Company Analysis

[Thanh Hằng Trương]

Dear Mr. Viet,

On behalf of the group, I apologise for this late email.

We had tried our best for completing this part; however, if there are
any errors, your help will be very appreciated.

By the way, we only send you company analysis since we are still
working on the industry one.

We are looking forward to hearing your response.

Best regards,

--
Truong Thanh Hang
Vietnam National University - HCMC
University of Economics and Law
Quarter 6 - Linh Trung Ward - Thu Duc District - HCMC - Viet Nam
Cell phone: 0128 532 7882

[Thanh Hằng Trương]

---------- Forwarded message ----------
From: Chu-Hoang Viet <chu-hoa...@db.com>
Date: 2012/10/9
Subject: Re: Company Analysis
To: hang.tr...@gmail.com
Cc: "hvie...@yahoo.com" <hvie...@yahoo.com>, "min...@uel.edu.vn" <min...@uel.edu.vn>, "ph...@uel.edu.vn" <ph...@uel.edu.vn>


Classification: Public

Hi team,

Honestly, I am disappointed this time. You guys must have done much better. Maybe you should write as much as you could and then we make the reduction in the final version. Please find below my comments
- Charts are too simple. Please be creative.
- Where is the VALUE CHAIN?
- Make more comparisons then give your comments. When you have a number (for example: revenues, margins, salespersons ...), try to compare with that of the past and future (to see the trend), of competitors (domestic, foreign), of regional or global peers.
- 50% of the company's COGS is materials cost. What are the rest? Do you have the break down COGS? Could the company pass the exchange rate risk to customers?
- As my understanding (I read in the researches I sent to you), there are 2 kinds of drugs based on distribution channels: prescription (Rx or POM) drugs and OTC (or GSL) ones. Could we analyze the company's distribution channels based on these?
- R&D spending: I don't see any numbers in your research.
- What are the company's strength and weakness? You could apply the SWOT to analyze.

Please send me some other parts before this Sat so we could discuss all in the meeting.

Thanks & Best Regards
Chu Hoang Viet
Global Markets
Deutsche Bank AG Hochiminh City
Add: 13th floor, Saigon Centre, 65 Le Loi Boulevard
Direct line: 84-8-6299-8820 & 8821
Tel: 84-8-6299-8800
Fax:84-8-3829-3865
Cellphone: 84-982196189
E-mail: chu-hoa...@db.com

From:	Thanh Hằng Trýõng <hang.tr...@gmail.com>
To:	Chu-Hoang Viet/ext/dbcom@DBAPAC,
Cc:	"cfa_u...@googlegroups.com" <cfa_u...@googlegroups.com>, "hvie...@yahoo.com" <hvie...@yahoo.com>, "min...@uel.edu.vn" <min...@uel.edu.vn>, "ph...@uel.edu.vn" <ph...@uel.edu.vn>
Date:	08/10/2012 11:59 PM
Subject:	Company Analysis

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[attachment "company analysis.doc" deleted by Chu-Hoang Viet/ext/dbcom]


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