Son Tran

Rong Viet

Market Strat, Retail, Consumer  @ Rong Viet

Son Tran
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Latest articles from Son Tran

Yeah1: 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 Tran
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 Nguyen
Lam Nguyen @ Rong Viet 7 May 2019

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Consumer Discretionary
Southeast Asia
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Mobile World Investment Corp
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