Vietnam Share Discussion Threads

[hiddendepths] 23/11/2020 09:08

The larger Vietnam trusts have been flying and their discounts have narrowed substantially. Yet VNH will benefit from the same factors and its discount has become very wide!

Yes, the charges are a bit nasty. But that's surely completely priced in, especially with shares being bought back to enhance NAV/share.

Bought a few this morning, switching from VOF.

[essentialinvestor] 15/2/2020 15:31

VNH holdings more exposed to discretionary consumer spending?.

I bought a small amount this week as it was mentioned on the VOF board.


Think they have a lot to prove though. And those fund charges.

[hydrogen economy] 25/2/2019 07:46

VEIL and VOF both moving up so far this year as is VNI index, VNH pretty flat, even in GBP, not sure why (Not a holder here but do hold the other 2)..

Maybe the listing change will get VNH moving.

RNS Number : 8903Q

25 February 2019

VietNam Holding Limited Move to Premium listing - Update



Vietnam Holding Limited (AIM: VNH) (the "Company") announces that, further to the announcement dated 25 January 2019 concerning the cancellation of its new ordinary shares of US$1 each ("Ordinary Shares") from trading on AIM and the admission of its Ordinary Shares to the Premium segment of the Official List and to trading on the London Stock Exchange's main market for listed securities (the "Main Market"), the Company continues to progress the necessary regulatory processes. The Company expects to complete the cancellation of its Ordinary Shares from trading on AIM and to be admitted to trading on the Main Market by 8 March 2019. An indicative timetable of the principle events is presented below:

[my retirement fund] 26/9/2017 17:49

Is Vietnam the new China?

[hiddendepths] 14/1/2017 09:59

The pricing in dollars is a problem - dollar strength undermines the asset value. Were it not for that, this stock would be pretty attractive at present.

[luckymouse] 12/1/2017 14:39

Rising nav here - needs a firmer chart

[jockthescot] 08/10/2016 17:18

Am thinking of doing so

[peterbill] 20/3/2016 17:37

5 years and no posts ... any holders?

[tday] 09/3/2011 14:28

What a busy board!

[mangal] 03/6/2009 14:19

Visibility at last- now amongst the top-% risers of the day.

[mangal] 03/6/2009 11:02

Assuming that the NAV has tracked the u/l since the last published NAV of April-end, this is now trading at a big discount of 35%+ to NAV.

& the graph looks very positive.

[eric bristow] 01/5/2009 11:44

Hmmmm....

Surprised the pump and dump brigade haven't spotted this one yet.

EB

[grippa] 05/12/2007 16:12

Sp now at a discount of 20% to the NAV. Surely this is too large a discount, and is a discount even warranted at all?

[don muang] 17/9/2007 09:29

Well, NAV on 31 August announced at US$ 2.133. And present mid price is $1.865.
So still a reasonably large discount. Let's see which way world markets go from here to see if discount is warranted ....

[don muang] 31/8/2007 15:07

grippa .... time will tell.... but presently the answer would seem to be 'Yes'.

[grippa] 23/8/2007 14:15

VNH is less than 50% invested and is at a discount of roughly 16% to NAV...is this overdone?

[p@] 14/8/2007 16:09

Thanks for the explanation Don.

[don muang] 13/8/2007 18:58

huntie2.... Hi...well even with todays fall in VN Index it didn't return to sub-900 again. So taking into account latest NAV announcement, together with VNH not being fully invested and still holding some cash, then would say present share price is at a discount. But your guess is as good as mine as to which way market will go short / medium term given present volatility.

p@.... think you'll find price quoted is US$ not GBpence.... so close today the mid-price was US$1.9. Some brokers will accept limit orders priced in GBP but not all brokers will let you buy VNH as it's a Euroclear stock. Also be aware that some brokers will deal but wack an extra admin charge on to the deal (as well as currency exchange rate 'spread' if you've only got a GBP account )...

[p@] 13/8/2007 11:45

Now why would a director buy at $2.1 when they are 1.9p here,this doesn't add up.

Directors dealing



Vietnam Holding Limited (the "Company") wishes to announce that on 11 June 2007
a director of the Company, Min-Hwa Hu Kupfer, and an associate, jointly acquired
10,000 ordinary shares of $1.00 each (the "Ordinary Shares") at a price of $2.10
per share.

[huntie2] 13/8/2007 10:43

hallo don muang, not been here for some time now....might well look to buy back in at whatever point the market looks to have turned!

[don muang] 15/7/2007 21:39

The London Stock Exchange plans to move into China to exploit demand among the country's small companies to list on Aim, the LSE's loosely regulated junior market.....
.... This is not the LSE's first move into South-East Asia. It has recently been in talks with Vietnamese stock exchanges in Hanoi and Ho Chi Minh City, looking for an agreement to enable London to compete for listings of the country's biggest government owned companies.

[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 10:37

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.

[don muang] 07/6/2007 16:59

don't have to talk about premiums now .... !!

at close of business on 31 May 2007, its unaudited nav per share was US$ 2.276

07/06/2007 Quote : 2.07 -0.01 (-0.48%)