Why this Topic

Vietnam’s real estate market has seen a strong recovery since 2011 thanks to a soaring credit growth and low interest rates. While there is a clear divergence among real estate stocks, especially in light of the general market and their 2016 earnings forecast, one could not help questioning how bullish will the real estate market and real estate stock will be in the next few months? FiinPro Talk#3 is designed and organized by StoxPlus to come up with answers for the above hot question.

In addition to the presence of some representatives of investment funds and real estate developers, and with database of 157 enterprises in the real estate industry and 364 enterprises in the construction industry, StoxPlus also would like to present our findings related to performance and growth potential of these two sectors in 2016 as well as key macroeconomic indicators of real estate cycle and business cycle.

Discussion Topics

Real estate cycle and macroeconomic indicators

• Reviewing business and real estate cycles in the past 5 years
• The correlation between real estate cycles and macroeconomic indicators, including credit growth for real estate developers, construction and housing loans

Real estate Demand, Supply and Transactions

• Demand & Supply by different market segments
• Price level, Liquidity and Asset exploitation

Performance review and growth potential of real estate companies

• Operating and Financial performance
• 2016 earnings forecast and valuation

Benefits to participants

• Updating market insight
• Assessing the valuable opportunities and key risks for real estate market
• Discussion on the hot questions with experts from investment funds, real estate companies and real estate consultancy companies
• Reviewing financial strength and the operation, performance of top real estate stocks
• Networking as well as sharing market insights and experiences with experts
• Experiencing FiinPro

Who should attend

Securities firms

• Sell-side Analysts
• Brokerage Consultants
• Institutional Sales
• Risk Management
• Strategists

Investment funds, Fund management companies, Investment companies

• Buy-side Analysts
• Investment Officers
• Market Strategists

Banks and Financial Institutions

• Strategic and Planning Department
• Risk Managemento
• Financial Institutions
• Mortgage Bankers

Guest Speakers

• Mr. Ngo The Trieu

  Chief Investment Officer for Equity and Fixed Income

  Eastspring Investments Fund Management Company

• Mr. Nguyen Minh Quang

  President of Nam Long Real Estate Exchange

  Director of Sales & Marketing

Participants

• Number of attendees: 120-150 people

Facilitator

• Mr. Nguyễn Quang Thuân, CEO of StoxPlus