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2020 04 Jan 2020 (Updated 03 Feb 2022), New Mindset (Personal…

- - - - Their Blogs/ Comments/ Thinkings/ Writings
- - - - Expand market coverage
        
        Food shop in HCMC/ Hanoi / Da Nang
        2021.12: 01 new GT agent => done
        2022: 3 new GT retailers
        
        Keeps the current customers
        Approach food shops
        Offer better margin: 20% => 25%GM
      - Maintain key clients :old_key:
        2021: Decided to out BigC
      - Continue to go mainstream
        
        More frequent promotions to lure more customers
        2021: Promotion not work
        2022:
        Buy 10: get 1 free
        Free-ship: over 5 packs
        Ship support: below 5 packs
      - Go Social, esp. shopee/laz/tiki/grab
      - Brand building Focus
  - - - Mật ong
      - Mật hoa dừa
    - - Da cá trứng muối
      - Lx trứng muối
      - Lx nấm đùi gà
      - Lx rong biển
  - - - Maintain 02 current sources
        Seek MPC/FMC for back-up
        2021: Anh Hào
        2022: maintain
- - - - Co-investment
        200M
        
        Which sector?
        With whom?
        
        Education
        
        Real estate
      - Want a Hi-quality Newsroom
        
        Social listening
        Forum VWA
        Pobcast Chang Ngoc Gia
        
        Apply Mosaic method on rumors
        
        Stay aware of news
        Why this news comes to me?
      - Exit TOPAZ CITY: VND 2.4-> 2.5B
        
        Comparables research
      - Apply strict trading rule
        +20%: take profit :apple:
        -5% from ATH: restructure :scissors:
        Lessons from the past
        
        Target VND 1.6B -> VND 2.5B
        
        IPs
        VGC x IDC
        
        Fertilizers (DPM)
        
        Banks
        TCB x ...
        
        Consumer MSN
      - Portfolio Management
        
        Hang Le
        
        Song Anh