Update note from QuotedData

Vietnam Holding - Update note from QuotedData

17 June 2026

20 years on, potential undiminished

Vietnam Holding (VNH) has just marked its 20th anniversary. Both VNH and Vietnam have made significant progress over the past two decades, with successes and some challenges along the way. Over the long term, VNH's investment strategy has outperformed local benchmarks. Recently, however, its focus on quality growth and ESG has been less popular. While its companies continue to post strong results, supported by Vietnam's robust economy, this is not yet reflected in their valuations.

Vietnam's growth potential remains strong, with government targets that could drive major economic change. VNH's portfolio is well positioned to benefit, and this should be recognised by investors, especially if foreign investment returns. Vietnam's upcoming inclusion in the FTSE Russell index series may support this.

Full Research:

https://quoteddata.com/research/vietnam-holding-20-years-on-potential-undiminished-qd/

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