Hieu Nguyen

Rong Viet

Market Strat, Pharma, Aviation @ Rong Viet

Hieu Nguyen
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Vietnam investment strategy - June 2019

Although downside risks are limited at the moment, external uncertainties and lack of supportive information may keep the VN-Index in the 920–965 range. Thus, foreign investors not yet turning to sellers would be a temporary support factor in early J...
Rong Viet Lam
Lam Nguyen @ Rong Viet 5 June 2019

Gemadept Corporation: Positive Q1 19 results from port operation and joint ventures

Q1 Highlights: GMD fulfilled 22% and 23% of 2019 revenue and PBT targets, respectively. PAT decreased sharplygiven last year’s one-off income from selling stakes in logistics and shipping subsidiaries. Excluding extraordinary items, core PBT grew by ...
Rong Viet Tung
Tung Do @ Rong Viet 3 June 2019

Yeah 1: A fuzzy picture

YEG's business model remains misunderstood by many, and in this 15-page report we aim to bring some clarity to what is currently a fuzzy picture. YEG's limited contribution to channels/publishers, as well as its loose relationship with platforms and ...
Rong Viet Son
Son Tran @ Rong Viet 7 May 2019

Vietnam investment strategy - May 2019

We start to see a slowdown in earnings. Companies listed on HSX show a 1% decline in 1Q2019 NPAT. The most obvious supportive event is MSCI’s May 2019 semi-annual review later this month. If MSCI announces to include Kuwait into the MSCI Emerging Mar...
Rong Viet Lam
Lam Nguyen @ Rong Viet 7 May 2019

Vietnam strategy: Cash is king

Low liquidity and foreign investors turning out to be net sellers were negative pointsearly this month. In addition, we believe that the Vietnam stock market will replicate the movement in March. We think a recession is unlikely in 2019.However, 2020...
Rong Viet Lam
Lam Nguyen @ Rong Viet 5 April 2019

Vietnam strategy: Better safe than sorry

In the first two months of 2019, the story of market upgrading and the strong participation of foreign cash flow via ETFs has created momentum for large-cap stocks to increase strongly. VNIndex recorded an increase of nearly 9% in the first two month...
Rong Viet Lam
Lam Nguyen @ Rong Viet 6 March 2019

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