Share Name Share Symbol Market Type Share ISIN Share Description
Vinacapital Vietnam Opportunties LSE:VOF London Ordinary Share GG00BYXVT888 ORD $0.01
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  +4.00p +1.10% 367.00p 366.00p 367.00p 368.00p 364.00p 364.00p 1,037,909 16:35:28
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 146.3 71.4 5.5 727.99

Vinacapital Vietnam Opportunties Share Discussion Threads

Showing 776 to 799 of 800 messages
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
DateSubjectAuthorDiscuss
23/1/2018
19:53
TexasPete2. I use Smartinvestor (Barclays)and cannot buy VOF because the KID has not been made available. I telephoned Barclays who assure me that they are following up about 100 companies who have yet to provide KIDs. Poor show but not a lot that we can do . You could buy VEIL who have provided a KID.
oldboffy1
23/1/2018
12:35
Anyone trade this share using an HSBC account? I can't seem to buy anymore and there is a host of additional fund fees associated with buying it apparently (not that I can buy to pay the fees!). Would like to top up.
texaspete2
22/1/2018
15:26
22April 2018 VOF vina Capital Vietnam Net Asset Value £887.4 Million Or 448 pence per share Source PR Newswire
corguv
22/1/2018
12:25
New high, nav up again...
zcaprd7
21/1/2018
21:53
kt: being a moneyweek subscriber myself, you're ahead of me there.....grabs mag for a leaf through.
walter walcarpets
21/1/2018
21:41
Another write up in Money Week this week about VOF. This time Andy Ho talks about Vietnam and three of our holdings in Phu Nhuan Jewelry, Hoa Phat Group and Vietjet Air which has 43% of the market share.
killing_time
18/1/2018
15:23
andyj: info appreciated.
walter walcarpets
18/1/2018
13:58
Some news from out here...The air quality is deteriorating rapidly and has stayed above 300 for several days. This has happened before, but it hasn't been as sustained as this and appears a by product of the mass of construction projects (in the dry season). Unless the current trajectory reverses it will become more public knowledge and then there are risks that ex pats will be reluctant to come here and invest, or that limits will be put on construction, or that companies will look to Myanmar or Cambodia.It's not a reason to sell, Vietnam is an exceptional investment opportunity, but I'm just putting it out there and will update as necessary.
andyj
09/1/2018
10:12
Quite a lot of that nav is cash, and that's going to be used to stag these upcoming IPOs... Should be easy money, and a lot easier than doing it yourself!
zcaprd7
08/1/2018
12:55
Prob remain at a discount to NAV but lets hope it closes to nearer 10% in time.
walter walcarpets
08/1/2018
12:04
NAV £4.21 still plenty of upside
elpirata
05/1/2018
15:18
Ah, you beat me to it... Moneyweek have really come round to Vietnam over the last few weeks.
zcaprd7
05/1/2018
13:29
Nice 2 page write up in Money Week today on Vietnam. Its basically a 2 page write up on VOF. :-) VOF is also tipped on there round table review with Vietnam as one of there favourite markets for the year ahead. Without copying the article they are saying that the reason VOF has 9% in cash is because of all the new issues coming to the market which they want to participate in.
killing_time
03/1/2018
12:24
Partly recent announcement by VOF of a twice yearly dividend payment to try to close the gap between the net asset value and the discounted share price ? The share price is still around 19% below VOF’s Vietnam holdings and this might narrow ? Also down to rising stock values in Vietnam stock exchanges with both good company results and good economic news. and rising GDP growth. Strong foreign investment in Vietnam now. Then there is the Asia background which is also on an uptrend.
corguv
03/1/2018
11:42
Seems to be re-rating, has it been tipped somewhere, or has Vietnam become flavour of the month for IIs?
zcaprd7
03/1/2018
10:08
VOF was established in 2003 and now has total assets of £812million. The largest Investment Trust with a widespread and diverse spread across listed and unlisted companies spread across the Vietnamese economy. VOF’s growth is accelerating 84.37% over 5 years 24.82% over 1 year 14.77% over 3 months and 5.8% in the last full week of trading (source HL). Currently 348p to buy with a nett asset value of 409.5p well discounted and off most PI’s radar. 65% of the shares are held by Institutions such as HSBC and Credit Suisse. VOF is Guernsey Registered and no stamp duty. There is masses of information available on VOF. It is a rated Investment Trust.
corguv
02/1/2018
20:45
It looks like there are 2 other Vietnam funds (VNI and VNL) managed by the same fund manager. One seems to have been wound up recently and the other has just paid out 30% of its assets as cash.While that doesn't necessarily reflect badly on VOF, I will want to do more research before investing.
ewanwhose
02/1/2018
19:04
VIetnam is a rapidly growing frontier market and is off the radar for many investors, it will soon achieve emerging market status and is expected to sign a free trade agreement with Europe in coming months, both events should rerate investors’ interest. GDP growth is now running at 7% and the economy is strengthening. For me the recent arrival of a twice yearly dividend on VOF shares has changed VOF from a growth stock to a growth and dividend stock and over 2017 I more than doubled my VOF holding. A special market and a special stock a bit lacking in recognition but not in growth.
corguv
30/12/2017
11:04
The only reason there's a discount is that it's based out here in Vietnam, far from the eyes of the City. The reality is, if they could see what I see living here, or put it another way they were geographically closer, they would be trading at a premium.
andyj
29/12/2017
13:09
Surprised we have a discount to NAV at all the way things are going... Nice way to take part in all these IPOs.
zcaprd7
29/12/2017
11:01
XFVT,VNM. Never used them so no view. KT.
killing_time
29/12/2017
10:33
Nice melt-up into year end although with the VN Index up almost 50% this year I was hoping for something higher. Does anyone know of any ETFs covering Vietnam?
roman2325
28/12/2017
10:06
Banking ipo...
zcaprd7
18/12/2017
09:37
Agree entirely with that andj. Been in for some time and add on any dips in VOF. The Vietnamese economy is strong and last quarter GDP accelerated. The population is hardworking with a desire to get on and be successful with a large proportion of enthusiastic younger people. Spent some months in Vietnam and was so impressed by the entrepreneurial spirit.
corguv
Chat Pages: 32  31  30  29  28  27  26  25  24  23  22  21  Older
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