Sector review

14

August

Textile & Garment – Note – [NONRATED] – A first stage of restoration

In 2Q24, the consumer spending was still cautious that led to the slow resumption of textile and apparel products. Textile and garment (T&G) recorded the export value of USD8.4bn (+0.3%...
Report (1)

06

August

Banking – Note – [OVERWEIGHT] – 2Q24 sustained recovery

Aggregated 2Q24 PBT (27 banks) surged +22.6%yoy thanks to an improvement in total operating incomes (+15.8%yoy) for higher net interest incomes (+19.3%yoy) and OPEX management (2Q24 CIR’s 32% vs 2Q23...
Report (0)

15

May

Retail – Note – [NONRATED] – Weak demand had different impacts

Consumer demand, in general, is not strong during the Tet holiday, but the impact varies among listed retailers. On the positive side, the consumer confidence index in 1Q24 increased to...
Report (2)

09

May

Banking – Note – [NONRATED] – On the path to recovery

Total PBT in 1Q24 (27 banks) increased by +9.5% YoY, driven by improved total operating income (+7.6% YoY) from both net interest income (+8% YoY) and non-interest income (+27% YoY),...
Report (1)
to top