VIETNAM STOCK INDEX COMPONENTS REVIEW – FPT CORP (HOSE:FPT)

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)

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)

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)

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

AN OVERVIEW OF THE MOBILE WORLD (HOSE:MWG) BUSINESS The main operations of Mobile World Group (MWG) consist of the following: Selling mobile phones and IT equipment / accessories (and providing repair and maintenance services for), under the brand of The Gioi Di Dong.The more commercial electronic equipment is traded under the brand Dien May Xanh.They … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – MOBILE WORLD (HOSE:MWG)

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

WHY AIRPORTS CORORATION OF VIETNAM? Airports Corporation of Vietnam might be a good stock for those who want to pick up an investment that still trades below the share price seen some 4 years ago. If owning this, you would be looking for a contrarian type play on the hope of increased travel soon. When … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – AIRPORTS CORPORATION OF VIETNAM (UPCOM:ACV)

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

WHY VINHOMES? Vinhomes might be a good stock for those who want to ride the thematic of the growing middle class in Vietnam. Likewise, investors in Vinhomes may benefit if the thesis of the Vietnam government rapidly developing their infrastructure roll out turns out to be correct. The continued urbanization trend in Vietnam should lead … Continue reading VIETNAM STOCK INDEX COMPONENTS REVIEW – VINHOMES (HOSE:VHM)

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)