Lam Nguyen

Rong Viet

Banking, Market Strat @ Rong Viet

Lam Nguyen
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Latest articles from Lam Nguyen
Strategy Note / Vietnam

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 Nguyen
Lam Nguyen @ Rong Viet 5 October 2020
Strategy Note / Vietnam

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 Nguyen
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
Strategy Note / Vietnam

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 Nguyen
Lam Nguyen @ Rong Viet 6 August 2020
Strategy Note / Vietnam

Vietnam Strategy: Stock-picking is key

The strong market decline in March clearly created a certain attraction for investors. According to our observations from the past, after the market increased strongly and cash flow began to spread to VNMid and VNSmall, the market tended to correct s...
Rong Viet Lam Nguyen
Lam Nguyen @ Rong Viet 5 May 2020
Vietnam Strategy: After two months of volatility stock-picking is key
Vietnam Strategy: After two months of volatility stock-picking is key
Equity Analysis / Vietnam

Vietnam 2020 investment strategy

Bottom-up, we assess the trends in each sector, while in our stock-by-stock analysis of our entire coverage we provide detailed forecasts, investment rationale and operating risks for the coming year. The impact on market sentiment, therefore, will n...
Rong Viet Tu Vu
Tu Vu @ Rong Viet 31 December 2019
Strategy Note / Vietnam

Vietnam Banks: VAS versus IFRS

Headline IFRS data are 10% lower than under VAS. VP Bank reports its results under both International Financial Reporting Standards (IFRS) and Vietnam Accounting Standards (VAS). The differential in shareholders’ equity has been around 9%. Although t...
Tellimer Research Rahul Shah
Rahul Shah @ Tellimer Research 11 August 2019

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Lam Nguyen
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Hoang Nguyen
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Son Tran
2019

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