All About Vietnam
Discover Modern Vietnam
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VCB [O-PF +11%] – Look to accumulate VCB on Banking fall-out
August 21, 2015 Vietcombank (VCB), JSC Bank for Foreign Trade of Vietnam – Fine print in 1H15 audited report indicates some blemishes but so much is working in favour for VCB that clients should continue to accumulate on weakness. Pluses includes laser focus on lifting NIMs, favoured candidate to break institutional capital raising drought and
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Fulbright University Vietnam
June 13, 2016 Harvard-affiliated Fulbright University Vietnam (FUV) has been established in Ho Chi Minh City. Classes will begin in September 2016. FUV is the first private, nonprofit Vietnamese university founded on the principles of accountability
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Invest in Vietnam: Bullish on Agrochemical
September 28, 2016 Disclaimer: the opinions expressed herein are that of Rongviet Securities and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. Stable operation prevails over peers Outlook and Valuation Being a well-established agrochemical company, VFG owns numerous advantages in terms of experience as well as distribution system that few companies in this
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Silk Road Infrastructure Plan Receives Global Attention
A massive global infrastructure project is being planned to connect countries bordering The Silk Road, via sea routes, roadways and railways. Representatives from Asia, the Middle East, Europe and Africa participated in the One Belt, One Road Summit in Beijing on May 15, 2017. The United States also sent a delegation to the meeting, led
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Macro Update – 3Q GDP Growth Surprises on the Upside
September 2015 3Q GDP growth surprises on the upside GDP growth ramped up to 6.81% in 3Q15, the highest 3Q growth over the past five years. Manufacturing re-affirmed the pivotal role in spurring growth as the wave of production shift from electronics MNCs helped to abate negativity from stalled global trade. Meanwhile, the economy gained
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Meet our Active Angels
Active Angel Investors Our active angel investors are members of the vanguard of Vietnam’s tech renaissance. They are venture capitalists, hedge fund managers, and entrepreneurs who scour Vietnam for startups, including startups we profile here. If there is sufficient interest, the angels may offer mentorship, referrals, or further collaboration. If you are an active investor with
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4 Reasons Custom-Fit Fashion Will Propser
Soon, we’ll all be dressed like Bond and Marilyn. The online apparel market is expected to grow 17% in 2017, and is presently the largest e-tail segment second only to consumer electronics. At the forefront of this development are the companies solving the biggest problem online shoppers have with apparel: fit. As new UX innovations
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Video: Vietnam’s Funniest Moments
Upon a quest to laugh on Friday afternoon, we found a video that will be forever precious. It is a collage of some of the funniest instances anyone could witness in Vietnam. It was compiled by Vietnam Funny, whose channel you should definitely peruse if you haven’t already. In the mean time, press play to
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Prisma Delight: Four Moments in Saigon
September 29, 2016 Four moments from my recent trip in Vietnam. Captured in Prisma. Enjoy! (If you guys share this I might post more) Saigon Caught in a Flood The View From Caravelle (My Favorite Bar) Second Floor View from Cuc Gach (My Favorite Restaurant) The Turtle Temple (That Obama also Went To) With
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TPP’s Biggest Winner Candidate: Vietnam
October 8, 2015. Vietnam’s economy, which is heavily reliant on exports, may be the biggest winner of the Trans-Pacific Partnership (TPP). This Pacific trade deal, which reached a final agreement on October 5, 2015, eliminates about 18,000 tariffs between the 12 countries that are involved. Vietnam, whose largest trading partner is China, is trying to
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Italy Pledges Support in Development of Vietnamese Garment and Footwear Industry
November 9, 2015. According to Italian President Sergio Mattarella, Vietnam is part of the top 10 emerging markets that Italy is prioritizing investment and trade with. Additionally, he says that there are a number of Italian businesses that are interested in long-term investment in Vietnam and have already launched several successful projects there. The Italian
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VSH [M-PF 2.1%] – Huge growth potential on the horizon but low ROE
September 28, 2015 Vinh Son Song Hinh Hydropower (VSH), Electricity generation – We initiate on VSH with a 10.0x PER-derived TP of VND13,700 (TSR 2.1%) and M-PF rating. VSH possesses good hydropower assets totalling 136MW which has delivered highest utilization rate relative to peers, EBITDA margin and dividend yield among domestic peers. It is constructing
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Impact Series: UNDP Vietnam
In our ongoing effort to empower the underserved, VietnamAdivsors would like to highlight non-profits doing amazing work in Vietnam. We hope you will take the time to follow the links to the non-profit homepage to better understand what they do. If their mission resonates with you, we certainly hope your generosity will be a resource
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Invest in Vietnam: How You Can Profit From The Meat Industry
April 04, 2016 The perceived value of Vissan’s strong distribution network and market presence in the fresh and processed meat business was far higher than expected for some at any rate.
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Petrol Price Hiked by 6.1% in Surprise Move by MOF as the Stabilization Fund Runs Out
Following the monthly cabinet meeting yesterday, MOF decided to increase the prices of petrol & petroleum products, in a move that caught the market and the public by surprise. This follows recent media talk of a possible price decrease and reflects the fact that the stabilization fund which is used to smooth fluctuations in prices
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$10 Billion Flows into Vietnam Tech Industry
November 18, 2015. Vietnam’s attractive electronics industry has been home to electronics giant, Samsung, for some time now and will only get more attractive. Samsung’s three multi-billion dollar factories in the economic hub of Ho Chi Minh City are a testament to Vietnam’s status as a promising and emerging market. Focused on the research, development,
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Sustainable Tourism Brings Many Opportunities
Tourism ministers and senior representatives of the Asia-Pacific Economic Co-operation (APEC) forum adopted a statement on Monday on promoting sustainable tourism for an inclusive and interconnected Asia-Pacific region and enhanced co-operation on sustainable and inclusive development. The outcome was announced at a press conference after the APEC High-Level Policy Dialogue on Sustainable Tourism held in
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Vietnam Impact Investing Protocol – Helmet Crisis
Vietnam Impact Investing Protocol VietnamAdvisors is a firm believer that you can do well by doing good. While Vietnam is a country of enormous opportunities, it is also a country in need of tremendous social and economic aid. This is why it is our policy to provide pro-bono ads to qualifying Vietnam related non-profits doing
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CBRE Real Estate Outlook – Part 1 (Economic Outlook + Retail Sector)
February 23, 2016 ECONOMIC OUTLOOK Vietnam has recorded constant high real GDP growth since 2007 despite the period of economic downturn in 2008-2012, with an average real GDP annual growth of 6.15%. The structure of Vietnam’s GDP is shifting towards manufacturing, construction and services while the contributions from agriculture, forestry and fishery are getting smaller.
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Stock Market and Banking Liquidity in 2017
Ha My Tran – Ext: 1309 Many investors have become concerned with the banking system liquidity this year. The apparent reason is that the domestic monetary flow was on an upward trend during 2016, thanks to the SBV’s strong easing monetary policies; this has resulted in a strong boost for the market. Will this story
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