VietNam Holding (LSE: VNH)

Last close As at 18/03/2024

GBP3.70

0.00 (0.00%)

Market capitalisation

GBP101m

VietNam Holding’s investment objective is to achieve long-term capital appreciation by investing in a diversified portfolio of companies that have high growth potential and an attractive valuation. The fund has been managed by Dynam Capital since July 2018.

Latest Insights

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Equity Analyst

Milosz Papst

Milosz Papst

Director, Financials

Key Management

  • Craig Martin

    Portfolio Manager

  • Sean Hurst

    Non-Executive Chairman

Share Price Performance

Price Performance
% 1M 3M 12M
Actual 0.3 13.9 39.1
Relative (3.0) 10.3 35.0
52 week high/low 379.0p/252.0p

Overview

VietNam Holding’s (VNH’s) net asset value (NAV) per share increased by 4.2% over the 12 months ending September 2023 in total return (TR) terms in sterling, ahead of the VN Index (8.6% loss) and its direct peers (6.8% loss). In the current environment, the manager favours companies in the financial sector, which represents 42% of the portfolio and should benefit from the revival of stock market activity and increase in global demand for ‘made in Vietnam’ products. Vietnam’s stock market is now experiencing a rebound, as retail investors are returning and liquidity is increasing, after a weak 2022 driven by problems in the real estate sector.

Research

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