Since 2007, we identify and invest in long-term growth trends that benefit Vietnamese Companies, via a disciplined Value Investing Approach.
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Company Quarterly Earnings Update – HPG VN – 2021
Summary of the 2021 results of Hoa Phat Group JSC (HPG VN) 2021 results highlights HPG’ total crude steel ca...
Company Quarterly Earnings Update – MCH VN – 2021
Summary of the 2021 results of Masan Consumer Corp. (MCH VN) 2021 results: Highlights A 19.0% increase in reve...
Company Quarterly Earnings Update – FPT VN – 2021
Summary of the 2021 results of FPT Corporation (FPT VN) 2021 Results: Highlights FPT’s net revenue increased...
April 2022 Macroeconomic & Stock Market Highlights for Vietnam
We would like to present you our monthly Macroeconomic & Stock Market Highlights for Vietnam alongside wit...
Vietnam Real Estate Sector Outlook
Mid-term Outlook 2022-2024 After two years having been affected by Covid-19 and construction licensing issues,...
Vietnam securities brokerage sector – 2021 results and 2022 outlook
FY2021 Results The VNINDEX has increased by 39.0% in 2021, driven by a strong influx of retail investors and l...