This proforma deconsolidation is based on a full spin-out or demerger
scenario of MHT via an assumed distribution of MHT’s equity pro-rata to
MSN’s shareholders at book value. We have looked at what MSR would look
like as a 49% associate. MSN could also seek to sell a majority stake in the
company, which could result in a one-off non-cash accounting fair value
adjustment for the group. MHT has a book value of VND14,763bn
(cUSD620mn) of which MSN group has an 86.4% economic interest as of
3Q24a, which increased to 95.9% as part of the recent sale of HC Stark.

MHT c&#243; gi&#225; trị sổ s&#225;ch l&#224; 14.763 tỷ đồng, tức 1 cổ phiếu c&#243; gi&#225; khoảng 14.6 bằng đ&#250;ng gi&#225; Mitsubishi Material b&#225;n. Vậy khi n&#224;o về 14.6 t&#244;i sẽ mua th&#234;m.

This proforma deconsolidation is based on a full spin-out or demerger
scenario of MHT via an assumed distribution of MHT’s equity pro-rata to
MSN’s shareholders at book value. We have looked at what MSR would look
like as a 49% associate. MSN could also seek to sell a majority stake in the
company, which could result in a one-off non-cash accounting fair value
adjustment for the group. MHT has a book value of VND14,763bn
(cUSD620mn) of which MSN group has an 86.4% economic interest as of
3Q24a, which increased to 95.9% as part of the recent sale of HC Stark.

MHT có giá trị sổ sách là 14.763 tỷ đồng, tức 1 cổ phiếu có giá khoảng 14.6 bằng đúng giá Mitsubishi Material bán. Vậy khi nào về 14.6 tôi sẽ mua thêm.