Vietnam's Seafood Industry Updates: Don't Miss the Boat for This Wide Moat

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Consumer staples / Thematic (Sector/Industry)

Shrimp Exports: Sao Ta FoodsThe poor performance of Vietnam's seafood exports during 2015 resulted in a large number of seafood stocks bottoming out during the beginning of this year.  Shrimp exports decreased by nearly 33% in 2015, amid a 15% decline in seafood exports overall during 2015. Frozen shrimp exports to the EU dropped by 20% due to the depreciation of the euro and slowed economic growth in Europe. Shrimp exports to the USA also fell by nearly 50%.  Vietnam is currently the world’s…

Shrimp Exports: Sao Ta FoodsThe poor performance of Vietnam's seafood exports during 2015 resulted in a large number of seafood stocks bottoming out during the beginning of this year.  Shrimp exports decreased by nearly 33% in 2015, amid a 15% decline in seafood exports overall during 2015. Frozen shrimp exports to the EU dropped by 20% due to the depreciation of the euro and slowed economic growth in Europe. Shrimp exports to the USA also fell by nearly 50%.  Vietnam is currently the world’s…

Cholimex Food Joint Stock Company (CMF VN)

Quang Ngai Sugar Joint Stock Company (QNS VN)

Sao Ta Foods: Noteworthy Small Cap Shrimp Exporter