Mobile World Investment (MWG VN) - From Mobile Phones to Groceries
On the tail of last years Smartkarma Originals series on ASEAN retail, we continue to search out compelling retail stories in the region. Mobile...
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Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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TRADE IDEA - Jardine Cycle & Carriage (JCNC SP) Stub
Volatility has spiked, markets in Asia and around the world have fallen and the talking heads continue to chatter about where markets are heading....
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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