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FiinPro Talk #7 (Hanoi): Vietnam Banking & Real Estate Stocks: Closing for 2018 & Outlook
Event Timing: 14:00 – 18:00, September 27, 2018 (Thursday)
Event Address: 6th Floor, Lotte Centre Hanoi, 54 Lieu Giai, Ba Dinh, Hanoi, Vietnam
Registration fee: Free of charge for FiinPro Clients (01 complimentary ticket/per FiinPro account)
For non-clients: VND 2,200,000 (VAT inclusive)/per participant
Special 30% discount for all StoxPlus’s clients

Contact us at lan.do@stoxplus.com or (84-24) 3562 6962 (ext.103)

Background
Banking and Real Estate Stocks have been undoubtedly driving the market given its 40% contribution to the total market cap. These two groups also attracted a large portion of foreign capital flows into Vietnamese stock market, accounting for 47% and 88% of Daily Trading Value and Total Net Foreign Trading Value, respectively from the beginning of 2018 to date.

For any investors and traders, forming an investment or trading view toward the end of this year 2018 and beyond, it will be largely depending on how these two sectors will be heading to and what are the main driving factors.

While macroeconomic indicators are still expected in upticks in coming quarters by market consensus, there have been meaningful questions raised. For example, it is the earnings performance expected in 2H2018 and beyond for banking sector and the credit growth capped at 17% and the tightening credit for real estates under Circular 19 by SBV recently, amongst many others.

In this context and as scheduled seminars for our customers of StoxPlus, FiinPro Talk #7 is designed to address this topic. We are graceful to have speakers as thought leaders from fund manager Mr. Dao Phuc Tuong from APS Asset Management; Mr. Troy Griffiths, Deputy Managing Director, Savills Vietnam; and a representative from policy makers Mr Nguyen Tu Anh, Deputy General Director, Monetary Policy Department of SBV. We believe this is the best possible speaker composition for view exchanges and discussion with audience.

DISCUSSION TOPICS
1. Vietnam Real Estates - Where the Market is Heading to?
2. Performance of Banking and Real Estates Companies: Earnings Consensus for 2018
3. Major Monetary Policies: Directions and Implications for Banking Sector

SPEAKERS
• Mr. Dao Phuc Tuong – Investment Manager, APS Asset Management
• Mr. Nguyen Tu Anh, Deputy Director General, Monetary Policy Department, SBV
• Mr. Troy Griffiths, Deputy Managing Director, Savills Vietnam
• Mr. Nguyen Quang Thuan, CEO, StoxPlus (Moderator)

WHO SHOULD ATTEND
• Institutional investors including local and foreign fund managers
• Lead equity analysts especially banking analysts
• Banking executives

AGENDA
14:00 – 14:10 (10’) Welcome and introduction
14:10 – 14:25 (15’) Presentation: “Vietnam Real Estates - Where the Market is Heading to?"
Mr. Troy Griffiths, Deputy Managing Director, Savills Vietnam
14:25 – 14:40 (15’) Presentation: “Performance of Banking and Real Estates Companies: Earnings Consensus for 2018”
Mr. Nguyen Quang Thuan, CEO, StoxPlus
14:40 – 14:55 (15’) Presentation: “Major Monetary Policies: Directions and Implications for Banking Sector”
Mr. Nguyen Tu Anh, Deputy Director General, Monetary Policy Department, SBV
14:55 – 15:30 (35’) Tea break
15:30 – 16:30 (60’) Panel Discussion
Main topics:
• Macroeconomics and key indicators driving the stock market
• Real estate market and its implications for money flows into Stock Market
• Banking sector performance and implications for banking and real estate stocks market
Panelists:
• Mr. Dao Phuc Tuong – Investment Manager, APS Asset Management
• Mr. Nguyen Tu Anh, Deputy Director General, Monetary Policy Department, SBV
• Mr. Troy Griffiths, Deputy Managing Director, Savills Vietnam
• Mr. Nguyen Quang Thuan, CEO, StoxPlus (Moderator)
16:30 – 17:00 (30’) Q&A
17:00 – 17:05 (5’) Concluding remarks and Closing
17:05 – 18:00 (55’) Toasting and Cocktail Networking

CONTACT
StoxPlus is very pleased to welcome you and look forward to receiving your cooperation for FiinPro Talk to be held successfully. RSVP by sending your registration to lan.do@stoxplus.com or register directly via this link before Monday, 24/09/2018.

For any inquiries related to this event, please contact our Customer Service Department:

Ms. Do Thi Lan
Email: lan.do@stoxplus.com
Mobile: +84 989 219 401
Tel: +84-24-3562 6962 – ext: 103

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