Hanoi Toserco (TSJ): Notes on First Glimpse

This is my recent reading regard Vietnam equitization wave prompting much during this year 2017 and for the next couple of years I guess, which its title is Behind the new equitization wave in Vietnam. According to the author’s article which I did strongly agree on State-Owned Enterprises (SOEs) privatization/equitization and why they must be a… Continue reading Hanoi Toserco (TSJ): Notes on First Glimpse

Short Notes on Zero to One – Peter Thiel

I came across Zero to One  (Vietnamese version) thanks to my delay habit of reading. Knew this book so far since it get bangerz from tech startup community not only in Sillicon Valley but also famous in Vietnam. But up to now, I read it as fun (though I have owned it since its initial… Continue reading Short Notes on Zero to One – Peter Thiel

Vincom Retail (VRE) At Glance

This is a quick view of Vincom Retail (VRE) I got through reading its prospectus. Now it has market cap total ~3,4 billion dollar – among the top blue chips in Vietnam. In my view, if you look at the current and next 5-10 years of investing into Vietnam, you need to understand how commercial… Continue reading Vincom Retail (VRE) At Glance

Brewing Battle across Asia and Vietnam

A qualified reading time on the topic Brewing Battle across Asia on Nikkei Asia Review. What I learned is how tea brands are shifting to appeal to their target connoisseurs (maybe they have been busy to creating them as well :)) and compete with famous coffee big names across this region. In Vietnam now we… Continue reading Brewing Battle across Asia and Vietnam