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Contenido proporcionado por UK Investor Group and UK Investor Magazine. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente UK Investor Group and UK Investor Magazine o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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Exploring Vietnam Holding’s portfolio companies with Craig Martin

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Manage episode 381790063 series 2334872
Contenido proporcionado por UK Investor Group and UK Investor Magazine. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente UK Investor Group and UK Investor Magazine o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies.


Download the Vietnam Holding annual report


Craig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.


FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.


Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).


We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

393 episodios

Artwork
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Manage episode 381790063 series 2334872
Contenido proporcionado por UK Investor Group and UK Investor Magazine. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente UK Investor Group and UK Investor Magazine o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

The UK Investor Magazine was thrilled to welcome Craig Martin, Chairman of Dynam Capital, the manager of Vietnam Holding, for a deep dive into the trust’s portfolio companies.


Download the Vietnam Holding annual report


Craig has provided a comprehensive analysis of the Vietnamese economy in previous podcasts. In his latest instalment, Craig Martin offers deep insight into three portfolio companies; FPT Corporation, Petrovietnam Technical Services, and Gemadept.


FPT Corporation is the portfolio’s largest holding with 15% weighting. The company provides technology and STEM education services and is positioned to benefit from Vietnam’s aims to do more in the semiconductor value chain.


Petrovietnam Technical Services (PVS) is a renewable energy transition play. Vietnam Holding feels PVS could be a key winner in Vietnam’s plans for NetZero by 2050 – through its ambitions to be a leading producer and exporter of renewable energy. In addition, PVS is working with Singapore to build the world’s longest subsea electricity cable (1000 km to export 1.2 GW, 10% of Singapore’s energy need).


We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

393 episodios

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