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Vietnam Strategy: July – Short-term opportunities arise amid earnings season

Industries (and their sub-sectors) with good Q2 2022 profit growth prospects such as Consumer Goods (Fishery, F&B), Consumer Services (Retail), IT, Utilities (Electricity, Water), Materials (Chemical), Industry (Logistics) continued to witness improv...
Rong Viet Lam
Lam Nguyen @ Rong Viet 12 July 2022

Vietnam Strategy: April 2022 – Tailwinds from AGM and earnings season

We remain positive on Vietnam equities in the long term due to the following structural catalysts: better domestic demand, companies’ earnings prospect, economic activities and FDI inflows on the back of broader economic reopening and fiscal stimulus...
Rong Viet Lam
Lam Nguyen @ Rong Viet 11 April 2022

Mobile World: Entering the promising Indonesian consumer electronics retail industry

MWG officially announced a partnership with Indonesian company PT Erafone Artha Retailindo. ERAA is the leading ICT distributor and retailer in Indonesia. This is a good match for both companies; we reiterate our Buy recommendation on MWG.
Rong Viet Tung
Tung Do @ Rong Viet 21 March 2022

Vietnam Strategy: March 2022 – Timing is key

The Russia-Ukraine war and US and European sanctions on Russia have raised concerns about the risk of a global supply chain disruption, especially since Russia and Ukraine are two major exporting countries in terms of metal products, fertilisers, agr...
Rong Viet Lam
Lam Nguyen @ Rong Viet 11 March 2022

Mobile World: Robust Q4 21 results from TGDD and DMX boost full-year growth

MWG posted Q4 21 results with net sales and NPAT jumping by 33% yoy and 66% yoy, respectively. BHX's initiatives to re-engage customer traffic likely to cause profit margins to be worse than expected. Our current forecasts and TP of VND163,500 are un...
Rong Viet Tung
Tung Do @ Rong Viet 4 March 2022

Vietnam 2022 investment strategy: Gearing up for the long-awaited recovery

The fourth wave of Covid-19 has severely impacted Vietnam's economic growth, especially in Q3 21. Monetary policies indicate that interest rates will be moving higher but there are divergences. This is according to Rong Viet's scenario of a 17% EPS g...
Rong Viet Lam
Lam Nguyen @ Rong Viet 4 January 2022

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