For example, “Queen of Tra fish” Vinh Hoan Corporation (VHC) as of December 31, 2023, VHC’s stock portfolio had an initial value of over VND 181 billion and invested in stocks NLG, DXS, KBC, … In 2023, VHC increased its investment in NLG, DXS and reduced investment value in KBC. As of December 31, 2023, VHC’s stock portfolio had a market value of over VND 142 billion, and VHC had to set aside a provision of nearly VND 39 billion. However, the provision amount decreased by nearly half compared to the beginning of the year of nearly VND 77 billion.
The original value of Danang Investment and Development Corporation (NDN)‘s stock portfolio in 2023 increased by VND 123 billion compared to the beginning of the year. The company increased its investment in stocks HPG, QTP and purchased new stocks DGC, MWG, STB. Currently, NDN’s stock portfolio is mainly invested in stocks DGC, HPG, STB. As of the end of 2023, NDN’s stock portfolio was temporarily profitable at around VND 18 billion, in which DGC and HPG were profitable while MWG, QTP, STB, and other stocks had to set aside a provision of VND 37.5 billion.
MHC Joint Stock Company (MHC) invested VND 156 billion in EVF stocks in 2023 and was temporarily profitable at VND 63 billion. In addition to buying EVF stocks, MHC reduced its investment capital in EIB, GEX stocks, … As of December 31, 2023, MHC’s stock portfolio had an initial value of over VND 219 billion.
A significant decrease in stock portfolio value this year must be mentioned by Tien Len Steel Corporation (TLH). As of December 31, the business’s trading stock portfolio had an initial value of only over VND 3 billion, while it was nearly VND 106 billion at the beginning of the year. The company sold all of its IJC, SHB, VIX stocks it held at the beginning of the year. TLH’s stock portfolio on December 31 has a market value of about VND 1.8 billion, and the company has set aside a provision of VND 1.2 billion.
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Similarly, the value of Sam Holdings Joint Stock Company‘s stock portfolio decreased by 86% to only 29.6% and includes investments in stocks of Alphanam Joint Stock Company and DNP stocks. Notably, the investment value in DNP also decreased by 60% compared to the beginning of the year.
Hoa An Joint Stock Company (DHA) also sold all 100 shares of HHS and 2.64 million shares of HPG this year. DHA’s stock portfolio as of December 31, 2023, includes 214,600 shares of Phu Yen Tourism Joint Stock Company and 297,903 shares of Thanh Thanh Ceramic Joint Stock Company, with a total value of VND 189 billion.
Long An Books and Equipment Joint Stock Company (LBE) as of the end of the 4th quarter of 2023, the company’s trading stock portfolio had an initial value of over VND 5.8 billion. The company’s trading stock portfolio includes 8 stocks, an increase of 3 stocks compared to the beginning of the year. LBE sold 102,500 shares of S55 of Song Da 505 Joint Stock Company, purchased an additional 14,200 shares of TNA of Thien Nam Import and Export Trading Joint Stock Company, and purchased new stocks, including a large proportion of VDL of Lam Dong Food Joint Stock Company (VND 3.6 billion), QTC of Quang Nam Transport Works Joint Stock Company (VND 1.7 billion). LBE’s investment portfolio is currently temporarily profitable but still has a provision of over VND 163 million.
Thu Duc Real Estate Development Joint Stock Company (TDH)‘s investment portfolio has not changed much compared to the beginning of the year, except for a decrease of 16,000 shares in the number of Construction Joint Stock Company No. 5 shares. The value of the investment portfolio is VND 3.8 billion.
