Vinacapital Vietnam Oppo... Share Discussion Threads

[andyj] 28/2/2021 12:34

The hot season now kicking in here, 36C in Saigon today. Positive cases still trickling in from Hai Duong, but only a handful a day. Saigon fully reopens with schools, cinemas and bars open from tomorrow.

[andyj] 20/2/2021 03:51

Personally I trust the MOH more than a bloke with a calculator on the other side of the world.

[exotic] 19/2/2021 16:22

WHO stats show average is less than 37 new daily cases (776 ÷ 21) in the whole of Vietnam, during the last 21 days since the outbreak on January 29th and way off the peak. So the daily average continues to fall, and the most recent (18/02/2021) daily figure there were just 18 new cases. Page 2 Https://covid19.who.int/region/wpro/country/vn

[andyj] 19/2/2021 15:39

Good and bad news in equal measure.Bad = The health ministry expects the current outbreak continue throughout the year and admits they are struggling to contain it in the epicentre. Good = 60 million vaccines are being delivered this year, with 200,000 arriving next week. The homemade vaccine is expected to be in use from May. Let's hope we are not forced to take that one Hydrogen Economy!

[amt] 18/2/2021 15:08

Hm well spotted, I didn't notice that.

[hydrogen economy] 18/2/2021 14:42

The VN Markets opened yesterday, VNI was up 4% and over 1.2% today.

[amt] 18/2/2021 13:40

It's really odd how the NAV is increasing so much when the Vietnam Market was closed, It only opened this morning so won't be included until tomorrow. The pound is surging higher aswell which would make it worse.

[digitaria] 18/2/2021 11:11

That's good news. More than 2% increase in the NAV announced this morning and the index up again today, the VOF discount to NAV is around 7%. Share price reaction a little disappointing.

[andyj] 18/2/2021 02:55

Zero new cases in the last 24 hours. HCMC have declared the TSN outbreak as controlled.

[arja] 17/2/2021 11:07

that is really odd amt as cable is stronger than at 9th but weaker in last few days . A quite big buy at 437 today and somebody has confidence that vietnam market will open stronger when it opens. Hope he is right and I am tempted to add but weaker US futures worries me a bit .

[amt] 17/2/2021 08:56

How did the NAV go up when the market is closed. The strength of the pound would have an impact downwards but its gone up, interesting. It does say at 9th Feb but why has it taken so long to report. Same for veil by the way. Nothing significant but just out of interest. Veil is at a bigger discount than vof now.

[andyj] 17/2/2021 07:05

Haha, facts actually. Never mind, you keep on blowing your hot air into the bubble lol.

[shaker44] 17/2/2021 06:25

Filtered but at a guess doom and gloom again. Haha

[andyj] 17/2/2021 06:06

In RECENT days, which is all the country and market cares about, we have averaged 50 new cases a day. There are over 130,000 in enforced quarantine. Bear in mind absolutely everything has been closed here from Wednesday until yesterday. There is hope it can again be controlled, but only time will tell and neither I or the great soothsaying numpties of Grimsby can predict that.

[shaker44] 17/2/2021 05:36

Well contained midway between Hanoi and ocean

[exotic] 17/2/2021 05:19

WHO stats show average is less than 38 new daily cases (718 ÷ 19) in the whole of Vietnam, since the outbreak on January 29th and way off the peak. Page 2 Https://covid19.who.int/region/wpro/country/vn

[andyj] 16/2/2021 09:24

Viwtnam is closed for Tet.

[andyj] 16/2/2021 09:24

As people pour back to the cities and Vietnam restarts after Tet, we now wait to see if the ongoing outbreak can be controlled. We have had around 50 new cases a day recently and there are 130,000 in enforced isolation. https://tuoitrenews.vn/news/society/20210216/vietnam-to-retest-foreign-experts-who-completed-quarantine-upon-arrival/59305.html

[bartyb] 16/2/2021 09:23

Thanks for that but why no net asset value reports.Does anyone know

[spangle93] 16/2/2021 09:06

Recent interview with chief investment officer hTTps://soundcloud.com/interactive-investor/andy-ho-the-richard-hunter-interview Views on the Vietnam economy, and the fund's positioning within it

[bartyb] 16/2/2021 09:01

Sorry new investor to VOF.Why no reporting and discussion has dried up.Can anyone say

[shaker44] 11/2/2021 10:11

Logistics are a problem given the huge distance between hcm and Hanoi, and poor ground infrastructure. So air freight will continue its strength

[hydrogen economy] 11/2/2021 09:42

"Net income is NOT the same as net profit." With 1,718,368m net income how could there be a Net Loss? As for the ACV growth rate, that was an analyst consensus number, VOF gave a more prudent assessment showing the range of outcomes. "If we replace ACV’s EPS growth with the market average of 17.7%, then VOF’s public equity portfolio is expected to growth 2021 EPS by 27.6% (rather than 46.7%). I have no opinion of the future growth but note that ACV saw 247% net income growth in the final quarter of 2020 (QoQ) and a FY 2021 254% growth would still be only ~half the 2019 income. Vietjet's Q4 2020 earnings were higher than the average quarterly earnings in 2019 despite COVID, they increased freight and other activities. that seems like some indication that they can continue to grow but who knows.

[andyj] 11/2/2021 08:54

The irony of the numpty gang wetting themselves over my doubts about the current share price trajectory being sustainable, is that VinaCapital themselves expressed exactly my concerns on their website.

[andyj] 11/2/2021 08:21

Now, anyone care to explain how they will gain 254% this year? Or how Vietjet will continue to grow?https://tuoitrenews.vn/news/business/20210119/vietravel-airlines-opens-first-ticket-sales-after-inauguration/58860.html