MVIS Vietnam Index Rebalance: One Add, Two Deletes
There is 1 addition and 2 deletions for the MVIS Vietnam Index. There are a lot of float and capping changes that will result in one-way turnover...
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Industrial Real Estate: Welcoming 2022 with New Wave of Supply
No interruption in investment inflows to economic and industrial zones despite COVID-19. Rents set to rise again, while some areas experience surge...
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Kinh Bac City Development Share Holding (KBC VN/ Buy)
PLEASE SEE ANALYST CERTIFICATIONS AND IMPORTANT DISCLOSURES & DISCLAIMERS IN APPENDIX 1 AT THE END OF REPORT.
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Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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Vietnam Market Update: Asymmetric Features of the Equity Market
This insight will focus on the following:1) Updates for various investment themes, as well as new investment themes as a result of new listings...
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