Quang Ngai Sugar JSC (QNS VN Equity/ Trading Buy) - Positive Signals from Sugar Segment
Responding to the consumption trend of plant-based products, in May 2022, QNS launched the VEYO plant-based drinking yogurt in the high-end segment.
281 Views
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
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...
660 Views
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...
581 Views
The New Year's Week that Was in ASEAN@Smartkarma - Taxes, Beer, and Optimism
This week's voluminous offering includes insights published over the Festive period and is, as always, packed with an eclectic mix of insights,...
322 Views