| NEW RESEARCH and ANALYSIS Vietnam: Market Commentary
"A Brief Review of the Year to Date"
"All things considered, we feel that
the long-term picture remains bright, but would like to see some signs of maturity
emerging with the market occasionally taking time to consolidate rather than continually
creating patterns more commonly associated with the flight path of a yo-yo. We maintain
our 2008 year end VNI target of 600-625, believing that this would create a sound base for
fundamentally justified strength into 2009 as the economy and earnings improve..."
Kevin Snowball, Director, PXP Vietnam Asset
Management Limited
Saigon, Vietnam
2008.09.04 | 2 pages | download
EXTERNAL RESEARCH SOURCES
Most of the research, analysis, and projections
produced by Laguna Research Partners are prepared for the private use of specific
investment, corporate, government, and individual clients. In this section
of LRPonline.net, we provide our public research users with links to some of the
"secondary" research sources that our firm has found useful in the course of our
research activities.
Economy - Where the shoe pinches:
Brazilians scrimp on travel and Russians on milk; Americans still love films (The
Economist)
China - Where China goes next (Time)
Asia - China replaces US as Japan's
biggest customer (China Economic Review)
Asia - The world's most vibrant economic
region, Asia, has met gravity (Asia Times)
Technology - Japan's goal: A wallet in
your cellphone (The
New Zealand Herald)
Biotechnology - Salamander genome: Clues
to regenerate limbs? (MIT Tech Review)
Homeland Defense - Pakistan after
Musharraf: Trouble and opportunity (CSIS)
Energy - Study: World will experience
serious oil supply crunch within five to ten years unless there is collapse in oil demand
(Chatham House)
Defense - The outlook on a
triple-superpower world (Christian Science Monitor)
Wall Street - America's biggest money
managers: Barclays Global Investors holds first place on the "II 300"
ranking (Institutional
Investor)
Management - Study: Companies acquired
in a downturn bring triple the returns of those bought in calmer times (Bain & Co.)
China - Avoiding the 10 most common
mistakes that corporations make when doing business in China (The University of Chicago GSB) 
Energy - The BP Statistical Review of
World Energy 2007: "The pattern of recent years, which has seen robust demand in Asia
Pacific and China in particular, was repeated..." (BP)
LRP ARCHIVES: FEATURED COMPANY
RESEARCH
Vietnam Dairy Products Joint Stock Company
("Vinamilk"): An Update Report
"We view the likely direction of surprise in 2006
operating results at Saigon-based Vinamilk, Vietnam's largest dairy products company, as
being to the upside..."
2006.09.01 | 70 pages | complimentary download
(Founded in 1976, Vinamilk is the largest dairy products
company and, according to the 2007 United Nations Development Programme Annual Report, the
15th largest corporate entity in Vietnam. LRP estimates that Vinamilk commands a
75.0% share of the Vietnamese milk market.)
InVision Technologies, Inc.: Basic Report
"We estimate that InVision generated revenue and EPS
of $70.3 million and $0.09, respectively, in 2001. We are projecting revenue and EPS of
$235.0 million and $1.20, respectively, in 2002 and $445.0 million and $2.99 in 2003. We
expect that this performance will be driven primarily by new EDS installations, EDS
replacement sales, and service contracts for installed EDS units..."
2002.02.05 | 48 pages | complimentary
download
(Following the terrorist attacks of 2001.09.11, LRP was
the first Wall Street research firm to identify, define, and initiate coverage of the
Homeland Defense Industry. LRP was also the first firm to identify InVision
Technologies, Inc. as a major beneficiary of the sudden surge in homeland defense-related
government spending. InVision was acquired by General Electric Company for a
substantial premium on 2004.12.06.)
LRP ARCHIVES: FEATURED
GEO-ECONOMIC RESEARCH
Crisis on the China Rim: An Economic, Crude Oil,
and Military Analysis
"There is a crisis rising on the China Rim, a crisis
made of economic imbalances, energy insecurities, ancient hatreds, and unsettled scores.
The catalyst for this crisis is success itself, the success of the People’s Republic
of China in its de facto rejection of a failed experiment in communism and its
rapid transformation into a thriving market economy. The inseparable companion of this
success, though, is an insatiable hunger and thirst for precious resources... most
important among these, crude oil."
2005.04.14 | 85 pages | complimentary download
(LRP's "Crisis on the China Rim..." analysis
has been quoted by online financial publications including Bloomberg News and was
the subject of a dedicated article in Oil & Gas Journal. On its first
full day of release, LRP's "Crisis on the China Rim..." set a one-day download
record at ResearchConnect.com by more than 100%.)
LRP: SPECIAL RESEARCH COVERAGE
Laguna Research Partners produces research, analysis, and
forecasting regarding a wide range of companies, industries, and geographic
regions. From time to time, though, we identify a compelling subject area that is not
covered effectively by traditional research sources, and we make that area the subject of
"Special Coverage".
Currently, LRP's areas of special coverage include Homeland
Defense, LRP's Project Asia, LRP Vietnam, Digital
Cinema, and Nanotechnology. |
