交易越南股市知多少

15th January, 2022

 

越南经济已经走过了漫长的道路。多年来,发展中国家面临众多障碍,包括战争和各种危机。尽管困难重重,越南市场仍在不断增长,受到许多投资者的青睐。我们先来看看越南市场指数,虽然最近有所回调,但该指数在过去5年的表现依然优于亚洲其他指数(表1)。

   

在中美贸易战对全球贸易的影响下,像越南这样的东南亚国家将从动荡中获益。世界上许多著名电子消费产品背后的制造业巨头因为运营成本的上升,正准备将其业务从中国转移到东南亚。比如韩国电子巨头三星和日本制造商奥林巴斯已经关掉了在深圳的工厂。据报道,两家公司都在向越南转移业务。
本文中,我们汇总了越南市场的相关信息,以及投资优势。

 

概况

自1990年以来,越南经济增长率位居世界第二,年均增长率为6.77%,仅次于中国。

2017年越南GDP增长超过6%,是亚洲增长最快的经济体之一。与此同时,2018年其通货膨胀率预计将达到可控的4.6%左右。

根据专业服务公司普华永道(PwC)最近的一份报告,越南将成为未来几十年里增长最快的经济体之一。普华永道估计,到2050年,其年均增长率将达到5.3%左右。这个数据可能看起来并不高,但却是美国、英国、日本和法国预计增长率的两倍。

这里我们总结了三大潜在驱动力,它们将有助于越南在未来几年中继续保持增长,成为理想的投资选择。

 

 

增长的三大驱动力

1. 人口统计数据

经济增长来源于两个因素:人口增长和生产效率的提高

越南30岁以下的人数占45%,所以有充分理由对其经济增长持乐观态度。 蓬勃发展的劳动力将成为提高生产率和经济增长的催化剂。

 

2. 廉价的劳动力成本

越南低成本的劳动力意味着它能够吸引像中国等劳动力成本不断上升的国家为其创造就业岗位。越南每月最低工资仅为180美元,少于中国(355美元)和印尼(246美元)等周边国家。

由于其低廉的劳动力,越南已成为电气设备、电子产品、咖啡和服装的主要出口国。

 

3. 壮大的中产阶级和日益增长的消费能力

最近越南超过泰国成为东南亚第二大零售市场,仅次于印尼。

越南中产阶级和富人的数量将在2010至2020年间实现88%的增长。随着城市地区人口的增长,以及平均年龄仅有30岁等优势,它们将为越南提供强大的人口结构,以支持消费热潮。

接下来,我们再来看看可能受益于上述3个驱动因素的2只越南高市值股票和1只ETF。

 

1) Vietnam Dairy Products JSC (VNM VN Equity)

Vinamilk (VNM) 是越南最大的乳制品公司,市场份额超过50%。越南人均乳制品消费量约为21kg,低于其他亚洲国家,如泰国(28kg),中国(31kg),日本(74kg)和韩国(76kg)。所以随着GDP和消费者饮食的增加,这一块的增长潜力巨大。

 

2) Hoa Phat Group JSC (HPG VN Equity)

Hoa Phat Group (HPG) 是越南最大的钢铁生产商,分别占建筑钢材和钢管24%和29%的市场份额。

可持续发展的房地产市场以及城市化所带来的国内基础设施缺口,推动了对建筑材料的需求。再加上越南政府对国内钢铁业的保护主义措施,将有利于公司保持良好的财务状况。

 

VMN VN和HPG VN的关键财务数据

3) VFMVN30 ETF Fund

寻求长期投资越南高市值股票的投资者可以考虑追踪越南VN30指数的ETF,比如VFMVN30 ETF。VN30指数的市值为442亿美元,占胡志明证券交易所(HOSE)总市值的76%。投资ETF,也可以让您间接投资因海外所有权配额而不允许外国投资者购买的股票。
有关此ETF的更多信息,请参阅ETF 页面

 

通过辉立开始您在越南市场的第一笔交易

正如您所看到的,交易越南市场有很大的收益潜力,辉立证券让您能够轻松交易越南市场。

越南市场的交易时间为每天上午10:00 至下午3:30(新加坡时间)。更多相关信息,请参考越南交易

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信息数据截至于2018年9月19日

 

 

 

关键字:交易越南股票,越南股票, 新加坡股票账户,越南股票交易,新加坡股票开户,免费开户,在线开设新加坡股票开户,新加坡证券,新加坡券商,胡志明证券交易所,河内证券交易所
 

来源:

https://data.worldbank.org/country/vietnam

https://www.pwc.com/vn/en/publications/2017/spotlight-on-vietnam.pdf

https://www.statista.com/statistics/444584/average-age-of-the-population-in-vietnam/

https://tradingeconomics.com/country-list/minimum-wages?continent=asia

http://www.who.int/nutrition/topics/3_foodconsumption/en/index4.html 

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