Vinacapital Vietnam Oppo... Share Discussion Threads

[p1nkfish] 21/10/2014 14:22

chance the changes will lead to discount to nav reducing in a decent fashion as the P Eq element is wound down.

[p1nkfish] 15/2/2014 21:43

McD opened up in Vietnam now too.

[wiganer] 21/12/2012 15:26

Nice gain on the Keating sale, and bullish comments from the CEO.

Onwards and upwards.

[wiganer] 26/10/2012 15:28

Coca-Cola Co. (KO) said it plans to invest about $300 million over the next three years in Vietnam, looking to use the money to build sustainable growth in the emerging market.
The increased investment, starting next year, will bring the total commitment in the country by Coca-Cola and its bottling partners to $500 million from 2010 to 2015, the company said.
"Vietnam's economy has maintained healthy growth in recent years, and this new financial commitment is more than an investment in Coca-Cola's expansion in Vietnam, it is also an important acknowledgement of our belief in the long-term potential of this key market," Chief Executive Muhtar Kent said during a visit to Hanoi.
The additional spending will go to new infrastructure, jobs and brand building.
Through its investments over the last three years, the company has increased local manufacturing and distribution capacity with new filling lines and the installation of new cold-drink coolers with local customers.

[dickbush] 10/9/2012 12:46

The fund's discount has now narrowed to circa 27% again.

[wiganer] 07/8/2012 17:51

More breakout than breakdown.

[dickbush] 26/6/2012 08:33

The market is less than 3 points away from breaking down.

[dickbush] 04/6/2012 09:40

After today's bad day, I make the discount to NAV 27.2%. So, depending on your point of view, the company is doing a very good job of closing the discount, or has chosen a bloody awful time to start buying the shares. The only way to find out is for the company to stop buying, but that would expose whoever it was who ordered the start of this buying programme to criticism. I guess, therefore, that there will be a renewed authority to buy more before this one runs out.

[dickbush] 18/5/2012 09:56

Assuming performance in line with the market since month end, the nav would now be $2.20. So the discount has collapsed to under 30%.

[dickbush] 02/3/2012 09:45

Assuming the fund is performing in line with the market, the NAV should be circa $2.79 after today's strong move. i.e. the fund is still selling at a discount of over 40%.

[dickbush] 02/2/2012 11:33

Vietnamese market looking better than for a long time. The fund's discount is widening.

[wiganer] 19/1/2012 17:41

Ride on time.

[wiganer] 03/1/2012 15:21

Back in for the ride.

[wexboy] 31/12/2011 13:46

Hi Folks,

I've included VOF in my Baker's Dozen for 2012 – see my latest blog post on:

wexboy.wordpress.com

Best of luck in the New Year!

Wexboy

[dickbush] 13/9/2011 15:29

The managers seem to be performing well.

Assuming performance in line with the market since month end (more difficult in a rapidly rising market)the NAV would today be $2.586. So the fund's discount is circa 44%. Seems pretty ridiculous.

[roman2325] 13/9/2011 11:34

Close...in fact $2.34. Am happy to keep on buying

[dickbush] 31/8/2011 15:16

The Vietnam Index appears to have recovered to virtually unchanged in August. So the fund, assuming a similsr performance, should be worth about $2.31/share.

[dickbush] 15/8/2011 13:00

Looks like the current discount to NAV is circa 37%, assuming that the fund has performed in line with the market since end-July.

[roman2325] 14/4/2011 09:19

Decent RNS. Quite an increase given the current climate in the country

[roman2325] 03/3/2011 11:10

Bought some more

[roman2325] 14/2/2011 11:51

Something to do with change-over in software at the LSE - erroneous pricing in several stocks

[what is a login ?] 14/2/2011 08:42

SP same price in the selftrade portfolio. Must be ADVFN having a bit of fun. muted lol. A pain that this is quoted in one currecy by ADVFN and in another elsewhere.