WHY FPT CORP? FPT Corporation is the largest IT company in Vietnam. Strong EPS and cashflow growth is expected over the years ahead as they benefit from a wide variety of tailwinds. The growth in digital transformation services will see margins improve at already strong levels. The telecommunications segment is underpinned by increasing demand for … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – FPT CORP (HOSE:FPT)
Author: vietnamesestockmarket
BEST VIETNAM FUNDS 2022 – VIETNAM STOCK MARKET CRASH REVIEW
I have read some stock market participants describe the Vietnam stock market performance of 2022 as a “crash”. I don’t necessarily agree with that description, but whatever terms you use, there is no debating that the Vietnam stock market has had a tough time in the first 6 months of 2022! In this blog post … Continue reading BEST VIETNAM FUNDS 2022 – VIETNAM STOCK MARKET CRASH REVIEW
SHOULD I INVEST IN THE VIETNAM STOCK MARKET – VOF LSE SEEKING ALPHA REVIEW
On this blog I have mentioned previously a post I made on the Seeking Alpha website in early 2019 when at the time I thought the sizeable falls in Vietnam stocks made them a buying opportunity. Does a similar opportunity now exist today? VINACAPITAL VIETNAM OPPORTUNITY FUND REVIEW A couple of weeks into July this … Continue reading SHOULD I INVEST IN THE VIETNAM STOCK MARKET – VOF LSE SEEKING ALPHA REVIEW
VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?
Many of us thankfully might be starting to embrace dusting off our passports now and travelling overseas, or at least thinking about it. I therefore thought is a good time to explore the potential of a rebound in Vietnam tourism. Amongst other things, I will discuss how previous obstacles around travelling at the beginning of … Continue reading VIETNAM’S TOURISM, VISA SITUATION AND STOCK MARKET 2022?
VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)
WHY HOA PHAT GROUP? Hoa Phat Group is a clear success story for shareholders in Vietnam over the last decade. Despite that, it trades on a very low P/E ratio. Whilst dividends have not been much to speak of historically, they may ramp up in future years. Investors looking to gain exposure to the thematic … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)
VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)
WHY SAIGON BEER? Saigon beer is the major player in the local Vietnam alcoholic beverage market, capturing around 40% market share. It believes it can push this to 50% over time. Heineken is its fiercest competitor in Vietnam with over 30% market share. Overall it is a very concentrated market, with over 90% of the … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)
SHARESIGHT PORTFOLIO TRACKER REVIEW 2024
I thought it would be some fun to look back at some of the Vietnam stock market exposures I have mentioned on the blog that I disclosed I owned personally, and see how they have fared. I do this with a little trepidation, as I know it has been a tough stock market environment over … Continue reading SHARESIGHT PORTFOLIO TRACKER REVIEW 2024
DRAGON CAPITAL VIETNAM DEBT FUND REVIEW
As inflation is a hot topic in global markets this year, let’s take a look at how this might affect the prospects of investing in a Vietnam debt fund. There are not many ways to achieve such exposure in your portfolio, but arguably Vietnam’s most highly regarded fund manager does have a debt product out … Continue reading DRAGON CAPITAL VIETNAM DEBT FUND REVIEW
BEST VIETNAM STOCK MARKET INVESTING BOOK – CROSSING THE STREET BY ANDY HO
As an investor in the VinaCapital Vietnam Opportunity Fund (LON:VOF), when I saw that the CIO of VinaCapital had released a book about investing in Vietnam, I was naturally quick to purchase it. To my knowledge, there are not many books on the subject to choose from. Even if there was, I am sure this … Continue reading BEST VIETNAM STOCK MARKET INVESTING BOOK – CROSSING THE STREET BY ANDY HO
WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?
Well I could just say because the US stock market was down quite a bit since Friday (today is Vietnam's first trading session since then) and finish this blog post with one sentence. However I thought it might be interesting to explore some of the recent correlations between the Vietnam stock market, and that of … Continue reading WHY IS THE VIETNAM STOCK MARKET DOWN TODAY?
VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)
WHY VINCOM RETAIL? Vincom Retail is the largest retail developer, owner and operator in Vietnam. It could therefore be considered as one of the ultimate consumer plays on the stock market. At the end of 2020 they owned 80 retail malls in 43 out of 63 cities and provinces. It’s gross floor area reached about … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)
IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?
As I recover from overindulging from various new year celebrations (yes I probably need almost 2 months for that), I thought I would try and collect my thoughts about the year of the tiger. It made me think about the theme of tiger economies in Asia in the 1980s. I shall explore what it meant, … Continue reading IN THE YEAR OF THE TIGER, CAN VIETNAM BECOME A TIGER ECONOMY?