Summary of Vietnam Banks report by JPMorgan published on Dec 14, 2020 Investment thesis Increasing EPS and PT EPS change: driven by lower provisions & higher volume growth thanks to higher GDP. PT increase: broadly following the EPS shifts. Foreign Ownership Limit (FOL) gap Banks have set at 22-23%, below the regulatory limit of 30%…
Tag: techcombank
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…
with HT 