Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

<p>The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that benefit from the lower cost of materials.  Investment in Vietnamese tire manufacturing companies therefore presents a strong opportunity, as mentioned in <a href="https://www.smartkarma.com/insights/da-nang-rubber-jsc" target="_blank" data-smartkarma-citation="insights:2145">Da Nang Rubber JSC</a> , which mentions how these companies are able to benefit from the low cost of rubber, and the strong growth of Vietnam's automotive industry in the future.  Apart from this, further…</p>

The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that benefit from the lower cost of materials.  Investment in Vietnamese tire manufacturing companies therefore presents a strong opportunity, as mentioned in Da Nang Rubber JSC , which mentions how these companies are able to benefit from the low cost of rubber, and the strong growth of Vietnam's automotive industry in the future.  Apart from this, further…

Opportunities in Vietnam in a Low Rubber Price Environment

<p>Vietnam officially removed the foreign ownership limitation this September, allowing foreign investors to take 100% ownership of companies.  This legislation is one of the last steps for Vietnam to successfully transition to an emerging market, yet its unclear implementation currently results in Vietnam still being a frontier market.  While the legislation has been passed, foreign investors can expect actual implementation to be an unclear, length process, determined on a case to case basis…</p>

Vietnam officially removed the foreign ownership limitation this September, allowing foreign investors to take 100% ownership of companies.  This legislation is one of the last steps for Vietnam to successfully transition to an emerging market, yet its unclear implementation currently results in Vietnam still being a frontier market.  While the legislation has been passed, foreign investors can expect actual implementation to be an unclear, length process, determined on a case to case basis…

Vietnam's Removal of the Foreign Ownership Limitation: A Future Portfolio for Emerging Vietnam

Vietnam

South Logistics JSC is a logistics, transport, and warehousing services company.

Transimex-Saigon Corporation provides logistics services in Vietnam and internationally. It offers forwarding agent transportation for containerized goods, LCL cargoes, door to door cargoes, and bulk and packaged cargoes through seaways and airways. The company also provides port services, such as inland clearance depot, cold-chilled storage, lift in/off, international freight forwarder, stuffing and unstuffing, packaging-marking, maintenance and cleaning of containers, customs clearance, bonded warehouse, and container freight station services; and road haulage services. In addition, it offers shipping agency and cargo brokerage; cargo loading and unloading; warehousing; customs clearance; cargo labeling, scanning, and packaging; land cargo transportation; multimodal transportation; cross-border transportation; barging; financial and stock trade; office leasing; real estate project investment and development; travel; and trading services. Transimex-Saigon Corporation was founded in 1983 and is headquartered in Ho Chi Minh City, Vietnam.

Ho Chi Minh City Infrastructure Investment JSC develops, constructs and operate utility facilities and urban infrastructure projects under BOT and BT scheme. The Company also offers land leasing services, operates toll collection points, and trades construction supplies and equipments.

Vietnam Container Shipping JSC offers port management, container warehousing and storage, cargo handling, freight forwarding and maritime brokerage, and inland transportation services.

Hai An Transport & Stevedoring JSC loads and unloads transportation vessels in Vietnam. The Company also provides transportation vessels.

Hai An Transport & Stevedoring Jsc (HAH VN)

Dinh Vu Port Investment & Development Joint Stock Company provides various marine port services in Vietnam. The company�s services include stuffing and un-stuffing, warehousing, freight agent and tally services, multi-modal transportation, and maritime services. Dinh Vu Port Investment & Development Joint Stock Company was founded in 2002 and is based in Hai phong, Vietnam.

Dinh Vu Port Investment & Development (DVP VN)

Noibai Cargo Terminal Services JSC is a provider of ground cargo handling services at the Noibai airport in Vietnam. The Company assists in the loading and unloading of various types of cargo from commercial and private airlines.

Da Nang Port provides port and container terminal operations. It also engages in storing, cleaning, washing, and inspecting shipping containers. The company is based in Danang, Vietnam. Da Nang Port Co. Ltd operates as a subsidiary of Vietnam National Shipping Lines.

Sai gon Ground Services Joint Stock Company provides various ground services at Tan Son Nhat International Airport, Vietnam. Its services include passenger services, ramp services, baggage services, line maintenance, IT maintenance, charter handling, and training services. The company was founded in 2005 and is headquartered in Ho Chi Minh City, Vietnam. Sai gon Ground Services Joint Stock Company operates as a subsidiary of Airports Corporation of Vietnam.

Superdong Fast Ferry Kien Giang Joint Stock Company provides passenger transportation services through fast ferries in Vietnam. The company has a fleet of three vessels. Superdong Fast Ferry Kien Giang Joint Stock is headquartered in Duong Dong, Vietnam.

Chuo Warehouse Co., Ltd., based in Kyoto prefecture, is a warehouse operator specializing in storage of synthetic textiles.  The Company handles imported cargo and operates its business in the Tokai and Tokyo areas as well.

Gati Corporation Limited supplies cargo distribution and logistics support services throughout India.   The Group has some 1,300 remote locations through 340 branches.

Hanjin Transportation Co., Ltd. provides integrated transportation and logistics services.  The Company operates truck transportation, stevedoring, coastal shipping, passenger buses, and international freight services.

GD Express Carrier Bhd offers package delivery services.  The Company delivers parcels by truck throughout Malaysia.

Guangdong Yueyun Transportation Co Ltd provides logistics and expressway-related services. The Company offers services including planning, procurement, and logistics management of construction materials, operates expressway service zones, and development of toll collection facilities.

Guangdong Yueyun Transportation (3399 HK)

Tasco Berhad provides logistics services. The Company offers supply, warehousing, and haulage services to airports and automobile manufacturers. The Company also provides land transportation services.

Snowman Logistics Limited provides integrated temperature controlled logistics services in India. The company offers warehousing solutions that cover ambient, chilled, frozen, and blast products.

LOGINET JAPAN Co., LTD. is a holding company established jointly by Sapporo Express and Chuo Express.  The Group operates freight trucking transportation services.  Loginet Japan also sells vehicles and office equipment and provides car repair services.

Taiwan Pelican Express Co., Ltd. offers courier delivery services.

Shenzhen Prolto Supply Chain Management Company Limited delivers supply chain management services. The Company provides integrated supply chain solutions, logistics customs clearance, procurement fulfillment, and distribution fulfillment. Prolto is predominately engaged in the IT service field side of supply chain management.

Southern Airports Services Joint Stock Company provides airport services. The Company manages airport, booking, parking, transportation, duty-free, business lounges, food and beverage, sleep zone, and other support services. Southern Airports Services serves passengers in Vietnam.

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Southern Airports Services (SAS VN)

Opportunities in Vietnam in a Low Rubber Price Environment

The low rubber price environment has presented a large number of buy opportunities in Vietnam, with the main beneficiaries being companies that...

Nomadic Equity

Vietnam's Removal of the Foreign Ownership Limitation: A Future Portfolio for Emerging Vietnam

Vietnam officially removed the foreign ownership limitation this September, allowing foreign investors to take 100% ownership of companies. This...

Nomadic Equity

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