Topics (Interview is in English): 00:00 Introduction00:18 Tariffs and the Trump Organization’s golf resort in Vietnam08:27 Valuation of the Vietnamese stock market10:14 GDP growth target14:41 MBB18:39 Situation in the
PYN Elite rose 5.4% in May, led by HVN, GEX, and brokers. The VN Index gained 8.7%, with 40% of the increase from Vingroup and Vinhomes, fueled by strong retail
The key message of this Investor letter is the composition of the PYN Elite portfolio. The portfolio has been tactically positioned toward banks, brokerages, and aviation. It includes interesting ideas
Following a 16.2% drop, the market rebounded over the rest of April on tariff deferral and strong Q1 results. VN-Index closed -6.2%, while PYN Elite -4.5% MoM, supported by gains
The VN-Index rose by +0.1% in March, primarily due to the strong performance of VIC and VHM. PYN Elite -2.7%. Recently, the State Securities Commission of Vietnam announced a comprehensive
The key message of our Investor letter is as follows: Vietnam’s political and economic future is exceptionally bright, and the country is heading toward success with strong foundations. Given these