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Foreign investors sniff value in Vietnam

By Ben Bland in Hanoi
Published: November 22 2010 17:54 | Last updated: November 22 2010 17:54

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While stock markets across Asia have been boosted by hot money inflows from European and American investors, Vietnam’s nascent stock market has been passed by.
The benchmark VN index has fallen 14 per cent this year amid concerns about inflation, a weakening currency and Vietnam’s sizeable trade deficit. It is still 63 per cent below its 2007 record high.
Foreign investors have largely shunned the country after the pre-crisis Vietnamese investment bubble blew up in late 2007 as inflation started to spiral and turmoil in global financial markets began to sap risk appetite.
But with valuations among the cheapest in Asia and Vietnam’s economy forecast to grow at the fastest pace in the region after China and India, foreign investors are starting to look at the market again and ask if the discount is really deserved.
“Now that valuations have risen significantly elsewhere . . . Vietnam is back on the radar,” HSBC argues in a note that urges investors to “take a fresh look” at Vietnamese stocks.
That is a view echoed by Vietnam-based fund managers such as PXP Asset Management, Dragon Capital and VinaCapital, which manage a range of international Vietnam funds listed in London and Dublin. All three companies say that interest from international investors in Europe, the US and Asia has picked up noticeably over the past few months.
Foreign investors have been net buyers of more than $400M of shares this year on the main Ho Chi Minh Stock Exchange, according to local brokers. Daily trading is still dominated by Vietnamese retail investors. But foreign trading volumes have picked up over the past couple of months, says Kevin Snowball, chief executive of PXP Asset Management, from a two-year average of about 5 per cent of daily volumes to about 15 to 20 per cent.
That growth has been driven by a realisation that Vietnamese shares are too cheap relative to their south-east Asian peers, he believes

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Nhìn mà ngẫm nghĩ

HSBC khuyến cáo, các quĩ đầu tư nên bắt đầu giải ngân vào thi trường Việtnam [r2)][r2)][r2)]

Chỉ thấy nó viết là Thị trường chứng khoán VN là thị trường được nhà đầu tư ghét nhất trên thế giới

h này mà còn mang cái chart đi kêu gào bán khống gì nữa hả trời

đọc nội dung đi bác, các công ty Việtnam có PE rẻ nhất vùng mà tăng trưởng cao nhất vùng, HSBC ra khuyến nghị giải ngân tất tay vào thị trường Việtnam MARGIN TỐI ĐA CÓ HSBC HỖ TRỢ

Năm 2010 cán cân thanh toán thâm hụt khoảng 2 tỷ USD

Ngoài ra, Thống đốc cũng cho biết, năm 2009, cán cân thanh toán tổng tổng thể thâm hụt 8,8 tỷ. Năm 2010, cán cân thanh toán tổng thể phấn đấu thâm hụt khoảng 2 tỷ USD, thấp hơn kế hoạch 4 tỷ USD.

Quốt lời có cánh của mấy ông kẹp nặng như Dragon, Vina cap, PXP thì không đáng tin rồi[][][]