MVIS Vietnam Index Rebalance: Eight Additions & Some Big Float Changes
There are 8 additions and quite a few float changes to the MVIS Vietnam Index at the March rebalance. The one-way trade is US$80m and over a day of...
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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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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. The...
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[Result Update] VJC - Growth Speed to Watch Closely
VJC is a rare growth stock in the market. Having a core business growing at over 40%/year in the past five years is not common. As a result, the...
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