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
  -1.00p -0.29% 339.00p 338.00p 339.00p 340.00p 338.00p 340.00p 77,676 16:35:17
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Equity Investment Instruments 0.0 146.4 71.5 4.8 659.72

Vinacapital Vietnam Opportunties Share Discussion Threads

Showing 876 to 898 of 900 messages
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DateSubjectAuthorDiscuss
18/9/2018
09:49
Pleased with VOF it continues to show more resilience than any of my other holdings, With great growth potential, a substantial discount to NAV of around 18% and a current 2.4% dividend. Added over the last week.
corguv
13/9/2018
08:22
Given the rise in Vietnam in the last few days the discount must be well over 20%
amt
11/9/2018
10:53
Vietnam shines despite Southeast Asia's struggles with trade and emerging market pressures https://www.cnbc.com/2018/09/11/vietnam-economy-shines-despite-southeast-asia-struggles-with-trade.html
roman2325
30/8/2018
16:21
Nice little bounce back the last few days, assume more dollar driven than anything else
roman2325
16/8/2018
12:08
VOF July monthly report is out :- hxxps://vof.vinacapital.com/wp-content/uploads/sites/2/2018/08/VOF-July-2018-1.pdf It attempts to be relatively upbeat in the face of US - China trade war.
red ninja
14/8/2018
15:12
Appreciate that Andy, I'm still plenty long
roman2325
14/8/2018
05:04
The most recent survey is apparently noticeably less positive according to a newspaper in Thailand. I have to admit that is at odds with what I witness daily here and I have yet to be able to investigate the survey, but it suggested the numbers of Vietnamese who described themselves as earning enough to live on have suddenly fallen. In fact, in every category they described themselves as financially worse off. Different factors could be at play. Short term thinking is predominant here and it might be that previous expectations were set too high too quickly. There are forests of modern apartment blocks and many have borrowed to buy in the hope of renting them out, but that will take patience given the sheer numbers. It could be that rising inflation has worried people. It could reflect the protests seen over the summer. It could reflect the sample size of the survey.I remain long having recently added.
andyj
24/7/2018
08:45
If this isnt a reason to buy VOF then I don't know what is: https://www.cnbc.com/2018/07/23/he-left-brooklyn-to-launch-a-start-up-in-the-next-frontier-vietnam.html
roman2325
20/7/2018
23:13
A survey by Gallup in 2017 revealed that the Vietnamese were the fifth-happiest among nations, with high hopes for economic prosperity in 2018.
amt
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
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