Ep 133: Shell’s worse-than-expected Q4 performance

What’s going on? Shell’s Q4 earning missed analysts’ expectations with an 87% drop in profit But its dividend is upped. What does that mean? 2020 was hard for oil companies, with ongoing travel restrictions.  Shell’s feeling surprisingly optimistic about the scenario of economic recovery by the 2nd half of 2021 with the vaccine. Shell reckons…

Ep 132: Russian Covid-19 Vaccine found highly effective in trial

What’s going on? Russia’s Sputnik V vaccine demonstrated high efficacy and safety in trial, boosting its ambition to roll out the vaccine abroad and curb the pandemic home. What does that mean? Effectiveness In the peer-review study, the vaccine showed: 91.6% effectiveness against symptomatic Covid 100% protection against severe cases 0 serious side effects Commercial…

Ep 131: EU and China coming to an agreement on investment

What’s going on? The EU and China are close to reaching a business investment deal as Brussels (Belgium) seeks to flatten the playing field for European companies operating in the Chinese market. For EU The talks are seen as a core part of EU’s strategy for managing increasingly tense trade relations with China. The pact…

Ep 130: The establishment of VNX

What’s going on? The Prime Minister has issued Decision No. 37/2020/QD-TTg to establish the Vietnam Stock Exchange (Vietnam Exchange) that takes effect from February 20, 2021. VNX follows the parent-subsidiary model based on the reorganization of the Hanoi Stock Exchange (HNX) and the Ho Chi Minh City Stock Exchange (HoSE). VNX as an entity VNX…

Ep 129: Behind the hype in Techcombank stock

What’s going on? Affecting the VN-Index and VN30, Techcombank (TCB) became a powerful stock, orienting the flow of banking stocks and the whole market. From the beginning of October 2020, TCB has been traded in large volumes, matching up to tens of millions of units/day.  All securities companies offer a maximum margin trading limit of…

Ep 128: Vietnam Steel Industry: Rising demand and Fierce competition

What’s going on? The demand for Steel in Vietnam is expected to grow with positive macroeconomics signals, capital outflows from China, and newly-signed free trade agreements. Along with that, competition appears to be sharper with the strong growth of Hoa Phat and the shrinking of Pomina and Vinakyoei. The rising demand drivers Volume Steel consumption…

Ep 127: The US Economic aid package

What’s going on? Despite taking more than half a year and deteriorating of some many economic indicators,  the US government finally put together a $900 billion coronavirus economic aid package. What does this mean? It’ll become the second-biggest economic rescue measure in the US’s history – second only to the $2 trillion aid package passed…

Ep 126: No more IPO

What’s going on? US regulators approved a ruling that will allow companies to raise money by listing directly on the NYSE. In a direct listing, a company floats its shares on an exchange without hiring IBs to underwrite the transaction as an IPO. In addition to saving on fees, companies that follow the direct listing…

Ep 125: Airbnb’s official IPO

What’s going on? Airbnb finally moved onto the stock market and its shares initially more than doubled. What does this mean? Although the pandemic has made life difficult for Airbnb, but it surprised everyone by actually turning a profit, thanks to the trend of day trips. Airbnb thought it was about time to go public…

Ep 124: Vaccines elevates investments in ETFs

What’s going on? Investments in ETFs in Europe reached their highest levels since December 2019. An exchange traded fund (ETF) is a basket of securities that trade on an exchange, just like a stock. What does this mean? Investors have been celebrating the potential coronavirus vaccines by loading up on stocks: ETFs in Europe: raked…