Profit from the Commodity Curse: These Two Vietnamese Companies Are a 'Steel"

Frontier and emerging markets (Vietnam)

Dylan Waller

Nomadic Equity

Equity Bottom-Up

<p>Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that <a href="https://www.smartkarma.com/entities/21022" target="_blank" data-smartkarma-citation="entities:21022">Hoa Sen Group</a> and <a href="https://www.smartkarma.com/entities/5813" target="_blank" data-smartkarma-citation="entities:5813">Hoa Phat Group Jsc</a> presented for long term investors who were willing to be bullish on commodities, examine the historical financial success of both companies, and to take advantage of the substantially low valuation of these companies.  While smaller companies will struggle in this environment, <a href="https://www.smartkarma.com/entities/21022" target="_blank" data-smartkarma-citation="entities:21022">Hoa Sen Group</a>  is positioned as a dominant player, with a strong benchmark…</p>

Amid a struggling steel industry and commodity bear market, I previously mentioned the strong opportunity that Hoa Sen Group and Hoa Phat Group Jsc presented for long term investors who were willing to be bullish on commodities, examine the historical financial success of both companies, and to take advantage of the substantially low valuation of these companies.  While smaller companies will struggle in this environment, Hoa Sen Group  is positioned as a dominant player, with a strong benchmark…

VinaCapital Vietnam Opportunity Fund (VOF LN)

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