{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/5b0fd1107b67904376d520f7/6543a32d1ef90900124f2ac1?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":" Exploring Vietnam Holding’s portfolio companies with Craig Martin","description":"<p>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.</p><p><br></p><p><a href=\"https://www.vietnamholding.com/investors/library/\" rel=\"noopener noreferrer\" target=\"_blank\"><strong>Download the Vietnam Holding annual report</strong></a></p><p><br></p><p>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.</p><p><br></p><p>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.</p><p><br></p><p>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).</p><p><br></p><p>We finish with a look at Gemadept, an operator of seaports and air cargo in Vietnam.</p>","author_name":"UK Investor Magazine"}