Viet Dragon Securities Corp. · HOSE:VDS

Viet Dragon Securities — Investor Presentation (January 2024)

16 slides from Viet Dragon Securities's investor presentation, Jan 11, 2024

  1. Slide 1: Viet Dragon Securities

    _— SECURITIES

  2. Slide 2: Market commentary and trading strategy

    SECURITIES RONG VIET AP LUC CUNG VAN CON LON g NHAN BINH VA DU BAO THI TRUONG CHIEN LUC GIAO DICH VN-Index 1161,5A0,26% VN30 1162,7A0,21% HNX-Index 231,4 W 0,47% Quy Nha dau tu can cham lai va quan sat dién bién cung Thi trudng tiép tuc cé sAc xanh khi buéc vao phién giao dich mdi. C6 luc VN-Index —

  3. Slide 3: Latest news highlights

    RONGVIET SECURITIES Thé lang vi cuéc van tai hang hoa qua Bién Dé tang gan 250% Gid cuéc van tai qua Bién Bd dugc ghi nhan tang hon gap doi so vdi thang 12-2023, trong do tuyén duéng thuong mai A - Au chiu anh hung nang nhat. Xem thém Dow Jones tang hon 150 diém ché dif ligu lam phat cla MY Ching kh

  4. Slide 4: Upcoming domestic and global events

    RONGVIET SECURITIES Sukién trong nudéc Thoi gian Su kién 01/01/2024 Céng bé chi sé quan ly thu mua (PMI) 15/01/2024 Céng bé thanh phan cé phiéu mdi trong VN30 18/01/2024 Dao han HBTL thang 01 (VN30F 2401) 29/01/2024 Céng bé 56 liéu kinh té Viét Nam thang 1 Sukién thé gidi Thdigian Quécgia Sukién 02/

  5. Slide 5: Today's story: Coteccons company meeting

    SECURITIES RONGVIET CAU CHUYEN HOM NAY , CTD - Ghi chép gap doanh nghiép: Hoan thanh ké hoach tai cau tric, tign téi giai doan phattrién én dinhtu nam 2024 Chung téicé tham du budi gap go voi CTCP xay dung Coteccons(HSX -CTD) va cap nhat mét sé théng tin nhusau: Hoat déng theo chuong trinh phat trié

  6. Slide 6: Today's story: Coteccons ecosystem

    SECURITIES RONGVIET CAU CHUYEN HOM NAY , * Dé di theo dinh hudng dé ra, Coteccons da phat trién hé sinh thai da dang véi méi céng ty con/lién két tap trung vao cdc mang xay dung nhat dinh. Cu thé: Unicons (s6 hitu 100%) - tap trung vao cdc du an quy mé vila va nhé, Coteccons - tap trung vao cac du a

  7. Slide 7: Today's story: Coteccons projects

    SECURITIES RONGVIET CAU CHUYEN HOM NAY , “ Métsé dun da thang thau trong nia cudi nam 2023: Mién Bac - Tién Bo Plaza, Golden Crown, Foxconn, Everland, Viet-italia Steel,... Mién Trung - TTC Plaza, New Town (danh gidu lan dau hgp tac véi BRG), Heneiken, SunCosmos,... Mién Nam - Becamex Tokyu, Lotus,

  8. Slide 8: Today's story: Coteccons Lego project and receivables

    RONG VIET CAU CHUYEN HOM NAY SECURITIES af Vé du an Lego: Hién tai CTD da hoan thién dugc gan 50% tién dé xay dung, uéc tinh doanh thu ghi nhan cho ca nam 2023 (theo nam tai chinh ci) vao khoang 3.000 ty. Trong nam 2024 sé tiép tuc hoan thanhva ban giao du an cho chi dau tu trudc khi cha dau tu thuc

  9. Slide 9: Investment opportunities: active stock recommendations

    SECURITIES RONG VIET CO HOI DAU TU» Danh sdch CP cé khuyén nghi tich cu'c va ky vong tif 15% s San giao Ma cé phiéu Von hoa Gia hign tai Gid muctiéu LN ig vong Tang trudng DT (%) Tang trudng LNST P/E P/B ich (nghintyd) — (VND) (VND) (%) 2022 2023F 2022 2023F 2022 2023F Hién tai HOSE LHG 15 30.300 50

  10. Slide 10: Technical trend update

    RONG VIET CAP NHAT XU HUGNG 6 SECURITIES Xu hudng ngan han: MTang MSideway MGiam Binh lugn kj thuét méi Ap luc cung khong Ién nhung dién bién hé tro DPR tai vung 31 van con khiém tén. C6 kha nang nhip diéu chinh con tiép dién nhung nhin chung tin hiéu tang gan day van con tich cuc. Du kién DPR sé du

  11. Slide 11: Recommendation tracking

    SECURITIES RONG VIET THEO DOI KHUYEN NGHI , 04/01 Pow 11.40 11.40 04/01 PVD 26.95 28.20 04/01 Pvs 36.50 38.20 02/01 vcG 24.00 24.50 29/12 PAN 20.90 20.00 29/12 PLX 34.85 34.50 25/12 TCB 34.40 30.70 33.50 9.1% Dong 4/1 2.0% 25/12 VRE 23.30 23.00 23.50 2.2% Dong 4/1 2.0% 13/12 MWG 42.25 42.00 40.30 -4

  12. Slide 12: Corporate bond investment opportunity

    RONG VIET CO HOI DAU TU TRA! PHIEU DOANH NGHIEP , SECURITIES San phdm Trai phiéu CTCP Dich vu Giai tri Hung Thinh Quy Nhon kém géi thanh khoan: Théi han Suat sinh loi (%/Nam) Ghi chi: (Thang) CPT R UMC MMeLae 6° GOicé dinh: Rong Viét sé tim ben Khong ky han 1.00% 1.00% mua lai Trdi phiéu vao mét nga

  13. Slide 13: iDragon Pro

    RONGVIET SECURITIES fe iDragon Pro

  14. Slide 14: Customer loyalty program

    RONG VIET, SECURITIES CHUONG TRINH KHACH HANG THAN THIET Yo” i é / ai oly WS i ; TIM HIEU NGAY a Uu dai Dich vu ae ah 3 fi: Uu dai Dich vu eReiniséc Uu dai Dich vu taichinh =—s—sVH Khéchhing ie tuvaénddéutu [ie : ee —

  15. Slide 15: Disclaimer

    RONG VIET TUYEN BO MIEN TRU TRACH NHIEM y SECURITIES ——————— Ban bdo cdo nay duoc chudin bj cho muc dich duy nhdt la cung cdp thong tin va khéng nhém MANG LUG! HOAT DONG dua ra bat ky dé nghi hay huéng dan mua ban ching khodn cu thé nao. Cac quan diém va khuyén cdo duoc trinh bay trong ban bdo cdo n

  16. Slide 16: Contact information

    RONG VIET THONG TIN LIEN HE 7 SECURITIES PHONG TU VAN DAU TU KHACH HANG CA NHAN Tran Ha Xuan Va Nguyén Huy Phuong Nguyén Dai Hiép Nguyén Minh Hiéu Truéng phong Phé phéng Ph6 phong Chuyén vién vu.thx@vdsc.com.vn phuong.nh@vdsc.com.vn hiep.nd@vdsc.com.vn hieu1.nm@vdsc.com.vn + 84 28 62992006 (1512) +

Viet Dragon Securities — Investor Presentation (January 2024) on 6ix