Vietnam Inf. Share Discussion Threads

[markth] 17/1/2014 19:36

Yes I have VOF too. Should show faster as the underlying is more liquid.

[par555] 17/1/2014 19:19

Been in for about 12 months patiently waiting for some closure of the discount to NAV. Is it about to happen I wonder? Also hold VOF, same story there. Both have moved significantly in the last few months so hopefully will continue. Vietnam being mentioned by some of the pundits as a good bet for 2014. Money Week was one of them I seem to remember.

[wexboy] 14/3/2012 14:09

Hi folks,

I've included some commentary about VNI, and emerging markets infrastructure projects/funds, here in my review of Russian closed-end funds. Hope you'll take a look and/or comment.



Cheers,

Wexboy

[vision88] 26/9/2011 08:47

what year does it take off

[envirovision] 08/11/2010 15:16

Shaping up fpr a bit of a break out ?

[envirovision] 19/10/2010 14:26

Institutional investors, however, were net buyers in September, interesting.

[envirovision] 09/8/2010 12:28

Just this oneand not VOF although I do like the long term outlook for Vietnam infrastructure and property so also have a holding of ASPL which is also currently at a bargain to nav.

[strollingmolby] 09/8/2010 12:17

Yes, always good to see the directors purchasing.

I've VNI on my radar along with VOF also managed by Vina Capital - are you in one or both, enviro?

SM

[envirovision] 09/8/2010 12:12

Right well then. Horst Geicke one of the directors purchased the 2 million today.

Quite here,

init

[strollingmolby] 09/8/2010 11:28

yes

;o)

[envirovision] 09/8/2010 11:17

2000000 taken at 35 today, am i the only one here?

[envirovision] 17/6/2010 12:19

Couple of recent director buys, i see Mr Lam has now a direct interest of 700,000 shares so nice to see it growing. Current pull back on market weakness looks like a nice opportunity, as such I take 10,000 shares tucking away for the long term.

Good health and fortune to all.

[envirovision] 16/3/2010 22:45

Smart money buying today. Watch this space.

[envirovision] 13/3/2010 22:48

Yes its a fund which will reward in spades as time unfolds imo.

[strollingmolby] 10/2/2010 11:19

Interesting investment announced today in the hydro-power space.

VNI invests in Tay Bac hydro power operator

Vietnam Infrastructure Limited (the "Company" or "VNI") (VNI.L), the first publicly traded fund to focus on investment into infrastructure assets in Vietnam, today announces its investment in Tay Bac Electricity Investment and Development JSC ("Tay Bac"), a hydro power operator.

VNI has acquired a 14.9 percent stake in Tay Bac, which owns three small-sized hydro power plants in northwestern Vietnam. One 32MW plant is operational, while two smaller plants of 9MW and 10MW will be complete in Q1 2010. Tay Bac has plans to build three more hydro plants, also in the northwest.

Vietnam is experiencing electricity demand growth of 15 percent yearly, with supply shortfalls that lead to rolling black-outs around the country. To meet demand, it is projected that the energy sector requires yearly investment of USD4 billion.

Hydro power supplies nearly 40 percent of Vietnam's electricity, and is generally more competitive than coal, gas or oil-fired plants due to lower operating costs.

"Tay Bac has promising potential as the three existing plants have stable water flow and good infrastructure, and the company has an experienced management team," says Tony Hsun, managing director of VNI's investment manager.

"We believe small hydro is a compelling investment, with the potential to aggregate holdings into a more significant exit vehicle," Tony says.

[greek islander] 29/4/2009 09:11

I see it is continuing to tick up!

[greek islander] 12/4/2009 19:27

Hi mb

Good to see you here.



Guess we need a bit more information.

[greek islander] 12/4/2009 17:25

Interested to come across this fund.
Have been looking to invest in Vietname for some years now. Being a regular visitor and lover of this country I am impressed at the clear huge potential for a tourism led expansion. Tourism will need huge continued investment in infrastructure. Good to see VNI has a clear approach to where they should concentrate. Low overheads as in China (much lower) but huge potential. Cities that are still more like towns and these will develop dramatically over the next few years.
I haven't put any money in yet but am keeping a watching brief. Will need to know more about the financials and about the management first.

[tinvan] 12/4/2008 18:34

Tipped yesterday in Moneyweek.

[grippa] 27/9/2007 18:25

Grossly undervalued...I am invested.

[don muang] 18/7/2007 11:01

Anyone actully invested in this yet?

[grippa] 09/7/2007 11:46

Vietnam car sales up 79 percent in first half - auto association


HANOI (Thomson Financial) - Auto sales in Vietnam rose 79 percent
year-on-year in the first half, the Vietnam Automobile Manufacturers'
Association (VAMA) said Monday.
VAMA said between January and June, vehicles sold rose to 28,524 compared
with 15,906 in the first six months of 2006.
The number of four-wheel drives and multi purpose vehicles (MPV) sold jumped
270 percent to 9,314 units.
In June alone, car sales were up 62 percent year-on-year at 6,038, the
association said.
Vietnam's economy is estimated to have grown 7.87 percent in the first half
of this year, the biggest increase since the same period of 2001.