Viet Dragon Securities Corp. · HOSE:VDS

Viet Dragon Securities — Investor Presentation (October 2023)

15 slides from Viet Dragon Securities's investor presentation, Oct 5, 2023

  1. Slide 1: Rong Viet Securities

    SECURITIES

  2. Slide 2: Market outlook and trading strategy: recovery

    RONG VIET HOI PHUC 5 SECURITIES NHAN DINH VA DU BAO THI TRUONG CHIEN LUGC GIAO DICH % VN-Index 1128.7 A1.0% VN30 1138.5 A0.7% HNX-Index 230.2 A1.6% % Quy Nha dau tu can quan sat va danh gid cung cau khi thi truéng héi phuc. Tam thdi van can can nhac kha nang hdi phuc cia thi truéng dé co cau lai dan

  3. Slide 3: Latest news highlights

    RONGVIET SECURITIES jéu toan cau bi ban thao, loi suat 30 nam 6 My cham méc 5% Lan séng ban thao trai phiéu toan cau dién ra ngay cang dif déi, day Idi suadt len mic cao nhat trong hon 1 thap ky. Nhiéu chuyén gia cho rang Idi suat trai phiéu cao cé thé thoi thuc nha dau tu chuyén vén sang trai phiéu

  4. Slide 4: Notable events in the coming period

    SECURITIES RONG VIET LICH SU'KIEN DANG CHU Y TRONG THO! GIAN TOI ; Su kién trong nuéc Su kién thé gidi Thoi gian Su kién 02/10/2023 Céng bé chi sé quan ly thu mua (PMI) 04/10/2023 My Théng ké ton kho dau thé cla EIA TEAO AES Gag bchnhmiee Tiss WBE 05/10/2023 My Théng ké tn kho khitunhién ctia EIA 19

  5. Slide 5: Story of the day: exports and imports

    RONG VIET CAU CHUYEN HOM NAY Z SECURITIES Xuat, nhap khau hang hod cé tin hiéu tich cuc sau nhiéu thang suy giam Xuat khau va nhap khau cing tang truéng duong so vdi cing ky nam ngoai Thang 9/2023, ca xuat khdu va nhap khau déu tang truéng duong so voi cling ky nam trudc, ghi nhan xu huéng tich cuc

  6. Slide 6: Story of the day: agricultural exports rise

    SECURITIES RONG VIET CAU CHUYEN HOM NAY 5 Cac mat hang néng san xuat khau déng loat tang Trong thang 9, cé 7 mat hang dat kim ngach xuat khau trén 1 ty USD, chiém 67,2% téng kim ngach xuat khau. Nhiéu mat hang néng san xuat khdu ma Viét Nam cé Igi thé canh tranh van dat mc tang kha cao nhu: Rau qua

  7. Slide 7: Story of the day: trade balance

    RONG VIET CAU CHUYEN HOM NAY Z SECURITIES Can can thuong mai hang héa uéc tinh xuat siéu gap 3,1 lan so véi cling ky Vé thi truéng, ly ké 912023, Hoa Ky la thi truéng xudt khau Ién nhat cla Viét Nam voi kim ngach udc dat 70,9 ty USD. Trung Quéc la thi truéng nhap khdu I6n nhat cla Viet Nam vi kim ng

  8. Slide 8: Investment opportunities: recommended stocks list

    SECURITIES RONG VIET CO HOI DAU TU» Danh sdch CP cé khuyén nghi tich cu'c va ky vong tir 10% s San giao 4566 phigy _Vonhos Gishiéntai Gié myctigu LN ky vong Tang truéng DT (%) Tang truéng LNST dich (nghin ty d) (VND) (VND) (%) 2022 2023F 2022 2023F 2023F HOSE LHG 16 32.300 50.000 54.8% “19,5 26,6 31

  9. Slide 9: Trend update

    RONG VIET CAP NHAT XU HUGNG 6 SECURITIES Xu huéng ngén han: MiTang M®Sideway MiGiam Snnenig eine BID dugc hé tro tai ving 41 va héi phuc tré lai nhung nhin chung dong tién van con than trong. Sau déng thai pha v6 ving 43.5, ving nay tréthanh ving can can luu y trong nhip héi phuc hién tai. HSG dugc

  10. Slide 10: Recommendation tracking

    SECURITIES RONG VIET THEO DOI KHUYEN NGHI , ni ih aan nan Hsing ihe wits nail ner 28/09 18.90 19.30 20.50 21.20 18.80 18.80 -2.6% Cat 16 03/10 -3.1% 20/09 VNM 74.40 78.10 84.50 88.00 76.80 76.80 -1.7% Cat 15 22/09 -1.5% 18/09 MIG 17.35 18.10 21.00 23.00 16.80 -4.1% -8.0% 08/09 BIC 25.35 27.40 30.20

  11. Slide 11: Corporate bond investment opportunities

    RONG VIET CO'HOI DAU TU 'TRAI 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 ng

  12. Slide 12: VETS)

    RONG VETS)

  13. Slide 13: iDragon Pro and Global Banking & Finance award

    RONG vVET@® iD)ragon Pro GIAI THUONG GLOBAL BANKING & FINANCE @ GLOBAL BANKING & Inance review

  14. Slide 14: Disclaimer

    RONG VIET TUYEN BO MIEN TRU TRACH NHIEM g SECURITIES MANG LUGI HOAT DONG Ban bdo cdo nay duoc chudn bi cho muc dich duy nhdt la cung cdp théng tin va khéng nham dua ra bat ky dé nghi hay huéng dan mua ban chting khodn cu thé nao. Cac quan diém va khuyén cdo duoc trinh bay trong ban bdo cdo nay khéng

  15. Slide 15: 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 Pham Thu Ha Phuong Truéng phong Phé phéng Ph6 phong Chuyén vién vu.thx@vdsc.com.vn phuong.nh@vdsc.com.vn hiep.nd@vdsc.com.vn phuong1.pth@vdsc.com.vn + 84 28 62992006 (151

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