Vietnam's Removal of the Foreign Ownership Limitation: A Future Portfolio for Emerging Vietnam
Vietnam officially removed the foreign ownership limitation this September, allowing foreign investors to take 100% ownership of companies. Â This...
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Vietnam Fund of Fund Approach: VinaCapital Vietnam Opportunity Fund and Vietnam Holding Ltd.
Vietnam's economy has a flurry of advantages to offer to investors, which perhaps makes it one of the most ideal locations for investment in...
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Earnings Delivery, Reasonable Valuations, Healthy Balance Sheet - Ten Stocks in ASEAN
​We identify stocks in ASEAN with consistent EPS est upgrades, strong growth forecasts, low debt/equity, and PEG<1.3x. Ten stocks meet the...
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MWG [BUY +32.1%] - Strong Earnings Growth Outlook Despite Lower ICT Forecasts
MWG’s 14% price correction over the past three months has brought its valuation to an attractive level, with a 2025F forecast P/E of 15x vs a 2024...
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MWG - Back on the Growth Race in the Medium Term by Bach Hoa Xanh
The core markets (ICT and consumer electronics) have entered a saturation phase, with annual sales growth ranging from 1-5%, expected to reach VND...
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