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Equity Bottom-Up

Dhg Pharmaceutical Jsc / Equity Bottom-Up

Five years after delisting, Mekophar is now back as a  listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar expects to complete building a new PIC/S standard factory at the end of 2018  to  manufacture pharmaceutical products under the  Nipro brand and start exporting to Japan as well as other Asian markets. Stem cell blood bank with high growth potential is one of the company’s strength. Mekophar is the only company in Vietnam  that is capable of…

Five years after delisting, Mekophar is now back as a  listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar expects to complete building a new PIC/S standard factory at the end of 2018  to  manufacture pharmaceutical products under the  Nipro brand and start exporting to Japan as well as other Asian markets. Stem cell blood bank with high growth potential is one of the company’s strength. Mekophar is the only company in Vietnam  that is capable of…

MKP - New Prospect from the PIC/S Factory

Viet Capital Securities Joint Stock Company

Luan Nguyen

Independent Insight Provider

Thematic (Sector/Industry)

Thanks to higher disposable income, higher living standards, aging population and higher awareness in general medical knowledge, more people are willing to buy vitamins and dietary supplements to ameliorate their health and immune system. Besides, higher polluted environment and more stressful lifestyle are factors contributing to the sale growth of the category, with current value growth of 10%, reaching VND9.9 trillion in 2016.

Thanks to higher disposable income, higher living standards, aging population and higher awareness in general medical knowledge, more people are willing to buy vitamins and dietary supplements to ameliorate their health and immune system. Besides, higher polluted environment and more stressful lifestyle are factors contributing to the sale growth of the category, with current value growth of 10%, reaching VND9.9 trillion in 2016.

Huge Need for Vitamins, Dietary Supplements and Digestive Remedies in Vietnam

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Industry Overview I have previously noted Vietnam's pharmaceutical industry as a strategic means to access the rise of domestic consumption in Vietnam, as the country's healthcare spending significantly lags behind emerging Asia, and the industry is projected to deliver double-digit growth in the next five years.  The industry can be considered to be in an infant stage compared to other emerging markets, and now is an interesting time to buy in purely for the potential for domestic growth…

Industry Overview  I have previously noted Vietnam's pharmaceutical industry as a strategic means to access the rise of domestic consumption in Vietnam, as the country's healthcare spending significantly lags behind emerging Asia, and the industry is projected to deliver double-digit growth in the next five years.  The industry can be considered to be in an infant stage compared to other emerging markets, and now is an interesting time to buy in purely for the potential for domestic growth…

Vietnam's Pharmaceutical Industry: Increased Foreign Room and the Rise of Domestic Production

This insight focuses on investment implications after examining Vietnam's major economic challenges, with a primary focus on Vietnam's over-dependency on China, and the various industries this poses a threat towards. The TPP will serve as a catalyst to reconcile this in the future, yet select, strong domestic companies and foreign multinational corporations are currently in an advantageous state.

This insight focuses on investment implications after examining Vietnam's major economic challenges, with a primary focus on Vietnam's over-dependency on China, and the various industries this poses a threat towards. The TPP will serve as a catalyst to reconcile this in the future, yet select, strong domestic companies and foreign multinational corporations are currently in an advantageous state.

Strategically Avoiding Vietnam's Thorns: Investment Implications

VinaCapital Vietnam Opportunity Fund / Equity Bottom-Up

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the main board of the London Stock Exchange.  I think this fund is a most appropriate stepping stone for funds wishing to gain exposure to Vietnam, without investing directly on Vietnam's stock exchange.

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the main board of the London Stock Exchange.  I think this fund is a most appropriate stepping stone for funds wishing to gain exposure to Vietnam, without investing directly on Vietnam's stock exchange.

VinaCapital VOF Updates: Migration to the Main Board of the London Stock Exchange Was a Success

Vietnam

DHG Pharmaceutical JSC is a pharmaceutical company. The Company manufactures and trades a wide range of pharmaceutical products and herbal teas.

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Dhg Pharmaceutical Jsc (DHG VN)

MKP - New Prospect from the PIC/S Factory

Five years after delisting, Mekophar is now back as a listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar...

Rong Viet Securities

Huge Need for Vitamins, Dietary Supplements and Digestive Remedies in Vietnam

Thanks to higher disposable income, higher living standards, aging population and higher awareness in general medical knowledge, more people are...

Luan Nguyen

Vietnam's Pharmaceutical Industry: Increased Foreign Room and the Rise of Domestic Production

Industry OverviewI have previously noted Vietnam's pharmaceutical industry as a strategic means to access the rise of domestic consumption in...

Nomadic Equity

Strategically Avoiding Vietnam's Thorns: Investment Implications

This insight focuses on investment implications after examining Vietnam's major economic challenges, with a primary focus on Vietnam's...

Nomadic Equity

VinaCapital VOF Updates: Migration to the Main Board of the London Stock Exchange Was a Success

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the...

Nomadic Equity

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