#AVAX/USDT#AVAX
The price is moving within a descending channel on the 1-hour frame, adhering well to it, and is heading for a strong breakout and retest.
We are seeing a bounce from the lower boundary of the descending channel, which is support at 18.22.
We have a downtrend on the RSI indicator that is about to be broken and retested, supporting the upward trend.
We are looking for stability above the 100 Moving Average.
Entry price: 19.12
First target: 19.55
Second target: 20.14
Third target: 20.74
VNINDEX
MSN - Vietnam's No.1 Consumer Goods Group - Entering the Growth Today, we would like to introduce our valued customers at Hưng Đạo Investment to the next strategic investment opportunity: MSN - Masan Group Corporation.
Criterion 1: Leadership Team Assessment
“Quang Masan” – full name Nguyễn Đăng Quang, Chairman of the Board of Directors.
Danny Le – CEO of Masan Group Corporation.
Masan’s leadership team is a refined combination of finance, strategic vision, and technology—a blend of experience and innovation, tradition and modernity. Sometimes, their strategy resembles that of a business mafia—why do I say this? Read on to understand their product and service approach below.
Leadership ownership:
45% of publicly traded shares are in the hands of the Board of Directors.
25% is held by foreign investors and institutions.
Around 30% of free-floating shares are available for market making.
The concentrated ownership of MSN is at a moderate level, which may impact the company’s growth acceleration in the future. Particularly, after the 73-80 range, a significant stock transaction has already been executed.
Criterion 2: Masan’s Products and Services – Market Utilization & Competitive Advantage
MasanAuth follows these core values:
Masan's two golden eggs:
Consumer Goods (Masan Consumer)
Retail (WinCommerce)
These two core business segments contribute nearly 80% of Masan Group’s revenue and profit and are its key growth drivers in the coming years.
Nearly 99% of households in Hanoi currently use Masan’s products, such as:
Fish sauce, seasoning, instant noodles, chili sauce, detergent, bottled water, beer, soft drinks, etc.
Shopping at WinMart and WinMart+ stores, despite slightly higher prices compared to traditional markets.
Masan dominates five key product categories with annual revenue of $150-250 million each:
Kokomi, Omachi, Chinsu, Nam Ngư, Wake-up 247, contributing 80% of Masan’s total dollar revenue.
Even those who previously had no preference for Masan’s products have unknowingly become loyal customers. The company has successfully infiltrated consumer habits by:
Owning thousands of WinMart stores, strategically located near residential areas, schools, and commercial hubs.
Optimizing shelf space, ensuring Masan products are always available while competitors’ products gradually disappear.
Masan’s products may not be the best, but they have successfully shaped consumer behavior. This is a competitive advantage that Mobile World (Thế Giới Di Động) cannot replicate in retail—they can only follow or play catch-up.
Criterion 3: Financials, Assets, Debt, Profit Margins
Masan’s revenue has doubled compared to the 2015-2019 period (VND 31,000-45,000 billion), reaching VND 77,000-88,000 billion in the past 5 years.
In 2024, Masan achieved VND 83,456 billion in revenue.
Hưng Đạo Investment projects a 40-50% revenue growth from 2025-2029, reaching VND 130,000-140,000 billion.
Key financial highlights:
Debt: Masan’s total debt stands at VND 65,000 billion, representing 44% of total assets (VND 147,000 billion). Although not a risk, high debt levels impact short-term profits due to VND 2,400 billion in annual interest expenses.
Liquidity: Cash and cash equivalents are VND 16,000 billion, a strong indicator of healthy business operations.
Selling expenses: Increased to VND 14,500 billion in 2024, up from VND 11,500-12,500 billion in previous years, signaling strong sales expansion.
Profit margins: Improved for three consecutive years, reaching 29.6% in 2024 (vs. 28.3% in 2023).
With Vietnam’s GDP growth target of 8% in 2025 and at least 10% in 2026, Masan is well-positioned to capitalize on macroeconomic expansion.
Criterion 4: Market Outlook, Valuation, and Investment Strategy
What’s next for MSN’s stock price? How should individual investors position their investments?
📌 Follow our updates for Masan’s 2024 Annual Report, set to be released in Q1 2025, for more details on upcoming strategic growth opportunities.
VNINDEX long term plan (2024-Q4 to 2025-Q2)This is my idea about VNINDEX long term plan.
Time range: 2024-Q4 to 2025-Q2.
- Expected to continue its upward trend in Q4 2024, reaching a new record high of 2,000 points by the end of the year, driven by strong earnings growth, low interest rates, and positive market sentiment.
- In Q1 2025, the VN-Index may face some correction and consolidation, as investors take profits and adjust their portfolios for the new year. The index may fluctuate between 1,800 and 2,100 points, depending on the macroeconomic situation and global events.
- In Q2 2025, the VN-Index may resume its rally, supported by the recovery of the tourism sector, the acceleration of the vaccination program, and the implementation of new infrastructure projects. The index may surpass 2,200 points by the end of the quarter, setting a new historical milestone.
The Information is not an finance advice.
LSS. Long positionThe LSS ticker has recently completed a Wyckoff accumulation pattern, indicating a potential price surge in the near future. The ascending trajectory of the price line further supports this bullish outlook. This pattern suggests that after a period of consolidation and accumulation, the market sentiment has shifted towards optimism, and we may expect an uptrend in the value of LSS. Traders and investors keen on capitalizing on this opportunity should keep a close eye on the market, as this could mark the beginning of a significant upward movement for LSS.
BIDHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
VJCHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
VJCHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
VNDHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
VCGHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
GEGHo Chi Minh Stock Exchange (HOSE), formerly known as HCM Securities Trading Center, is a stock exchange in Ho Chi Minh City, Vietnam. It was established in 1998 under Decision No. 127/1998/QD-TTg of the Prime Minister of Vietnam. HCM Securities Trading Center officially opened on July 20, 2000, and had its first trading session on July 28, 2000, with two listed companies and six security company members.
VNindex continues growthAfter the strong drop of last week, VNindex continued its uptrend this week. It is expected to be the next strong uptrend.
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DPM (DPM) Petrovietnam Fertilizer and Chemicals Corporation
Major shareholders: Vietnam Oil and Gas Group 59.58%
Business risk
Depending on international price due to fierce competition with China products and competition pushes urea price down further. Domestic fertilizer producers have to face up with competition from imported fertilizers, especially urea from China with cheaper prices in addition to counterfeit and poor quality fertilizers.
Source: tcinvest
Trading observation
Sun 30/04/2023
BSR- Binh Son Refinery. BuyingMy thoughts on BSR 20.08.2023
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