VNM - Hải nạp bách xuyên

Discussion in 'Thị trường chứng khoán' started by MDE12, Aug 9, 2016.

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  1. tuyen976

    tuyen976 Thành viên gắn bó với f319.com

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    Nhìn mấy cột giá, cứ cò kè 100 đ bạc, 6 cái cột, thấy nổ đom đóm mà cảm giác lèo tèo kinh dzị với các CP mệnh giá lớn luôn. ~X(

    Mình quen nhìn số lớn, dị ứng với số kiểu này quá.:rolleyes:
  2. MDE12

    MDE12 Thành viên gắn bó với f319.com

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    Phụ thuoc tây lông bro, no dùng bán ròng cái bất dậy ngay :D
  3. sontiny

    sontiny Thành viên gắn bó với f319.com

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    Nhớ lại năm ngoái, VNM cũng bị dìm đến trước khi ra tin nới room 100%. Cổ phiếu ngon thì mình cứ nắm giữ thôi. It nhất mình cũng ăn được 80% cổ tức.
  4. MDE12

    MDE12 Thành viên gắn bó với f319.com

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    Cac bro cảm giác thế thôi :D
  5. tuyen976

    tuyen976 Thành viên gắn bó với f319.com

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    Lệnh 1 lần đặt cho lên số lượng 500.000. Mà giờ nhìn 6 cái cột, muốn táng hoặc múc 1 lệnh 500k, là thấy hơi hoang mang vì không biết cung-cầu là chính xác bi nhiêu. Rải tùm lum với mức 100đ, trong khi lúc trước dễ hơn nhiều :)
  6. MDE12

    MDE12 Thành viên gắn bó với f319.com

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    Cac bro cảm giác thế thôi :D
  7. tuyen976

    tuyen976 Thành viên gắn bó với f319.com

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    Mất thời gian và phải suy nghĩ nhiều hơn, giảm hưng phấn :) Thành ra nhìn tốc độ và thanh khoản có vẻ bị giảm sút nhiều so với tháng trước đây.
    dungdoan likes this.
  8. sontiny

    sontiny Thành viên gắn bó với f319.com

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    Chưa thấy lộ diện Heineken muốn mua VNM là sao nhỉ?

    Some of world’s largest beer makers would like to get into the promising market

    Some of the world’s largest brewers are lining up to get into Vietnam’s promising beer sector, adding some froth to what is shaping up to be a big year for deals in one of Asia’s highest-potential growth markets.

    The Vietnamese government hopes to raise more than $2 billion by selling major stakes in two state-run beer companies that make Saigon and Hanoi beers.

    The government wants to sell at least part of its respective 90% and 82% stakes in brewers Sabeco and Habeco, over the next two years. Buyers would have to list some shares in the companies on Vietnam’s stock market, the government said.

    Bidders could include Thailand’s Thai Beverage PCL and Singha Group, Japan’s Kirin Holdings Co. and Asahi Group Holdings Ltd. , as well as Dutch brewers Heineken NV and Anheuser-Busch InBev NV, people familiar with the process said.

    If a deal goes ahead, “it represents a very rare opportunity to acquire leading brewers in a country with a strong beer-drinking culture,” said Eugene Gong, head of mergers and acquisitions for Southeast Asia at Deutsche Bank. “It’s not surprising that all the major brewers around the world are interested in pursuing a deal,” he said.

    The beer makers are the latest state-owned companies to be drafted in a renewed push to open up communist Vietnam’s economy to foreign investment, partly by relaxing tight controls on outside investment. Signs suggest the effort is paying off: Dealmaking—at nearly $4 billion this year—has reached its most active pace in more than a decade as companies from Japan to Europe have been looking at potential acquisitions.

    While $4 billion in deals is pint-size compared with those in larger markets such as the U.S., it is big for Vietnam and around a third higher than in any complete year since at least 2006, according to data from Dealogic.

    Heineken, Singha and AB InBev declined to comment. ThaiBev and Kirin said they are open to opportunities but wouldn’t comment directly on what they are looking at. Asahi said it had earlier expressed interest in Sabeco but wouldn’t comment on its latest position.

    The sale of Saigon Beer Alcohol Beverage Corp. and Hanoi Beer Alcohol and Beverage Joint Stock Corp., as Sabeco and Habeco are formally known, is widely seen as a test of the government’s commitment to an extensive privatization agenda aimed at overhauling Vietnam’s bloated state sector.

    The government has long sought to privatize state companies, but the brewers’ sale indicates a speeding up of the process, says Luong Thi My Hanh, chief investment officer at Ho Chi Minh City-based VietFund Management. The sale shows the government’s “determination to not only fortify their dictum about transparency, but also implement economic restructuring at a more thorough level.”

    Vietnam’s government has sought to privatize or merge hundreds of state enterprises and has raised foreign ownership limits in sectors attractive to overseas investors. The private sector has followed suit: In July, dairy company Vinamilk, widely considered one of Vietnam’s most coveted listed companies, removed foreign-ownership caps in a move that investors said could open the floodgates for other publicly traded companies to do the same.

    Singapore-listed Fraser & Neave Ltd. , which owns an 11% stake in Vinamilk, may be interested in bulking up its holdings in the company, people familiar with the process said. Fraser & Neave declined to comment.


    To be sure, while investors say recent developments are welcome, Vietnam has a history of taking a long time to execute policies. The government has delayed selling Sabeco several times in the past few years. Many local investors say government officials have little experience with private stakeholders and are afraid of underselling state assets.

    Vietnam, with a population of more than 90 million, is seeing a rise in everything from beer drinking to use of banking services. The rising consumerism is attracting foreign investors, especially from those in Japan and Europe, which face saturated domestic markets.

    Indeed, foreign interest in Vietnam has been rising in recent years, while growth in other markets around the world remains sluggish. The country is benefiting from a young population and a booming export sector that is taking business from higher-cost countries, particularly China.

    Vietnam’s economy is expected to grow 6.7% this year, the same pace as in 2015, and its two stock markets are among Asia’s best performers year to date.

    Last month, Singapore’s sovereign-wealth fund bought a 7.7% stake in Vietcombank, the country’s largest bank by market capitalization. In 2015, Singha Group made the largest foreign investment in Vietnam to date when it spent $1.1 billion on stakes in subsidiaries of Masan Group, one of Vietnam’s largest private companies.
    tuyen976 likes this.
  9. legiang610

    legiang610 Thành viên gắn bó với f319.com

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    vẫn ko thấy các chú ETF động tĩnh cả mua và bán gì? định tất tay phiên mai chăng các bác?
  10. Thuan Hoa

    Thuan Hoa Thành viên gắn bó với f319.com

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    chắc thế, vừa xem ftse số liệu mới nhất đến 9/9 vẫn chưa có cổ nào.

    Mà tin đấu giá sao không thấy ai xì ra nữa vậy nhỉ? Trong năm nay là khi nào? Còn vướng cái gì mà chưa làm luôn?

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