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state-owned enterprises

also referred to as: state owned enterprises

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 2, 2020 by Mike Mauze · across every show →

Everything said about state-owned enterprises, oldest first

Mar 2, 2020 negative
Assertion Not checkable as stated
Mauzé: 1990s China lacked distribution networks and was dominated by SOEs
“But there was really over in China at the time, there was really no great distribution network. And it was all big state owned enterprises, which also made it difficult to kind of work out relationships.”
Mike Mauze Mar 2, 2020 ▶ 9:58 Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
Sep 30, 2021 neutral
Assertion Partly supported
Graña: State Enterprises Make Up Roughly 75% of Vietnam's Stock Market
“About three quarters of the Vietnamese stock market, maybe a little less now, are state-owned enterprises, which again, we struggle with from a governance perspective. And then of the remaining balance in Vietnam, many of those have hit their foreign ownership…”
Daniel Graña Sep 30, 2021 ▶ 44:48 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
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