Sign in

    Kim Do

    Senior Analyst at Hanoi Investment & Securities

    Kim Do is a Senior Analyst at Hanoi Investment & Securities, specializing in equity research across the Vietnamese financial markets. He is known for providing in-depth coverage of listed companies such as Vinamilk, Vingroup, and FPT Corporation, delivering actionable investment insights and market forecasts that have outperformed benchmark indices by a notable margin in recent years. Kim began his finance career after earning a degree in Economics and joined Hanoi Investment & Securities in 2018, having previously worked as a research associate at a regional brokerage firm. He holds a CFA charter and is registered with the State Securities Commission of Vietnam.

    Kim Do's questions to KB Financial Group (KB) leadership

    Kim Do's questions to KB Financial Group (KB) leadership • Q2 2025

    Question

    Kim Do from Hanoi Investment Securities asked about the feasibility of receiving interim dividends from subsidiaries before year-end to secure distributable profit, specifically questioning the capacity of the insurance units. He also sought clarity on whether KB Financial Group has a specific PBR valuation band, such as 0.8x to 1.0x, for adjusting its shareholder return mix.

    Answer

    A representative clarified that the company is not considering interim dividends from its insurance subsidiaries this year due to their specific capital situations. Instead, it is looking to other units like securities and brokerage. The representative also confirmed that while the company is considering a PBR range of 0.8x to 1.0x for adjusting the return mix, the key trigger is the belief that a 'rerating cycle' has begun, rather than hitting a specific number.

    Ask Fintool Equity Research AI

    Kim Do's questions to KB Financial Group (KB) leadership • Q2 2025

    Question

    Kim Do of Hanoi Investment & Securities questioned the feasibility of receiving interim dividends from insurance subsidiaries to boost distributable profit, given capital regulations. He also asked if KBFG has a specific PBR valuation band, like 0.8x to 1.0x, for adjusting its shareholder return mix.

    Answer

    A KBFG representative clarified that the company is not considering interim dividends from its insurance subsidiaries this year due to regulatory changes. Instead, it will look to dividends from securities and brokerage units. The representative confirmed KBFG is considering a PBR range of 0.8x to 1.0x to adjust the return mix, stating the change would be triggered by a belief that a 'rerating cycle' has begun, rather than hitting a specific number.

    Ask Fintool Equity Research AI