Geopolitics Alpha

A $300 million logistics hub is betting Vietnam can move beyond the assembly line

Published . Updated .

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A $300 million logistics hub is betting Vietnam can move beyond the assembly line

Vietnam SuperPort CEO Yap Kwong Weng is building for a “super normal” economy.

Directly affected

  • No company is named in this report.

Indirectly affected

  • IAI iShares U.S. Broker-Dealers & Securities Exchanges ETF

    iShares U.S. Broker-Dealers & Securities Exchanges ETF: it holds exchanges and brokers. Linked by “betting” (exchanges and trading) in this story.

  • IYT iShares U.S. Transportation ETF

    iShares U.S. Transportation ETF: it holds transport and logistics firms. Linked by “logistics” (transport and logistics) in this story.

  • VNM VanEck Vietnam ETF-0.5% 30d

    VanEck Vietnam ETF holds stocks listed in Vietnam, which this story is about (“vietnam”).

  • UPS United Parcel Service+14.9% 15d

    United Parcel Service (trucking and courier services (no air)): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

  • CME CME Group+6.8% 18d

    CME Group (security and commodity brokers, dealers, exchanges and services): exchanges and brokers earn more when trading activity grows. Linked by “betting” (exchanges and trading) in this story.

  • UNP Union Pacific+5.9% 30d

    Union Pacific (railroads, line-haul operating): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

  • ICE Intercontinental Exchange+18.5% 30d

    Intercontinental Exchange (security and commodity brokers, dealers, exchanges and services): exchanges and brokers earn more when trading activity grows. Linked by “betting” (exchanges and trading) in this story.

  • FDX FedEx+10.0% 30d

    FedEx (air courier services): freight and delivery firms move with trade volumes. Linked by “logistics” (transport and logistics) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
IAI-1.43%+0.00%baseafter closeafter closeafter closeafter close
IYT+0.05%+0.93%baseafter closeafter closeafter closeafter close
VNM+1.06%+1.42%baseafter closeafter closeafter closeafter close
UPS-1.30%+0.04%baseafter closeafter closeafter closeafter close
CME-4.22%-0.66%baseafter closeafter closeafter closeafter close
UNP-1.81%-0.17%baseafter closeafter closeafter closeafter close
ICE-2.48%+1.18%baseafter closeafter closeafter closeafter close
FDX-1.67%-0.49%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

A $300 million logistics hub is betting Vietnam can move beyond the assembly line Fortune

Source: Fortune

This story

CompanyWhenMoveStatus
CMEthree days earlier-0.66%final price
CMEfive days earlier-4.22%final price
FDXthree days earlier-0.49%final price
FDXfive days earlier-1.67%final price
IAIthree days earlier0.00%final price
IAIfive days earlier-1.43%final price
ICEthree days earlier+1.18%final price
ICEfive days earlier-2.48%final price
IYTthree days earlier+0.93%final price
IYTfive days earlier+0.05%final price
UNPthree days earlier-0.17%final price
UNPfive days earlier-1.81%final price
UPSthree days earlier+0.04%final price
UPSfive days earlier-1.30%final price
VNMthree days earlier+1.42%final price
VNMfive days earlier+1.06%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

This story

12 out of 100

“A $300 million logistics hub is betting Vietnam can move beyond the assembly line” scores 12 out of 100. The score uses 1 sources.