stocks
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Vietnam PM and President Trump Commit to Billions in Trade Deal
The Prime Minister of Vietnam and a 100-member delegation of Vietnamese diplomats and businessmen received a warm welcome from President Donald Trump in Washington D.C. on May 31, 2017. The meeting took place at the White House with the focus on strengthening relations, beginning with a billion dollar trade partnership between the two countries. “Prime
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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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Invest in Vietnam: 3 Stocks To Profit From Price Discounts
November 3, 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. NoiBai Cargo: Strong price discount creates opportunity NoiBai Cargo (NCT-HSX) reported 9M2016 revenue of 512 bil VND (down 14.6%yoy) and 19.4%yoy fall in PAT to 205 bil VND. This result
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Invest in Vietnam: How You Should Pick Stocks, not Chase Trends
October 5th 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. VNIndex added 1.6% and HNIndex 0.7% during the month of September. Liquidity dropped significant in the first half of the month as investors tried not to trade against the two ETFs.
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Invest in Vietnam: Picking Stocks for Sustainable Gains as Liquidity Falls
Disclaimer: the opinions expressed herein are that of Rongviet Securities and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. WORLD ECONOMY US – The economy appears to look better in Q3/2016 According to the updates, the US macroeconomic indicators experienced a positive growth in July. In particular, industrial production went
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Mid-Year Strategy from Viet Capital
July 21, 2016 Disclaimer: The opinions expressed herein are that of VietCapital and not of VietnamAdvisors. This is NOT a solicitation to buy or sell securities. Will the VNI-Index Reach 700? We are proud to present Viet Capital Securities’ Mid-Year Strategy report for the Vietnamese stock market. The report details Vietnam’s macro trajectory thus far,
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Fishing for Higher Returns
July 14, 2016 VHC guidance suggests strong 1-H given export performance. HSC revised up net profit forecast by 19.5%. Reiterate Outperform. 1-H exports rose 12.5%. On volumes growth of 18.5% as ASP declined
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Invest in Vietnam: Looking For Low Valuation Stocks Part 2
July 08, 2016 In first half of 2016, Vietnam stock market moves in the same direction with oil prices. However, this does not necessarily mean Oil & gas stocks are the only market leaders as the market capitalization of these stocks are no longer as high as in previous years.
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Invest in Vietnam: Looking For Low Valuation Stocks
July 06, 2016 Brexit finally came in June; but despite fears that the event would send stocks to a new low, there was no “big retreat” in Vietnam stock market.
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Invest in Vietnam: Vietnam Infrastructure, a Rising Investment
May 18, 2016 CII AGM yields few surprises. Company forecasts 36% y/y growth in the bottom line this year. Reducing CII B&R holding to 49% to record gain on exchangeable bond.
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Invest in Vietnam: How You Should Play Vietnam Insurance
May 06, 2016 Branding, distribution channels and leading position in motor & vehicle segment (top 2) are unique competitiveness of PTI. On insurance operation aspect, PTI is targeting stable growth at 2 digits after overheating growth
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Invest in Vietnam: Are You in A Stock Market That’s Too Calm?
May 02, 2016 Low-volatility anomaly” has become popular since 2013. The anomaly implies that low-volatility stocks normally generate higher returns than high-volatility stocks could do. This is quite unusual to the common sense of “high risk high return”.
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Invest in Vietnam: How You Profit From The Dips
April 21, 2016 The stock market went full circle in March as VNIndex and HNIndex climbed strongly during the month but ended down 3% and 2% respectively
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Furniture Maker in Vietnam Still Too Rich
April 13, 2016 Truong Thanh Furniture Corporation audited numbers for FY2015 differ significantly to the previous unaudited numbers with an increase in the top line even as the bottom line was reduced sharply compare to the unaudited numbers
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Two Stocks to Buy in Vietnam
October 8, 2015. For those investing or looking to invest in the Ho Chi Minh City Stock Exchange, analysts from Barron’s Asia are recommending 2 stocks. Vingroup JSC (VIC.VN), Vietnam’s largest real estate developer, develops a combination of residential and commercial properties that totals to almost 8,100 hectares. China’s manufacturing boom led to a housing
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