Vinacapital Vietnam Oppo... Share Discussion Threads

[dickbush] 08/4/2009 15:42

Sorry, Pudpud, I can see your confusion. No need for a phone call to the immigration people. I'm just a harmless old share buyer.

[dickbush] 07/4/2009 14:32

I've been there, too and it wouldn't surprise me either if they became another Singapore. Very impressive people. I've bought a few after watching for a year or so. I missed the last bull market. Hoping to see another. Very profitable currently but I need to double up to make it a worthwhile holding.

[traderabc] 04/4/2009 15:30

'it a singapore waiting to happen!

I have heard that too, I own these as well, I suspect it may be a few years before I can break even, let alone make a profit, however it should recover if it truely represents the Vietman stock indexes.

[transco3] 04/4/2009 12:18

Im in and have been so for a couple of years. I bought some more when you could get 2 dollars to the pound. Alas the bear market hit and it tumbled. there is a really good vietnam stock market web site - market rose friday big stylr over 4%!! this share lags their market - one to stay with. I have been to vietnam it a singapore waiting to happen!

[pudpud] 03/4/2009 17:30

I am. Do you think anyone has noticed its moved up about 50% in just under 2 weeks?

[dickbush] 24/3/2009 15:23

Anyone else in this?

The chart is beginning to look pretty good, although I say that as a non-chartist. Ditto the underlying Vietnamese market. Still a huge discount to published NAV which must be up since the end of February. Just about every strategist is coming round to the idea of investing in emerging markets, which should help the market and a reduction in the discount to NAV.

[dickbush] 10/3/2009 16:10

Definitely.

The Vietnamese stockmarket has been on the recovery trail for the past two weeks and is up 7% from the low. With the US stockmarket rallying the discount to nav should close up a little as well.

[yangou] 19/2/2009 15:47

Some big buys today. Perhaps the time has come to get back in again

[lionheart79] 26/9/2008 20:51

Ouch... where's the bottom...

[davebowler] 13/8/2008 13:08

Latest report

[cordwainer] 20/6/2008 00:28

u mean you've been watching it do a classic dead cat bounce ..

[lionheart79] 19/6/2008 16:39

whatya doing in nam for a year homeboy? i visited the north of the country last year - hanoi and surrounding area. great place. get up to Sapa if you can - at the very north near the chinese border. beautiful up there.

been watching VOF ever since - will stay off from buying in just yet.

[homeboy35] 10/6/2008 17:14

Thanks babylon ; lucky i'm getting paid in $

[smelgy] 04/6/2008 10:51

........JIMCAR - apologies. I hit the £ instead of the $!

[homeboy35] 03/6/2008 13:51

Just noticed this. As I will be in Vietnam for a year, I will be keeping a close eye on it. Is it just an Investment Fund?

[jimcar] 03/6/2008 13:46

Smelgy

Their price is $2.20 so they are already well below £1.50.

[smelgy] 03/6/2008 12:45

......wcjan26 - VOF has long been a favourite of moneyweek, although some months ago they did caution that inflation as you say was a burgeoning problem. Given general worldwide market conditions I wouldn't be surprised to see these below £1.50 before the dust settles.

[wcjan26] 30/5/2008 14:42

VOF was tipped in moneyweek today, though with a warning that vietnam could go lower in the short term due to ballooning inflation

[yangou] 30/5/2008 14:35

Trying to be optimistic here. Perhaps good time to top up. Has to start to catch up with China at some point. Hopefully we dont have to wait too long

[smelgy] 30/5/2008 14:07

........sub £2 looks a distinct possibility given the wretched performance of the Vietnam stock exchange index.