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Premia 圖說
- 賴子健 , CFA
合夥人兼聯合首席投資官
Vietnam stocks have fallen behind in share performance versus its regional peers amid margin calls on highly leveraged positioning and investigations related to irregular activities in the capital market. Tri Viet Securities CEO and Louis Holdings Chairman have become the latest in a string of Vietnamese executives to be detained by policy, accused of allegedly manipulating stock prices. These cleanups could be bitter pills that may have a blessed effect in medium term. The fundamentals of Vietnam have been improving with increased domestic mobility, inbound tourist inflows and accelerated industrial production. Valuation-wise, MSCI Vietnam Index is trading at an attractive historical PE level of 13.6x versus a 5-year average of 20.6x. Investors may take advantage of the current market discount to gain exposure of Vietnam via Premia MSCI Vietnam ETF (2804.HK).
2022年5月10日PREMIA POINT OF VIEW - WEBINARS
來自合作夥伴
Premia 圖說
- 賴子健 , CFA
合夥人兼聯合首席投資官
Vietnam stocks have fallen behind in share performance versus its regional peers amid margin calls on highly leveraged positioning and investigations related to irregular activities in the capital market. Tri Viet Securities CEO and Louis Holdings Chairman have become the latest in a string of Vietnamese executives to be detained by policy, accused of allegedly manipulating stock prices. These cleanups could be bitter pills that may have a blessed effect in medium term. The fundamentals of Vietnam have been improving with increased domestic mobility, inbound tourist inflows and accelerated industrial production. Valuation-wise, MSCI Vietnam Index is trading at an attractive historical PE level of 13.6x versus a 5-year average of 20.6x. Investors may take advantage of the current market discount to gain exposure of Vietnam via Premia MSCI Vietnam ETF (2804.HK).
2022年5月10日