Strategy Note /
Vietnam

Vietnam Strategy: June 2021 – Prepare for new opportunities

  • Although buying opportunities will become more limited, we note that macro data continues to improve

  • This is an apt time to restructure investors’ portfolio; we continue to favour HPG, PNJ, LHG, MWG, VCB, ACB, TCB and DXG

  • Investors should consider reducing PPC and DPM

Lam Nguyen
Lam Nguyen

Banking, Market Strat

Contributors
Kiet Tran
Tung Do
Rong Viet
7 June 2021
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