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