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Vietnam Holding Limited announced an update from QuotedData on 11 February 2026. The research stated that VNH's portfolio traded at a forecast P/E of 9.5x at the end of December 2025 and that FTSE Russell is set to upgrade Vietnam from September 2026. Marten & Co was paid by Vietnam Holding Limited to produce this note.
Vietnam Holding - Update from QuotedData
11 February 2026
Back this horse
Vietnam has largely overcome the effects of US tariffs and is pushing ahead with reforms to support its target of double-digit annual GDP growth through to 2030. While one of Vietnam Holding (VNH)'s comparator indices rose 28% in 2025, more than half of this was due to a single company that VNH does not hold.
Despite strong growth prospects, most of the Vietnamese market is still attractively priced, with VNH's portfolio trading at a forecast P/E of just 9.5x at the end of December 2025. This is partly because foreign investors have not yet returned in force. Progress towards emerging market status continues, with FTSE Russell set to upgrade Vietnam from September this year.
The year of the Fire Horse begins on 17 February 2026, seen as a lucky period by some. For others, Vietnam's strong fundamentals remain a solid reason for optimism.
Full Research:
https://quoteddata.com/research/vietnam-holding-back-this-horse-qd/
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