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
  1.00 0.31% 323.00 368,912 16:35:24
Bid Price Offer Price High Price Low Price Open Price
318.50 319.50 321.00 316.00 321.00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments -2.87 -1.58 597
Last Trade Time Trade Type Trade Size Trade Price Currency
16:35:24 UT 14,815 323.00 GBX

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Date Time Title Posts
29/9/202016:19Vietnam Opportunity Fund1,098

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

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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 322p.
Vinacapital Vietnam Opportunity Fund Ld has a 4 week average price of 316p and a 12 week average price of 298.50p.
The 1 year high share price is 353.50p while the 1 year low share price is currently 202p.
There are currently 184,958,542 shares in issue and the average daily traded volume is 769,273 shares. The market capitalisation of Vinacapital Vietnam Opportunity Fund Ld is £597,416,090.66.
andyj: Just an update from here. The share price remains fairly static and hovering around where it was before the virus became a pandemic. Whilst life in Vietnam has returned to almost normal with shopping centres, restaurants and leisure businesses busy again, wander into a tourist area and you see a near ghost town and the impact is spreading outwards from those businesses directly impacted like airports, hotels and airlines to restaurant chains, taxis and the service industry. are no plans yet to allow tourists in without quarantine and with few wanting to spend two weeks locked in an army camp, the immediate future is worryingly grim. And that's without the virus returning!My view remains that longer term Vietnam is a fantastic investment, but in the short term the downside risks are mounting. I would not buy at this price.
boystown: Tipped in the MoS: The shift towards manufacturing in Asian countries beyond China is likely to continue to boost Vietnamese economic growth and the share price of the VinaCapital Vietnam Opportunity Fund, said the Mail on Sunday's Midas column. Geopolitical frictions, the Covid-19 pandemic and higher labour costs in China all favoured continued growth in Vietnam. Yes, emerging markets always had an additional level of risk, but thanks to breakneck growth since the turn of the century, the country also has a fast growing middle class. "Most experts believe that, even if Vietnam’s GDP growth is constrained his year, the long-term outlook is sound," the tipster said. The fund, which is run by a former Prudential director, Andy Ho, has a track record of success when it comes to investing in companies with long-term potential. In many cases, Ho invests in companies when they are in private hands, profiting from when they are either sold or listed on the local stockmarket exchange. And the pandemic is throwing up opportunities as some business owners opt to sell to more experience outfits with deeper pockets. "Today the group is in talks with a number of firms in areas such as healthcare, education, food and drink and the manufacture of recyclable products – sectors that are likely to grow, almost regardless of the macro-economic climate," Midas added. "Investing in emerging markets is never risk-free but the Vietnam Opportunity Fund has proved its worth over the years and should continue to deliver, as the country expands and develops. At £3.32, the shares are a long-term buy. And the dividend is an attractive bonus."
red ninja: The investment manager is buying, but not even that can raise the share price.
lageraemia: Cheers Steve I was dividing the excess (66p) by the £3.34 share price to get the discount, which is normally quoted as being TO the NAV. Still a big discount, and excellent currency hedge with Brexit nonsense. When the idiots without a plan 'take back control' the pound could tank badly.
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)
corguv: Partly recent announcement by VOF of a twice yearly dividend payment to try to close the gap between the net asset value and the discounted share price ? The share price is still around 19% below VOF’s Vietnam holdings and this might narrow ? Also down to rising stock values in Vietnam stock exchanges with both good company results and good economic news. and rising GDP growth. Strong foreign investment in Vietnam now. Then there is the Asia background which is also on an uptrend.
wexboy: VinaCapital Vietnam Opportunity Fund (VOF:LN) (5.1% of current portfolio): Share Price: GBP 271p Market Cap: GBP 560 Million (USD 705 Million) Everything aligned for VOF in 2016 to deliver a blistering +70% return (in sterling terms): Its substantial capital markets (i.e. non/un-listed) portfolio allocation was a primary driver of a return that was nearly double that of the VN-Index, its NAV discount closed significantly, plus it enjoyed a dramatic boost from sterling’s post-Brexit depreciation (VOF shares are now listed in GBP). The portfolio out-performance is particularly gratifying, as I’d previously highlighted VOF’s more diversified portfolio as a better long-term bet (vs. its peer closed-end funds/ETFs, which focus on listed equities), in what’s still obviously a frontier market. [See blog comments here, for a comparison with the VanEck Vectors Vietnam ETF (VNM:US)…which, extraordinarily, managed to lose money for its shareholders last year!?] The underlying VN-Index return is also a reminder there has been little sign of over-heating in the market, which leads me to believe there’s plenty more gas in the tank here. 2017 GDP growth’s expected to surpass the current 6.2% rate, retail sales are humming along at +10.2% yoy, inflation remains sub-5%, the USD/VND remains stable, the banks & the property market appear to be heading in the right direction again, and 10-15% EPS growth is expected…yet Vietnam continues to trade at a 20-30% P/E discount to regional averages. As for VOF itself, it trades on a 0.81 Price/Book multiple, despite an aggressive & ongoing share buyback programme – I see plenty of gains ahead in terms of NAV growth & discount compression, as Vietnam continues to leverage & benefit from its labour/cost export advantage, and (just as importantly) its burgeoning domestic consumer economy. For this & other top picks, check/Google my latest 'Top Trumps For 2017...' post on the Wexboy investment blog.
closetinvestor: Looks like quite a large discount to NAV still here. Reported value on 9th August was for 292p. Share price still around 220-230. Took an initial position here over past week as discount seems unjustified for such a fast growing economy.
dickbush: Vietnam market hit a new high for the current bull market. Now up 25% from the end of May, while VOF share price is unchanged. Weird.
don muang: Personally I didn't. Am already overweight in Vietnam with holdings in VNH as well as VOF. Also with present VOF price the the placing isn't at a great discount and any moderately poor macroeconomic news could affect VOF share price and bring it back to below placing price. However, for people not already overweight in Vietnam holdings and who don't anticipate any macro hiccups then placing might should be worthwhile.
Vinacapital Vietnam Oppo... share price data is direct from the London Stock Exchange
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