Smartkarma Originals
Asian Governance: Diversity & Incentives Through the Cultural Lens
In this Smartkarma Original, we seek to study how diversity and incentives influence stock performance and profitability. We tallied diversity and...
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Vietnam Market Update: Deep Value Found in Salient Themes
My previous insight Top Consumer Themes in Vietnam notes the clear cut strategy of investing in consumer growth stocks at reasonable valuation,...
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Top Consumer Themes in Vietnam
The VN Index currently trades at much more reasonable valuation and is poised to now move in line with earnings growth of around 15-20% in the...
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[Company Report] VGS - Strongly Underpriced
Vietnam Germany Steel Pipe JSC (HNX:VGS) was established as one of the leading steel companies in northern Vietnam under the brand name “Thep Viet...
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Vietnam Update: Market Complexity Grows, yet the Attractive Economic Narrative Remains in Place
The sustainability of the VN Index’s RiseThe VN Index surpassed 1,100 points at the end of last week, and has returned 59% in the past year, as of...
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