Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Opportunity OverviewFPT Corporation is a clear stock pick in Vietnam, yet the company has disappointingly not yet decided to open the company up to full foreign ownership.  The divestment of the SCIC's stake in this company is crucial future step, yet this only represents 6% of the company's shares.  The opportunity for FPT Corporation is well worth noting and monitoring in the future, and investors should also note that there is ample foreign room available for Digiworld Corporation, which also has a strong standing as a retailer for technology products.

Opportunity OverviewFPT Corporation is a clear stock pick in Vietnam, yet the company has disappointingly not yet decided to open the company up to full foreign ownership.  The divestment of the SCIC's stake in this company is crucial future step, yet this only represents 6% of the company's shares.  The opportunity for FPT Corporation is well worth noting and monitoring in the future, and investors should also note that there is ample foreign room available for Digiworld Corporation, which also has a strong standing as a retailer for technology products.

Van Lang Technology Development And Investment Jsc (VLA VN)

Van Lang Technology Development And Investment Jsc

Vietnam's Technology Sector: FPT Corporation and Digiworld Corporation