INDUSTRY

[Anna Tran]

Hi Mr.Viet,

This is industry overview part. Since there are so many information, we are confused in select the best information for the report.
On the other hand, we are stuying  company part and try to complete it this sunday.
Have a nice day.

Best regards,

Trần Đặng Phương Oanh

Finance and Banking Faculty

University of Economics and Law

Ho Chi Minh National University
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: Thu, Oct 4, 2012 at 5:27 PM
Subject: Research
To: phuongoa...@gmail.com
Cc: Chu Hoang Viet <hvie...@yahoo.com>, min...@uel.edu.vn, ph...@uel.edu.vn


Classification: Public

Hi all,

FYI.

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
---

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
unauthorized copying, disclosure or distribution of the material in this
e-mail is strictly forbidden.

--

[Anna Tran]

---------- Forwarded message ----------
From: Chu-Hoang Viet <chu-hoa...@db.com>
Date: Thu, Oct 4, 2012 at 2:52 PM
Subject: Re: INDUSTRY
To: phuongoa...@gmail.com
Cc: Chu Hoang Viet <hvie...@yahoo.com>, min...@uel.edu.vn, ph...@uel.edu.vn

Classification: Public

Hi,

Your writing is ok. Please find below my comments:
- Please send me word files next time so I could add my comments directly on the writing.
- Business Description: will be rewritten when you know more about the company.
- Industry Overview:
        * What are 3 tiers? and the third including VN?
        * Where did you get the growth rate anticipation of 20% for 5 years?
        * I am not sure about your conclusion about CPI growth rates of pharma and total.
        * I need a comparison of spending on health care/total income person of Vietnam, regional countries and developed countries.
        * Could you remake the chart 2? I couldn't see the details.
        * Do you have the break down of the industry revenue? (by companies, by products ...)
        * How's about the functional food? I think it's a new trend.
        * Where is the part about the commission system?
        *What happens to VN pharma industry with patent cliff?
        * The part about WTO and price control policies are not clear. Could you please explain more?
        * How's about overall R&D spending? and recent M&A.

I think we should meet next week? an evening after work (not the Wed 10) or next Sat 13 afternoon. Please pick a day.

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_u...@googlegroups.com, min...@uel.edu.vn, ph...@uel.edu.vn
Date:	04/10/2012 12:09 AM
Subject:	INDUSTRY

---

Hi Mr.Viet,

This is industry overview part. Since there are so many information, we are confused in select the best information for the report.
On the other hand, we are stuying  company part and try to complete it this sunday.
Have a nice day.

Best regards,

Trần Ğặng Phıõng Oanh

Finance and Banking Faculty
University of Economics and Law
Ho Chi Minh National University
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.pdf" deleted by Chu-Hoang Viet/ext/dbcom]

---

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
unauthorized copying, disclosure or distribution of the material in this
e-mail is strictly forbidden.

--