reports
- James Carthew
Vietnam Holding – Back this horse
Vietnam has largely overcome the effects of US tariffs and is pushing ahead with reforms to support its target of double-digit annual GDP growth through to 2030. While one of Vietnam Holding (VNH)’s comparator indices rose 28% in 2025, more than half of this was due to a single company that VNH does not hold. Despite strong growth prospects, most of the Vietnamese market is still attractively priced, with VNH’s portfolio trading at a forecast P/E of just 9.5x at the end of December 2025. This...
- James Carthew
Vietnam Holding – Back this horse
Vietnam appears to have shrugged off the impact of US tariffs and is cantering ahead with reforms designed to remove any bottlenecks to its goal of double-digit annual GDP growth between now and 2030. A 28% jump in one of Vietnam Holding (VNH)’s comparator indices over 2025 might have suggested that this upside is being priced in, but – as we detail in this note – over half of that came from just one company that VNH has chosen not to own. The reality is that, despite the impressive growth prosp...
- Matthew Read
Vietnam Holding Limited – Cheap stocks, bold reforms, big ambitions
Vietnam still offers one of the most compelling macro stories across emerging markets. In the short term, concerns over China, US trade policy and a focus on large-cap US tech have seen it left behind, but its fundamentals remain very attractive, and the government is making major structural reforms to support very ambitious GDP growth targets. VNH’s portfolio has been repositioned to take advantage of the expected acceleration in GDP growth, with increased weightings in banking and retail, f...
Vietnam Holding Ltd: 3 directors
A director at Vietnam Holding Ltd bought 5,000 shares at 316p and the significance rating of the trade was 38/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
Ford Equity International Rating and Forecast Report
Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...
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