Saigon Hanoi Commercial: A Forsaken Franchise
Value-quality trends at Saigon Hanoi Commericial (SHB VN) stand out within Vietnam’s improving banking universe. Key metrics/signals at 9M18...
556 Views
Asia Commercial Bank – Too Much Credit
* Fully-loaded problem loan figures are a major concern, as is the size of Level 3 asset and net open short F/X position. Loan loss reserves need...
246 Views
Overview of Opportunities in Asia, Africa, Latin America and Norway
Norway, Colombia, and Nigeria Amid Low Oil PricesThe low oil price environment since late 2014 has put varying levels of strain on oil exporting...
2.5k Views
Non-Life Insurance in Vietnam: The Best Way to Ensure a Strong Return
Strong Economy/Rising Stock Market ValuationIn many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent...
187 Views
Vietnam's Real Estate Industry Is on Fire
A strong weighting in listed real estate equity is ideal for a portfolio in Vietnam, as the country's rapidly increasing FDI has been strongly...
240 Views