MVIS Vietnam Index Rebalance: Eight Additions & Some Big Float Changes
There are 8 additions and quite a few float changes to the MVIS Vietnam Index at the March rebalance. The one-way trade is US$80m and over a day of...
502 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...
702 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...
637 Views
NCS - Growth Opportunity in the Vietnam Aviation Industry
Noi Bai Catering Services JSC (NCS – UPCOM) is a leading player in flight catering and related services at NoiBai international airport. Due to its...
188 Views
[Comapy Report] AST - Key Beneficiary from the Fast Growing Aviation Market
Taseco Airs (HSX: AST) is one of the largest companies operating in the non-aeronautical business at five major international airports in Vietnam....
222 Views