June 20, 2025 | 14:36 GMT +7

  • Click to copy
Monday- 07:08, 11/07/2022

Vinamilk in the Top 5 intriguing stocks of Southeast Asia

(VAN) HSBC Global Research selected Vinamilk as one of the five most intriguing stocks in Southeast Asia with expectations of stable profit.

n the report on June 29, HSBC Global Research (HSBC Global Research) selected Vinamilk's VNM stock in the list of the five most intriguing stocks in Southeast Asia. This assessment is based on the expectation that VNM will benefit when commodity prices enter a stable phase.VNM is also the only stock in Vietnam's F&B industry to be recommended by HSBC in this report. The remaining four companies come from the financial - banking, technology - retail segments of Indonesia, Singapore, and Thailand.

Input material prices of manufacturing businesses in general and Vinamilk have been affected by the Covid-19 pandemic and world economic - political issues. Consequently, raw materials price entering the adjustment period will be a positive signal. It will also improvie the profit margin of businesses in the third quarter of 2022.

In the first few months of 2022, VNM stock is not an option for many investors due to the cash flow being engrossed in short-term "games". However, VNM is currently one of the strongest blue chips, bringing in a profit of nearly 12% in the last 12 sessions.

At the end of the last trading session of June (June 30), VN-Index once again broke through the 1,200 mark after many stressful trading sessions. Low volatility stocks like VNM became the "savior" of the market.

Since the last time VN-Index reached 1,500 points on April 7, Vinamilk's stock price has only decreased by 8%. Simultaneously, VN-Index has dropped more than 20% (as of June 30) and many top stocks have also lost up to 20-30% of their value. The trading volume of VNM shares also increased, becoming a "haven" for many investors while the market was under a lot of pressure.

The trading volatility of VNM shares.

The trading volatility of VNM shares.

Statistically, since the middle of June, VNM has always appeared on the list of key stocks in the market. Some experts believe that cash flow is being attracted due to Vinamilk paying a cash dividend at a relatively high rate of 38.5% on August 19.

Vinamilk has always been known as a "cash giant" on the stock market. On March 31, The net cash balance on the consolidated financial statements was VND10,500 billion, accounting for 19.8% of total assets. Cash flow tends to shift to stocks that are stable, sustainable, and have great financial potential in the current volatile period of the stock market.

The Lao - Jagro farm project is expected to welcome the first dairy herd in July.

The Lao - Jagro farm project is expected to welcome the first dairy herd in July.

At the end of 2021, Vinamilk and its member companies announced that they are implementing large projects and attracting investors thanks to their growth potential in the future. Specifically, Vinamilk and its member company Vilico are investing VND4,600 billion in Hung Yen dairy factory. This unit is also working with Sojitz, a Japanese partner, to implement a beef project with a scale of up to 30,000 cows, with an investment of VND 2,985 billion. The project is expected to be on the market in 2023.

At the end of May, Vinamilk and Moc Chau Milk kicked off the "Moc Chau Milk Paradise Complex" with an investment of VND 3,150 billion on an area of 170 ha. 

Moc Chau Dairy Cow Paradise Project.

Moc Chau Dairy Cow Paradise Project.

Phase 1 of the Lao-Jagro farm project is being constructed on a total area of 5,000ha. It is expected that at the beginning of the third quarter of 2022, purebred dairy cows imported directly from the US will be brought to the farm. 

With long-term development potential and advantages in finance and strategic management, it can be said that VNM stock is always favored by many securities companies and investment funds.

Author: Duc Trung

Translated by Hoang Duy

USDA again boosts Indian rice production forecast, increases U.S. import projections

USDA again boosts Indian rice production forecast, increases U.S. import projections

(VAN) Last week, the U.S. Department of Agriculture (USDA) released its June World Agricultural Supply and Demand Estimates (WASDE), raising projections for both Indian rice production and U.S. rice imports for the 2025/2026 marketing year.

Vietnam taps into growing Australian demand for shrimp

Vietnam taps into growing Australian demand for shrimp

(VAN) Amid tariff risks and growing trade barriers in the U.S. market, Australia is emerging as a promising destination to sustain the growth momentum of Vietnam's shrimp exports.

Global lychee market to reach USD 8.79 billion by 2028: Where does Vietnam stand?

Global lychee market to reach USD 8.79 billion by 2028: Where does Vietnam stand?

(VAN) This notable growth trend reflects the global taste for fresh, nutritious fruits and the expanding use of lychees across various sectors.

Against the grain: as prices and temperatures rise, can Japan learn to love imported rice?

Against the grain: as prices and temperatures rise, can Japan learn to love imported rice?

(VAN) The political and cultural insulation of Japan’s beloved grain is falling apart, and experts warn the country’s relationship with the staple will have to adapt.

Global output of key food commodity crops on course for new records

Global output of key food commodity crops on course for new records

(VAN) Noting risks, report examines impacts of avian influenza, changing trade patterns since 2022, fish fraud, and shipping industry’s net-zero goals.

Vietnam-IWPA: Cooperation in developing transparent and sustainable wood supply chain

Vietnam-IWPA: Cooperation in developing transparent and sustainable wood supply chain

(VAN) Mr. Tran Quang Bao, General Director of the Forestry and Forest Protection Department, met and worked with the International Wood Products Association to promote cooperation in the field of timber trade.

China's rare earth exports jump 23% in May despite export curbs

China's rare earth exports jump 23% in May despite export curbs

(VAN) China's outbound shipments of rare earths in May jumped 23% on the month to their highest in a year, though Beijing's export curbs on some of the critical minerals halted some overseas sales.

Read more