嘉⽴富財富管理顧問
WEALTH 財經專刊 2 0 2 1 Apr.
/ / /
越南證券．國際⾦融．理財建議
www.carryforward2020.com/ 嘉⽴富著作權所有．傳播翻印必究 http://carryforward.com.tw
WEALTH
2021.04
Contents 01 02
(
(
)
)
03 04 PAGE 02
嘉⽴富著作權所有．傳播翻印必究
WEALTH MAGAZINE 2021.04
05 06 07
( VN30 )
PAGE 03
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
—
(
1,000
Sylvia Ho
)
2~3
7~8 1.5~2 3
5 500
500
1/3
(
)
( 15%~20% NTD 1,250
+ 20% 1,428 8 2~5 )
(
)
3 1. 3~4 2.
10 ( )
( )
PAGE 04
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
✦ (
✦
)
✦ ✦
✦ ✦ ✦
-
(
-
6 ~ 10%
4,000~12,000
) ( ) 4~7
3D /
10~15
5~8 20 30 7~10 PAGE 05
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
(
)
TradingView
0.93%
1.74%
PAGE 06
嘉⽴富著作權所有．傳播翻印必究
WEALTH
50 3
100
3%
50 200
2021.04
6% 1.5%
100 3 3
× 3% ÷ 50 ÷ 200
2021 2767
1
952
3 6% 1.5%
1
1 4387
2396
PAGE 07
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
個股介紹—西貢地⾯服務公司 股票代碼：SGN 證交所：HOSE 產業：航空
2004 2015
1
2015
12
2018
8
12
30
1
10
SGN
UPCoM
1
3358 (2020/04/15
✤
❖
✤
❖
48.88%
❖
2.88%
)
48.1 %
✤ ❖
0.14%
✤ ✤
0.14% 2.88%
48.10% 48.88%
PAGE 08
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2017
2021.04
2019
2018
2020
(
)
698
100%
964
100%
1253
100%
1046
100%
(
)
204
29.23%
268
27.8%
285
22.74%
160
15.30%
494
70.77%
695
72.2%
968
77.26%
885
84.70%
(
)
(
)
1,106
1,277
1,585
731
(
)
230
293
379
86
(
)
8.60
10.77
10.09
2.63
(
)
1.5 / 2.0
N/A
40%/3.0
2.0/2.0
( (
)
111.00
171.30
116.75
159.30
76.65
152.05
62.00
70.90
)
12.91
19.92
10.84
14.79
7.60
15.07
23.57
26.96
ROE(%)
49.23
44.25
41.60
9.51
ROA(%)
33.65
31.67
31.22
7.67
SGN
VN
PAGE 09
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
資料來源: http://ta.vietstock.vn
2015
(FM)
(EM)
7.5% ( 2020
GDP
6%)
(
7%)
2.9%
2021 GDP
7%
3%
PAGE 10
資訊來源：富鑫證券https://www.phs.vn
WEALTH
2021.04
2
2020 2021 Ba3
1
“
12
29
1 “
”
” 2018
8
Ba3 “
” (EVFTA) 2021
1
6.58 78.57%
2021
5
1
PAGE 11
資訊來源：富鑫證券https://www.phs.vn
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
2021
1.9 3
12 958.5
24.6%
2021 487.4
23.7%
27 (9.52
)
2021 6
2021
2021 2021 2%
54.3% 4.7%
4.7%
(
38.2%)
16.8%)
( (
22.7%)
(
6.2%)
PAGE 12
資訊來源：富鑫證券https://www.phs.vn
嘉⽴富著作權所有．傳播翻印必究
WEALTH
(HPG)2021 11% 2021
2
2
2021.04
8.8
(HPG)
53,200
11%
93,200
VNM
7
8.6%
2020
(VNM)
59,636
6 508,420 2
HPG
7
VNM 89,940
2019
300 47
46 HPG 1 2
1.7 62%
2020
VNM
4.2 91%
55,610
7.4 3.234
VNM
55
24
hoanhap.vn
PAGE 13
資訊來源：富鑫證券https://www.phs.vn
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
Vingroup(VIC) Vingroup
“ "
”
United Center
"
United Center 66
28.5
)
Vin Wonders Safari
18
World
Vinmec
Vinpearl
Vinpearl Golf
Grand
United Center United Center
"
" United
Center
配息
配股
除權交易日
現金股息發放日
比率
比率
(月/日/年)
(月/日/年)
15%
03/18/2021
04/07/2021
2020年第三次現金股息
河內塑料
10%
03/17/2021
04/20/2021
2020年第一次現金股息
PDN
同奈港口
15%
03/17/2021
03/30/2021
2020年第一次現金股息
NCT
內排貨運
30%
03/15/2021
04/15/2021
2020年第二次現金股息
DBD
平定製藥醫療
15%
03/15/2021
04/08/2021
2020年現金股息
PNJ
富潤珠寶
8%
03/15/2021
04/14/2021
2020年第二次現金股息
PPC
Pha Lai熱電
11.5%
03/12/2021
04/02/2021
2020年第二次現金股息
TMP
Thac Mo水電
15%
03/09/2021
03/18/2021
2020年第一次現金股息
APH
An Phat 塑料
SAB
西貢酒精飲料
代碼
公司
THG
前江建設
NHH
40% 15%
增資認購:持股40%認購
03/03/2021 03/02/2021
備註
股權10,000VND/股 03/26/2021
2020年現金股息
PAGE 14
資訊來源：富鑫證券https://www.phs.vn
嘉⽴富著作權所有．傳播翻印必究
WEALTH
1.6%
2021.04
3.5%
June
25
3.5 50
W W
W
1~2
500
✦
100
✦
300
(
)
& ✦
50
✦
50 PAGE 15
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.04
VN30
股價×1,000越盾
BID
BVH
CTG FPT
FPT
GAS
HDB HPG
2021/01/04
2021/03/01
2021/03/26
47.75
43.6
42.1
-3.44%
-11.83%
67
59.7
58.4
-2.18%
-12.84%
35
37.8
39.05
3.31%
11.57%
59.6
76.8
76.1
-0.91%
27.68%
87.9
90.3
89.2
-1.22%
1.48%
24.15
25.3
25.75
1.78%
6.63%
42
46.25
46.2
-0.11%
10.00%
29.5
32.2
30
-6.83%
1.69%
23.4
28.05
27.5
-1.96%
17.52%
91
90.4
85.9
-4.98%
-5.60%
119.5
137
130
-5.11%
8.79%
64.94
79.6
79.5
-0.13%
22.42%
46.75
57.3
61.5
7.33%
31.55%
55
58.3
55.9
-4.12%
1.64%
80.72
85.17
84.9
-0.32%
5.18%
13.9
12.7
12.7
0.00%
-8.63%
49.55
56.7
54
-4.76%
8.98%
KDH
MBB MSN
MWG NVL
PDR PLX
PNJ POW
REE
SBT
21.2
22
22
0.00%
3.77%
SSI
34.5
33.6
30.9
-8.04%
-10.43%
STB
17.05
18.6
18.95
1.88%
11.14%
TCB
32
39.7
39.4
-0.76%
23.13%
20.1
22.05
21.6
-2.04%
7.46%
27.65
28
26.7
-4.64%
-3.44%
98
98.2
94.9
-3.36%
-3.16%
91
102
95.7
-6.18%
5.16%
TCH TPB
VCB VHM
VIC
108.5
109.9
112.4
2.27%
3.59%
VJC
125.2
135.3
130.5
-3.55%
4.23%
VNM
108.69
105.5
97.4
-7.68%
-10.39%
32.9
40.7
43.4
6.63%
31.91%
31.5
33.7
32.2
-4.45%
2.22%
1113.77
1176.93
1162.21
-1.25%
4.35%
18.5
19.72
19.65
-0.35%
6.22%
VPB VRE
ETF
VN30 ETF
嘉⽴富著作權所有．傳播翻印必究