Institutional Sales at Bao Viet Securities, BAOVIET Securities

Dylan Waller

Institutional Sales at Bao Viet Securities

The 1st Established Securities House in Vietnam

BAOVIET Securities

Bao Viet Securities Joint Stock Company (BVSC) is one of the leading and most prestigious securities companies in Vietnam, providing professional financial and investment services for domestic and foreign individuals and institutions, investment funds and banks. BVSC is a member of Bao Viet Holdings, the leading financial &amp; insurance conglomerate under the control of Vietnam’s MOF. During its 13 years of development, as the first securities company in the Vietnamese stock market, BVSC has continuously increased its financial capacity, strengthened its operations and developed a modern information technology system in order to improve the quality of service and become a leading brokerage company in Vietnam. BVSC has received a number of awards and recognitions from foreign and local prestigious institutions. In advisory activities, with highly experienced experts who were educated at foreign and local prestigious universities, BVSC was honored to receive the “Outstanding M&amp;A Advisory Firm” Award in 2011 and 2012, granted by the Securities Investment newspaper and the Ministry of Planning and Investment. BVSC was also recently named Best Equity House and Best Brokerage House in Vietnam in 2016 by Global Banking; Finance Review. Mergers and acquisitions (M&A) deals under BVSC consultancy were also selected as the most typical deals in the market. BVSC has also upheld its position among the top 10 securities companies by brokerage market share on the HSX and HNX. Notably, BVSC is among the three biggest bond brokerage houses in the market.

Thematic (Sector/Industry)

Insight Overview Overall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still project that growth will only reach 6.3-6.5%, below the target of 6.7%.  This growth may be supported by increased credit growth, and further easing measures from the SBV during H2 2017 (supported by the recovery of CPI during Q2 2017).  Some noteworthy events from this month include the launch of a derivatives market on August the 10th, and resolutions…

Insight Overview  Overall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still project that growth will only reach 6.3-6.5%, below the target of 6.7%.  This growth may be supported by increased credit growth, and further easing measures from the SBV during H2 2017 (supported by the recovery of CPI during Q2 2017).  Some noteworthy events from this month include the launch of a derivatives market on August the 10th, and resolutions…

Vietnam Market Updates: Where the Rubber Meets the Road

Viet Capital Securities Joint Stock Company

Luan Nguyen

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of Vietnam (ACV) will be listed on the Upcom exchange by November 21, 2016. The listing reference price in the first trading day is VND25,000 per share, which implies a market cap of USD2.4 billion based on the 2,177,173,236 shares outstanding.

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber exploitation businesses record such a period of victory. Accordingly, the two major rubber suppliers, Phuoc Hoa Rubber (PHR) and Dong Phu Rubber (DPR), generated such impressive results.

Frontier and emerging markets (Vietnam)

Nomadic Equity

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong trends of growth in the south, primarily in Cat Lai Port.  The development of Lach Nguyen Port in northern Vietnam will also be a substantial boost for capacity in northern Vietnam.  Both the north and the south have been delivering double digit growth, which consequently makes this a significant area for value investing.

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP ratification being uncertain.  Stocks in these areas are deeply discounted, have displayed a strong benchmark of financial growth in the past five years, and are strategic areas for value investing.  Vietnam's low cost manufacturing comparative advantage is still sustainable with or without the TPP.

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

Vietnam

Danang Rubber is a leading Vietnamese manufacturer specializing in the production and sale of various tire and inner tube products. Their offerings include tires for motorcycles, bicycles, trucks, light trucks, agricultural machinery, and off-the-road (OTR) vehicles, as well as technical rubber products. The company is headquartered in Da Nang, Vietnam, and was founded in 1975.

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Danang Rubber (DRC VN)

Vietnam Market Updates: Where the Rubber Meets the Road

Insight OverviewOverall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still...

BAOVIET Securities

Airports Corporation of Vietnam - Riding the Boom of Passenger Traffic Growth

Vietnam’ s monopolistic airport operator is poised to be listed on Upcom next week. According Ha Noi stock exchange, Airports Corporation of...

Luan Nguyen

Natural Rubber Industry as of Q3 2016

Rubber prices have grown positively from early 2016, not yet showing signs of cooling down, arguably the most important factor that helped rubber...

Luan Nguyen

Vietnam's Logistics Industry: Expansion Amid Vietnam's Manufacturing Rise

My previous insight outlines opportunities in Vietnam’s logistics industry in the north of Vietnam, and investors should also note the strong...

Nomadic Equity

Outlook for Textile Companies/Industrial Parks Amid Uncertainty of TPP Ratification

This insight provides further insight on my maintained bullish stance for textile companies and industrial park operators, even with TPP...

Nomadic Equity

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