Vinacapital Vietnam Oppo... Share Discussion Threads

[davebowler] 30/5/2008 09:36

Now back to March '06 level on the Index

[jonno1] 27/5/2008 09:06

how low is this going?

[davebowler] 07/5/2008 10:07

New Report;

[davebowler] 07/3/2008 16:55

Index for guidance;

[davebowler] 13/2/2008 10:59

New ETF tracking vietnamese market;

[davebowler] 08/2/2008 16:51

Downtrend in this and the Vietnam index seems to be broken decisively.

[davebowler] 05/2/2008 13:32

New report out;

[davebowler] 23/1/2008 11:23

Here is the index for guidance

[rayg] 17/1/2008 10:48

Money Week confirmed, in an article on Vietnam, that Profit Hunter was tipping this Fund.

[zapherz] 15/1/2008 12:10

Hi

Is this being tipped by Profit Hunter at the moment? I've had a couple of e-mails offering information on a great Vietnam investment opportunity and can't find anything else that fits the bill? Info anyone?

Kind regards

Z

[disraeli] 21/10/2007 04:22

Been here in Vietnam travelling for 4 weeks around the country and as a professional investor in the UK I am fascinated by the growth going on around me here. Much of it appears to be property related but I am looking at investing in this share/fund through my SIPP, having seen a review in the local Saigon Times magazine which highlights the management team.

[grippa] 27/9/2007 18:29

Onwards and upwards.

[grippa] 26/9/2007 10:16

Vietnam Stocks Gain for 10th Day in 11; Kinh Do Rises on Report
2007-09-26 03:22 (New York)


By Jason Folkmanis
Sept. 26 (Bloomberg) -- Vietnamese stocks rose for the 10th
time in the past 11 trading days on rising overseas investment.
Kinh Do Joint-Stock Co. jumped after a report that it bought
shares in a local dairy producer.
The Ho Chi Minh City Stock Exchange's VN Index advanced for
a third day, adding 6.03, or 0.6 percent, to 1015.91, the highest
closing price since July 12. The measure has jumped 10 percent in
the last two weeks. Among 115 index members, 60 rose, 34 fell,
and 21 were unchanged.
Investors and brokers have told conferences in Vietnam this
month that a bourse rally was likely, with Vinasecurities Joint-
Stock Co. saying foreign investors in recent weeks have bought
four times as many shares as they sold. U.K.-listed fund Vietnam
Holdings Ltd. said yesterday that Vietnam is largely insulated
from defaults in the U.S. mortgage market.
``Foreign-investor appetite remains quite robust,'' Vietnam
Holdings said in a monthly note to investors. ``To some extent at
least, Vietnam is likely to be a safe haven away from the global
financial distress.''
Kinh Do, the exchange's second-biggest food-industry company,
jumped 8,000 dong, or 3.3 percent, to 250,000 dong, in its
biggest one-day gain since Aug. 21. Kinh Do agreed to buy 30
percent of Dong Tam Nutrition Food Joint-Stock Co. for an
undisclosed price, the Saigon Times Daily reported, citing
officials from both companies.

Baby Foods

Dong Tam Nutrition Food, known as Nutifood, is one of the
four biggest milk-processing companies in Vietnam, with a network
of 60,000 outlets and 120 distributors nationwide, the newspaper
said. The product range of Nutifood, which is based in Ho Chi
Minh City, includes baby foods and milk powder.
Nutifood competes with companies including Vietnam Dairy
Products Joint-Stock Co., the second-biggest company on the
bourse by market value. Vietnam Dairy Products, known as Vinamilk,
fell for the first time this week and the second time in the past
12 trading days, slipping 2,000 dong, or 1.1 percent, to 173,000
dong.
Saigon Thuong Tin Commercial Joint-Stock Bank, the biggest
stock on the exchange, rose for a third day, adding 1,500 dong,
or 2.2 percent, to 71,000 dong, its highest close since June 20.
The company, known as Sacombank, is benefiting from speculation
that Bank for Foreign Trade of Vietnam may buy shares in
Sacombank, the Vietnam News reported today.
Vincom Joint-Stock Co., the biggest property developer on
the bourse, advanced for a fifth day, adding 7,000 dong, or 4.7
percent, to 157,000 dong. Vincom has jumped 26 percent since
listing on the exchange on Sept. 19. Property prices in the Ho
Chi Minh City area are surging, the Tuoi Tre newspaper reported
yesterday.
Ho Chi Minh City Infrastructure Investment Joint-Stock Co.
climbed for a third day, gaining 2,500 dong, or 3.8 percent, to
68,000 dong.
``We are hearing that Ho Chi Minh City Infrastructure
Investment has hit its full-year 2007 earnings target already
in'' the third quarter, Vinasecurities said in a note yesterday.

[grippa] 26/9/2007 10:11

Vietnam back on the map! Index rising. HSBC purchase has brought the confidence back...I expect the 4thq to be a strong one!

[codydotcom] 30/7/2007 20:38

nav of $3.22 per share

what's the catch?

[priscilla] 12/7/2007 17:08

tibor, I bought mine through Selftrade with no probs.

[tiborinvest] 12/7/2007 15:56

how can i invest in this stock? hsbc, halifax and selftrade do not trade this.

[grippa] 09/7/2007 11:42

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.

[grippa] 09/7/2007 10:33

Vodafone Opens Vietnam Office in Search of Growth (Update1)
2007-07-09 05:13 (New York)


(Adds plan in third paragraph, shares in last paragraph.)

By Alex Armitage
July 9 (Bloomberg) -- Vodafone Group Plc, the world's
largest mobile-phone company, opened an office in the Vietnam
capital of Hanoi last month as it seeks opportunities ahead of
the possible sale of government-owned wireless operators.
``We set up an office in Hanoi last month to monitor the
situation,'' Ben Padovan, a spokesman for Newbury, England-based
Vodafone, said today. Vietnam has ``growth'' opportunities in the
wireless market.
Under Chief Executive Officer Arun Sarin, Vodafone has
focused on acquisitions and partnerships in emerging markets. The
company completed its purchase of a controlling stake in India's
Hutchison Essar Ltd. in May for $10.7 billion. Growth in western
Europe has slowed as most people there now have mobile phones.
``Ahead of the anticipated equitization of local GSM mobile
network operators, Vodafone has opened a representative office in
Vietnam to learn more about the market,'' said Padovan, repeating
comments made by Warren Finegold, Vodafone's head of global
business development, when the company opened the office.
``There's no timetable or official process,'' Padovan said.
``This is early days.''
In April 2006, Sarin reorganized Vodafone into three units
covering Europe, emerging markets and new technology.
Shares of Vodafone rose 2.2 pence, or 1.4 percent, to 165.7
pence at 9:53 a.m. in London. The shares had risen 37 percent in
the past 12 months before today.

[grippa] 23/5/2007 13:12

Have people missed that the Vietnamese index has already bounced and already up 23.1% from the lows at the end of April...VOF is flat in the same period!

[grippa] 17/5/2007 08:59

Picked this up today...Vietnam has excited international investors in a number of fields – from textiles to power projects – but now steel seems to be catching the eye. Tata steel, Baosteel and Evraz have already been casting acquisitive glances in the direction of existing and Greenfield steel projects, but they pale in comparison with the new plans announced by Eminence. The US group intend to invest a staggering $30bn into the construction of a steel plant (and auxiliary satellites) in Vietnam's Nghi Son economic zone. The plan will see $26bn directly put into the plant, and a further $4bn invested in a thermoelectric plant, a shipyard, an urban residential area and a research institute. The first tranche of the cash will help establish a steel plant between 2007-2012, with a further $18bn dedicated to upgrading the plant in the remaining years to 2020. Once completed, the mill will employ 10,000 people and will have an annual capacity of 30mt of steel products (mostly high-quality items for export). The scale of the ambition is extraordinary – to give it some perspective, total foreign projects in the country to date (7,086) have invested around $64.2bn. Eminence alone will invest more than three times the amount of money put into the country to date from the leading foreign investor Singapore ($8.8bn).

[hectorp] 02/5/2007 08:57

Well worth a look now for several good reasons, dont have time today to write more.

Downside is I think they are denominated in USD! a falling asset if we are UK -based sterling bank balance holders. On other hand, stuff bought in USD is cheap to us - but it could get much cheapere yet.
I suspect the $2.00 pound is about as bad as it gets for some time to come for the USD,.

[wiganer] 12/4/2007 16:14

400 once, 400 twice, 400 thrice!

[grippa] 12/4/2007 16:03

What I do know is that there is a wall on Money waiting to invest in Vietnam. It is a huge wall in comparison to the value of the stock market, but it is not a huge amount in global terms. Vietnamese fund managers have started to refuse taking more money, so I doubt there will be any liquidity crunch in terms of the Vietnamese stock market. In addition Vietnam is slightly isolated from global trends. With the 85+million population they have, they are somwhat insulated from any potential global slowdown...and certainly this should be viewed as a longterm hold and thus any downturn can be appreciated as it's a further oppurtunity to pick up cheaper shares!