INSIGHT PROVIDER
Vietcap

Vietcap
External broker reports(aggregated public sources)
Vietcap

301
Insights
71.3k
Views
8
Followers
Vietnam • Equity Bottom-Up • Thematic (Sector/Industry)

Top Sectors

Industrials
22%
Financials
20%
Materials
12%
Real Estate
12%
Consumer Discretionary
10%
Energy
10%
Utilities
7%
Consumer Staples
5%
Information Technology
2%

Top Verticals

Equity Bottom-Up
87%
Macroeconomics
7%
Thematic (Sector/Industry)
5%
FX & Rates
0%

Top Entities

PetroVietnam Transportation
9
Vietcombank
8
Nam Long Investment
8
Dat Xanh Group
8
Vietnam Prosperity
7
Petrovietnam Gas
7
PetroVietnam Ca Mau Fertilizer
7
Airports Corporation of Vietnam
7
PetroVietnam Technical Services
7
Techcombank
7

Top Countries

Vietnam
98%
United States
0.7%
Thailand
0.3%
Indonesia
0.3%
Philippines
0.3%
Malaysia
0.3%
x