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 Shares Traded Last Trade
  9.00 2.0% 460.00 294,701 16:35:22
Bid Price Offer Price High Price Low Price Open Price
458.50 459.50 460.00 453.00 453.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments -40.73 -22.60 851
Last Trade Time Trade Type Trade Size Trade Price Currency
17:42:14 O 453 458.748 GBX

Vinacapital Vietnam Oppo... (VOF) Latest News (1)

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Date Time Title Posts
14/4/202111:09Vietnam Opportunity Fund1,410

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Vinacapital Vietnam Oppo... (VOF) Most Recent Trades

Trade Time Trade Price Trade Size Trade Value Trade Type
2021-04-15 16:47:29458.754532,078.13O
2021-04-15 16:10:20458.924922,257.91O
2021-04-15 15:48:34454.957113,234.72O
2021-04-15 15:47:04460.005,00023,000.00O
2021-04-15 15:35:22460.0024,987114,940.20UT
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Vinacapital Vietnam Oppo... (VOF) Top Chat Posts

Vinacapital Vietnam Oppo... Daily Update: Vinacapital Vietnam Opportunity Fund Ld is listed in the Equity Investment Instruments sector of the London Stock Exchange with ticker VOF. The last closing price for Vinacapital Vietnam Oppo... was 451p.
Vinacapital Vietnam Opportunity Fund Ld has a 4 week average price of 410.50p and a 12 week average price of 402p.
The 1 year high share price is 464p while the 1 year low share price is currently 261p.
There are currently 184,958,542 shares in issue and the average daily traded volume is 421,787 shares. The market capitalisation of Vinacapital Vietnam Opportunity Fund Ld is £850,809,293.20.
amt: OK then Andy. Are you positive or negative on the future of VOF. In a year from now do you think it will be higher than 4.50 or lower?
kenmitch: andyj You’ve made some interesting observations. What's difficult to grasp is how your comments contrast so sharply to the bullish updates from the 3 Vietnam Investment Trusts. Are they really pulling the wool over investors eyes? In my long experience with Investment Trust Manager comment about how the economy is performing in their Country, along with comment about possible worries about how those would affect the holdings in their Portfolios, is that they do address such concerns. Have you thought of raising your points directly with VOF? They might reassure or cause you to be even more convinced that there are potential big concerns ahead. The Vietnam PE index is around 20. Certainly not cheap now but 20 is not bubble territory. And both VOF and VNH are still trading at discounts. Again not bubble ratings. btw I can’t see why anybody down ticks your post. Your case is well argued and we’re all entitled to express our opinions. The idiots are the ones who are not prepared to look at both sides of the investment case and not the people who take time to post in detail. I hold VOF and VNH and have done well with both and VNH warrants in the past.
dpmcq: From a recent Shares Magazine Article - WHILE THE DISCOUNT on the VinaCapital Vietnam Opportunity Fund (VOF) has narrowed in from a 17.7% 12-month average to 11.1%, we see scope for strong risk-adjusted returns from its differentiated mix of listed and private investments in Vietnam. The only one of its Vietnam trust peers to pay a dividend, an ongoing share buyback programme and continued strong performance should drive a further narrowing of the discount. Vietnam’s strong response to the pandemic has limited the human impact on a country with comparative advantages including a young, well educated population and relatively low labour costs. Vietnam turned out to be rare oasis of GDP growth in the economic desert of 2020 and according to the VOF team, is set fair to be the next ‘Asian tiger’. VOF’s listed holdings include steelmaker Hoa Phat, Airports Corporation of Vietnam and food and beverage business Vinamilk, while VOF is also the country’s largest private hospital investor. VOF has generated five and 10-year annualised net asset value (NAV) returns of 17.5% and 13.1% according to Morningstar.
digitaria: 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: 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.
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.
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.
amt: Andy I don't know why you took the huff when I pointed out your judgement has been wrong and if I had followed your thoughts I would have missed a big gain. I am quite happy to read your posts but at the moment take a different view. You need to remember that you will know a lot more about Vietnam than I do but you have to look at in the context of the rest of the World which in general is doing very very badly. So if you are a UK investor facing a catastrophic economic situation plus a possible large fall in the pound then where do I put my money. Cash sterling is unsafe. As I pointed out the other day I never thought that Vietnam would be a relatively safe place to invest. Share prices are cheap let alone all the other benefits I mentioned. You say the share price is up 20% in 14 years. I don't know if that's true, perhaps its like comparing shares priced to the top of the Internet bubble. However over ten years the average return per year is a very good 15% or 100 quid is now worth 365 quid. Remember there is still about a 15% discount.
shaker44: Lucky to have an expert on so many things-- including the VOF share price - warning us all when the share price was far lower. I for one will ignore
corguv: Vietnam First Quarter 2018 Economic Growth forecast now at over 7%. Vietnam stock exchange Vnindex has risen every day this week. VOF share price now at a 19.25% discount to net Asset Value (HL)
Vinacapital Vietnam Oppo... share price data is direct from the London Stock Exchange
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