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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Vietnam - Slowed SOE Privtization Process
* The government had come to the stark realization that participation in the SOE OTC/IPO process does not necessarily ensure a sizeable capital...
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Sector Briefing: Beer in Vietnam (Prospects) - Part 3
Beer is expected to register a positive total volume performance over the forecast period, although at a slower pace than in 2016. The expected...
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Sector Briefing: Beer in Vietnam (Production, Imports and Exports + Competitive Landscape) - Part 2
PRODUCTION, IMPORTS AND EXPORTS Local production of beer continued to increase during 2016, as international players ramped up their production...
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