Vietnam Enterprise Inves... Share Discussion Threads

[sf5] 25/4/2022 18:55

Ooops! Ramin Nakisa. Writes the informative PensionCraft blog and youtube on mainly macro issues. so far I subscribe just to the free version but might upgrade.

[sf5] 25/4/2022 15:17

Mildly worrying comment from Ramin's blog on Friday regarding weekly movements
''and Vietnam also fell sharply (VNM -6.3%) as it tightens up regulation of its stock market with several arrests for stock price manipulation.''

[my retirement fund] 13/4/2022 12:56

Discount not that high, 18%!

[novision] 13/4/2022 12:51

also features in IC Alpha Trusts portfolio - 21% NAV discount

[gp1948] 13/4/2022 09:47

The Times (Tempus share tips): BUY Vietnam Enterprise Investments.

[31337 c0d3r] 04/2/2022 08:12

No posts for 7 months!

https://uk.advfn.com/stock-market/london/vietnam-enterprise-inves-VEIL/share-news/Vietnam-Enterprise-Investments-Ltd-4th-Quarter-and/87147282

4th Quarter and End of Year Update

VEIL outperformed the VNI index by 8%

[gp1948] 06/7/2021 09:23

Vietnam Ho Chi Minh Stock Index closed down 3.99% this morning. Is this related to increasing Covid rates in the country or are there other reasons?

[exotic] 29/6/2021 16:04

I hold all three funds in an ISA so CGT isn't an issue for me, when I have new money to add I pick one based on the NAV discounts and chart trajectory. So far it's served me well - but then most strategies will do well in a market performing as good as Vietnam!

[shaker44] 29/6/2021 09:40

Quiet board. I have been in vof for years and recently top sliced to reinvest in vnh. About to do the same, Top slice vof again to lock in some gains (cgt!)and reinvest here in Veil.
Looks as though it is enjoying a Renaissance after a fairly torrid relative performance a few years ago. Certainly doing well now, and yet almost 20% to NAV

[amt] 26/2/2021 07:14

It's a good thing that Vietnam indices haven't followed US after last night's big fall. Vietnam level or up a bit which is a very good sign.

[arja] 25/2/2021 08:53

vietnam indices not recovering yet and even the roaring US indices having no effect in Vietnam. need to be patient I guess which is not my strong point ! surprisingly DOWN today at the moment

[cordwainer] 09/2/2021 23:45

I'm a bit surprised this one hasn't been posted here today:

citywire.co.uk/investment-trust-insider/news/ipads-macbooks-and-doubling-steel-companies-vietnam-remains-rare-outpost-of-growth/a1461152?ref=investment-trust-insider-latest-news-list

[yogi] 09/2/2021 22:13

Good write up on VEIL at attached - been holding since September so pretty happy with progress and story so far...https://www.edisongroup.com/publication/the-vietnam-growth-story-continues/28685/

[arja] 09/2/2021 08:29

thanks AMT .

[amt] 29/1/2021 07:37

The discount has gone now so perhaps some short term weakness likely but confident longterm

[arja] 14/1/2021 18:07

wonder why VOL has not moved much today but this stock has taken off . maybe this stock HAD a wider discount to NAV.

[chester] 14/1/2021 15:58

Nice move today. jonwig - What are the main differences between VOF and VEIL ?

[johnwig] 13/1/2021 13:16

I've got to say I'm pretty chuffed having almost doubled my money in about 9 months. Same goes for VOF as well. I don't see any real reason to feel antsy at present, but I never make predictions: the money should speak for itself...

[hydrogen economy] 13/1/2021 12:05

Still no interest here, despite plenty of capital gain.

NAV has risen strongly, discount has increased to 11% compared with VOF at ~7%. I expect market will narrow that gap.

Plenty of positives for the Vn market, discussed at length on VOF board and generally also apply to VEIL. Timing on vaccine will be important, especially for Foreign tourism but VN doing as well as any in managing the situation and quickly containing occasional outbreaks (usually due to illegal cross border travel or quarantine breaches).

Happy to be holding here, despite being apparently self-isolated.

[hydrogen economy] 23/4/2020 14:36

Seems theres not much interest here, maybe this will help

Vietnam Banks were being talked up today on CNBC by JP Morgan, preferred to any other banks in region due to strong clean-up of banks, strong profitability and Vietnam's early emergence from COVID lockdown. (That's not something I would have expected to hear a few years back!).

Foreign ownership still holds back valuations but expect this to be relaxed leading to re-rate.

VEIL have 4 Banks in the top 10 holdings and 25.7% of total holding.
VOF Only Eximbank in top 10.



Encouraging to see the COVID relaxation being flagged as a positive for the economy on CNBC.

[lord mandelbaum] 20/9/2019 10:08

Looks like it.. I had a nice run from 435 and sold at 480 when the Vietnam stock market looked like it was having a breather, will try to buy in again as VEIL is clearly one for the long term, good luck all

[saucepan] 19/9/2019 12:57

Breaking out of more than eighteen months consolidation below £5?

[lord mandelbaum] 26/6/2019 14:55

A 954k shares/£4m buy just happened. Not an every day occurance to say the least