VNG Pre-IPO - The Positives - Vietnam's Mini-Tencent
Vng (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note we talk about the positive aspects of...
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Remarkable Success in Combating Covid-19 Ensures Relative Economic Resilience
Alongside democratic Taiwan, communist Vietnam remains a beacon of remarkable success in combating the novel Coronavirus. As of 23 April, Vietnam...
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Vietnam: The Winner from US-China Trade Turmoil
The VND (Vietnamese Dong) has depreciated only 2.8% against the US$ in the year-to-date, outperforming most Asian currencies (CNY, INR, IDR, PHP --...
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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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Techcombank - Best House In a Bad Neighborhood
* With almost no end in sight to the growth of net new NPLs (doubling every year), and capital requirements under Basel II being extremely...
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