c*******9
发帖数: 6411 | 1 re
VNM: the much smaller china. |
|
B*******s
发帖数: 690 | 2 Market Vectors Vietnam ETF.
NYSEARCA: VNM - Oct 22 2:18 PM EDT
17.40Price increasePrice decrease0.57 (3.39%) |
|
l*********m
发帖数: 446 | 3 看看VNM就知道了，不是个事。
泛亚高铁取中线（老挝、泰国），已经注定要搞越南的了。
猴子有点好：赌性重。迟早有机会逮住it . |
|
x****n
发帖数: 232 | 4 越南的房子不是这么好炒。有不少税在里边。加上政权没那么稳固，变数比较多。也不
好管理。
有空可以买点VNM |
|
B**********r
发帖数: 7517 | 5 SPY涨了，同时我的账户跌了
这个情形是今年第一次。
主要原因是USO对冲的做空的靠和扑，因为涨幅太大而越出范围。
到收盘，已经相当于-3.5%的USO仓位。我极其注意风险，这个仓位就算重仓空了。
今天全面进入防御性状态。多仓只有刚过20%的REITs和5%的VEU，其它USO空、VXX对冲
卖弃权但净long VXX、微量空VNM、SPY和QQQ对冲卖期权（又回到delta=0）
后面4-5月份绝对小心、保持接近0的beta值 |
|
|
j*****7
发帖数: 4348 | 7 投资越南的股市好不好， 像什么VNM之类的。
中国的人口红利快使完了， 越南人（尤其是妇女）勤快， 人口众多 （市场不算太小
）， 将来哪个要制约中国都会给越南甜头。 |
|
j*****7
发帖数: 4348 | 8 问题是前景再好， 它的股市的表现未必特别好， 这种国家的鬼名堂太多。
我得好好研究一下它的构成(VNM)。 |
|
C*******i
发帖数: 2131 | 9 This story from Wall Street Cheat Sheet
Egypt has been embroiled in political turmoil since protests, inspired by
those that overthrew the regime in Tunisia, started last week.While Egypt,
and its Suez Canal, have been worry one for investors world wide since last
week, the next big question is whether this dissent could spread to other
countries around the region, and world.
It’s a challenge to state led authoritarian capitalism, but it is also a
response to rising food costs and soaring unempl... 阅读全帖 |
|
o**y
发帖数: 3065 | 10 越南指数在好几个国家都有，在美国可以买VNM
日本的可以买EWJ。不过我最近开了个IB，准备直接换日元来买日股，拿着日元比美元
安全。当然都不会买很多
SPY还有1个月左右才会到1000吧，这是我的感觉。 |
|
o**y
发帖数: 3065 | 11 有一个VNM
还有一个dB trackers vietnam，你可以去查查 |
|
c*******9
发帖数: 6411 | 12 VNM almost all time low at 15.xx
vienam ETF, PE is 7. I would think the growth in Vienam will be amazing in
the next decade, to justify the growth, the PE should be 20.
so the fair value is at least 30.
thinking of loading some soon. |
|
c*******9
发帖数: 6411 | 13 PE less than 7 for Vietnam ETF, i think it is too cheap, outrageous.
of course only if you hold long term, short term nobody knows |
|
|
|
c*******9
发帖数: 6411 | 16 just getting warm up, head to 30 |
|
|
|
|
w**k
发帖数: 6722 | 20 这里都是ETF
发包子吧
AADR AAIT AAXJ ACIM ACWI ACWV ACWX ADRA ADRD ADRE ADRU
ADZ AFK AGA AGF AGG AGLS AGND AGOL AGQ AGZ AGZD AIA
AIRR ALD ALFA ALTS AMJ AMLP AMPS AMU AMZA AND ANGL
AOA AOK AOM AOR ARGT ARKG ARKK ARKQ ARKW ASEA ASHR
ASHS AUNZ AUSE AXJL AXJS AXJV AYT AZIA BAB BABS BAL
BAR BBC BBH BBRC BCHP BCM BDCL BDCS BDD BFOR BIB BICK
BIK BIL BIS BIV BIZD BJK B... 阅读全帖 |
|
|
p****r
发帖数: 9164 | 22 Countries: 103
Oceania (05) AUS NZL COK PLW FSM
Africa (06) MAR GHA TGO BEN BFA MLI
South America(06) ARG BRA URY COL PER VEN
North America(18) USA CAN MEX BHS CUB DMA BRB LCA ATG KNA
GTM HND SLV NIC CRI PAN JAM TTO
Asia (36) CHN VNM KHM NPL THA SGP MYS PAK IND JPN
KOR LAO MMR PRK MNG BRN PHL BGD LKA MDV
IDN TLS LBN SYR JOR ISR PSE ARE OMN BHR
KWT QAT TUR AZE GEO ARM
Europe (32) SVK PRT FRA DEU FI... 阅读全帖 |
|
a**********k
发帖数: 1953 | 23 This post from Jim Duffy is interesting:
http://www.networkworld.com/community/blog/tco-cisco-aci-3x-vnm
Highlight:
Cisco's Application Centric Infrastructure (ACI) response to the software-
defined networking trend could provide a 3X TCO advantage relative to VMware
's NSX network virtualization platform, even when NSX is implemented on a
white box switch with a Cumulus Networks open source-based operating system,
according to an April report from Goldman Sachs. |
|
g*****u
发帖数: 14294 | 24 Ticker Sector Category Subcategory Underlying Region
Currency Comments
GXG Vietnam
SPY
IWM
VNM Taiwan
FXP China 2x bear
EWY
EWT Canada
EKH Europe ADR
EIRL Colombia
DOG
EWC South Korea
DBA ... 阅读全帖 |
|
