Petri Deryng

In Vietnam we trust – PYN Elite’s new presentation

Petri Deryng 01.10.2020

In this presentation you will find our top holdings and our view on Vietnam’s economy. Vietnam’s GDP is expected to continue at an excellent annual growth rate of 6%-7% for

PYN EIite up 12.8% in August

Maggie Yi 02.09.2020

PYN EIite up 12.8% in August Vietnam stock market recovered well in August, VN Index was up 10.4% thanks to VCB (+8.6%), VNM (+13.1%) and BID (+11.7%). PYN Elite’s NAV

Vietnamese banks are making profit despite the pandemic

Petri Deryng 24.08.2020

At the moment Vietnamese banks account for a total of 32,5 percent of PYN Elite’s portfolio. Our top picks are HDB, CTG, and TPB. We increased our weighting in banks

July 2020

Maggie Yi 05.08.2020

In July, VNIndex went down 3.24% due to 1) The anticipation of 2Q’s poor earnings results and 2) The outbreak of Covid-19 in Danang in late July. VCB, VNM and

Over-reaction of the Vietnamese stock market to new COVID cases

Petri Deryng 27.07.2020

The Vietnamese stock market has reacted fiercely to the country’s new COVID-19 infections. There have been no new locally acquired infections in the country for three months and all possible

June 2020

Maggie Yi 07.07.2020

VN INDEX declined -4.6% in the month, driven by large cap such as VIC (-8%) and VCB. PYN Elite is almost flat at -0.5% in the month. Liquidity was strong

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