Vinacapital Vietnam Oppo... Share Discussion Threads

[andyj] 05/2/2018 13:17

Vietnamese market heavily down today, following the Dow. It's the Tet holiday season here and Vietnamese may well withdraw their money from the market as it's an expensive time! Don't be surprised to see further falls until the 15th.

[sarumike] 05/2/2018 13:02

Dow was down over 600 points on Friday. Sell off on quite a few stocks.Guessing it's something to do with this.

[n0rbie] 05/2/2018 09:18

Also wondering why the sellof, 438p a share NAV

[roman2325] 05/2/2018 09:01

Any reason for the big sell-off?

Anyone got access to the order book?

[killing_time] 03/2/2018 14:17

Another half page write up on Vietnam in Money Week this week with yes you guessed it, VOF tipped as the way in.

[caradog] 31/1/2018 09:46

Enjoyed reading that, Andyj, thanks.

I can picture you now, strolling about the back streets of downtown Ho Chi Minh City in a cream-coloured suit and a Panama hat, making wry observations suitable for inclusion in your next novel.

You could of bin a writer, innit? :)

[zcaprd7] 24/1/2018 15:02

Sold out for now, will certainly revisit, but need the cash for a (hopefully) short term move.Does anyone know offhand all the Vietnam funds/trusts and associated discounts?

[walter walcarpets] 24/1/2018 13:46

ditto elpirata

[elpirata] 24/1/2018 12:51

???

vof is a core holding in my hargreaves lansdown sipp & tradeable online as any other share. KID link is on the vof webpage

[zcaprd7] 24/1/2018 00:35

Nothing from Hargreaves, and they flagged up a different company for not having a kid?

[jimbox1] 23/1/2018 20:23

No problem buying via the Share Centre. I topped up last week, and the KID is available.

[oldboffy1] 23/1/2018 19:53

TexasPete2. I use Smartinvestor (Barclays)and cannot buy VOF because the KID has not been made available. I telephoned Barclays who assure me that they are following up about 100 companies who have yet to provide KIDs. Poor show but not a lot that we can do . You could buy VEIL who have provided a KID.

[texaspete2] 23/1/2018 12:35

Anyone trade this share using an HSBC account? I can't seem to buy anymore and there is a host of additional fund fees associated with buying it apparently (not that I can buy to pay the fees!). Would like to top up.

[corguv] 22/1/2018 15:26

22April 2018
VOF vina Capital Vietnam

Net Asset Value £887.4 Million

Or

448 pence per share

Source PR Newswire

[zcaprd7] 22/1/2018 12:25

New high, nav up again...

[walter walcarpets] 21/1/2018 21:53

kt: being a moneyweek subscriber myself, you're ahead of me there.....grabs mag for a leaf through.

[killing_time] 21/1/2018 21:41

Another write up in Money Week this week about VOF.

This time Andy Ho talks about Vietnam and three of our holdings in Phu Nhuan Jewelry, Hoa Phat Group and Vietjet Air which has 43% of the market share.

[walter walcarpets] 18/1/2018 15:23

andyj: info appreciated.

[andyj] 18/1/2018 13:58

Some news from out here...The air quality is deteriorating rapidly and has stayed above 300 for several days. This has happened before, but it hasn't been as sustained as this and appears a by product of the mass of construction projects (in the dry season). Unless the current trajectory reverses it will become more public knowledge and then there are risks that ex pats will be reluctant to come here and invest, or that limits will be put on construction, or that companies will look to Myanmar or Cambodia.It's not a reason to sell, Vietnam is an exceptional investment opportunity, but I'm just putting it out there and will update as necessary.

[zcaprd7] 09/1/2018 10:12

Quite a lot of that nav is cash, and that's going to be used to stag these upcoming IPOs... Should be easy money, and a lot easier than doing it yourself!

[walter walcarpets] 08/1/2018 12:55

Prob remain at a discount to NAV but lets hope it closes to nearer 10% in time.

[elpirata] 08/1/2018 12:04

NAV £4.21 still plenty of upside

[zcaprd7] 05/1/2018 15:18

Ah, you beat me to it... Moneyweek have really come round to Vietnam over the last few weeks.