Maggie Yi

Maggie Yi

April 2019

VN Index moved sideways in April – utility stocks surged on rising oil price, banks weakened as investors are yet to fully digest SBV’s new policies. PYN Elite slid -2.8%, due to no energy stock while overweight of financials. S&P…

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November 2018

By end Nov, VN Index has lost -23% from its peak in April, while PYN Elite has declined -16%. Bank Sector has lost on average -35% from its peak. The underperformance was mainly due to the credit growth had been…

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August 2018

In August, PYN Elite gained 5.4% primarily supported by VND, HBC and HDB. VN Index advanced 3.5% on energy name GAS and banks. Trading volume remained subdued at $230m/day in August, cf. $350m/day in 1H2018. After all 720 Vietnamese companies…

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May 2018

The sharp correction in April by financials and large-caps evolved into a broad market sell-off in May, with a little recovery at month-end. While some names’ corrections were anticipated, many quality stocks were also sold off indiscriminately under panic. The…

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February 2018

This review – drafted in HCMC, finished in Hanoi – was written in between my company visits in Vietnam. Visiting Vietnam now is very different than what was 3 years ago. Long gone are the half-empty flights and quiet airports.…

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