Global Mobility/Transport, Equity Long-Short

Mohshin Aziz

Capital market veteran with 22 years experience with stints as an analyst (sell-side & buyside), investor relations and fund manager. 

My key expertise in the aviation sector. My definition of "aviation" includes airlines, travel tours, airports, airport retail & services, OEMs, online travel agents, aircraft lessors, air cargo/logistics, etc.   

I have an active watchlist consisting 190 companies across 41 countries. The aviation sector is highly cyclical and I am constantly evaluating signals to uncover attractive trade opportunities.

Equity Capital Markets

Bank for Foreign Trade of Vietnam / Equity Capital Markets

Bank for Foreign Trade of Vietnam (VCB VN)

<ul>
<li>Secondary placement taking place, ~29million share on offer via accelerated bookbuild, for total offer size of ~USD100 million </li>
<li>Discount of 0-2.4% relative to market close 9 July, discount depends on demand</li>
<li>Free float will increase by 0.5% to 8.4%, which is low but typical for Vietnamese government linked (GLC) stocks </li>
</ul>


Secondary placement taking place, ~29million share on offer via accelerated bookbuild, for total offer size of ~USD100 million 
Discount of 0-2.4% relative to market close 9 July, discount depends on demand
Free float will increase by 0.5% to 8.4%, which is low but typical for Vietnamese government linked (GLC) stocks 


Vietcombank (VCB VN Equity): Secondary Placement Offer, up to 2.4% Discount