Stock recommendations (Vietnam Market)_March 2023
In 2003, it became a joint stock company and was officially renamed as Vietnam Dairy Products JSC. In 2006, VNM’s shares were listed on HOSE.
300 Views
Phu Nhuan Jewelry JSC (PNJ VN/ Trading buy) Maintaining resilience
Phu Nhuan Jewelry JSC (PNJ) is one of the leading jewelry manufacturers and retailers in Vietnam, with production capacity of 6mn products/year and...
309 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
343 Views
Vietnam Consumer Discretionary - Phu Nhuan Jewelry: Hedge Against Rising Inflation Rates
Phu Nhuan Jewelry is the number one jewelry company in Vietnam. The company is benefiting from several key catalysts including pent-up demand for...
453 Views
Phu Nhuan Jewelry JSC (PNJ VN) - Update - Remaining positive in 2H22
Analyst meeting update We participated in the analyst meeting of Phu Nhuan Jewelry JSC (PNJ) about its 1H22 business update and the board’s...
214 Views