Vietnamese Capital Goods Undiscovered Gems With Strong Fundamentals

Sam Holdings

Market Cap: ₫2.8t

Manufactures and distributes wires and cables for telecommunications under the SACOM brand in Vietnam.

Tien Phong Plastic

Market Cap: ₫9.3t

Manufactures and trades in plastic pipes for civil and industrial use in Vietnam.

Bamboo Capital

Market Cap: ₫3.4t

Engages in the infrastructure investment, real estate, and renewable energy businesses in Vietnam.

Tasco

Market Cap: ₫14.5t

An investment holding company, engages in the real estate, car, and construction businesses in Vietnam.

Vietnam Construction and Import-Export

Market Cap: ₫12.5t

Together with its subsidiary, engages in construction and property development activities in Vietnam and internationally.

Viglacera

Market Cap: ₫22.8t

Manufactures and sells building materials in Vietnam.

GELEX Group

Market Cap: ₫19.4t

Primarily engages in the production and sale of electrical equipment principally in Vietnam.

Dat Phuong Group

Market Cap: ₫3.0t

Engages in the construction and energy investment business in Vietnam.

Sonadezi Chau Duc Shareholding

Market Cap: ₫8.1t

Develops and manages industrial park in Vietnam.

Coteccons Construction

Market Cap: ₫8.3t

Provides designing and construction services in Vietnam.

IDICO Corporation - JSC

Market Cap: ₫17.9t

Invests in industrial real estate, housing and urban development, industrial park services, and energy and infrastructure development projects in Vietnam.