Peta’s blog
Value back to glory
Global stock markets have witnessed a strong outperformance favoring growth stocks for a longer period of time, during this period the valuation gap between growth and value stocks has risen unequally. This same development has also affected the market performance…
Read moreVietnam GDP +7.3%
The good pace of industrial production in Vietnam keeps GDP growth up to speed. General Statistics Office of Vietnam just released preliminary third-quarter growth figures, which were surprisingly good; growth of 7.31% from last year and thus a nine-month GDP…
Read moreMWG shows signs of awakening
Vietnam’s stock market is buzzing at around 950 points. In April 2018, the market took an upward hike, surging to around 1,200 points, but after the subsequent correction, the index has been trading at between 900 and 1,000 points. From…
Read moreShare warrants
Warrants will be launched in Vietnamese stock market. Brokers have already issued warrants and individual share warrants will be listed in the near future. The demand of share warrants is especiially high for the companies with full foreign ownership limits…
Read more2021 P/E 5.9
The biggest weighting in our portfolio, the Vietnamese retail group MWG, at 16.7%, just released its January-April results for 2019: Net profit grew +36%, to VND 1,424 billion (1,044), and the strongest growth in revenue was seen in online sales…
Read moreClear Direction for Vietnam
Real estate, stocks, bonds, bank deposits. The big picture is not as clear as one would hope for making sound investment decisions. It is easy to see that the US and Finnish stock markets have gone up for nearly a…
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