# FIINPRO TALK #3: Analysis of real estate sector and real estate stocks

Vietnam real estate market has undergone various cycles, which is marked with a strong recovery recently thanks to soaring credit growth and low interest rates. When there is a large discrepancy between real estate stocks and market average & earnings forecast 2016, many questions are raised about how the bullish of real estate stock and real estate market shall continue in the next few months, so FiinPro Talk#3 is designed and organized by StoxPlus to come up with answer for the above hot question.

Vietnam real estate market has undergone various cycles, which is marked with a strong recovery recently thanks to soaring credit growth and low interest rates. When there is a large discrepancy between real estate stocks and market average & earnings forecast 2016, many questions are raised about how the bullish of real estate stock and real estate market shall continue in the next few months, so FiinPro Talk#3 is designed and organized by StoxPlus to come up with answer for the above hot question.

In addition to the participation of some representatives of investment fund and real estate developers, based on 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 results 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 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 segments
  • Price level, Liquidity and Asset exploitation
• Performance review and growth potential of real estate companies
  • Operating and Financial performance
  • Earnings forecast and Price level in 2016

Benefits to participants:

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

      Deputy CEO, Nam Long Apartment Development Corporation (Nam Long ADC)

Participants:

• Number of attendees: 120-150 people

Date, Time & Venue:

• Date: Friday, September 30, 2016
• Time: 14:00 – 17:00
• Venue: Saigon Hotel, 41-47 Dong Du, Dist. 1, HCMC

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