo của nước ngoài đã khuyến khích các khách hàng của mình mua TDH..........bên cạnh đó việc TDH sắp chia cổ tức bằng tiền cuối năm tài khoá 2008 sắp được công bố với tỷ lệ 20%

Why doesn?Tt anyone like Real Estate anymore?

The recent selldown in the Vietnam stock market might seem tame and I must say, very much muted compared to the total carnage in the world?Ts stock markets. However, with the index nearly touching the low made in May 2008, it is understandable that the sentiment is really bad in Vietnam right now. Interestingly, the current selling doesn?Tt seem very evenly distributed this time, unlike that which happened earlier in the year. This time, it seems that selling is concentrated in stocks which foreign investors have a significant stake. On hindsight, the reason may be rather obvious? foreign funds and banks may have tried to raise capital whenever they can, and this usually means selling their holdings in Asia to raise capital. As it is, it may be rather safe to assume that the selling may be somewhat indiscriminate and this usually leads to some good bargains.
An example of an attractive sector that had been sold down recently for no rhyme or reason is that of the Real Estate sector. This is one of the hottest sectors during the heydays in 2007. However, currently the stocks look rather attractive. A few examples are in order:

1-Thu Duc House (TDH). This is a blue chip real estate company. Down 85% from peak in Dec 2006. Also at 3x price to book.

2-xxxxxxxxxxxxxxxxx This is a blue chip as well, which owns some well located industrial parks and a favourite of funds. Seems that this is now a negative as funds start to sell to raise cash. It is just a shade above book value (1.15x) and down 68% from its peak as recently as Feb 08.

I would say that these are well capitalized companies with good assets and conservative balance sheets. The fact that they are trading at such low valuations makes for a safe entry to such stocks.
In addition, the sky high interest rates, a big negative for real estate stocks, is slowly but surely coming down. This would definitely improve prospects for these companies.