Vietnam Enterprise Inves... Share Discussion Threads

[dickiehhh] 17/5/2023 06:55

https://www.worldbank.org/en/country/vietnam/overview

[ttg100] 29/3/2023 11:42

Nav is now nearly +15%. A good time to buy for the longer term or VOF both of which I closed a while ago for good wins????

[essentialinvestor] 17/11/2022 12:42

It can't half shift quickly in either direction.

[essentialinvestor] 16/11/2022 13:54

Need to be careful with the level of any support. Can often cause more problems later down the line.

[dickbush] 16/11/2022 11:41

A tremendous turnaround from down 4.2% in the first ten minutes to close up 3.4%. That's a demonstration of what can happen when things get less bad. However, I'm not sure that the catalyst, a statement from the Minister of Finance that he "plans to tighten supervision over capital build-up among public companies and to enhance the stock market's stability and safety." helps the real estate market which has the potential to hurt the banking system if the decline in property values gets out of hand.



I don't think the Vietnamese government quite understands yet how damaging this could get if it continues with its laissez faire approach. It doesn't seem to have learnt the lesson of the 2007/9 melt-down in the West. I hope it doesn't have to learn the hard way, although these Vietnam Funds will become very cheap long term if it doesn't.

[essentialinvestor] 15/11/2022 14:28

AMT, agree with that. Towards the top of my watch list now.

What Vietnam may be attempting to avoid is the pernicious credit bubble
that has fueled the China property market, amoung others.

May be a better longer term option to let some air out rather than
rushing in with immediate support measures.

[amt] 15/11/2022 09:15

Sounds like they need to start printing money
The market got ahead of itself with a tremendous performance over the last couple of years. Nevertheless the prospects for the economy are very bright and market valuations are very cheap indeed. I will be looking to add once this sudden fall is done with.
It's what happens with the Vietnam stock market every few years but it always bounces back very strongly.
Their problems are much less than in Europe.

[andyj] 14/11/2022 09:10

https://e.vnexpress.net/news/economy/credit-crunch-putting-the-squeeze-on-businesses-government-committee-4535509.html

[hpcg] 24/8/2022 16:16

Vietnam is well positioned in both food and energy. It takes a currency crisis off the table.

[shaker44] 24/8/2022 12:20

I agree. I am considering adding but not sure the shake-out is over just yet. But vietnam looks better than most countries just now.

[hpcg] 24/8/2022 11:42

I've bought another lump here, tight spread, discount near lows, buybacks continue. I hold this and VOF but don't think there is anything material to differentiate. I like that there is no dividend here. Apple opening up plant here is just an early part of the trend of de-risking from China, and that will only accelerate. Nice to buy with the froth blown off the top. Still risk of declines but sterling cash faces just as many headwinds.

[my retirement fund] 18/8/2022 14:19

trend change here ?

[sf5] 15/8/2022 22:44

VNH has been c. 10% stronger than VEIL, in the few months I've held both. Need to look at the underlying holdings to explore why.

[dickbush] 15/8/2022 10:51

I have no idea why I got them at almost the bid, but trade #63 of 4,000 shares was my purchase. It is wrongly marked as a sale.

Given £/$ and the market's rise today, the fund must be on a 20% discount.

[my retirement fund] 21/7/2022 14:34

Vietnam tipped in this weeks share mag, veil and vof both tipped as good ways in

[my retirement fund] 18/7/2022 14:56

Made a purchase top up here today

[my retirement fund] 08/7/2022 13:48

Yes it's not a bad discount either and being asset dollar based helps one sleep easier at night.

[essentialinvestor] 08/7/2022 08:44

Beginning to look interesting?.

[novision] 28/4/2022 00:39

thanks! I'll take a look. much appreciated.

[sf5] 27/4/2022 19:34

I think so. I joined the webinar late but was sent this today. The welcome doesn't say much. For the main presentation YouTube it probably helps to have the slides open:

''Thank you for joining the VEIL Presentation in London. Please find below links to the recordings of the presentations and slides used in the webinar.

If you have any further questions please contact our Marketing and Investor Relations Team who will be happy to assist.

Topic Recording Presentation
Welcome by Sarah Arkle, Director of Vietnam Enterprise Investments Ltd (VEIL.LN)

Presentation by Dominic Scriven, Director of VEIL and Co- Founder of Dragon Capital Group


Q&A

Once again, we thank you for your participation and we look forward to hosting you again in the future.
With best regards,
Marketing/ Investor Relations
Will Ross [e-mail]

Rachel Hill [e-mail]

Ailsa Cuthbert [e-mail]

Kenji Hamada [e-mail]

Steven Mantle [e-mail]

[novision] 27/4/2022 17:25

sf5 - thanks for the update - do you know if there is a link to the recording of the webinar? I waited 15 mins but gave up as it was so late starting. Would like to catch the highlights though.

[valhamos] 26/4/2022 20:57

Thanks, sf5 and also for the feedback on the webinar.

[shaker44] 26/4/2022 10:01

It's worrying if tighter regulation causes a double figure percentage drop!

[valhamos] 26/4/2022 08:47

Why were his comments worrying? Please explain. Surely it is good for those investing in Vietnam for there to be proper oversight of the stock market?