Vietnam: Global Index Inclusion & Passive Flows
Vietnam could be added to a global index in Sep 2026. The final decision will be made in March. We see 21 stocks currently meeting index inclusion...
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Skymark Airlines Pre-IPO - Highly Leveraged with a History of Bankruptcy
Skymark Airlines (9204 JP) is looking to raise approximately US$218m in its upcoming Japan IPO. In this note, we talk about the company's past...
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MVIS Vietnam Index Rebalance: One Add, Two Deletes
There is 1 addition and 2 deletions for the MVIS Vietnam Index. There are a lot of float and capping changes that will result in one-way turnover...
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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...
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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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