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Vietnam strategy – October 2020: Be patient for opportunities

The low-interest rate environment along with a series of macro indicators starting to turn more positive have helped the Vietnamese stock market to extend the rally in September. Q3 20 business results of listed companies will be announced gradually ...
Rong Viet Lam
Lam Nguyen @ Rong Viet 5 October 2020

Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Vietnam's stock market increased sharply in August and became one of the best markets in the world as the VNIndex increased by 10.4% m/m. However, we believe that the recent uptick of the market is not sustainable when, based on our observations, the...
Rong Viet Lam
Lam Nguyen @ Rong Viet 7 September 2020
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money
Vietnam strategy – September 2020: Uptrend boosted by 'cheap' money

Vietnam investment strategy – August 2020: Prudence with macroeconomic outlook

With the second wave of the coronavirus pandemic, economic recovery will take longer than we expected because of weaker domestic consumption. Average liquidity from the start of the second wave until now was only VND4,200bn, fading out in the past fe...
Rong Viet Lam
Lam Nguyen @ Rong Viet 6 August 2020

Vietnam investment strategy – July 2020: Focus on earnings season

In Q2 20, Vietnam’s GDP grew 0.24% yoy, better than consensus expectations as most industries recovered well after the “social distancing” period. Companies that have a domestic focus on their business activities will be better than those businesses ...
Rong Viet Lam
Lam Nguyen @ Rong Viet 6 July 2020

Vietnam construction materials industry – Strong demand from H2 20

Demand for houses in the Southwest region continues to be healthy. Although the transportation demand between the two areas of Ho Chi Minh City and the Southwest region is high, only 40km of expressways (Ho Chi Minh City-Trung Luong) has been built i...
Rong Viet Hoang
Hoang Nguyen @ Rong Viet 25 June 2020

Vietnam stock exchange: July review for VN30, VNDiamond and VNFinlead indexes

The Ho Chi Minh City Stock Exchange will review the basket of VN30, VNDiamond and VNFinlead indexes in July and make adjustments on the first Monday of August. The VNDiamond basket will not change index components in July, but it will do so in the Oc...
Rong Viet Hoang
Hoang Nguyen @ Rong Viet 23 June 2020

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