Pan-Asia Catalysts/Events, Quiddity Advisors

Travis Lundy

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<a href="https://www.smartkarma.com/entities/21048" target="_blank" data-smartkarma-citation="entities:21048:1">DHG Pharmaceutical JSC (DHG VN)</a> filed to open its shareholder register to 100% foreign ownership in June after Vietnam's State Capital Investment Corp <a href="http://www.scic.vn/documents/DSBV2018.pdf" target="_blank">said</a> (Vietnamese) in April that it intended to sell stakes in 121 companies this year (after the govt announced last year in July when announcing the SCIC restructuring plan that it would sell stakes in 132 companies between 2017-2020). That list last year included DHG Pharmaceutical among many others. A Frasers Law Company article on the subject…

DHG Pharmaceutical JSC (DHG VN) filed to open its shareholder register to 100% foreign ownership in June after Vietnam's State Capital Investment Corp said (Vietnamese) in April that it intended to sell stakes in 121 companies this year (after the govt announced last year in July when announcing the SCIC restructuring plan that it would sell stakes in 132 companies between 2017-2020). That list last year included DHG Pharmaceutical among many others. A Frasers Law Company article on the subject…

DHG Pharma (DHG VN) : Japan's Taisho Pharma To Lift Stake in Tender?

External broker reports(aggregated public sources), Rong Viet Securities

Rong Viet Securities

External broker reports(aggregated public sources)

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Equity Bottom-Up

Five years after delisting, Mekophar is now back as a  listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar expects to complete building a new PIC/S standard factory at the end of 2018  to  manufacture pharmaceutical products under the  Nipro brand and start exporting to Japan as well as other Asian markets. Stem cell blood bank with high growth potential is one of the company’s strength. Mekophar is the only company in Vietnam  that is capable of…

Five years after delisting, Mekophar is now back as a  listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar expects to complete building a new PIC/S standard factory at the end of 2018  to  manufacture pharmaceutical products under the  Nipro brand and start exporting to Japan as well as other Asian markets. Stem cell blood bank with high growth potential is one of the company’s strength. Mekophar is the only company in Vietnam  that is capable of…

MKP - New Prospect from the PIC/S Factory

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

VinaCapital Vietnam Opportunity Fund / Equity Bottom-Up

VinaCapital Vietnam Opportunity Fund (VOF LN)

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the main board of the London Stock Exchange.  I think this fund is a most appropriate stepping stone for funds wishing to gain exposure to Vietnam, without investing directly on Vietnam's stock exchange.

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the main board of the London Stock Exchange.  I think this fund is a most appropriate stepping stone for funds wishing to gain exposure to Vietnam, without investing directly on Vietnam's stock exchange.

VinaCapital VOF Updates: Migration to the Main Board of the London Stock Exchange Was a Success

Traphaco is currently the best option for listed equity in Vietnam's pharmaceutical industry:<ul><li>It is the only one of the top four companies that is not currently fully held by foreign investors</li><li>The company is Vietnam's leading traditional medicine manufacturer, and does not rely heavily on imported materials for production, unlike other companies in this industry</li><li>The pharmaceutical industry is projected to achieve double digit growth throughout 2023</li><li>Vietnam's healthcare industry significantly lags behind its emerging peers in Asia</li></ul>

Traphaco is currently the best option for listed equity in Vietnam's pharmaceutical industry:It is the only one of the top four companies that is not currently fully held by foreign investorsThe company is Vietnam's leading traditional medicine manufacturer, and does not rely heavily on imported materials for production, unlike other companies in this industryThe pharmaceutical industry is projected to achieve double digit growth throughout 2023Vietnam's healthcare industry significantly lags behind its emerging peers in Asia

Vietnam

DHG Pharmaceutical Joint Stock Company manufactures and trades in a wide range of pharmaceutical products, including antibiotics, analgesics, respiratory medications, and health supplements, as well as cosmetics. The company also engages in packaging printing and medicinal supplies trading. It was founded in 1974 and is headquartered in Can Tho, Vietnam.

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DHG Pharmaceutical (DHG VN)

DHG Pharma (DHG VN) : Japan's Taisho Pharma To Lift Stake in Tender?

DHG Pharmaceutical JSC (DHG VN) filed to open its shareholder register to 100% foreign ownership in June after Vietnam's State Capital Investment...

Travis Lundy

MKP - New Prospect from the PIC/S Factory

Five years after delisting, Mekophar is now back as a listed company with a Japanese strategic partner, Nipro. With the support of Nipro, Mekophar...

Rong Viet Securities

VinaCapital VOF Updates: Migration to the Main Board of the London Stock Exchange Was a Success

VinaCapital's VOF, the largest and most liquid closed end fund in its peer group, has successfully completed its migration from London's AIM to the...

Nomadic Equity

Vietnam's Pharmaceutical Industry

Traphaco is currently the best option for listed equity in Vietnam's pharmaceutical industry: It is the only one of the top four companies that is...

Nomadic Equity

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