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Home PageThe analysisWeekly: Opportunism knocks

Weekly: Opportunism knocks

01/02/2021 - 09:05

Weekly — Feb 1

 

Vietnam stocks cratered last week to substantially underperform what were generally weak regional and global markets following a major domestic resurgence of community-transmitted COVID-19. Although the market rebounded on Friday, the VNI’s TTM PE multiple of 16.3x is now just 16% above its historical mean and offers solid value, especially relative to global valuations, in our view.

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