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Vietcap

Vietcap
External broker reports(aggregated public sources)
Vietcap

206
Insights
52.9k
Views
5
Followers
Vietnam Equity Bottom-Up Thematic (Sector/Industry)

Top Sectors

Industrials
23%
Financials
22%
Energy
13%
Consumer Discretionary
11%
Materials
11%
Real Estate
9%
Consumer Staples
5%
Utilities
4%
Information Technology
2%

Top Verticals

Equity Bottom-Up
83%
Macroeconomics
10%
Thematic (Sector/Industry)
7%
FX & Rates
0%

Top Entities

Petrovietnam Transportation Co
8
Nam Long Investment
6
Dat Xanh Group
6
Vietnam VNIndex
5
Binh Minh Plastics Jsc
5
VND
5
Petrovietnam Ca Mau Fertilizer
5
Petrovietnam Technical Servi
5
Vietcombank
5
Vietnam Prosperity Bank
5

Top Countries

Vietnam
97.6%
United States
1%
Thailand
0.5%
Indonesia
0.5%
Philippines
0.5%
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