Hong Kong May 17^th, 2018 – Rong Viet Securities Corporation together with VinaCapital held a “Vietnam Investment Day” at the Island Shangri-La Hotel in Hong Kong. This was one of those rare occasions when investors had a chance to meet, in Hong Kong, promising Vietnamese listed companies that are still under the radar. Over 60 investors and finance professionals from Hong Kong, China, and as far away as South Africa, attended the event.

Investors learned that though small & mid-caps may have underperformed the VNIndex recently, they are trading at much more compelling valuations than large-caps where PEx are now in the high teens (even despite the current correction).

Mr. Marc Djandji, Head of Institutional Sales at Rong Viet Securities said: “As Vietnam’s stock market has matured, it is now increasingly functioning as a place where companies can go to raise capital. Whereas in the past most of the pipeline of new IPOs were ex-SOE in the process of privatising, over the last 9-12 months we’ve seen an increase in the number of purely private-sector IPOs. All of our speakers today were among part those companies actually.”

Mr. Bernard Lapointe, Head of Research at RongViet Securities, helped put Vietnam in a more global context, thus showing that Vietnam is a new attractive investment destination. Beside the large-cap companies, which have always been in investors’ watchlist, Mr. Lapointe suggested there are many other potential opportunities in the small and mid-cap space.

Ms. Nguyen Hoai Thu, Managing Director at VinaCapital, said: "We believe that stable macroeconomic conditions have created favorable conditions for sectors such as consumption, finance, construction and materials, infrastructure, public utilities and transportation. These are the sectors that VinaCapital has monitored closely in order to capture good investment opportunities. VinaCapital looks for opportunities not only in large-cap companies but also in small-cap companies or companies that have yet to IPO. "

Investors also heard from Mr. David Jackson, Managing Director for Colliers International in Vietnam. Mr. Jackson shared his insight on the current state of Vietnam’s real estate sector and told attendees where he saw opportunities.

Five companies were introduced in this event, namely: FPT Digital Retail JSC, Ho Chi Minh Infrastructure Investment JSC, An Phat Plastic & Green Environment JSC, Vietnam Fortress Tools and Orient Commercial Bank.

Following the presentations, investors had the opportunity to have one-on-one meetings with top-level industry executives and speakers. These one-on-one meetings enabled investors to create a networking opportunity between investors and speakers. Besides questions on industry prospects of each company, investors also asked questions on the business environment in Vietnam, the macroeconomic movements and the stock market.