Vinacapital Vietnam Oppo... Investors - VOF

Vinacapital Vietnam Oppo... Investors - VOF

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Stock Name Stock Symbol Market Stock Type Stock ISIN Stock Description
Vinacapital Vietnam Opportunity Fund Ld VOF London Ordinary Share GG00BYXVT888 ORD $0.01
  Price Change Price Change % Stock Price Last Trade
-3.00 -0.73% 408.00 16:35:01
Open Price Low Price High Price Close Price Previous Close
409.00 408.00 414.00 408.00 411.00
more quote information »
Industry Sector
EQUITY INVESTMENT INSTRUMENTS

Top Investor Posts

DateSubject
02/2/2021
10:33
shaker44: as expected, investors not spooked by the mini-outbreak of C19. VN index up almost 4% today as is VOF.
01/2/2021
10:17
shaker44: A few will over react as ever but the impact on economic fundamentals and investors will be low
31/1/2021
10:51
liquidtyler: Recently came across VOF while looking for new investments done a fair amount of research. Believe it is a great option for a long term investment. Compared to the Dragon Capital option (VEIL), I think VOF is better for couple of reasons. I was quite impressed with the board at VOF, they look rock solid with a huge wealth of experience. This is in contrast to the Dragon Capital board where I had a couple of question marks. Another good aspect of VOF is a key focus of the investment committee on the strength of the governance in the firms being invested in. I note that the investment manager (Andy) has commented frequently that with a lot the deals proposed to them the governance of these firms doesn't meet international standards. (Classic issue with emerging markets) I also felt some comfort in the fact that the investment manager seeks out certain legal clauses to protect their exit strategy in the PE deals, really important in an environment such as Vietnam which unfortunately ranks middle to low in rule of law indexes. I think this is a really great unique investment for public market investors, should definitely be viewed as medium to long term investment though. I'm going to be buying in soon and will likely be holding for a minimum of 3 years.
31/1/2021
05:55
andyj: Update:The cautious good news is that despite more cases being announced over the weekend, including the Central Highlands, all are currently linked to the epicentre in Hai Duong. Remember the wealth and thus investors are concentrated in HCMC and Hanoi. A widespread outbreak in either, or both, would crash the market. Vietnam does not have a furlough scheme and the health facilities would be quickly overrun, think the NHS decades ago. We need to hope that does not happen.
29/1/2021
12:48
andyj: Cases now being confirmed in HCMC. I would not buy any at this point. My advice has been to sell several weeks ago, when VOF and the VNI was priced to assume the virus would never come here. From a personal perspective I hope it can be controlled, but it feels like we are at the tip of an iceberg. The health and economic implications could be catastrophic. I will keep the board informed...regardless of the unhinged criticism for daring to warn investors of the potential of this happening.
27/1/2021
08:44
sinzu: https://vietnamnews.vn/economy/862258/market-finishes-lower-as-investors-abandon-bank-stocks.html
19/1/2021
14:51
hydrogen economy: The strong rise in the VN market has been getting a fair bit of press coverage here reporting people scrambling to buy so no surprise that there was a fall today as it failed to push decisively past 2018 high and inexperienced investors started to panic at the drop. Some interruption to the HCM trading system didn't help (probably due to volume). hxxps://e.vnexpress.net/news/business/economy/vn-index-plummets-over-74-points-4223251.html
14/1/2021
17:35
exotic: arja - 1207 Just noticed the IG Index advert at the top says 75% of retail investors lose money with CFDs. Would recommend you reactive HL and use them or another proper broker. RE Stamp duty, on my contract notes, no SD paid on VOF, but seem to have paid it on Schroder Asia Pacific Fund and F&C Investment Trust plc.
21/12/2020
09:03
kallistos: VinaCapital Vietnam Opportunity Fd. 21 December 2020 London, UK, 21 December 2020 Edison issues review on VinaCapital Vietnam Opportunity Fund (VOF) VinaCapital Vietnam Opportunity Fund (VOF) has benefited from its differentiated mix of listed and private investments during a volatile year for global stock markets. The authorities' strong response to the COVID-19 pandemic has meant the human impact on Vietnam has been limited, and the main stock market index is up 11.3% year-to-date (to 16 December) as foreign investors have begun to return. However, VOF's NAV total return is up 21.3% over the same period (all in GBP), thanks to the greater stability of its private equity portfolio as well as positive performance from listed holdings, including its largest position in steelmaker Hoa Phat Group, which is benefiting from government stimulus focused on infrastructure spending. The VOF team says that Vietnam - a rare oasis of GDP growth in the economic desert of 2020 - is set fair to be the next 'Asian tiger'. A bounce in VOF's share price following positive COVID-19 vaccine news in early November has seen its discount to NAV tighten to a 10-year low of 10.2%. However, there is potential for it to narrow further if investor optimism is maintained.
23/10/2020
10:49
dickbush: The Vietnam market hit a new rally high today. I think this, which came out on Wednesday has improved sentiment: The sentiment of foreign investors, not global providers of financial services such as FTSE Russell and MSCI, is the key factor to decide whether Vietnam’s stock market can be upgraded to Emerging Market status, according to Ta Thanh Binh, head of the market Development Department at the State Securities Commission (SSC). Even when Vietnam completes finalizing the legal framework and meets nine out of nine criteria, it does not mean the country’s stockmarket is automatically upgraded, said Mrs. Binh at a conference held by the Securities Economic Magazine on October 21 to discuss the potential of Vietnam’s stock market in the post-Covid-19 period. Vietnam is currently in the Frontier Market group, and was added to the FTSE Russell’s watchlist for possible upgrade to Secondary Emerging Market in September 2018. However, after one year of review, Vietnam only met seven out of the nine criteria of FTSE. It takes time for foreign investors to study the new regulations and change their perception of the Vietnam’s stock market, while none of the information that FTSE Russell and MSCI obtain from the Vietnamese market is accurate or updated, she added. From her own personal view, Mrs. Binh suggested all major concerns of foreign investors for the local stock market would be addressed in the upcoming laws and regulations, including the revised Securities Law, scheduled to take effect in early 2021. On the prospect of Vietnam’s stock market in the short term, Le Duc Khanh, director of the Investment Department under VPS Securities Company, said the benchmark VN-Index has been recovering strongly since its March bottom that marked a 25% slump. Since April, liquidity in the market has surged 35 – 40% against last year, Mr. Khanh noted, adding this would be a major factor that helps the stock market go upward in the coming time. In addition to a number of industries and sectors that are expected to record positive performance, the State Bank of Vietnam (SBV)’s decision to keep low policy rates would lead to more cash into the stock market, asserted Mr. Khanh. According to Mr. Khanh, the VN-Index could return to 980 – 1000 points by the end of 2020 and continue to pick up in 2021.
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