Vietnam Equity Market

Below is my holding portfolio in Vietnam Stock Market. Please click on the ticker to download and see full analysis ( if applicable).

These analysis are in no way a buy/sell recommendations. Readers should consider the analysis solely as a source of information. The analysis will provide you with the information which is available to us as retail investors.

Updated 01/02/2016

*Price is calculated in thousands VND

GAS: Strong Buy

Entry Price : 35-36

Intrinsic value : 46 – 52

Holding period : 3 years – forever

PVS: Strong Buy

Entry Price : 15.5  – 17

Intrinsic value : 28 – 32

Holding period : 2 years – forever

HHS: Buy

Entry Price : 13- 14

Intrinsic Value : 20- 22

Holding period:  2 years

OGC: Buy

Entry Price : 2.5 – 2.7

Intrinsic Value: 7 – 9

Holding period : 6 months – 2 years

JVC: Buy

Entry Price: 5.3- 5.6

Intrinsic value: 10-12

Holding period : 3 -5 years

REE: Buy

Entry Price : 24 -25

Intrinsic value: 30

Holding period : 1- 2 years