嘉⽴富財富管理顧問
WEALTH 財經專刊 2 0 2 1 Jul.
/ / /
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
2021.07
Contents 01 02 03 04
970
PAGE 02
嘉⽴富著作權所有．傳播翻印必究
WEALTH MAGAZINE 2021.07
05 06 07
( VN30 )
PAGE 03
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
Sylvia Ho
—
(
)
PAGE 04
嘉⽴富著作權所有．傳播翻印必究
WEALTH
18 2000
2021.07
10% 18-65
48
65
18 2000 8
8
26 2000 40
25 40
65
8
40
18-25
26
65
-65
2000×8 =16000
10%
40 2000×40 =80,000
64,000
65
1,035,160
885,185
149,975
PAGE 05
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
500
tradingview.com
4% 8%
6% 6%
PAGE 06
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
・ ・
PAGE 07
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
個股介紹—FPT證券 股票代碼：FTS 證交所：HOSE 產業：證券
FPT
2007
FPT
FPT
SBI
10% 2017
1
5% 1.2
13
2021
EPS
1.1
EPS
230% (2020/12/31 ✤
❖ FPT
20 %
✤
❖ SBI
20%
✤
❖
58.06%
✤
❖
1.94%
)
✤
FPT
SBI
1.94% FPT 20.00%
58.06%
SBI 20.00%
PAGE 08
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2017
2021.07
2019
2018
2020
(
)
1,796
100%
2,502
100%
2,524
100%
3,396
100%
(
)
244
13.59%
527
21.06%
413
16.36%
1,194
35.61%
1,553
86.41%
1,975
78.94%
2,111
83.64%
2,202
64.84%
(
)
(
)
317
695
387
404
(
)
179
490
214
171
(
)
1.80
4.48
1.78
1.29
(
)
5 & 10%
5 & 10%
5 & 10%
5 & 10%
( (
)
12.5
14.4
12.25
19.30
11.10
17.50
10.10
16.25
)
7.71
8.88
2.73
4.30
6.23
9.83
7.83
12.60
ROE(%)
12.00
27.78
10.49
7.91
ROA(%)
10.89
22.80
8.53
5.76
FTS
VN
PAGE 09
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
資料來源: http://ta.vietstock.vn
FTA
2021 1.5
EVFTA
2021 5.47
1.5 24
2020
8
2021
3
1.438
77.6%
2021
9
4.032
2 2.78
49.5% 1.486
2021
27.2%
19.2%
2020
0.1%
2019
2
11.9% 3.028
55.4% 8920 16.3% 3208
37%
23.4%
14.3%
39.2 %
PAGE 10
資訊來源：富鑫證券https://www.phs.vn
6
20 218
3200
2021 1420
WEALTH
2021.07
(HOSE) 21.7%
7 2021
FPT 9%
8%
HOSE
(HOSE) 21.7%
300-500
3
4-5 % 7.1%
8%
FPT
FPT 7 KRX 2019
4 (SSI)
30%
7 38%
3
44% 2021
5
9.9%
8%
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
2021.07
970 2021-2030
2021-2025
-
970.7
1
422
50
13
22
1
5
399.7 ODA PPP
571
2021-2030 650
211
81
15
2021
7
50
22 13
2021
12.76%
2.26
/
2021-2025 553 294 66
(BRT)
2021-2025 32
2026-2030
5
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)6
28
11
(MSN)
2021.07
1.1
2021 ,6 11
22
HPG
MSN 6
28
MSN
2021
2020 HPG
2021
33
MSN
1 7
16
9.5%
11.8
44.7
1.1
2021
HPG
18
(
120
2021
33%)
MSN
13.3%
19.977
3,430
2020 HPG
62%
31.177
26% 7.006
7
3
2,160 1,870
1
30
MSN
2021 2.469
39%
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
2021.07
(GAS)
VN30 GAS
28
GAS
6 6
2020 GAS
7
10
19
(HoSE)
VN30
8
30%
19
5.742
SAB
ACB
GVR
REE SBT TCH
(
/ / )
(
/ / )
CKG
9%
07/19/2021
07/30/2021
2020
DCM
8%
07/07/2021
07/27/2021
2020
KSB
10%
CAV HTI MSN
IDICO
2020
07/06/2021
2020
10%
07/05/2021
07/23/2021
10%
07/02/2021
07/30/2021
2020
9.5%
07/01/2021
07/16/2021
2021
VPG
10%
07/01/2021
2020
VID
15%
06/30/2021
2020
TCD TCD
6%
06/30/2021 5%
07/22/2021
2020 2020
06/30/2021
資訊來源：富鑫證券 https://www.phs.vn PAGE 14
嘉⽴富著作權所有．傳播翻印必究
2
WEALTH
26
2021.07
120 (1
)
50
30 1
26
50 50
27
200 450
28
29
30
43~46
30
5
46~50
51
90
Age
26 )
100
—>200 (28 100 100 30 200
72 200
250 450 24 30
10
7%/ 46
30 51
43 50
440 51
24 30
60 90
PAGE 15
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.07
VN30
股價×1,000越盾
BID
BVH
CTG FPT
FPT
GAS
HDB
HPG
2021/01/04
2021/06/01
2021/06/25
47.75
48.85
45.55
-6.76%
-4.61%
67
54.1
58.3
7.76%
-12.99%
35
53.5
53.8
0.56%
53.71%
51.32
87.9
85.2
-3.07%
66.02%
87.9
84.9
98
15.43%
11.49%
24.15
34
35.3
3.82%
46.17%
30.85
54.6
50.7
-7.14%
64.34%
26.8
36.07
37.1
2.86%
38.43%
23.4
38.6
42.1
9.07%
79.91%
91
110
106.4
-3.27%
16.92%
119.5
137.5
143.7
4.51%
20.25%
47.9
99.56
119.1
19.63%
148.64%
41.87
76.8
95
23.70%
126.89%
53.87
53.87
56.5
4.88%
4.88%
80.72
100.6
97.4
-3.18%
20.66%
13.9
12.1
12.15
0.41%
-12.59%
49.55
56.9
56.5
-0.70%
14.03%
KDH
MBB MSN
MWG NVL
PDR PLX
PNJ
POW
REE
SBT
21.2
19.95
20.9
4.76%
-1.42%
SSI
33.84
44.15
53.7
21.63%
58.69%
STB
17.05
33.5
29.5
-11.94%
73.02%
TCB
32
54.1
51.6
-4.62%
61.25%
20.1
22.2
22.05
-0.68%
9.70%
27.65
38.6
35.9
-6.99%
29.84%
98
99.4
112.6
13.28%
14.90%
91
102
112.1
9.90%
23.19%
TCH TPB VCB
VHM
VIC
108.5
116.2
117.5
1.12%
8.29%
VJC
125.2
109.9
115.9
5.46%
-7.43%
VNM
107.36
89.38
89.7
0.36%
-16.45%
32.9
68.5
68.2
-0.44%
107.29%
31.5
29.2
31.6
8.22%
0.32%
1113.77
1329.47
1390.12
4.56%
24.81%
18.5
24.71
25.04
1.34%
35.35%
VPB VRE
ETF
VN30 ETF
嘉⽴富著作權所有．傳播翻印必究