Vinacapital Vietnam Oppo... Share Chat (VOF)

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
	1.00	0.3%	339.00	338.00	339.00	339.00	338.00	339.00	98,611	16:35:23

Industry Sector	Turnover (m)	Profit (m)	EPS - Basic	PE Ratio	Market Cap (m)
Equity Investment Instruments	0.0	115.6	58.3	5.7	627

Vinacapital Vietnam Oppo... Share Discussion Threads

Showing 926 to 948 of 950 messages

Chat Pages: 38 37 36 35 34 33 32 31 30 29 28 27 Older

Date	Subject	Author	Discuss
01/11/2019 12:05	Useful post. Thanks	shaker44	Read Full Thread Reply
01/11/2019 11:47	VOF 5.5p drop despite VNI rising 1.7% presumably due to VOF going XD 31st Oct 5.5c paid 27th Nov	hydrogen economy	Read Full Thread Reply
15/10/2019 15:49	Thanks for your comments Andy - would be keen on an ETF also but I like the basket Vinacapital have invested in - no need to chase a few basis points. I assume Logan's comments are said tongue-in-cheek...does he not follow global politics!	roman2325	Read Full Thread Reply
19/9/2019 12:59	In terms of direct investment here, foreigners can now own apartments and upcoming districts like D9 where a new mega city is being built, close to the intended airport and near the end of the sky train line is probably a safe investment.	andyj	Read Full Thread Reply
19/9/2019 12:55	I agree with your declining bullish view. Your points are very valid in the near term regarding infrastructure. The roads are becoming increasingly clogged despite new highways, but it is important to note that our investment here is more affected by local consumers than multinationals building new factories. They will eventually improve the infrastructure, but it will not happen quickly. Tournesol VNH is also a Vietnamese IT. Personally I would prefer an ETF that tracks a broader spread of companies and especially those tapping into the wealth of the middle classes.	andyj	Read Full Thread Reply
19/9/2019 12:37	tournesol.. the other VN IT.. VEIL is currently on a bit of a roll... Pity I'm in the wrong one..!!! Is it too late to switch or do we expect VOF to play catch-up.	steve73	Read Full Thread Reply
19/9/2019 12:10	AndyJ Thanks for that well informed comment. Are you able to suggest any promising investment options in VN? Either Investment trusts or individual equities? Any thoughts appreciated. Tournesol	tournesol	Read Full Thread Reply
19/9/2019 12:01	What is of interest I suggest Andy is that what may appear through media sources,gdp numbers etc to be a thriving economy,benefitting from the us-sing spat, is actually that Vietnam is nowhere close to realising its true potential. I can’t comment on Saigon, but Hanoi and Da Nang are very disappointing from the viewpoint of modern functional infrastructure. Performance of VOF depends upon a healthy bottom line in company constituents which is not helped by monies siphoned off with apparently little sanction as it has become the norm. Certainly I feel less bullish now I am less ignorant of Vietnam though not as informed as you	shaker44	Read Full Thread Reply
19/9/2019 11:31	Thao Dien, the area you describe, is built upon a former swamp beside a tidal river, so it is hardly surprising. Yet I fail to see how a few roads in a suburb flooding in October are of any interest or relevance to investors here.	andyj	Read Full Thread Reply
19/9/2019 11:05	Every thing I posted are not rumors, is actually what happened when living in Vietnam. I've seen all the apartment blocks going up, all glitzy and show, however not of the best quality. All the building going on around the British School and old BP compound causing the land to sink and flooding when the river is at high tide.	loganair	Read Full Thread Reply
19/9/2019 10:44	With respect, posting unsubstantiated rumours and personal anecdotes on a bulletin board is at best, unhelpful. Having lived in Vietnam for 20 years I can confirm categorically that parts of have changed beyond recognition. You clearly have not been here enough, or have somehow failed to see the transformation. You haven't seen the many new glossy high end shopping centres in Saigon?You haven't seen the new seven lane highway through Thu Thiem? You haven't seen the state of the art sky rail being built? You haven't seen the forest of apartment blocks being built across Saigon? Undoubtedly the biggest change and the one that interests us the most, is the rise of the young middle class. They have wealth and they are throwing it around. Try getting into any high end restaurant on a weekend night.The question for us is are they throwing it around at companies chosen by VOF. Companies such as Vinamilk, Vietjet and Quang Ngai sugar are not obvious beneficiaries. Indeed the middle class are more likely to eschew home grown products as they can afford imported goods. Others in the top holdings such as Hoa Phat, involved in construction, should be, but land costs are rising to absurd prices as are apartments. There is no question that the country is on a rising tide of growth and prosperity, but there is a question of how much our investments will prosper from it. Your comments regarding corruption are ones I will not comment on from here, but suffice to say corporate governance is the biggest hurdle to Vietnam joining the emerging markets indices. The country, with poverty still rife and war not in the distant past, is understandably teeming with a mentality of short termism, that only time will calm. A fascinating country to live in and full of investment opportunities, but have VOF chosen the right companies? My view is this:It is hard to see significant downside, but it is also hard to see a trigger in the near term that will boost the fund to much greater heights. With a negligible dividend it is potentially a rather dull hold for the foreseeable future. be, but land costs are high here and rising to a	andyj	Read Full Thread Reply
19/9/2019 10:15	Interesting posts.	robsy2	Read Full Thread Reply
19/9/2019 10:09	I have never seen so many forged bank notes as I see being used in Vietnam. I've never seen so much fake stuff being passed as the proper thing as I've seen in Vietnam. All what I've posted needs to change before Vietnam becomes another China or Taiwan.	loganair	Read Full Thread Reply
19/9/2019 10:03	Their are two gold markets in Vietnam, one in Hanoi and one in Saigon, each with a different price of gold. Vietnamese pilots of Vietnam Airlines carry huge amounts of gold between the two, making $1,000s of dollars profit to the extent of informing the Western Captains of weather below limits and therefore the need to divert flights - Vietnam Airlines Vietnamese pilots using the airline for their own profit and gain at the expense of the airline and passengers.	loganair	Read Full Thread Reply
19/9/2019 09:54	I remember how the minister for sport in Vietnam bet $250,000 of the ministries money on a Manchester United game, which they lost. Often the various ministers in Vietnam openly use the ministries money as their own money, for their own gain, fun and entertainment. This does not really happen in India. Over the past 20 years, very little has changed in Vietnam, infrastructurewise whereas China looks like a completely different country from what is was 20 years ago.	loganair	Read Full Thread Reply
19/9/2019 09:48	Yes I heard that too. I am more familiar with corruption in Thailand and India but I hear it’s endemic in Vietnam and huge leaky budgets really constrain infrastructure development. As ever, folk at the bottom lose out. Very sad in what should be a thriving economy	shaker44	Read Full Thread Reply
19/9/2019 08:11	Vietnam is said to be 30 years behind China and maybe 40 years behind Taiwan. The biggest problem I see with Vietnam being the next China or Taiwan is the peoples mind set there is massive, am I mean massive corruption with most people in it to get out of it what they can.	loganair	Read Full Thread Reply
19/9/2019 01:14	Visiting Hanoi/Da Nang earlier this year, I was shocked by the poor physical infrastructure.and the very high cost to get containers up from HCM. Very different to Taiwan infrastructure and will take years to catch up.	shaker44	Read Full Thread Reply
19/9/2019 00:18	Nothing happening here that I know of to cause them to fall. Possibly the Bloomberg report about the infrastructure here preventing businesses flooding in.	andyj	Read Full Thread Reply
18/9/2019 16:12	Down 8% in 2 weeks. No idea why. Anyone??	shaker44	Read Full Thread Reply
29/8/2019 15:31	This is a beta play on Dollar/Sterling plus its likely someone just wanted to sell some stock and the size was too big too find a buyer - it does happen occasionally ;) Absolutely nothing to worry about - the Vietnam story improves every day	roman2325	Read Full Thread Reply
28/8/2019 13:58	Does seem strange given VEIL has been acting so well of late. VOF has not kept up for some reason despite NAV improving.	cfro	Read Full Thread Reply
28/8/2019 11:23	No - still has LARGE discount to NAV: "The Company announces that, as at the close of business on 23 August 2019, its unaudited, estimated NAV was USD 935 million or USD 5.06 per share. The Sterling equivalent as at that same date was GBP 762 million or GBP 4.12 per share. On a per share basis, this figure represents a week on week decrease of 0.25% in USD terms." The bent stock market casino rolls on.....	lageraemia	Read Full Thread Reply

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