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Airports Corporation Of Viet Nam (ACV VN)
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24
Analysis
Industrials
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Vietnam
Airports Corporation of Vietnam JSC provides airport operations. The Company is involved in investment, construction, management, and maintenance of airports. Airports Corporation of Vietnam operates in Vietnam.
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bullish
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SATS
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08 Jun 2020 12:13
SATS: Traffic -99.5% in April and May; How Much Worse Can It Get?
SATS Ltd (SATS SP) is a Singapore travel monopoly that has rarely been cheap given its great dividend track record. SATS controls 80% of flight...
Nicolas Van Broekhoven
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609 Views
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bullish
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Mobile World Investment
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17 Jun 2019 09:43
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...
Dylan Waller
522 Views
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bullish
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Thematic (Sector/Industry)
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28 Jan 2019 09:35
Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
Dylan Waller
399 Views
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bullish
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CJ CGV Vietnam
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26 Sep 2018 03:20
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...
Dylan Waller
424 Views
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bullish
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Thematic (Sector/Industry)
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11 Dec 2017 11:36
The Week that Was in ASEAN@Smartkarma - Thailand, Tourism, and Competitiveness
I include below a brief summary of this week's eclectic mix of equity bottom up and top down and thematic insights across ASEAN@Smartkarma. For a...
Angus Mackintosh
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257 Views
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