21/02/2019 - 09:29
Presentation: Vietnam — A Tiger in the Making
Vietnam — A Tiger in the Making (marketing presentation, Feb 2019)
Matthew Smith, CFA — Head of Research
Contents:
•3) Team Intro
•4) Top-down outlook: Vietnam: A tiger in the making
•11) S/T strategy: Stay defensive in 1H19
•15) STB VN: A turnaround story for the long haul
•23) MSN VN: Earnings to rebound in 2019
•29) DGW VN: Surfing the Xiaomi Wave
•36) NLG VN: Resilient through the property market down-cycle
•44) Vietnam Brokers: We’ve only just begun
