Share Name Share Symbol Market Type Share ISIN Share Description
Vinacapital Vietnam Opportunties 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
  +0.00p +0.00% 322.00p 322.00p 323.00p 323.00p 321.00p 321.00p 32,847 10:44:00
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 146.4 71.5 4.5 626.64

Vinacapital Vietnam Opportunties Share Discussion Threads

Showing 851 to 874 of 875 messages
Chat Pages: 35  34  33  32  31  30  29  28  27  26  25  24  Older
DateSubjectAuthorDiscuss
26/6/2018
20:13
Agree with that Andy - all noise
roman2325
21/6/2018
13:55
Possibly, or perhaps news closer to home worrying the market, news which has not reached the UK yet. At this point I don't see any reason for long term investments to be reconsidered. In my experience these things are nipped in the bud fairly quickly, but at the moment that isn't happening. A seemingly mild, but extremely rare protest a couple of weeks ago did not go away as it usually does. Indeed it appears to be spreading very quickly and it is the first time in 15 years I have seen riot police here. It is also the first time I have heard of people striking. I reiterate I see no reason for longer term investors to worry at the moment.
andyj
19/6/2018
13:56
Trump's antics affecting the price again today?
ashbox
11/6/2018
12:36
NAV up 4.6% on the week - round of applause please
roman2325
06/6/2018
14:17
Some better volume last couple of days, obviously a buyer out there
roman2325
03/6/2018
10:38
Mark Mobius tilts towards China, South Korea and is also bullish on Brazil and Russia where consumer Discretionary goods and services benefiting from domestic consumption growth in these countries. "The opportunities are incredible for the right investment." He remains optimistic in the emerging markets of Vietnam, China and India and believes we're going to see lot's of opportunities in these markets down the road especially India has got tremendous opportunities. Mobius also small- and mid-size mainland Chinese companies public in Hong Kong. Fintech is a focus area, as is firms that assist traditional corporations to better deploy internet technologies. "That's where the growth opportunities are," he said. "China is now a huge market, and it's growing because we are now getting more and more access," he said. “With the A-share market coming into the availability of foreign investors, the opportunities are incredible”. He also says he expects a 30% correction in the US market as a result of massive out flows from ETF's. Currently global ETF stock assets stand at $4.7 trillion.
loganair
22/5/2018
16:49
Thanks for this, ep
timnet
17/5/2018
17:56
Thanks for the interview link.. I see a nice director share purchase announced too.
cfro
17/5/2018
16:55
Andy Ho on CNBC: https://www.cnbc.com/2018/05/17/vietnam-communist-government-knows-how-to-attract-investors-strategist-says.html
roman2325
04/5/2018
09:57
I've said for many a year now that it seems to me Vietnam is around 30 years behind where China is today and going forward is a very good investment case.
loganair
04/5/2018
09:50
Well said Andy - crime you can give or take but the corp governance is where you pay up. I first met Andy Ho and bought into VOF 2005 and have been hugely impressed with the team since - don't think anyone's disputing where Vietnam sits in the league tables but thats what makes it an attractive investment and I suspect the majority of us are in this for the alpha. The countrys moving in the right direction sits perfectly in my criteria
roman2325
03/5/2018
11:16
Loganair, with respect you are referring to isolated incidents, which have little relevance to the investment case. Vietnam has been my home for the past 16 years and I have never experienced someone stealing from me in the way you describe, nor known anyone who has.The Vietnam you describe is of one past, where being a foreigner here was a novelty and where one was afforded exclusivity in the finest restaurants. Nowadays those restaurants have to be reserved in advance and often one finds they are the lone foreigners amidst a sea of well heeled locals. Of course theft occurs as it does in every country in our world, but that is akin to saying that the UK is not a good investment due to the crime rate in London. Having lived in both for 16 years, trust me I know where I feel safer! Corruption is a problem throughout developing countries and is often embedded within the cultures. As such the openness of corruption often shocks newcomers to the region. Of more concern to investors is corporate governance and in that regard Vietnam lags more developed countries. It is for that reason we pay the management fees that we do, as we put our trust in locally employed teams to ascertain companies that meet their criteria.
andyj
02/5/2018
14:21
roman - agreed. Believe it or not Spain is the 4th most corrupt country in the world. When it comes to Switzerland their population isn't living in poverty and every thing seems to work very well in Switzerland compared to Vietnam.
loganair
02/5/2018
14:02
Loganair - I live in Switzerland if you think corruptions limited to Vietnam you haven't seen it done properly
roman2325
02/5/2018
10:18
amt - Like betting on the outcome of a Manchester United football match - and yes it happened as well as building blocks of flats with the money all in their name.
loganair
02/5/2018
05:27
We have to assess how corruption manifests itself and how it impacts the economy. If the money gained through corruption is recycled into the economy in a beneficial way its impact will be less than if the money is squandered on frivolous activities.
amt
01/5/2018
19:17
Same for Vietnam, corruption starts at the very top, what ever the Vietnamese law may be and please take this from somebody who has been to Saigon and Hanoi many times. Plenty of 'Happy money' going around to grease the palms of government officials and yes this is what it is called 'Happy Money.'
loganair
01/5/2018
18:52
The Vietnamese Government is cracking down on corruption and according to the World Bank: Vietnam now has the best anti-corruption Laws in Asia. In Cambodia corruption starts at the very Top and large scale.
corguv
01/5/2018
18:03
Vietnam also has a massive corruption problems. The government ministers often treat their departments money as though it is there own. Also at the local supermarket, local Vietnamese take things out of my trolley after I've been through the check out. When I asked them why, they said because I am a foreigner and therefore I must be rich that they have the right to do so. tournesol - If you ever get the chance, Delat in the Southern Highlands is well worth a visit, lovely and cool compared to Ho Chi Minh City - Saigon
loganair
01/5/2018
15:58
Vietnam is outstanding and is set for further rapid growth in my view driven by a young , well educated, hard working population (50% of the 90 Million Vietnamese are under 30). With good governance with sound growth policies. Cambodia whilst growing has a massive corruption problem Hun Sen the PM has been in power since 1985 and if you get to meet him you have to get past security. Look Like A bunch of thugs armed to the teeth. A limited market for investment for now imo.
corguv
01/5/2018
15:28
Agree with that much appreciate your insights Andyj, you must be having some fun out there :)
roman2325
30/4/2018
11:54
Really appreciate the input from investors that live or have visited Vietnam, it is very valuable to know how strong the work ethic is and importance on education resulting in an exciting economy. Also interesting to read that India and Cambodia didn't give the same impression as Vietnam, because I have pencilled in these countries along with Indonesia, Malaysia and The Philippines as future countries to invest some funds. So still researching and on the lookout for any views in these countries.
interceptor2
30/4/2018
10:19
I visited VN for the first time last year. The thing that impressed me was the visible work ethic of the people. Street vendors and market traders were never idle. If they weren't dealing with customers they were making something or preparing something. They were very very industrious. Traffic was busy but disciplined and again provided evidence of industriousness. We were told that despite VN being nominally communist, there is almost no social security system - eg no unemployment benefit - and the idea is work or go hungry. We also spent time in Cambodia and in India in neither of which did we get the same sense of relentless industry and hard work. I bought VOF with the idea that VN is going to make faster progress in developing its economy than other developing countries such as India.
tournesol
30/4/2018
09:49
I have topped up also. The pound has been falling back against Usd as worries over Brexit grow and the economy grinds to a near halt. That should also boost the net asset value denominated in usd.
amt
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