Flower
  • VN-Index

    1284.09

    -6.09 (-0.47%)
  • HNX-Index

    242.58

    -1.34 (-0.55%)
  • UPCOM-Index

    91.57

    0.09 (+0.1%)
  • VN30-Index

    1296.9

    -6.3 (-0.48%)
  • VNDiamond

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    -1.49 (-0.07%)
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    2123.58

    -12.34 (-0.58%)
  • VNMidcap

    1941.62

    -5.98 (-0.31%)
  • VNSmallcap

    1525.14

    -5.52 (-0.36%)
Home PageThe analysisMarket StrategyPresentation: Vietnam — A Tiger in the Making

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