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Phu Nhuan Jewelry (PNJ VN)
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57
Analysis
Consumer Discretionary
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Vietnam
Phu Nhuan Jewelry JSC manufactures jewelry. The Company retails through its own shops and also sells to wholesalers.
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bullish
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Cross Asset Strategy
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19 Feb 2019 01:47
The Week that Was in ASEAN@Smartkarma -Indonesia's Potential, Pure Gold, and Vietnam's Consumers
This week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable insights...
Angus Mackintosh
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598 Views
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bullish
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Thematic (Sector/Industry)
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11 Feb 2019 23:20
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...
Dylan Waller
472 Views
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bullish
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CJ CGV Vietnam
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26 Sep 2018 03:20
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...
Dylan Waller
409 Views
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bullish
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Thematic (Sector/Industry)
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27 Feb 2018 13:53
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...
Dylan Waller
268 Views
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bullish
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Thematic (Sector/Industry)
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25 Aug 2017 17:43
Vietnam Market Updates: Where the Rubber Meets the Road
Insight OverviewOverall, we are optimistic about some measures that the government is taking to reach its GDP growth target, although we still...
BAOVIET Securities
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