Transportation
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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: Your Updates On Enthusiasm & Profit Taking
May 13, 2016 Between enthusiasm and profit-taking Since the beginning of the year, the circumstance of Vietnam’s stock market has changed dramatically. Concerns over external forces such as exchange rates, USD interest rates, trade relations with China
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Invest in Vietnam: How You Can Play The Distribution Phase
May 05, 2016 The market came into a distribution phase so good investment opportunities in March were just from some specific stock groups. Both VNIndex and HNX-Index showed strong signals of distributing after peaking in the mid of March.
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Ferry Riding High on Phu Quoc Island’s Tourism Boom
August 13, 2015 Superdong Fast Ferry Kien Giang JSC (SKG), Transportation – SKG looks to surpass FY15 guidance by 15-20%, implying EPS growth of 37-43% vs FY14, translating to corresponding FY15 PER of 10.1x-9.7x. – With the booming tourism in Phu Quoc Island and all the business activities that come with it (requiring worker, cargo,
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Vietnam and China Resolve the South China Sea Dispute
November 7, 2015. Vietnam and China have found peace in the South China Sea after Chinese President Xi Jinping visited Vietnam. Despite conflicts in the South China Sea due to a US naval ship sailing in disputed waters, China and Vietnam have agreed to be at peace with one another. They both agreed to refrain from
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Logistics – Still Adolescent but Growing Up Fast
September 11, 2015. Still Adolescent But Growing Up Fast Vietnam’s USD 50-60 billion logistics industry is growing fast but is still in the early stages of development. The sector has been growing at ~20% per year and is expected to sustain double-digit growth for at least the next 5-10 years. Most Vietnamese logistics players are
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