嘉⽴富財富管理顧問
WEALTH 財經專刊 2 0 2 1 Aug.
/ / /
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
2021.08
Contents 01 02 03 04
1.5
PAGE 02
嘉⽴富著作權所有．傳播翻印必究
WEALTH MAGAZINE 2021.08
05 06 07
( VN30 )
PAGE 03
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
Sylvia Ho
—
20% (
)
20%
1720
4
20
7000 128 1000 2
(10
)
PAGE 04
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
PAGE 05
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
128000 250
250
250
200
PAGE 06
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
PAGE 07
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
個股介紹—越南國家再保險公司 股票代碼：VNR 證交所：HNX 產業：保險
1994
1995
1
1 2004
2005
1
1 56.5%
3% 25% 2006 1.5
3
2020 13
12
5000 40.5%
13
31 10 (2020/12/31
✤
❖
57.37 %
✤
❖
39.06%
✤
❖
3.28%
❖
0.28%
3.28%
)
0.28%
39.06%
57.37%
PAGE 08
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2017
2021.08
2019
2018
2020
(
)
6,449
100%
6,674
100%
6,994
100%
6,976
100%
(
)
3,730
13.59%
3,688
21.06%
3,887
16.36%
3,830
35.16%
2,719
86.41%
2,986
78.94%
3,107
83.64%
3,145
64.84%
(
)
(
)
981
946
1,237
1,578
(
)
263
302
287
311
(
)
1.92
2.20
2.13
2.31
(
)
1 & 0.2
1.2
2
1.5
( (
)
22.30
26.90
21.10
25.50
17.00
22.00
18.10
22.50
)
11.61
14.01
9.59
11.59
7.98
10.33
7.84
9.74
ROE(%)
9.59
10.40
9.46
9.99
ROA(%)
4.10
4.52
4.22
4.47
VNR
VN
PAGE 09
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
資料來源: http://ta.vietstock.vn
(VEPR) 1.5
2021 620,000
Covid-19
2021
620,000 2019
(VEPR) 1.2-1.5
4.5%-
5.1% VEPR (i).
(VSD)
2021
6
Covid-19
140,193 5
(2021 )
26,500
VEPR GDP
4.5 - 5.1%
(ii).
8
2021
(2022
620,683
)
VEPR GDP
2020
2020 (393,659)
58%
5.4 - 6.1%
2019
2020
(iii). (
)
2021 339
GDP
(FDI) 3.5 - 4.0%
PAGE 10
資訊來源：富鑫證券https://www.phs.vn
6 3.5%
WEALTH
2021.08
2020 GDP GDP
146%
7-8% 2022 2019 Covid-19 “
1.05 CovidCovid-19
19 ” 2021 2020
2022
Covid-19
70% 2019
2020 2019 2019
1.5
Covid-19
8,590
2% 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
2021.08
(USTR) (SBV)
200
“
GDP
2%
” 4 7
19 IMF
“
” USTR 301
1974 SBV
“ ”
·
(Katherine Tai)
”
“
12 “ ”
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
(VIC) ) Vingroup
Vinpearl( 12.5% (VIC)
7 VNFinLead
36 3.7%
VIC VIC
(HOSE) VNFinLead 2021
8.1% ( (
6
2.6
)
2021.08
8
2021
2
7
ETF
VNFinLead
SSIAM
)
VNFinLead DCVFM VNDiamond ETF DCVFM VN30 ETF MAFM VN30 ETF
Vinpearl 99.97%
SSIAM VN30 ETF
10 VNFinLead
Vingroup
2020 4.228
12.5%
VIC 34.448
VNFinLead
38.676
HOSE 14
MSB
OCB
SSB
VN30 SAB TCH
VN30
19 VIB
ACB HCM
LPB
ACB
GVR
REE VNDiamond
SBT
HOSE
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
2021.08
(NVL)
(GAS)
8.84
GAS
Novaland
NVL
45%
PV Gas(GAS) 2021
(
29%)
2020
2,040
(
) (
11%
4,910
31%)
2020
1,670
4,380 34.3%
NVL
4.273
2.301
4.57
2021 23.2%
600
40.272
4.1%
4.359 GAS
(2021/6/9) 3.86 35.68% NVL
GAS
( HSBC
(EPS) 9%)
2.116 70.169
7,036
(
12%)
9 57.3% 62%
(
/ / )
(
/ / ) 2020
5%
08/12/2021
08/27/2021
6%
07/29/2021
08/20/2021
DPR
15%
07/29/2021
08/30/2021
2020
TLG
15%
07/27/2021
08/12/2021
2021
PAC VIP
VIPCO
2020
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
WEALTH
3.
1. EX : 500
25
30
5
100
50 12.5
150 12.5
A.
2021.08
B.
C.
/
D.
2.
PAGE 15
嘉⽴富著作權所有．傳播翻印必究
WEALTH
2021.08
VN30
股價×1,000越盾
BID
BVH
CTG FPT
FPT
GAS
HDB
HPG
2021/01/04
2021/07/01
2021/07/23
47.75
47.5
40.2
-15.37%
-15.81%
67
58.9
50.4
-14.43%
-24.78%
27.13
40.86
32.5
-20.46%
19.79%
51.32
88.1
90.5
2.72%
76.34%
85.2
93.5
88
-5.88%
3.29%
24.15
35.3
32.35
-8.36%
33.95%
30.85
51.7
45.8
-11.41%
48.46%
26.8
37.55
38.4
2.26%
43.28%
17.33
32.14
27.75
-13.66%
60.13%
90.26
111.4
119
6.82%
31.84%
119.5
152
161.7
6.38%
35.31%
47.9
123.1
103
-16.33%
115.03%
41.87
93.3
88.6
-5.04%
111.61%
53.87
54.9
50.2
-8.56%
-6.81%
80.72
100.7
91
-9.63%
12.74%
13.9
12.05
10.5
-12.86%
-24.46%
49.55
52.7
51.5
-2.28%
3.94%
KDH
MBB MSN
MWG NVL
PDR PLX
PNJ
POW
REE
SBT
21.2
20.8
18.15
-12.74%
-14.39%
SSI
33.84
56
50.6
-9.64%
49.53%
STB
17.05
30.6
28.7
-6.21%
68.33%
TCB
32
52.9
49.5
-6.43%
54.69%
20.1
21.9
18.5
-15.53%
-7.96%
27.65
36.8
33
-10.33%
19.35%
98
116.7
97
-16.88%
-1.02%
91
117.1
107.6
-8.11%
18.24%
TCH TPB VCB
VHM
VIC
108.5
119.7
104
-13.12%
-4.15%
VJC
125.2
121.5
113.4
-6.67%
-9.42%
VNM
107.36
90.6
87.6
-3.31%
-18.41%
32.9
68.2
58.5
-14.22%
77.81%
31.5
32
27
-15.63%
-14.29%
1113.77
1288.83
1268.83
-1.55%
13.92%
18.5
24.05
23.82
-0.96%
28.76%
VPB VRE
ETF
VN30 ETF
嘉⽴富著作權所有．傳播翻印必究