Investing Talk #28: SOE

A state-owned company (also called a state-owned enterprise or SOE) is a business where a government owns a majority or controlling stake.

Examples include:

  • PetroVietnam (PVN) – Energy (Vietnam)
  • China National Petroleum Corporation (CNPC) – Oil & Gas (China)
  • Singapore Airlines (Temasek-linked) – Aviation (Singapore)
  • Électricité de France (EDF) – Energy (France)
  • Saudi Aramco – Oil (Saudi Arabia, listed but state-controlled)

Why Investors Buy Into State-Owned Companies

Advantage Description
Stable backing Government support lowers bankruptcy risk.
Monopoly or strategic advantage Often dominate key sectors (energy, transport, utilities).
Strong cash flows Many are essential-service providers with steady demand.
Dividend income Some pay consistent dividends due to state profitability goals.
National growth link Exposure to country’s long-term infrastructure or energy development.

Risks of Investing in State-Owned Companies

Risk Description
Political influence Decisions may prioritize public policy over profit.
Low transparency Some lack investor-level disclosure or independent audits.
Corruption / inefficiency Bureaucratic structures can slow performance.
Limited shareholder power Government retains control over key actions.
Geopolitical risk Sanctions, regime changes, or policy shifts can impact value.

Ways to Invest in State-Owned Companies

Method Example
Buy shares directly (if listed) e.g., PetroVietnam Gas (PVGAS) on HOSE, Saudi Aramco (TADAWUL), Petrobras (Brazil).
Through ETFs or funds Emerging Market ETFs (e.g., MSCI EM Index) often include state-owned firms.
Bonds / Debt instruments Government-linked corporate bonds.
Joint ventures / private placements For institutional or foreign strategic investors.

State-Owned Companies by Sector

Sector Typical SOEs Investment Attractiveness
Energy / Oil & Gas PetroVietnam, Petrobras, Aramco High revenue, sensitive to oil prices
Utilities (Power, Water) EVN, EDF, PLN Stable cash flows, regulated returns
Telecoms Viettel, China Mobile Strong national coverage, moderate growth
Finance / Banking Vietcombank, Bank of China Government-backed, policy-driven
Infrastructure / Transport Vietnam Railways, Airports Corp. Long-term growth, slow profit cycle

🧭 Investment Strategy Tips

  1. Check ownership structure — how much is state vs. private.
  2. Read financials carefully — especially cash flow, dividends, and debt.
  3. Understand government policy — energy reform, privatization, or nationalization trends.
  4. Prefer partially privatized firms — e.g., 60–70% state ownership often means more efficiency.
  5. Diversify regionally — don’t concentrate too much in one country’s SOEs.

Example: Vietnam’s State-Owned Companies

Company Sector Ownership (approx.) Notes
PetroVietnam (PVN) Oil & Gas 100% state Parent of PVGas, PVPower, etc.
PVGas (GAS) Gas distribution ~95% PVN Listed, profitable, strong dividend yield.
EVN Electricity 100% state Monopoly; not yet listed.
Vietcombank (VCB) Banking ~74% State Bank of Vietnam Listed; blue-chip stock.
Viettel Telecom 100% Ministry of Defence Huge domestic presence.

Bottom Line

Investing in state-owned companies can be:

Stable and income-generating,
but  less flexible and politically influenced.

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