Vietnam's Steel Industry Is a Global Outlier
In my previous insight, I covered how Hoa Phat Group and Hoa Sen Group were strong value investment picks, and were not financially impacted from...
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Vietnam Holding's Fund Returns 13%: Strong Pure Play for Listed Equity
Opportunity OverviewUnlike Vinacapital Vietnam Opp Fund Limited , which only invests half of its assets in listed equity, Vietnam Holding...
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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...
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Hoa Sen Group Updates: Conviction Grows
Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that Hoa Sen Group and Hoa Phat Group...
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Profit from the Commodity Curse: These Two Vietnamese Companies Are a 'Steel"
Hoa Phat Group and Hoa Sen Group should be examined as two potential buy opportunities, due to the sell off in the steel industry, and because of...
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