Natural Rubber Industry as of Q3 2016
Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...
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Updates for Vietnam's Steel Industry
Steel Industry UpdatesVietnam's steel industry is still delivering rapid growth and experienced a 24.4% increase in the purchase of building steel...
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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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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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