Exploring Vietnam Holding’s portfolio companies with Craig Martin

UK Investor Magazine

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.

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