Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>There has been a strong sell off for oil and gas companies in Vietnam this month, due to the fear created from oil dropping below $30/barrel, and Goldman Sachs has even called for oil to be as low as $20/barrel.  Despite the low oil price environment, <a href="https://www.smartkarma.com/entities/15073" target="_blank" data-smartkarma-citation="entities:15073">Petrovietnam Drilling And We</a>  and <a href="https://www.smartkarma.com/entities/8333" target="_blank" data-smartkarma-citation="entities:8333">Petrovietnam Technical Servi</a> have both been coping well, and are available at extremely low valuation.  As previously mentioned in <a href="https://www.smartkarma.com/insights/2-vietnamese-companies-that-were-successful-despite-the-2008-oil-price-shock-implications-for-2015" target="_blank" data-smartkarma-citation="insights:1946">2 Vietnamese Companies That Were Successful Despite the 2008 Oil Price Shock:</a>…</p>

There has been a strong sell off for oil and gas companies in Vietnam this month, due to the fear created from oil dropping below $30/barrel, and Goldman Sachs has even called for oil to be as low as $20/barrel.  Despite the low oil price environment, Petrovietnam Drilling And We  and Petrovietnam Technical Servi have both been coping well, and are available at extremely low valuation.  As previously mentioned in 2 Vietnamese Companies That Were Successful Despite the 2008 Oil Price Shock:…

Record Low Valuation for Oil and Gas Companies in Vietnam

<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 Technical Services Corp provides services to petroleum companies. The Company is involved in leasing and chartering, operation and maintenance, properties management and mineral water production.

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

Petrovietnam Technical Servi (PVS VN)

Record Low Valuation for Oil and Gas Companies in Vietnam

There has been a strong sell off for oil and gas companies in Vietnam this month, due to the fear created from oil dropping below $30/barrel, and...

Nomadic Equity

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

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)