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 – 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 – 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)