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09

October

4Q24 Strategic Insight : Low cost cash flow amid slowing domestic consumption

Based on current growth momentum, we forecast Vietnam’s real GDP to grow by 7.10% in 4Q24, although Typhoon Yagi, according to authorities' estimates, could dampen the economic growth with a...

Report (3)

08

October

SBV turns to liquidity withdrawal as USDVND rebounds

This week, the SBV resumed liquidity withdrawal following significant injections in the previous week, amid a notable rise in exchange rates. The interbank rate curves shifted downward across all tenors,...

Report (27)

07

October

Vietnam economy preserves acceleration momentum on exports

GSO’s September could provide an optimistic sentiment for investors with higher-than-expected economic growth, a steady export value, a steady FDI disbursement, and soft inflation despite the Yagi typhoon in September...

Report (32)

02

October

Power sector – Preview – [Neutral] – 3Q24F Preview: The comeback of Hydropower

We believe that the 3Q24F's earnings of the hydropower groups could benefit significantly due to the La-Nina phase impact. Besides, thermal power groups record growth thanks to an increase in...

Report (17)

02

October

Economic drivers preserve their roles

The economic situation in August continued to develop in the trajectory seen in two recent months. While export performance remains solid with a double-digit growth rate for the sixth consecutive...

Report (19)

02

October

SBV returns to liquidity injections

After two weeks of net withdrawals, the SBV shifted to injecting liquidity in the last week, marking the largest injection in four months amidst a slight uptick in the exchange...

Report (8)

02

October

Seafood sector – Preview – [Overweight] – 3Q24F Preview: A robust growth trajectory

We believe that the 3Q24F’s earnings for most enterprises in the sector could experience high growth due to the low base effect in 3Q23. Regarding the pangasius industry, VHC could...

Report (10)

02

October

Oil & Gas sector – Preview – [NEUTRAL] – 3Q24F Preview: low Gas, robust Drilling

The bright spot of Oil & Gas sector in 3Q24F is a robust Drilling segment, and PVD is the largest listed beneficiary. Meanwhile, natural gas may see a strong retreat...

Report (10)

30

September

Securities – Note- [NONRATED] – Circular 68 on non-prefunding

The main amendments of Circular 68 are largely centered on 1) allowing foreign institutional investors (FII) could be short of funds when placing a buying share order 2) the securities...

Report (11)