The earnings call presented a positive outlook on Vietnam's economic growth and investment opportunities, especially through the Vietnam Opportunity Fund's past performance. However, concerns regarding trade relations with the U.S. and limited IPO activity were noted.
Company Guidance
During the call, Vinacapital provided several key metrics and insights into their investment strategy and the economic landscape of Vietnam. The company manages approximately $3.7 billion and has been investing in Vietnam for over 21 years, maintaining a diverse portfolio that includes equities, fixed income, private equity, venture capital, real estate, energy, and carbon. They highlighted the dynamic economic environment in Vietnam, noting its young demographics, with a population of 100 million, and its significant export growth, particularly in high-tech products. Vietnam's manufacturing sector currently constitutes about 25% of GDP, with potential growth as the country follows the East Asian development model. Furthermore, Vinacapital's Vietnam Opportunity Fund has generated a 67% return over the past five years, equating to an annualized return of 11%, and has returned over £530 million to investors since 2011. The fund is heavily weighted in financials, real estate, consumer sectors, and healthcare, which together comprise nearly 90% of the portfolio. The company also emphasized the importance of governance and ESG considerations in their investment approach.
Strong Economic Growth in Vietnam
Vietnam's GDP is expected to grow by 7% to 8% in 2025, supported by domestic-driven growth and infrastructure spending, which is set to increase by nearly 40%.
Vietnam Opportunity Fund Performance
The Vietnam Opportunity Fund (VOF) has delivered a 67% return to investors over the past five years, translating to an 11% annualized return.
High Earnings Growth at Attractive Valuations
Vietnamese companies are delivering strong earnings growth at valuations lower than those of regional peers, presenting attractive investment opportunities.
---
VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
---
GB:VOF Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Mar 31, 2025
419.06p
416.10p
-0.71%
Oct 24, 2024
448.39p
444.49p
-0.87%
Mar 26, 2024
439.64p
443.97p
+0.99%
Oct 24, 2023
427.95p
423.67p
-1.00%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) report earnings?
VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) is schdueled to report earning on Oct 28, 2025, TBA Not Confirmed.
What is VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) earnings time?
VinaCapital Vietnam Opportunity Fund Limited AccumUSD (GB:VOF) earnings time is at Oct 28, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.