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Many Vietnamese companies are widely diversified corporations


Do you know that many Vietnamese companies, and this is not specific to Vietnam but also true in most Asian countries, are widely diversified corporations? This has some interesting consequences when it comes to stock picking. In fact, P/E of widely diversified corporations usually carry a “conglomerate discount” because analysts have difficulty to keep tabs on these companies operating in many different industries. This does not mean however that these stocks necessarily represent better investments!


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