Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>The low oil price environment has created buy opportunities for companies that are operating in this industry in Vietnam. &nbsp; PetroVietnam Drilling and Well Services(HOSE:PVD) and PetroVietnam Technical Services(HOSE:PVS) are two companies to examine as a means for investors to profit from the current low oil price environment. &nbsp;Valuation for both of these companies is substantially lower than average in Vietnam, and both companies have demonstrated their ability to cope during low oil prices, based on their financial performance during 2009. &nbsp;In this manner, both companies are excellent long term holds, and now is a strategic time for entry, even if oil prices do drop further in the future.</p>

The low oil price environment has created buy opportunities for companies that are operating in this industry in Vietnam. &nbsp; PetroVietnam Drilling and Well Services(HOSE:PVD) and PetroVietnam Technical Services(HOSE:PVS) are two companies to examine as a means for investors to profit from the current low oil price environment. &nbsp;Valuation for both of these companies is substantially lower than average in Vietnam, and both companies have demonstrated their ability to cope during low oil prices, based on their financial performance during 2009. &nbsp;In this manner, both companies are excellent long term holds, and now is a strategic time for entry, even if oil prices do drop further in the future.

2 Vietnamese Companies That Were Successful Despite the 2008 Oil Price Shock: Implications for 2015

Vietnam

PetroVietnam Drilling and Well Services JSC offers technical services to the oil and natural gas industry.  The Company offers drilling and work-over contracting; chartering and operating drilling rigs; well testing, cementing, wire-line logging, tubular handling and other services; and engineering, fabrication, installation, inspection, refurbishment and maintenance of tools.

PetroVietnam Drilling and Well Services (PVD VN)

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

2 Vietnamese Companies That Were Successful Despite the 2008 Oil Price Shock: Implications for 2015

The low oil price environment has created buy opportunities for companies that are operating in this industry in Vietnam. PetroVietnam Drilling...

Nomadic Equity