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 – 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)