CTCP Vàng Bạc Đá Quý Phú Nhuận (PNJ VN/Nắm giữ)
Bóng ma Covid Công ty TNHH Chứng khoán Mirae Asset Vietnam.
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Phu Nhuan Jewelry JSC (PNJ VN/Hold)
Impressive growth on low base Thanks to a low base from April 2020, total net revenue and NPAT for Phu Nhuan Jewelry JSC (PNJ) saw impressive...
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Mobile World Investment Corporation: Discount to Other Consumer Stocks Is Asymmetric
My previous insight Top Consumer Themes in Vietnam noted some of the top consumer themes in Vietnam and how Phu Nhuan Jewelry Jsc (PNJ VN) and...
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CJ CGV Vietnam IPO (Part 2): Appeals of Vietnam's Cinema Industry
This insight is a collaborative effort between myself and Douglas Kim. CJ CGV VIetnam has numerous positive factors including the...
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Vietnam Holding's Fund Returns 13%: Strong Pure Play for Listed Equity
Opportunity OverviewUnlike Vinacapital Vietnam Opp Fund Limited , which only invests half of its assets in listed equity, Vietnam Holding...
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