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Share Name Share Symbol Market Type Share ISIN Share Description
Vinacapital Vietnam Opportunity Fund Ld 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
  -3.00 -0.73% 408.00 409.50 411.00 414.00 408.00 409.00 383,960 16:35:01
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 -40.7 -22.6 - 755

Vinacapital Vietnam Oppo... Share Discussion Threads

Showing 1351 to 1375 of 1375 messages
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
DateSubjectAuthorDiscuss
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.
andyj
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
exotic
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!
andyj
18/2/2021
15:08
Hm well spotted, I didn't notice that.
amt
18/2/2021
14:42
The VN Markets opened yesterday, VNI was up 4% and over 1.2% today.
hydrogen economy
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.
amt
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.
digitaria
18/2/2021
02:55
Zero new cases in the last 24 hours. HCMC have declared the TSN outbreak as controlled.
andyj
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 .
arja
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.
amt
17/2/2021
07:05
Haha, facts actually. Never mind, you keep on blowing your hot air into the bubble lol.
andyj
17/2/2021
06:25
Filtered but at a guess doom and gloom again. Haha
shaker44
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.
andyj
17/2/2021
05:36
Well contained midway between Hanoi and ocean
shaker44
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
exotic
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
andyj
16/2/2021
09:23
Thanks for that but why no net asset value reports.Does anyone know
bartyb
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
spangle93
16/2/2021
09:01
Sorry new investor to VOF.Why no reporting and discussion has dried up.Can anyone say
bartyb
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
shaker44
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.
hydrogen economy
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
andyj
Chat Pages: 55  54  53  52  51  50  49  48  47  46  45  44  Older
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