Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Strong Economy/Rising Stock Market Valuation In many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent growth favorable demographics, and improvements in areas such as inflation.  The added bonus includes the relatively unfavorable growth in other emerging markets, and how Vietnam is achieving its growth at the expense of other markets.   <a href="https://www.smartkarma.com/profiles/48" target="_blank" data-smartkarma-citation="accounts:48">Jason Tan</a> recently provided bullish coverage of Vietnam in the insight <a href="https://www.smartkarma.com/insights/vietnam-positives-all-around" target="_blank" data-smartkarma-citation="insights:6218">Vietnam: Positives All Around</a>, noting the strong…

Strong Economy/Rising Stock Market Valuation  In many ways, Vietnam is like a perfect market created out of thin air, with strong and consistent growth favorable demographics, and improvements in areas such as inflation.  The added bonus includes the relatively unfavorable growth in other emerging markets, and how Vietnam is achieving its growth at the expense of other markets.   Jason Tan recently provided bullish coverage of Vietnam in the insight Vietnam: Positives All Around, noting the strong…

Non-Life Insurance in Vietnam: The Best Way to Ensure a Strong Return

Deciphering real estate markets globally., Rems Advisors

TAN Kok Keong

Deciphering real estate markets globally.

Rems Advisors

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign investments.  This issue runs deep whether you are in developed countries like United Kingdom, Australia, Singapore or emerging markets like Myanmar, Cambodia, Vietnam, etc.The huge disparity in prices of luxury homes vs what middle to lower income groups can afford has been largely caused by the relative strong purchasing powers of foreign participants in…

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign investments.  This issue runs deep whether you are in developed countries like United Kingdom, Australia, Singapore or emerging markets like Myanmar, Cambodia, Vietnam, etc.The huge disparity in prices of luxury homes vs what middle to lower income groups can afford has been largely caused by the relative strong purchasing powers of foreign participants in…

Korea/Asia, Events, IPOs, Douglas Research Advisory

Douglas Kim

Korea/Asia, Events, IPOs

<a href="https://www.smartkarma.com/entities/23577" target="_blank" data-smartkarma-citation="entities:23577:1">LS Cable &amp; System Asia Ltd (229640 KS)</a> and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

LS Cable &amp; System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market over the next few weeks. There will likely be more Vietnam related companies that will list their shares on the Korea Stock Market in the coming years. The data coming out regarding Korea's foreign direct investments (FDI) tells a lot about where capital is migrating in Asia.  There has been a huge shift in foreign direct investment from Korea to ASEAN…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of <a href="https://www.smartkarma.com/entities/11776" target="_blank" data-smartkarma-citation="entities:11776:1">Meritz Financial Group Inc (138040 KS)</a>, has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the highest amount among Korean investors in 2016, followed by China. In fact, John Lee, the CEO of Meritz Asset Management, a 100% wholly owned subsidiary of Meritz Financial Group Inc (138040 KS), has been pushing hard to launch a Vietnam fund recently. Meritz Asset Management succeeded in raising at least 50 billion won for a Vietnam equity fund last…

This is a collaborative report between <a href="https://www.smartkarma.com/profiles/334" target="_blank" data-smartkarma-citation="accounts:334">Dylan Waller</a>  and <a href="https://www.smartkarma.com/profiles/342" target="_blank" data-smartkarma-citation="accounts:342">Douglas Kim</a> . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:<ol><li>The top 20 investment themes for Vietnam and Korea for the next decade</li><li>The top 10 investment risks for Vietnam and Korea.</li><li>Major economic stats comparison between Vietnam and Korea.   </li><li>"Best-of-breed" companies with recent positive sales and operating profit growth</li><li>Why Vietnam and Korea?</li></ol>Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both?

This is a collaborative report between Dylan Waller  and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade). The five major sections in this report are as follows:The top 20 investment themes for Vietnam and Korea for the next decadeThe top 10 investment risks for Vietnam and Korea.Major economic stats comparison between Vietnam and Korea.   "Best-of-breed" companies with recent positive sales and operating profit growthWhy Vietnam and Korea?Picking the right country for equity investments often delivers superior alpha results for your portfolio. Should you invest in Vietnam, the land of the ascending dragon or in Korea, the land of the morning calm? Or both? 

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

Vietnam

Vietnam Joint Stock Commercial Bank For Industry and Trade accepts deposits and offers commercial banking services.  The bank offers corporate and consumer loans; insurance; securities and derivatives brokerage; lease financing; money transfer; credit cards; and other services

Vietnam Joint Stock Commercial Bank For Industry and Trade (CTG VN)

Vietnam Joint Stock Commercial Bank For Industry and Trade

Vietnam Technological and Commercial Joint-stock Bank, doing business as Techcombank, provides banking services. The Bank offers savings, deposits, loans, credit cards, monetary management, trade finance, international payment, and foreign exchange services. Techcombank serves individuals, corporates, and the government sectors in Vietnam.

Military Commercial Joint Stock Bank offers commercial banking services.  The Bank provides services in the areas of personal banking, corporate banking, financial banking, and e-banking.  Military Commercial's services include savings accounts, money lending, money transfers, foreign exchange, and money markets.

Military Commercial Joint Stock Bank (MBB VN)

Vietnam Prosperity Joint Stock Commercial Bank (VPBank) provides commercial banking services. The Bank offers domestic remittance services, savings account, personal loans, e-banking, trade financing, deposits, tax payment, foreign exchange, cash management, and other banking services. VPBank serves customers in Vietnam.

Asia Commercial Bank attracts deposits and offers commercial banking services.

Ho Chi Minh Development Joint Stock Commercial Bank provides commercial banking services for retail and institutional customers. The Bank offers personal and car loans, overdraft, business financing, term deposits, current accounts, mobile banking, and online bills payment services. Ho Chi Minh Development serves customers in Vietnam.

Saigon Thuong Tin Commercial Joint-Stock Bank, known as Sacombank, operates various personal and corporate banking services such as deposits, foreign exchange transactions, loans, outward transfer, and international payments.

Joint Stock Commercial Bank for Foreign Trade of Vietnam provides banking products and services for individuals, corporates, and financial institutions in Vietnam and internationally. The company accepts personal and savings accounts; and business accounts, such as current accounts, and time and special deposit products. Its loan products comprise personal loans; and short-term lending, working capital financing, project finance, and trade finance products. In addition, the company offers various cards; account services, including demand and term deposit accounts, fund management, and auto-investment services; and money transfer, bancassurance, payments and cash management, foreign exchange and treasury, international payments, guarantees, investment banking, asset management, correspondent banking, factoring, financial and office leasing, securities, and remittance services. Further, it provides electronic banking services, such as Internet, mobile, SMS, and phone banking services, as well as VCB-Money, VCB-eTour, and VCB-eTopup services. As of December 31, 2014, the company operated 89 branches, 351 transaction offices, and 1 representative office. Joint Stock Commercial Bank for Foreign Trade of Vietnam was founded in 1963 and is headquartered in Hanoi, Vietnam.

Bank for Foreign Trade of Vietnam (VCB VN)

Saigon - Hanoi Commercial Joint Stock Bank provides commercial and personal banking services.

Vietnam Export Import Commercial Joint Stock Bank provides various banking services and products to organizations and individual customers in Vietnam. The company offers demand, savings, time, overnight, accumulated, and payment deposits; deposits with preferential, tiered, and daily interest rates; deposits with optional terms; and certificates of deposit. It also provides housing loans, loans for small traders, loans secured by savings books and valuable papers, loans for securities trading and investments, T-day securities loans, overseas study loans, auto loans, unsecured loans for employees, overdrafts, and loans by investment projects; factoring services; and prepaid, debit, credit, co-branded cards. In addition, the company engages in foreign currency trading by spot, swap, forward, and currency options and gold trading; provides money transfer and remittance services; packaging services for overseas studies; Internet, mobile, and SMS banking services; and bill payment services, such as electricity, water, air ticket, and automatic bill payment services, as well as telecommunication charge payment and collection services. Further, it offers centralized deposit management, payroll, and cash services; payment of travelers� cheques, and cheque issuance and collection; international settlement services. Additionally, the company engages in the receipt of funds entrusted for investment; receipt of funds from domestic and foreign credit institutions; discount of commercial papers, state bonds, and valuable papers; investment in securities; issuance of domestic and international cards; financial advisory services; corporate bond trading; and other banking services. As of December 31, 2014, it operated a network of 208 banking units, including 44 Branches, 163 transaction offices, and 1 savings fund. The company was founded in 1989 and is headquartered in Ho Chi Minh City, Vietnam.

Bank of the Philippine Islands, through its subsidiaries, provides commercial banking services. The Company's products includes ATM, debit card system, credit card, electronic cash card, internet platform and other services.

BDO Unibank Inc provides banking services. The Bank offers saving accounts, investment, loans, credit and debit cards, remittance, insurance, and trade financing services. BDO Unibank serves customers in Philippines.

Canara Bank Ltd. provides a full range of banking services throughout India. The Group's activities include retail banking, commercial and personal banking, investment management, treasury & NRI services, cash management and assorted ATM facilities.

Union Bank of India Limited provides a full range of banking services throughout India. The Company's activities include retail banking, commercial and personal banking, investment management, treasury and NRI services, cash management and assorted ATM facilities. Union Bank has an online tele-banking facility for all its core banking customers.

First Financial Holding Co., Ltd. is a holding company.  Through its subsidiaries, the Company accepts deposits, provides loans and discount, letters of credit, and guarantee services, invests in marketable securities, provides securities brokerage and investment services, as well as provides insurance services.

YES BANK Limited provides banking services. The Bank offers deposits, personal loans, e-banking, trade finance, corporate, and business banking services. YES BANK serves the food and agribusiness, life sciences, healthcare, biotechnology, telecommunications, media, information technology, and infrastructure development industries in India.

IndusInd Bank Limited is a Mumbai-based Indian new generation bank established in 1994. The Bank provides a range of banking and financial services including  wholesale banking, credit monitoring, risk management, tele-banking, investment banking and commercial lending. IndusInd Bank operates branches throughout India as well as an office in Dubai and London.

Taiwan Cooperative Financial Holding, through subsidiaries, offers financial services.  The Company offers commercial banking, asset management, bills finance, and securities brokerage services.

Hua Nan Financial Holdings Co., Ltd. is a holding company. Through its subsidiaries, the Company conducts commercial banking, savings, trust, and international banking businesses. In addition, the Group also provides insurance services and acts as a dealer, broker, and underwriter for financial securities.

Hua Nan Financial Holdings Co Ltd. (2880 TT)

First Horizon National Corporation, through its subsidiaries, provides a range of financial services. The Company offers a variety of commercial banking services and also conducts mortgage banking, capital markets, and transaction processing.

Bank for Investment and Development of Vietnam provides commercial banking services. The Company offers deposits, personal loans, e-banking, guarantees, and trade finance for customers, corporate, and financial institutions. Bank for Investment also offers foreign exchange, money market, derivatives, and debt market services.

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Bank For Investment And Deve (BID VN)

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...

Nomadic Equity

Helping People Own a Home

A key issue facing many Government across the globe is how to keep home affordable while maintaining an environment attractive for foreign...

TAN Kok Keong

Korea's Foreign Direct Investment Trend

LS Cable & System Asia Ltd (229640 KS) and Hwaseung Enterprise Co. are two Vietnam related stocks that will be listed on the Korea Stock Market...

Douglas Kim

John Lee's Vietnam Fund

Vietnam has been one of the hottest destinations among Korean investors in 2016. Among overseas net investment fund flows, Vietnam experienced the...

Douglas Kim

Vietnam Vs. Korea (A Tale of Two Countries: 20 Investment Themes for the Next Decade) - Part I

This is a collaborative report between Dylan Waller and Douglas Kim . This is Part I of our report: Vietnam Vs. Korea (A Tale of Two Countries: 20...

Nomadic Equity

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