Investment Strategy Report - A first look at 2018
In 2017, stock market experienced an unexpected rally. The VNIndex ranked among the best indices in global markets. The average PE of 15.x surged to 17.x – 18.x. Valuations of many shares have increased significantly but investors had to be very selective to choose the right stock to beat the market. Therefore, the rally in 2017 was very different from what had happened in ten years ago. RongViet Research believes that stable macro factors in 2018 will strongly support the market. We are also of the opinion that investors still have plenty of choices to earn positive return in upcoming year. Here are our investment themes for the year 2018:
(1) Opportunities from IPO, new listing and SOE divestment on the stock market
(2) Sectors that play important roles in generating economic growth and building infrastructure to attract investment
(3) Sectors that benefit from the “golden population structure”
We hope the report will be useful reference for investors to look for “alpha” in 2018.
Viet Dragon Securities belongs to top 20 biggest securities companies in terms of chartered capital in Vietnam. With a qualified, dedicated and professional team, a widespread network, advanced technology, diversified products and services, and good relationship with local and foreign institutions, we provide a wide range of services and products to our clients both individuals and institutions, both local and foreign. We commit to provide our clients with promising investment opportunities and a comprehensive and professional financial investment services.
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