UEL's report

[Anna Tran]

Hi anh,

Tụi em hi vọng bài này sẽ tốt hơn. Chúc anh buổi sáng vui vẻ. ^^

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Trần Đặng Phương Oanh

Ho Chi Minh National University

University of Economics and Law

Finance and Banking Faculty

Tel: 0987049325

Skype: fangying_chen

Yahoo: pink_teen_rain_921

Email: phuongoa...@gmail.com

          oanhtd...@st.uel.edu.vn

          pink_teen...@yahoo.com

Facebook: http://www.facebook.com/fangyingchen129

[Anna Tran]

---------- Forwarded message ----------
From: Chu-Hoang Viet <chu-hoa...@db.com>
Date: Fri, Nov 16, 2012 at 9:20 AM
Subject: Re: UEL's report
To: phuongoa...@gmail.com
Cc: cfa_uel2013 <cfa_u...@googlegroups.com>, Chu Hoang Viet <hvie...@yahoo.com>, investi...@yahoo.com, min...@uel.edu.vn, "Hoàng Thọ Phú K.TCNH" <ph...@uel.edu.vn>


Classification: Public

Hi team,

I have few quick comments:
- Please review and correct the Price Target in the first page (69,000 VND - Recommend: HOLD) and in the second page (79,332 VND - Recommend: ADD).
- Years after 2012E must be with F (2013F, 2014F ...)
- Numbers in charts must be with "," (3,000; 4,000 ...)
- The number of peers is still 4. Are you sure? I see you could find the transaction prices of recent M&A deals in Vietnam. Please make a valuation of DHG based on them.
- Review the formatting of Risk Analysis and Appendix.

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:	Anna Tran <phuongoa...@gmail.com>
To:	Chu Hoang Viet <hvie...@yahoo.com>, Chu-Hoang Viet/ext/dbcom@DBAPAC,
Cc:	cfa_uel2013 <cfa_u...@googlegroups.com>, Hoàng Thọ Phú K.TCNH <ph...@uel.edu.vn>, min...@uel.edu.vn, investi...@yahoo.com
Date:	16/11/2012 07:43 AM
Subject:	UEL's report

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Hi anh,
Tụi em hi vọng bài này sẽ tốt hõn. Chúc anh buổi sáng vui vẻ. ^^

--
Trần Ðặng Phýõng Oanh

Ho Chi Minh National University
University of Economics and Law
Finance and Banking Faculty
Tel: 0987049325
Skype: fangying_chen
Yahoo: pink_teen_rain_921
Email: phuongoa...@gmail.com
          oanhtd...@st.uel.edu.vn
          pink_teen...@yahoo.com
Facebook: http://www.facebook.com/fangyingchen129

[attachment "Uel's report.docx" deleted by Chu-Hoang Viet/ext/dbcom]


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[Anna Tran]

---------- Forwarded message ----------
From: Le Minh <investi...@yahoo.com>
Date: Fri, Nov 16, 2012 at 9:58 AM
Subject: Re: UEL's report

To: Chu-Hoang Viet <chu-hoa...@db.com>, "phuongoa...@gmail.com" <phuongoa...@gmail.com>
Cc: cfa_uel2013 <cfa_u...@googlegroups.com>, Chu Hoang Viet <hvie...@yahoo.com>, "min...@uel.edu.vn" <min...@uel.edu.vn>, "Hoàng Thọ Phú K.TCNH" <ph...@uel.edu.vn>

Dear all team,

I attach the file with much errors in writing.

Many sentences show ambigous meaning.

Font and chart are not professional as different types.

Those mistakes will be underplay factors for your report.

I need a more polished report ASAP and will take care about the core value: financial items.

Before to do so, please tell a story about DHG as you told me yesterday: "we find some interesting feature about its weaknesses". This literacy style will atract reader and show your unique positioning about DHG.

RG 

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MINH, LE QUANG

Open your eyes
Open your mind
Open your thoughts
Don't stay behind…

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From: Chu-Hoang Viet <chu-hoa...@db.com>
To: phuongoa...@gmail.com
Cc: cfa_uel2013 <cfa_u...@googlegroups.com>; Chu Hoang Viet <hvie...@yahoo.com>; investi...@yahoo.com; min...@uel.edu.vn; Hoàng Thọ Phú K.TCNH <ph...@uel.edu.vn>
Sent: Friday, November 16, 2012 9:20 AM

Subject: Re: UEL's report

Hi anh,

[attachment "Uel's report.docx" deleted by Chu-Hoang Viet/ext/dbcom]


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This e-mail may contain confidential and/or privileged information. If you
are not the intended recipient (or have received this e-mail in error)
please notify the sender immediately and destroy this e-mail. Any
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e-mail is strictly forbidden.