External broker reports(aggregated public sources), Mirae Asset Securities

Mirae Asset Securities

External broker reports(aggregated public sources)

Leading full-service brokerage firm in Vietnam. 

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Thematic (Sector/Industry)

<ul><li>No interruption in investment inflows to economic and industrial zones despite COVID-19</li><li>Rents set to rise again, while some areas experience surge pricing</li><li>The ready-built warehouse sector is expanding quickly</li></ul>

No interruption in investment inflows to economic and industrial zones despite COVID-19Rents set to rise again, while some areas experience surge pricingThe ready-built warehouse sector is expanding quickly

Industrial Real Estate: Welcoming 2022 with New Wave of Supply

Viet Capital Securities Joint Stock Company

Luan Nguyen

Independent Insight Provider

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

Vietnam

Tan Tao Investment & Industrial JSC operates and manages an industrial park. The Company is also involved in supporting activities, such as space and land rental to corporate clients, construction and electricity works, warehousing and other telecommunication related services, including data transmission and Internet service provider (ISP).

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Tan Tao Investment Industry (ITA VN)

Industrial Real Estate: Welcoming 2022 with New Wave of Supply

No interruption in investment inflows to economic and industrial zones despite COVID-19. Rents set to rise again, while some areas experience surge...

Mirae Asset Securities

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...

Luan Nguyen

Natural Rubber Industry as of Q3 2016

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...

Luan Nguyen

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...

Nomadic Equity

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP...

Nomadic Equity

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