嘉⽴富財富管理顧問
WEALTH 財經專刊 2 0 2 1 Mar.
/ / /
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
2021.03
Contents 01
(
)
02 03 04 PAGE 02
嘉⽴富著作權所有．傳播翻印必究
WEALTH MAGAZINE 2021.03
05 06 07
( VN30 )
PAGE 03
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.03
Sylvia Ho
—
FIRE FIRE
“Financial Independence, Retire Early”
FIRE
+
FIRE
100
PAGE 04
嘉⽴富著作權所有．傳播翻印必究
WEALTH
Part 1.
5 6%
25 35 45
10 35 45 55
Part 2.
65
1000
2021.03
100 65
100
11.2 22.4 44.8
6% 40 25 15
25
30
35
5 17 40
40
45
50
55
60
65
1
PAGE 05
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.03
You cannot beat a river into submission. You have to surrender to its current and use its power as your own.
PAGE 06
嘉⽴富著作權所有．傳播翻印必究
WEALTH
不
‧
2021.03
見
見
PAGE 07
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.03
個股介紹—軍事保險公司 股票代碼：MIG 證交所：HOSE 產業：保險
MIG
2017 2021
5 1
5 21
2007
10
8
871 / BQP
UPCoM 1.3 (2020/04/15
✤
❖
✤
❖
19.58%
✤
❖
12.00%
❖
0.05%
❖
0.00%
)
68.37 %
0.05% 12.00%
19.58%
68.37%
PAGE 08
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2017
2021.03
2019
2018
2020
(
)
3013
100%
3678
100%
4914
100%
5523
100%
(
)
2123
70.46%
2689
73.11%
3434
69.88%
3988
72.21%
890
29.54%
988
26.89%
1480
30.12%
1535
27.79%
(
)
(
)
1607
1632
1848
2410
(
)
44
108
142
194
(
)
0.56
1.29
1.21
1.65
(
)
N/A
5%
0.8
1.0
( (
)
11.71
14.37
12.75
18.74
11.59
14.92
9.14
16.00
)
20.91
25.66
9.88
14.53
9.58
12.33
5.54
9.70
ROE(%)
5.09
11.51
11.49
12.86
ROA(%)
1.49
3.23
3.30
3.72
MIG VN
PAGE 09
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.03
資料來源: http://ta.vietstock.vn
2021
1
13
2021
1
13 18 31 70% 70% 1 (IIP) 2.2%
2020
12
22.2% 27.2%
IIP
21.6 239.6
12 54.5%
86.5% 58 25.9%
PAGE 10
資訊來源：富鑫證券https://www.phs.vn
12
WEALTH
2021
2
2021.03
1
7
2021
Pasona Group Inc. 2020
2021 1 479.9 12 3.7%
12
(
208
1
) 2020 6.4%
57% 2021 (
55% (39%)
1 164 ) 4.1% 8.7%
2020
13% 48.7 )
Pasona Group Inc 2020
378.9 12 1
12
11
7
12
696
) 7.3%。
2020 12 4.1% ) 12 62.2%
1
50.7 12
( 2.7% 1.6
(
21.1 1 ( 0.7%
22 1.1%
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
2021.03
1
22% 2021
1
2021
1 174
(
18.4%) 2,747
2021
1
1.01
(
21.9%) 155.1
11.59 37.2%)
25.9% (
3.2%) 395
(
23.2%)
2021
(
1 (
1 10.5%)
6,503
7,170
25,757 4
240
13.8%)
25.5%) (
1 154
(
36.4%) 2021
(
1 16,594
(
0.9%)
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
2021.03
9 500 2021
ACB
TCB
VPB
3
8-11
Brand Finance 12
22-25 2021
2
2021
500
(Brand Finance Banking 500)
20
)
4 ACB(
)
VCB(
500 2018
TCB( ) VPB(
2019
2020
15
2
4
)
TCB
10
2021 Covid-19
ACB VPB 2020
EPS
Brand Finance
2023
16 23
8-42 Covid-19 11
( 30
6
VN
)
TCB
ACB
VPB 3 15
NIM(
25
)
753 2020
2021
10
CTG 55.8
2020-2023 19 ACB
VCB
VPB
(TCB )
500 BIDV
TCB
9 MBB
VCB CTG VPB Sacombank ACB
9 173
190 VCB(180)
CTG(216)
VPB(243)
BID(246) TCB(270) MBB(374) Sacombank(392) ACB(397) 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
2021.03
VFMVN Diamond ETF VFMVN30 ETF
Mirae Asset
(VNM) 2021 116,130
VFMVN
ETF
MIRAE ASSET
7
COVID-19 2021
3.4 Dragon Capital 2 22
DCVFM VFM VFMVN Diamond
ETF
88,510 VFMVN30 ETF
11,613 2020
VNM 15
2020
Mirae Asset
87,560 2021
(2020 5 12 2021 2 22 VFMVN Diamond ETF 89
VFMVN30 ETF
53.
VN
VNM GTN 180ml
42
VNM 4.4
VFMVN Diamond ETF 88,510 Captial
(3.84
(VEIL)
GTNfoods JSC 11.6 2021 62,238 VNM
)
Dragon
0.1
2020
2021 46.3
20
0.2 2021 11,613
VNM VND 5,489
VNM
代碼
公司
SAB
西貢酒精飲料
DSN
蓮潭水上樂園
配息
配股
比率
比率
3.4 2021 Mirae Asset
2022
除權交易日 現金股息發放日
備註
(月/日/年)
(月/日/年)
15%
03/02/2021
03/26/2021
2020年現金股息
25%
02/26/2021
03/15/2021
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
2021.03
40 Q&A
(
)
55
Starry Night Bar 76 02-25500421
VIP
( )
PAGE 15
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.03
VN30
股價×1,000越盾
BID
BVH
CTG FPT
FPT
GAS
HDB
HPG
2021/01/04
2021/02/01
2021/02/23
47.75
39.9
44
10.28%
-7.85%
67
56.9
60.5
6.33%
-9.70%
35
31.8
37.05
16.51%
5.86%
59.6
64.4
75.5
17.24%
26.68%
87.9
76.8
89.4
16.41%
1.71%
24.15
22.4
25.95
15.85%
7.45%
42
39
43.3
11.03%
3.10%
29.5
32.1
33.5
4.36%
13.56%
23.4
23
27.4
19.13%
17.09%
91
85.9
92.7
7.92%
1.87%
119.5
130
136.2
4.77%
13.97%
64.94
80.2
80.8
0.75%
24.42%
51.4
53.6
64
19.40%
24.51%
55
49
56.8
15.92%
3.27%
81.5
82
83.5
1.83%
2.45%
13.9
11.85
12.85
8.44%
-7.55%
49.55
50.8
56.4
11.02%
13.82%
KDH
MBB MSN
MWG NVL
PDR PLX
PNJ
POW
REE
SBT
21.2
18
22.5
25.00%
6.13%
SSI
34.5
28.7
33.6
17.07%
-2.61%
STB
17.05
17
18.8
10.59%
10.26%
TCB
32
32
39.8
24.38%
24.38%
20.1
21.9
23
5.02%
14.43%
27.65
25.4
27.95
10.04%
1.08%
98
96
100
4.17%
2.04%
91
93.6
105.3
12.50%
15.71%
TCH TPB VCB
VHM
VIC
108.5
99.4
110
10.66%
1.38%
VJC
125.2
125.8
134
6.52%
7.03%
VNM
108.69
103
107
3.88%
-1.55%
32.9
30.2
40.5
34.11%
23.10%
31.5
32
34.3
7.19%
8.89%
1113.77
1062.13
1177.64
10.88%
5.73%
18.5
17.5
19.9
13.71%
7.57%
VPB VRE
ETF
VN30 ETF
嘉⽴富著作權所有．傳播翻印必究