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Rong Viet Securities

Rong Viet Securities
External broker reports(aggregated public sources)
Rong Viet Securities

167
Insights
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Views
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Followers
Vietnam Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Industrials
23%
Consumer Discretionary
17%
Financials
14%
Consumer Staples
12%
Materials
11%
Real Estate
8%
Utilities
5%
Energy
5%
Information Technology
3%
Health Care
2%

Top Verticals

Equity Bottom-Up
85%
Thematic (Sector/Industry)
15%

Top Entities

Danang Rubber JSC
7
FPT Digital Retail
7
Vietnam Dairy Products JSC
7
Hang Xanh Motors Service Jsc
5
Gemadept Corp
5
Mobile World Investment
5
Nam Long Investment
5
Vietcombank
5
FPT Corp
4
Hoa Phat Group Jsc
4

Top Countries

Vietnam
68.5%
Thailand
2.1%
Singapore
2.1%
Cambodia
2.1%
Myanmar
2.1%
Indonesia
2.1%
Philippines
2.1%
Malaysia
2.1%
Australia
1.7%
India
1.2%
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