Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Equity Bottom-Up

<p>Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that <a href="https://www.smartkarma.com/entities/21022" target="_blank" data-smartkarma-citation="entities:21022">Hoa Sen Group</a> and <a href="https://www.smartkarma.com/entities/5813" target="_blank" data-smartkarma-citation="entities:5813">Hoa Phat Group Jsc</a> presented for long term investors who were willing to be bullish on commodities, examine the historical financial success of both companies, and to take advantage of the substantially low valuation of these companies.  While smaller companies will struggle in this environment, <a href="https://www.smartkarma.com/entities/21022" target="_blank" data-smartkarma-citation="entities:21022">Hoa Sen Group</a>  is positioned as a dominant player, with a strong benchmark…</p>

Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that Hoa Sen Group and Hoa Phat Group Jsc presented for long term investors who were willing to be bullish on commodities, examine the historical financial success of both companies, and to take advantage of the substantially low valuation of these companies.  While smaller companies will struggle in this environment, Hoa Sen Group  is positioned as a dominant player, with a strong benchmark…

<p>Hoa Phat Group and Hoa Sen Group should be examined as two potential buy opportunities, due to the sell off in the steel industry, and because of the strong economic advantages of Vietnam. &nbsp;Financial performance for both companies has been impressive amid declining steel prices.</p>

Hoa Phat Group and Hoa Sen Group should be examined as two potential buy opportunities, due to the sell off in the steel industry, and because of the strong economic advantages of Vietnam. &nbsp;Financial performance for both companies has been impressive amid declining steel prices.

Profit from the Commodity Curse: These Two Vietnamese Companies Are a 'Steel"

Vietnam

Hoa Sen Group manufactures steel and plastic building products.  The Company produces steel construction materials; steel for the automobile and other industries; polyvinyl chloride pipe; steel pipe; aluminum framing bars; aluminum frames and panels; and plastic ceiling boards.

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Hoa Sen Group (HSG VN)

Hoa Sen Group Updates: Conviction Grows

Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that Hoa Sen Group and Hoa Phat Group...

Nomadic Equity

Profit from the Commodity Curse: These Two Vietnamese Companies Are a 'Steel"

Hoa Phat Group and Hoa Sen Group should be examined as two potential buy opportunities, due to the sell off in the steel industry, and because of...

Nomadic Equity

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