Vinacapital Vietnam Oppo... Share Discussion Threads

[dickbush] 02/2/2012 11:33

Vietnamese market looking better than for a long time. The fund's discount is widening.

[wiganer] 19/1/2012 17:41

Ride on time.

[wiganer] 03/1/2012 15:21

Back in for the ride.

[wexboy] 31/12/2011 13:46

Hi Folks,

I've included VOF in my Baker's Dozen for 2012 – see my latest blog post on:

wexboy.wordpress.com

Best of luck in the New Year!

Wexboy

[dickbush] 13/9/2011 15:29

The managers seem to be performing well.

Assuming performance in line with the market since month end (more difficult in a rapidly rising market)the NAV would today be $2.586. So the fund's discount is circa 44%. Seems pretty ridiculous.

[roman2325] 13/9/2011 11:34

Close...in fact $2.34. Am happy to keep on buying

[dickbush] 31/8/2011 15:16

The Vietnam Index appears to have recovered to virtually unchanged in August. So the fund, assuming a similsr performance, should be worth about $2.31/share.

[dickbush] 15/8/2011 13:00

Looks like the current discount to NAV is circa 37%, assuming that the fund has performed in line with the market since end-July.

[roman2325] 14/4/2011 09:19

Decent RNS. Quite an increase given the current climate in the country

[roman2325] 03/3/2011 11:10

Bought some more

[roman2325] 14/2/2011 11:51

Something to do with change-over in software at the LSE - erroneous pricing in several stocks

[what is a login ?] 14/2/2011 08:42

SP same price in the selftrade portfolio. Must be ADVFN having a bit of fun. muted lol. A pain that this is quoted in one currecy by ADVFN and in another elsewhere.

[what is a login ?] 14/2/2011 08:35

The share price appears to have halved this morning. I'm off to work now. I'll find out about it later.

[roman2325] 08/2/2011 12:54

Is anybody planning to dial-in to the investor update?

[dickbush] 08/2/2011 11:29

New rally high today but this may be a negative for Far East markets.

[jon827] 03/2/2011 19:06

Got a buy signal on this today, any good reasons why I should be bullish on Vietnam?

[roman2325] 27/1/2011 08:34

Only just seen yesterdays RNS - great news. Index appears to be holding over 500 - this is still vastly undervalued

[roman2325] 21/1/2011 12:43

This has been a great rally for the Index - confident its got a decent bit further to run aswell

[dickbush] 21/1/2011 08:59

Index at 519.5 on a pretty poor day for Far East markets.

[dickbush] 19/1/2011 09:36

Vietnam Index through 500 today and VOF at a new high for this bull market.

[roman2325] 18/1/2011 18:42

Don Lam's stepped up to the plate so I added aswell

[dickbush] 15/1/2011 15:42

Hopefully, they won't all be bankers and property developers.

[dickbush] 16/12/2010 10:11

Market down 2.7% today. Moodys downgraded Vietnam's bonds on the poor economic situation, inflation, trade deficit etc.

Maybe the Vietnamese government will start paying more attention to inflation and less to growth. We(and Vietnam) would be a LOT better off if it did.