Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
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[Result Update] QNS - Earnings Recovery in 2018
Vietnam is one of the top soymilk consumer countries in the world but two-thirds of its consumption is homemade, which makes branded soymilk look...
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Positive Growth for Laundry Market in Vietnam
1. Home laundry appliances grow by 13% to reach 1.4 million units in 2015, value growth rate is 17% to reach VND8.8 trillion.2. Laundry care’s...
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