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Vietnam Holding Limited (VNH)
Vietnam Holding Limited (VNH) Share Price

Share Name	Share Symbol	Market	Type	Share ISIN	Share Description
Vietnam Holding Limited	LSE:VNH	London	Ordinary Share	GG00BJQZ9H10	ORD USD1

	Price Change	% Change	Share Price	Shares Traded	Last Trade
	-1.00	-0.38%	260.00	23,658	15:03:42

Bid Price		Offer Price	High Price	Low Price	Open Price
259.00		261.00	262.00	260.00	262.00

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Finance Services	-3.40	-7.72	-26.40	-	74.67

Last Trade Time	Trade Type	Trade Size	Trade Price	Currency
15:17:27	O	11,198	258.50	GBX

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Vietnam (VNH) Latest News (2)

Vietnam News

Date	Time	Source	Headline
02/6/2023	17:49	UKREG	VietNam Holding Limited Share Buy Back and Cancellation
02/6/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
01/6/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
31/5/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
30/5/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
30/5/2023	07:02	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
26/5/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
25/5/2023	11:17	UKREG	VietNam Holding Limited Holding(s) in Company
25/5/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value
24/5/2023	10:20	UKREG	VietNam Holding Limited Estimated Daily Net Asset Value

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Vietnam (VNH) Discussions and Chat

Vietnam Forums and Chat

Date	Time	Title	Posts
21/4/2023	09:35	VNH with Charts & News	306

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Vietnam (VNH) Most Recent Trades

Trade Time	Trade Price	Trade Size	Trade Value	Trade Type
15:17:28	258.50	11,198	28,946.83	O
13:22:05	259.00	7,500	19,425.00	O
11:34:03	260.80	400	1,043.18	O
10:51:09	259.00	850	2,201.50	O
08:34:32	259.00	3,000	7,770.00	O

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Vietnam (VNH) Top Chat Posts

Top Posts
Posted at 15/2/2023 07:45 by spangle93 Monthly investor report sounding upbeat hTTps://www.investegate.co.uk/vietnam-holding-ltd--vnh-/rns/monthly-investor-report/202302150701019861P/ VNH's NAV was +11.1% for the month, slightly lower than the index. This followed the Fund's outperformance of the Vietnam All Shares Index (VNAS) for the 2022 calendar year, with its NAV declining 30.1% versus the VNAS' decline of 39.8%. Strong double-digit growth in Retail stood out in 2022, and we expected that to continue in the lead up to Tet. In January, VNH benefitted from its overweight in outperforming banks, STB, ACB and MBB, as well as its underweight in Real Estate, keeping to our conviction that banks were oversold in 2022 and that real estate companies would face increasing headwinds due to the lagging impacts of rising interest rates. The Fund's overweight in Industrials - IDC (up +28.4%) and GMD (up +17.7%) - along with its continued convicted positions in Telecoms and Retails, also all paid off. We feel optimistic about a more stable VND in 2023 as external and internal risks have reduced, but also expect divergence of EPS growth among sectors and stocks to increase. Additionally, on top of very attractive valuations, market liquidity also continues to move in the right direction following the indiscriminate selloffs and short-term shocks of 2022. Foreign investors net bought US$ 179m in January and we saw a comeback of both foreign and local participants in the equity market. As with several ASEAN countries, Vietnam is kicking off 2023 in a strong position to outstand the rest of the world in terms of GDP growth - forecasted at 6.5% for the year. Read Full Thread Follow Reply
Posted at 17/1/2023 07:32 by spangle93 hTTps://www.investegate.co.uk/vietnam-holding-ltd--vnh-/rns/monthly-investor-report/202301170701029545M/ Monthly summary to the end of December is full of extreme descriptions, but this is a flavour Full year net buying ended up making the US$1bn mark, a first since 2019. While we expect local indices to consolidate in this current environment of monetary tightening and wait-and-see sentiment, it is times like these when rare opportunities for the long-term arise, particularly given the attractive valuation levels of Vietnamese stocks and consensus view that corporate earnings growth is more than 10%. Positive outlook from the manager for the year of the Cat, starting 22-Jan Read Full Thread Follow Reply
Posted at 18/8/2022 09:08 by davebowler hTTps://www.vietnamholding.com/media/hgadmbrz/vnh-investor-report-july-2022.pdf?mc_cid=3387cd09e6&mc_eid=d87bf09aca Read Full Thread Follow Reply
Posted at 09/2/2022 09:41 by davebowler VNH new research hTTps://www.edisongroup.com/publication/moving-ahead/30468/ Read Full Thread Follow Reply
Posted at 17/1/2022 11:01 by pyemckay NAV slipped 10% over the last few weeks and the share price has caught up. I wrote about this last week and top sliced. Might rebuy soon. Still less than 10% discount to NAV but other vietnam trusts around 15-16 discount just now. Will watch with interest as I have approx 10% exposure to Vietnam in total. Read Full Thread Follow Reply
Posted at 13/12/2021 09:35 by davebowler Vietnam Holding Limited (VNH) Investor Report – November 2021 Santa in Saigon Vietnam’s vaccination rollout has come a long way over the past month. By early December, 75% of the adult population had received the first jab and 56% the second, giving both businesses and Christmas shoppers a good reason for feeling festive. Vietnam caught up quickly with Western nations, having already started vaccinating children in early November and therefore helping to contain the superspreading in schools seen all over the world. Then, despite the emergence of Omicron, just as the country was reopening and dealing with the detriments of the Delta variant, LEGO, the iconic Danish toy manufacturer, gave the country another excuse for getting into the spirit by announcing that it intends to invest US$1bn in building a carbon neutral factory with the Vietnam-Singapore Industrial Park Joint Stock Company in the southern Binh Duong province. According to the Danish Ambassador to Vietnam, this is the largest investment ever in Vietnam by a Danish company and shows the confidence and optimism of Danish investors in the relationship between the two countries. In our view, it also underlines the attraction of future foreign investment in Vietnam, given the government’s facilitation of trade and international integration, on top of the country’s abundant workforce and geographical location. The Fund’s NAV was up +3.1% in November, underperforming the VNAS by 0.8%, reflecting a diverse range of performance among its positions as the equity market reached a new peak. Financial services outperformed and VNH benefited from its overweight in brokerage firms, including VND (+38.8%). The brokerage sector is expected to benefit from further development of equity and bond markets. VND is well-placed to reap the opportunities having raised its capital this year. The market was driven mostly by local retail investors throughout the month with a record number of new accounts opened (over 200,000) and with speculative money flowing into mid-cap stocks. We viewed this as an opportunity to rebalance the portfolio starting with taking profits on some positions, such as NLG, after a strong rally. We also reduced our holding in HPG to below 3%, taking a profit from its stellar performance in 2021 and minimising our commodity risk considering worldwide inflationary rises and the fact that its stock price is highly correlated to the global price of steel. With the new layer of uncertainty surrounding Omicron, we decreased our position in retail stock PNJ as well since, despite the seasonal uptick, spending has not fully recovered from the Q3 lockdowns. In terms of additions, we selectively increased some of our holdings in anticipation of a recovery in earnings growth in the new year. The Fund has been and remains one of the top three investment trusts listed on the London Stock Exchange in terms of performance year to date, and this can be attributed to how both the Vietnamese markets have weathered the ongoing Covid-19 disruptions and how we exercised our high-conviction stock selection and nimbleness. Looking ahead, monetary and fiscal policy will be making an increasingly bigger impact as the world learns to live with Covid-19 variants and the digital and societal transitions that the pandemic has accelerated. Controlled inflation and a stable property market will continue to support easing polices in Vietnam, but we also believe public investment and policy will play an integral role in how its economy fares in 2022 and 2023. We will be engaging with our portfolio companies more in this context, ensuring they adopt new compliance and IFRS accounting standards as well as helping to promote more collective action on addressing environmental, social and governance issues in the country’s future and its commitment to net-zero. We thank you all for your support during this remarkable year for the Fund and wish you all a safe and happy Christmas and a prosperous New Year. FULL REPORT Dynam Capital, Limited www.dynamcapital.com Read Full Thread Follow Reply
Posted at 06/12/2021 18:30 by spangle93 I think it should be 2021, not 2020, but nevertheless... hTTps://citywire.co.uk/investment-trust-insider/news/james-carthew-three-2020-trust-winners-i-like-for-2022 The past 12 months may have been eventful, but they have also produced some impressive share price gains for many investment companies.... The third-best performer is Vietnam Holding (VNH), whose shares are 93% higher than a year ago. Fund managers Vu Thinh and Craig Martin have put enormous effort into marketing the Guernsey investment company, yet it still trades on a 14% discount. I think that this is unjustified and, with the market value knocking on £100m now, interest in it may grow. Read Full Thread Follow Reply
Posted at 11/11/2021 09:15 by spangle93 So, the share price has now reached the tendered NAV price at which we sold shares 2 months ago Read Full Thread Follow Reply
Posted at 11/10/2021 08:54 by davebowler New report- Vietnam Holding Limited (VNH) Investor Report – September 2021 The Rise of the Retail Investor Vietnam’s economy was hit hard by strict lockdowns in September, with manufacturing falling significantly for the second month running and GDP Q3/2021 growth down -6.2% YoY. Foreign investors were selling throughout the month, nevertheless, leading stocks in the consumption sector performed strongly, with MWG, one of the Fund’s largest holdings, posting impressive returns as the modern retail trend in Vietnam continues to strengthen despite the Delta variant’s economic dents in Q3. VNH was the top performing fund for the first nine months of 2021, beating the VN Index by 24% and outperforming its peers. Its NAV was up +3.3 for September with other top positive contributors DGW, HPG and VPB faring well. Both DGW (Digiworld), the country’s leading ICT distributer, and HPG, Vietnam’s top steel maker, continued to benefit from rising demand throughout the pandemic. VPB will receive proceeds from selling its stake in the finance company FE Credit and we expect it could become the biggest private bank in Vietnam in terms of capital given its senior management’s long-term strategy. It has been an extraordinary year for Vietnam’s benchmark stock index, which having gained around 23% since the start of 2021 is this year’s top-performing market in the Asia-Pacific region. As noted in the Fund’s recent annual report, VNH’s 15th anniversary this year coincided with an unprecedented escalation in domestic investor activity. To put this into more context, the market value of publicly traded companies in Vietnam is now close to USD 300bn, up from USD 2bn in 2006, when investment funds, such as VNH, commenced their activity. As a result, the stock market has created additional wealth and income for the many new domestic investors in the country, and longer-term investors, such as those who invest in VNH, have also seen compound average returns of more than 15% per annum over the last decade. Also, as part of our rigorous market analysis, we recently commissioned an independent research firm to conduct a first of its kind survey on the sentiment and behaviour of the growing retail investment base in Vietnam, and the findings paint a more upbeat picture of what is to come in the last quarter of 2021 as vaccinations pick up pace and lockdown restrictions are gradually lifted. Carried out in the month of August, the survey captures the changing nature of Vietnam’s retail investment market, namely how these investors have emerged as a decisive buying force by allocating their money in selective stocks more than in traditional assets, such as gold. Since Covid-19 struck and working from home became the new norm, this investor base has grown to an estimated four million trading accounts, around 3% of the country’s population, which is remarkably more than in the UK and similar to Taiwan’s figure in 1986 when the market there went on to experience decades-long stock market surge. Of the survey’s 425 respondents, 79% recorded strong gains in the past year and 59% said they feel optimistic about the market going up more than 5% in the final months of 2021 suggesting optimistic outlooks despite the Delta variant’s paralysing effect on trade in the past two months. Vietnam Holding published its annual report on 1st October (available on the VNH website) and has announced that the Annual General Meeting will be held 10.00 a.m. (UK) on Monday, 1 November 2021 at the offices of FIM Capital Limited, 55 Athol Street, Douglas, Isle of Man, IM1 1LA. The AGM will be followed by an Investor Update Webinar at 10.30 a.m which will be recorded. Registration for the webinar can be made at this link. Read Full Thread Follow Reply
Posted at 17/8/2021 22:08 by exotic For anyone who missed it, the FULL monthly investor report is on the website: Https://www.vietnamholding.com/media/gkgh1qle/vnh-investor-report-july-2021.pdf The following is a summary only: RNS Number : 7206I 16 August 2021 VietNam Holding Limited ("VNH" or the "Company") Monthly Investor Report A report detailing the activities of the Company for the month of July 2021 has been issued by Dynam Capital Limited, the investment manager of the Company. Electronic copies of the report have been made available to shareholders on the Company's website and a summary of the report is included below. Opportunities in times of uncertainty July was a volatile month in Vietnam. Its economic growth streak of the past 12 months slowed due to the spread of the Covid-19 delta variant and consequential disruption to much of the country and its neighbouring nations. The government responded as expected with strict social distancing rules to constrain the more contagious wave. Yet while retail sales suffered, -19.8% YoY, and manufacturing contracted for a second consecutive month, Vietnam's trade growth maintained its momentum and the government managed to accelerate its vaccination rollout, with heightened plans to jab 70% of the population in HCMC, where most of the cases in the country were concentrated, by the end of August. The Fund's NAV was down -2.6% for the month but outperformed the VNAS and other indices in Vietnam, which saw their biggest equity market declines since the coronavirus crisis first struck in Q1 2020. FPT remained a top positive contributor in VNH's portfolio, reporting revenue and NPATMI growth of 19.2% and 17.2%, respectively, for 1H2021, as demand for technology and IT services continues to thrive throughout the pandemic. MWG, which is issuing a 50% stock dividend with ex-right date on 30 August 2021, is another one of our sustainable growth stories both before and during the Covid-19 era. Its Bach Hoa Xanh chain is expected to report a record high revenue per store per month in July despite the delta disruption. As an active, selective manager with high conviction and responsible investment principles at its core, we are always eyeing opportunities that meet our strategic criteria and appetite for risk, and the United Nation's Intergovernmental Panel on Climate Change's (IPCC) report released in early August was the latest stark warning of the role investors can play in addressing the existential threats the world is facing by turning them into opportunities. Electric vehicles is a prime example, and although the market in Vietnam is in its infancy it is one that we have been researching for some time. Like digitalisation it is an irreversible trend, especially given's Vietnam's growing and more conscious-consuming urban middle-class population. On top of this demand potential, is the fact that Vietnam's first-ever domestic car manufacturer, VinFast, a subsidiary of Vingroup, is well on the electronic vehicle path having sold 50,000 e-motorbikes in 2019. We expect more foreign private entities to promote this market in Vietnam as collective action for reducing global warming increases. VinFast has partnered up with Austria-based battery tech provider, Kreisel Electric, to make batteries for electric cars and buses. LG, the South Korean conglomerate corporation, also has a joint venture with VinFast to produce batteries for both electric cars and scooters. Other international companies have become more energetic about the potential in Vietnam for both domestic sales, particularly of e-motorbikes and e-scooters, and efficient manufacturing sites. Mitsubishi Motors, for example, has had a MoU with the Ministry of Industry and Trade on R&D for electric vehicles for three years now, and we expect to see more international start-ups, such as Modmo, an electric bicycle maker, setting up factories in Vietnam for more efficient product creation and supply chain management. Modmo joins PEGA and Dat Bike aiming to put Vietnam on the global e-bike map. Although we might not invest directly in these manufacturers, the business linkages supporting such value-added 'clusters' may generate opportunities in logistics and industrial real-estate, which are sectors we are invested in, and we see as primed for longer-term growth. NB: On August 3rd, VNH announced a tender offer for 30% of the Company's shares at a 2% discount to August 31st NAV. Shareholders on the register at August 2nd may participate in the tender by 26th August and all are reminded to vote prior to the August 31st EGM. Read Full Thread Follow Reply

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