VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – HOA PHAT GROUP (HOSE:HPG)

VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – SAIGON BEER (HOSE:SAB)

VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINCOM RETAIL (HOSE:VRE)

VIETNAM STOCK INDEX COMPONENTS REVIEW – MOBILE WORLD (HOSE:MWG)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – MOBILE WORLD (HOSE:MWG)

VIETNAM STOCK INDEX COMPONENTS REVIEW – AIRPORTS CORPORATION OF VIETNAM (UPCOM:ACV)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – AIRPORTS CORPORATION OF VIETNAM (UPCOM:ACV)

VIETNAM STOCK INDEX COMPONENTS REVIEW – VINHOMES (HOSE:VHM)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINHOMES (HOSE:VHM)

TOP VIETNAM BANKS – STOCK MARKET VALUATIONS AND OUTLOOK 2022

If you owned Vietnam bank stocks over the first half or so of 2021 then you would be well aware of the sector’s outstanding performance towards the middle of the year. The latter months of 2021 though saw them take a breather, so what now is the outlook for Vietnam bank stocks in 2022 and … Continue reading TOP VIETNAM BANKS – STOCK MARKET VALUATIONS AND OUTLOOK 2022

VIETNAM STOCK ON KL EXCHANGE – REVIEW WITH TIKR TERMINAL

Some of the advantages a small private investor has over the institutions is the ability to invest in small stocks and unusual situations. In the past, one type of unusual situation I have taken advantage of is stocks that have an unusual stock exchange listing. For example, maybe the company has significant growth opportunities in … Continue reading VIETNAM STOCK ON KL EXCHANGE – REVIEW WITH TIKR TERMINAL

ARE VIETNAM STOCK MARKET VALUATIONS CHEAP?

In recent blog posts I have discussed topics that touch on the boom-and-bust years of the Vietnam stock market around 2006-2009. I covered the entire history of the Vietnam stock market, and how it has been one of the star performers so far in 2021. I made the dangerous remark that the rally now “is … Continue reading ARE VIETNAM STOCK MARKET VALUATIONS CHEAP?

VIETNAM STOCK INDEX COMPONENTS REVIEW – VINAMILK (HOSE:VNM)

Global investors who seek exposure to the Vietnam stock market often do so via ETFs or Closed End Funds (CEFs) that hold the larger and more liquid companies. Such companies are usually prominent constituents on various Vietnam stock indices such as the VN-Index, FTSE Vietnam Index, MSCI Vietnam Index etc. In this blog post I … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINAMILK (HOSE:VNM)

STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 2

This is part 2 from the last blog post where I discussed some stocks that might be good picks for 2022. That is, stocks where their fortunes are tied to some degree to the outlook for Vietnam, or at least South East Asia more generally. STOCKS HELPED BY A POSTIVE VIETNAM STOCK MARKET OUTLOOK IN … Continue reading STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 2

STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 1

Yet they don't trade on the Vietnam stock exchange, so what do I mean then.. In my last blog post I mentioned how in mid-September I was pleasantly surprised that the risks surrounding covid-19 seemed to be reducing across South East Asia. The vaccine rollout gained momentum, yet from my observations some relevant stocks to … Continue reading STOCKS FOR A POSITIVE VIETNAM STOCK MARKET OUTLOOK IN 2022 PART 1