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...
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Vietnam's Economy Trounces Other Frontier Markets: 2018 Pullback Provides Solid Entry Point
Vietnam's economy exceeded growth expectations and is well positioned for favorable performance moving forward despite rising global tensions. Â The...
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[Result Update] VJC - Growth Speed to Watch Closely
VJC is a rare growth stock in the market. Having a core business growing at over 40%/year in the past five years is not common. As a result, the...
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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...
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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...
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