Samyang Packaging Corp IPO Preview (Part 1)

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Thematic (Sector/Industry)

Vietnam Industrials / Thematic (Sector/Industry)

<p>Vietnam's key economic strength is its low cost manufacturing ability, and investors should certainly turn their attention towards the plastics industry, which has been delivering <a href="http://www.sggpnews.org.vn/Business/Economy/2015/9/115411/" target="_blank">20-25% growth per annum</a>, making it the fastest growing industry in Vietnam.  With plastic consumption currently <a href="http://en.vietnamplus.vn/thai-firms-investing-in-vietnams-plastic-industry/90327.vnp" target="_blank">only at 41 kg./capita,</a> there is still ample room for growth in this industry.  A portfolio in Vietnam should consist of plastic manufacturing companies, and the strategic advantages of this industry provides…</p>

Vietnam's key economic strength is its low cost manufacturing ability, and investors should certainly turn their attention towards the plastics industry, which has been delivering 20-25% growth per annum, making it the fastest growing industry in Vietnam.  With plastic consumption currently only at 41 kg./capita, there is still ample room for growth in this industry.  A portfolio in Vietnam should consist of plastic manufacturing companies, and the strategic advantages of this industry provides…

Vietnam Construction & Import-Export (VCG VN)

Kinh Bac City Development Share Holding (KBC VN)

Danang Housing Investment Development Jsc O (NDN VN)

Danang Housing Investment Development Jsc O

Dinh Vu Port Investment & Development (DVP VN)

Vietnam Electrical Equipment JSC (GEX VN)

Hai An Transport & Stevedoring Jsc (HAH VN)

Tancang Logistics And Stevedoring Jsc (TCL VN)

Airports Corporation Of Viet Nam (ACV VN)

Agriculture Printing And Packaging Jsc (INN VN)

Rapid Growth of Vietnam's Plastics Industry: Benefits of Low Cost Manufacturing/Low Oil Prices